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Introducing CRM AI Assist

We are excited to introduce Trella CRM’s AI Assist — a suite of AI-powered mobile features designed to help you get more value out of the notes you are already logging every day.

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Ready to put AI to work for your sales team? See CRM AI Assist in action.

How it Works

AI Assist and Trella Takeaways in CRM

Surfaces immediate, AI-powered answers about accounts and growth opportunities through interactive chat, with instant recommendations to improve relationship status and enable faster, smarter decisions.

A chat window shows a sales rep asking about discussion points for a meeting, and an AI suggesting topics based on past visits and recent insights from a post acute care AI solution.

Automatically synthesizes historical notes into AI-powered account intelligence, so every rep arrives with full context and a clear path to strengthening the relationships that drive referral growth.

A man sits at a desk with a laptop, smiling, while a message from Trella AI’s post acute care AI solution is displayed, summarizing his engagement with Lakeshore Medical Center.

Transforms simple call inputs into comprehensive event notes and expected outcomes for more complete and consistent account records.

A woman wearing glasses works on a laptop at a desk. A popup on the image displays a summary of a professional discussion about post acute care AI solution and performance metrics.

Why it Matters

Less prep. More presence. Better relationships.

Reduce clicks, simplify workflows, and move confidently from insight to action.

Save time

Reps spend less time scrolling through notes and more time in front of accounts. Preparation takes seconds, not minutes.

Walk in prepared

Every call starts with context — who was spoken to, what was discussed, what was committed to, and what is still open.

Better notes

Because gaps get surfaced consistently, reps naturally improve the quality of what they log over time — a compounding advantage.

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Reduce clicks, simplify workflows, and move confidently from insight to action.

AI Assist for CRM turns your existing notes into on-demand account intelligence — so every interaction starts with context, not catch-up.

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Frequently Asked Questions

What does it cost?

These AI features are free!

What is Trella AI for CRM?

It’s a suite of AI-powered features built directly into Trella CRM that turns the notes you already log into account intelligence. It includes two capabilities: AI Trella Takeaway, which summarizes your historical notes into a structured pre-call briefing, and AI Assist, a conversational tool that answers direct questions about an account or contact.

Where does AI Trella Takeaway show up?

In two places: as a daily briefing card on the Home and Calendar pages under Today’s Events, and on the Historical Notes tab inside any Account, Contact, or Event. Each summary is organized into Discussion Points, Suggested Actions, and Next Steps.

Where does AI Assist show up?

On the Historical Notes tab of any Account, Contact, or Event (as a chat input, once a Takeaway has been generated), and inside Event creation and completion — as an inline suggestion tool in the Call/Visit Notes and Event Purpose fields.

Do my notes need to be in a specific format?

No. It works with the real, natural notes you already write in the field. Consistency matters more than format or length.

Is my data secure?

Yes. AI Assist only uses information tied to the specific account and contact, and Trella does not use your organization’s CRM data to train public AI models. Your customer data remains protected under Trella’s security and privacy standards.

How do we get access, and where is it available?

Access is granted at the organization level once your organization opts in — then all users have it automatically. It’s currently available on the Trella CRM mobile app for iOS and Android (make sure you’re on the latest version); web availability is on the roadmap.