Your Telo leads,
managed.

Trellis is the CRM built for realtors who work with Telo-delivered seller leads — manage your pipeline, collaborate with your team, and close more business.

Invite-only

Name
Status
Temperature
Last activity
Active
Hot
Follow-up
Warm
Active
Warm
New
Cold
Active
Hot

Everything your team needs

NameStatusTemp
Active
Hot
New
Warm
Follow-up
Warm
Active
Cold

Lead pipeline

A structured grid of every Telo-delivered seller lead — filter by status, temperature, and activity with saved custom views.

JD
Call2m ago

Call completed — left voicemail.

Following up next week.

SM
Note1h ago

Sent listing packet via email.

JD
Note3h ago

Qualified — strong motivation to sell.

Notes & activity

Log calls, meetings, and updates against each lead. Your whole team sees the full history at a glance.

12
New leads
+3
47
Active
+8
6
Closed
+2

Pipeline dashboard

High-level stats on new leads, active contacts, and pipeline health — so you always know where your business stands.

JD

James D.

Admin

SM

Sarah M.

Member

RK

Ryan K.

Member

AL

Amy L.

Member

Team workspace

Invite team members, assign roles, and manage your workspace. Everyone works from the same source of truth.

Designed for realtors to succeed with Telo

Trellis is a focused tool for real estate professionals who receive qualified seller leads through the Telo platform. No bloat, no guesswork — just a clean workspace for your leads, your notes, and your team.

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