Your All-In-One Real Estate Sales Department

Tired of leads slipping through the cracks? triello gives you the team—and tools—to follow up smarter, automate the busywork, and close more deals with less stress. Built for real estate agents, teams, and brokerages who are ready to scale.

Meet triello. The First ISA Team + CRM SaaS Company

Features

No hiring. No training. No management.

triello is a real estate sales system that combines personalized lead follow-up with fully managed CRM solutions. Built for agents who want results without managing tech.

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Appointment Setting That Converts

We follow up fast—by phone, text, and email—to book qualified meetings with serious buyers and sellers.

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Speed to Lead Response

Your leads get a response within minutes, not hours—so you never lose business to silence.

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Real Estate CRM, Built for You

Custom pipelines, automations, and reminders tailored for real estate pros who want to stay organized and close more.

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Smart AI Tools

AI-written texts and emails, lead scoring, auto-reminders, and campaign triggers—built in from day one.

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Exclusive Referral Access

We connect you with warm, ready-to-move buyers and sellers—no zip code bidding, no random lead handoffs

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Fully Managed + Fully Branded

You get white-glove service, founder oversight, and real results—without hiring a team or managing tech.

Triello ISA Services

Real follow-up. Real conversations. Real appointments.

Your leads don’t need more automation—they need attention. triello’s U.S.-based Inside Sales Agents (ISAs) connect with your leads quickly, professionally, and consistently to convert interest into appointments.

We’re not a call center. We’re your follow-up team.

Here’s What We Do:

Speed-to-Lead Outreach

  • Contact new leads within minutes

  • Call, text, and email follow-up

  • Voicemail drops + auto-tagging

  • Up to 3–5 touchpoints per lead

  • Daily outreach based on lead source & timeline

Appointment Setting

  • We handle the back-and-forth

  • Calendar integration + live scheduling

  • Automated status updates

  • You show up to real conversations—no chasing

Lead Nurture & Re-Engagement

  • Drip campaigns for cold/warm leads

  • Personalized check-ins and follow-ups

  • Aged lead reactivation

  • Tagging and scoring so you know who’s ready

Add-On: CRM or Use Your Own

  • No CRM? We’ve got one.

  • Already have a CRM? We’ll integrate with it.

  • Our ISA services plug into your workflow—seamlessly.

Perfect For:

  • Agents overwhelmed with lead volume

  • Teams who want more appointments booked

  • Brokerages needing consistent follow-up

  • Anyone tired of watching leads go cold

Why It Works

  • U.S.-based team, real conversations

  • Built-in scripts, automations, and AI

  • Transparent reporting & real results

  • You focus on closings—we handle the chase

Triello CRM

Follow-up systems that actually work—with or without your current CRM.

Whether you're tied to your brokerage’s platform or looking for something better, Triello meets you where you are. We provide CRM-powered lead management and appointment setting that fits your business—not the other way around.

Use Your CRM or Ours

You don’t have to switch platforms to get results.

  • Already usingkvCORE, Follow Up Boss, or BoomTown? We plug into your lead flow and handle the follow-up from there.

  • Want something faster, simpler, and fully managed? Triello CRM gives you a clean, branded system without the tech headaches.

  • What's Included

    CRM + Lead Management

    • CRM setup or seamless integration with your current CRM

    • Lead intake forms, pipeline stages, custom tagging

    • Calendar sync + round robin logic

    • Custom follow-up sequences and automations

    AI Enhancements

    • AI-drafted text/email replies

    • Lead scoring + intent tracking

    • Smart re-nurture triggers for cold leads

    Reporting + Optimization

    • Weekly summary reports

    • CRM audits (if using your own platform)

    • Ongoing workflow optimization

    Optional Add-Ons

    • Full CRM Migration to triello

    • CRM audit & cleanup (for broker platforms)

    • White-labeled CRM branded to your team

    One CRM, Many Options

    Whether you're a solo agent, a small team, or a growing brokerage—triello makes sure your CRM actually works for you.

Plans

Choose a Plan That Suits Your Needs

Starter Plan

For solo agents or small teams. (Up to 50 leads/month).

Starting at $500/mo

Includes:

  • ISA Services

    • Speed-to-lead call/text/email outreach

    • Up to 3 call attempts per lead

    • Voicemail drops + auto-tagging

    • Calendar integration for bookings

  • CRM Access & Setup

    • 1 CRM User with custom pipeline

    • Intake forms + calendar sync

    • Email + text templates

    • Automated tagging + task reminders

  • AI Features

    • AI-written text/email messages

    • Weekly suggestions for follow-up

  • Reporting

    • Weekly summary email

    • Lead status tracker

Best for:

Agents who need their follow-up managed and want a simple CRM that works.

Scale Plan

For growing teams handling higher lead volume. (Up to 200 leads/month).

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Includes everything in Launch, plus:

  • ISA Services

    • Higher volume outreach (up to 5 touchpoints per lead)

    • Re-nurture campaign for aged leads

    • Priority response routing

    • Custom call scripts by lead source

  • CRM Access & Setup

    • Up to 3 CRM users

    • Lead routing and round robin logic

    • Smart automations (drip texts, AI tagging)

    • Custom dashboard views per agent

  • AI Features

    • AI lead scoring + follow-up timers

    • Auto-summarized lead insights

    • Smart campaign scheduling

  • Referral Access

    • Standard access to Triello referral pool

    • 25% referral fee on closed referrals

  • Reporting

    • Weekly PDF report

    • Basic KPI dashboard (appointments, contacts, response times)

Best for:

Small teams that want to increase lead conversion and reduce manual work.

