How Triello Works

Your AI Sales Team. From Lead Capture to Closed Deal.

Triello replaces manual follow-up and sales chasing with smart automation and AI. Designed to move every lead through the funnel faster. Here’s how we help your business engage, qualify, and convert more leads without hiring a full sales team.

Instant Lead Engagement

Respond to every lead in under 30 seconds automatically.

When someone fills out a form, texts your business, or calls and doesn’t reach you, Triello engages them instantly via SMS, email, or chat.

  • Captures leads from your site, ads, Facebook, Google, and more

  • Missed call? We text them back immediately

  • Responds even after hours or on weekends

Why it matters: Contacting a lead within 5 minutes increases conversion by 9x. We help you do it in under 30 seconds every time.

AI Follow-Up & Nurturing

Warm cold leads into ready-to-book clients without lifting a finger.

Triello sends personalized, pre-built follow-up sequences via text and email based on lead behavior, source, or responses.

  • Customize tone, timing, and message style

  • Automatically stops if a lead responds

  • Keeps leads engaged across days or weeks

Why it matters: Most leads aren’t ready on day one. This keeps your pipeline alive and closes the gap on ghosted leads.

Lead Qualification & Screening

Focus your time on the hottest leads, we handle the rest.

Our AI asks the right questions to identify qualified buyers, clients, or job leads and tags them accordingly in your CRM.

  • Auto-tagging by intent, budget, timeframe, or service

  • Smart routing to specific reps or team members

  • Filters out spam and low-intent contacts

Why it matters: Your sales team stops wasting time on dead leads and focuses only on what converts.

Appointment Booking

No more back-and-forth. We book your sales calls for you.

Once a lead is qualified, Triello guides them to book directly into your calendar without any human back-and-forth.

  • Calendar integrations for you and your team

  • Reschedule and confirmation flows

  • Reminders reduce no-shows

Why it matters: Every lead ends with a booked call, showing, or consultation. Not just a “we’ll get back to you.”

Business Management & CRM

Track every deal, lead, and dollar in one simple dashboard.

Triello includes a full sales CRM with visual pipelines, lead scoring, and reporting tailored to service businesses.

  • See every lead’s status in real time

  • Drag-and-drop pipeline stages

  • Track deal value, sources, and conversions

Why it matters: You’ll never lose track of where a lead is or how close you are to your next deal.

Built for Sales. Backed by Automation.

Triello isn’t just automation, it’s a revenue engine designed to replace the need for full-time sales staff.

  • One platform.

  • One monthly cost.

  • Unlimited follow-up power.

Your AI Sales Team is Here.

Contact Us

© Triello 2025 All Rights Reserved.