Stop hiring. Start Automating. Grow Without Lifting a Finger.

Triello is your all-in-one AI CRM platform built to manage leads, convert faster, and automate everything in between. We blend smart workflows, our CRM automation, and industry-specific sales playbooks to deliver qualified appointments at scale.

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Features

Solutions We Offer

Each part of Triello is designed to work together seamlessly.

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AI Follow-Up Sequences

Smart, human-like responses that engage leads instantly via text, email, and DM.

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Custom CRM Setup

We build your sales pipeline inside a powerful CRM—fully branded, automated, and ready to scale.

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Industry-Specific Workflows

You’ll get pre-built automations tailored to your exact business type. No copy/paste. Just plug-and-play.

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Reporting & Dashboards

Track every lead, funnel, and conversion in real time. No guesswork, just clarity.

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Websites & Funnels

Mobile-friendly landing pages built to capture and route leads straight into your CRM.

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Sales Check-In Service

Let our team review your CRM 2x per week and follow up on cold or inactive leads. We’ll restart conversations and flag hot prospects for you.

Why Triello

Most platforms give you tools. Triello gives you results. We build a complete sales system designed around your industry, including your CRM pipelines, automation workflows, follow-up messaging, dashboards, and even your landing pages. You don’t have to learn software. You just log in and start converting.

How It Works

1. We Build Your CRM
Tailored pipelines, automations, and dashboards built for your industry.


2. AI Follows Up Instantly
Smart messages go out by text and email to keep leads engaged without lifting a finger.


3. You Convert More
See what’s working, track ROI, and book more appointments. All from one place.

What’s Included

A complete automation system ready to use on day one:

  • Branded CRM tailored to your services

  • Smart automation workflows for lead capture, follow-up, and reminders

  • AI-powered sequences that sound human (and get replies)

  • A lead-gen landing page or funnel, done for you

  • Real-time reporting and dashboards

  • Optional human-led sales check-ins (available in Elite or as an add-on)

  • Support, updates, and new workflows as your business grows


Everything is connected, configured, and ready to go. No tech headaches, no DIY setup.

Let Triello Build Your Sales Engine.

We’ll design your CRM, automate your follow-up, and show you exactly what to do next. No more duct-taping tools together. Just one simple system that grows with your business.

Never Let a Lead Go Cold Again.

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