Elite Plan

For top producers and brokerages ready to scale. (Up to 500 leads/month. Custom packages for >500 leads available).

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Includes everything in Growth, plus:

  • ISA Services

    • Unlimited call/text/email follow-up for all leads

    • Full pipeline management

    • Dedicated campaign manager

    • Call review and quality checks

  • CRM Access & Setup

    • Full brokerage-level CRM with unlimited users

    • White-label login and branding (Triello CRM)

    • Advanced workflows, smart triggers, agent-level reporting

  • AI Features

    • Full AI feature suite (chat assistant, lead scoring, campaign builder)

    • Quarterly AI review + custom campaigns

  • Referral Access

    • Priority matching for Triello referrals

    • Lower referral fee (20%)

    • First right of refusal in ZIP

  • Coaching + Strategy

    • Monthly 1-on-1 strategy call

    • Lead source audit

    • CRM + ISA optimization planning

  • Reporting

    • Custom live dashboard

    • Conversion tracking

    • Missed opportunity alerts

Best for:

Teams and brokerages ready to scale without hiring internally.

CRM-Only Access - $199/month

For agents and teams who want a powerful CRM and automations without the ISA appointment setting.

Lead Intake: Manual CRM use only

  • 1 User (Contact for additional users)

  • Pipeline setup, templates, automations

  • -Setup Fee: $500 (basic), $1,500 (custom)

Serious Return-on-Investment

You’re already spending time and money to get leads.

triello makes sure you actually get paid for them.

🧮 Let’s Break It Down

Average agent commission:

$8,000 per closing (Triangle NC estimate)

Average Triello client closes 1–2 extra deals/month

That’s $8,000–$16,000 in new revenue—just from better follow-up.

And our packages start at just $1,500/month.

That’s a 5–10x return. Monthly.

📉 Without triello:

  • Leads go cold

  • Missed follow-ups = lost deals

  • Juggling CRMs, call lists, and messages

  • Wasted ad spend + marketing dollars

📈 With triello:

  • Follow-up handled

  • Meetings booked for you

  • CRM setup and automated

  • AI + ISA working behind the scenes

  • Referrals sent your way

Our Story

Real conversations. Real follow-up. Real results.

Triello was founded with one mission in mind: to help real estate professionals stop losing leads—and start building scalable, sustainable businesses.

After years working in both corporate sales and real estate, we saw a gap: agents were great at connecting in person but overwhelmed by lead follow-up, CRM setup, and missed opportunities. The systems were there—but the execution wasn’t.

So we built Triello.

What started as a personal system to keep up with leads quickly grew into a fully managed service:

  • Real human follow-up by a trusted Inside Sales Agent (ISA)

  • A real estate-specific CRM that’s built, optimized, and maintained for you

  • And smart automation and AI tools layered in to help you convert more, with less stress.

We’re not a call center. We’re not a lead mill.

Triello is your backend sales system—personalized, proactive, and built for results.

We believe in staying small enough to care, and focused enough to deliver.

That’s why we only take on a limited number of clients at a time—so every message, every call, and every appointment reflects the care and professionalism your leads deserve.

Welcome to triello.

Where your follow-up doesn’t fall through the cracks—and your leads become closings.

Frequently Asked Questions

Your Questions, Answered Clearly

1. What types of leads do you follow up with?

We follow up with leads from your website, Facebook, Zillow, Google Ads, or even old CRM lists. If it has a name and number, we’ll call it.

2. Do I have to use your CRM to use your ISA service?

No—but it’s highly recommended. We integrate with your current system if needed, but Triello CRM gives us the best tracking and follow-up automation.

3. How fast do you follow up with new leads?

We aim to respond within 5–10 minutes during business hours. Speed-to-lead is one of the biggest drivers of conversion—and we don’t waste time.

4. How do you charge for meetings?

You pay a flat base fee + a per-appointment charge. If we don’t set meetings, you don’t pay extra.

5. Can I just use the CRM without your ISA team?

Yes! Triello CRM is available as a standalone product. We’ll even set it up and customize it for your business.

6. Can I cancel at any time?

Yes—our services are month-to-month. No long-term contracts.

7. Do you work with teams or just solo agents?

Both! We have packages for solo agents, growing teams, and full brokerages. We scale with you.

8. How many leads can I send you per month?

Depends on your package. Scale pan supports up to 50 leads/month, while Elite packages are built for high-volume follow-up.

9. Can I use your service even if my leads are cold or old?

Absolutely. Our reactivation sequences are great for leads that haven’t been touched in months—or even years.

Let's Turn Missed Leads Into Meetings

Whether you’re buried in follow-ups, tired of chasing cold leads, or just need a system that works—triello is here to help.

We handle the calls, the CRM, the automations, and even the referrals—so you can stay focused on closings.

  • Respond rio new leads within minutes

  • CRM and follow-up done for you

  • Real human conversation, not scripts

  • AI-enhanced tools to boost performance

  • Exclusive referral opportunities

Choose your plan. Book more meetings. Grow with confidence.

We're ready when you are.

Automate your business.

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