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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.
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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
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.
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.
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.
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.
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.
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