Last Updated
Overview
Trella Health helps post-acute sales teams identify high-value referral sources, manage relationships, and track referral performance in real time through a mobile-first CRM. While purpose-built for post-acute care, it is best suited for organizations that rely on data-driven field sales and referral growth.
Overall Rating
Based on 25 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Trella Health Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Trella Health?
Trella Health is a post-acute care CRM and market intelligence platform built for home health, hospice, skilled nursing, infusion, and HME/DME organizations. It combines referral data, market insights, and EHR-integrated sales activity tracking to help teams manage referral lifecycles, monitor performance, and align sales and marketing efforts around measurable growth outcomes.
Trella Health Pricing
Trella Health Integrations
Who Is Trella Health For?
The platform is ideal for the following:
- Home health
- Hospice
- Skilled nursing
- HME/DME
- Infusion
Is Trella Health Right For You?
If you are a post-acute provider or supplier with field-based sales and referral development teams, Trella Health may be a strong fit. It is designed to support organizations that need real-time market data, referral lifecycle visibility, and mobile-first CRM workflows. Trella Health suits teams focused on strengthening referral partnerships, driving productivity in the field, and making data-informed decisions that align sales, marketing, and organizational performance.
Want to learn more about the Trella Health software? Contact our customer support team at (661) 384-7070 for personalized assistance.
Trella Health Features
Mobile-First CRM And Field Productivity
Trella Health provides a mobile-first CRM that lets field sales reps access referral data, capture notes, track pipeline goals, and document activities on the go. Designed for post-acute sales teams, it minimizes administrative tasks while giving real-time access to key referral information from anywhere.
Referral Lifecycle Management
The platform tracks referrals through every stage—from pending to admit, discharge, or non-admit—and captures reasons and referring provider details. This visibility helps teams understand where opportunities are converting or stalling, enabling more informed outreach and prioritization of high-value referral sources.
Actionable Market Insights And Data Analytics
Trella Health delivers industry-specific market intelligence, including Medicare Part A, B, and Advantage claims data, competitive insights, and utilization trends. Teams can identify the right referral partners, benchmark performance, and build data-driven strategies to grow referrals and admissions.
EHR Integration And Clinical Connectivity
Trella Health integrates with electronic health record systems to bring clinical referral information into the CRM. This gives sales and marketing teams a unified view of referral sources, outcomes, and trends, helping align outreach with real patient activity and enhancing visibility into performance.
Reporting And Coaching Tools
The platform includes ready-made reports and a built-in coaching framework for sales leaders. Reports tailored to business goals help in forecasting and performance monitoring, while customizable coaching templates capture insights and track rep progress to support growth and accountability.
Pros And Cons of Trella Health
Pros
Centralizes referral data, market insights, and CRM for post-acute sales
Mobile app helps field reps access real-time activity and metrics
EHR integration and ready-made reports improve organizational visibility
Cons
Purpose-built for post-acute care—less suited to general CRM use
Advanced analytics depend on quality and completeness of referral data
Trella Health Reviews
Total 25 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars72%
4
Stars28%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Hospital & Health Care, 500+ employees
More than a year
“great data platform”
Pros
Is incredibly simple to work with and really stands out as a market leader. The claims data is far ahead of what I've seen from other claims data platforms and having access to providers MCR Part A and B utilization is extremely helpful.
Cons
At first the small icons can be a little hard to follow and remembering what each one means takes some time in the beginning.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Hospital & Health Care, 500+ employees
More than a year
“helpful audience targeting”
Pros
Using this app has really helped us expand our market. It's been useful for getting my content in front of the right audience.
Cons
Wish it included data from a larger number of healthcare providers but this is a very minor thing.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Hospital & Health Care, 500+ employees
Less than 6 months
“user friendly”
Pros
Once you get familiar with where everything is located the platform becomes very user friendly.
Cons
At the beginning drilling down to reach certain data feels a bit inconvenient.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Trella Health offer an API?
Yes, Trella Health offers an API.
What level of support does Trella Health offer?
Trella Health offers support via phone, email, form submission, and a help center.
What language does Trella Health support?
Trella Health supports the English language.
Who are the typical users of Trella Health?
Trella Health is typically used by professionals working in hospice, home health, nursing, and infusion.
Does Trella Health have a mobile app?
Yes, Trella Health offers a mobile app.
What other apps does Trella Health integrate with?
Trella Health integrates with numerous EHR platforms.
What types of pricing plans does Trella Health offer?
The vendor offers tailored pricing plans adapted to unique business needs. Reach out for a flexible Trella Health price quote.