Sales Leaders
Coach teams, prioritize territories, measure activity, and align sales representatives to the accounts with the greatest referral growth potential.
Healthcare CRM Software
Mobile-ready. Clinically connected. Built for referral growth.
Trella CRM helps post-acute, HME/DME, home infusion, and specialty pharmacy teams prioritize accounts, manage referral relationships, and connect field activity to growth. With 30+ EHR integrations, teams stay connected to patient activity while reducing calendar administration time by 47%.
63,000+ users across 17,000+ post-acute providers, HME/DME, Infusion, Specialty Pharmacy, and Health Systems
Clinically connected workflows and field productivity
Trella CRM integrates with leading EHR systems and gives teams tools to reduce manual work, capture activity, and stay focused on the right relationships. With mobile workflows, referral notifications, smart scheduling, and connected patient data, teams can improve visibility across the patient journey and support more coordinated care delivery.
AI-powered workflows are coming to Trella CRM
AI Assist within Trella CRM will help teams turn notes and call inputs into concise summaries and stronger account context. Explore how Trella is bringing AI-enabled workflows to CRM.
Sales enablement and targeting
Trella CRM gives sales reps the context they need before every conversation, including referral history, account activity, market data, and competitive insights. Teams can prioritize outreach efforts, reduce prep time, and engage referral partners with more relevant, data-backed conversations.
Purpose-built analytics, reporting, and performance visibility
Monitor sales productivity, goal attainment, referral and order trends, and admissions to improve forecasting and make more confident growth decisions.
Who We Help
Built for teams turning relationships into measurable growth.
Trella CRM brings market intelligence, relationship management, and connected workflows into one purpose-built platform — helping teams prioritize the right accounts, improve field productivity, and accelerate referral and order growth.
Sales Representatives
Walk into every referral conversation prepared with data-backed insights, competitive positioning, and clear next steps for building stronger relationships.
Operational Leaders
Improve visibility into referral activity, intake performance, patient flow, and operational efficiency across workflows.
Executives
Make strategic decisions with visibility into markets, networks, referral patterns, Medicare Advantage trends, quality performance, and total cost of care.
Better Together
A healthcare CRM system powered by unmatched market intelligence.
Trella brings market insights and CRM together so teams can move from knowing where opportunity exists to acting on it. Use Trella AI-enablmarket intelligence to identify the right referral sources, prioritize accounts, and shape data-backed conversations — then manage outreach, track activity, and measure performance directly in the CRM.
See Your Market. Your Competitors.
Your Opportunities.
Get a personalized walkthrough of your referral landscape, competitive positioning, and market share insights — powered by Trella’s gold-standard market insights solution.
Trella Impact
Built to give teams time back and move referral growth forward.
Trella CRM helps healthcare organizations prioritize the right accounts, automate administrative tasks, stay connected to referral activity, and measure performance across the field.
47%
reduction in sales rep calendar admin time
1-1.5 hours
saved per rep each week
5.5M+
referrals and orders flow through Trella CRM each month
30+
EHR integrations connecting workflows
Frequently Asked Questions about Trella CRM
What is Trella CRM?
Trella CRM is a healthcare CRM built for post-acute providers, HME/DME, and home infusion organizations. It brings together account and contact management, referral tracking, field activity management, mobile workflows, analytics and reporting, EHR integrations, and market intelligence to help teams manage referral relationships and grow more efficiently.
What does Trella CRM include?
Trella CRM includes account and contact management, field activity tracking, mobile workflows, calendar planning, analytics and reporting, goal tracking, coaching, EHR integrations, Mileage Assist, and market intelligence to help teams manage relationships and grow more efficiently.
Who is Trella CRM designed for?
Trella CRM is designed for home health, hospice, skilled nursing, HME/DME, and home infusion teams. It supports sales representatives, sales leaders, executives, operations teams, and marketing teams who need better visibility into outreach, relationships, and referral performance.
How is Trella CRM different from other healthcare CRM solutions?
Trella CRM is purpose-built for post-acute growth. Unlike general CRM software, Trella combines relationship management with market intelligence, referral data, mobile tools, industry-specific reporting, and EHR integrations. That means teams can prioritize the right accounts, manage outreach, and measure performance in one connected workflow.
Does Trella CRM integrate with EHR systems?
Yes. Trella CRM integrates with more than 30 leading EHR systems to help teams connect CRM activity with referral and order tracking. These integrations help reduce manual work, improve visibility, and support more connected workflows across patient management and referral operations.
How does Trella CRM support analytics and reporting?
Trella CRM gives teams visibility into sales activity, referral and order trends, admissions, goal attainment, pipeline performance, and organizational productivity. Leaders can use these insights to improve forecasting, coach teams, align territories, and understand which outreach efforts are driving measurable results.
Can teams use Trella CRM on mobile?
Yes. Trella CRM includes a mobile app that gives users access to accounts, contacts, activity history, referral notifications, market data, and follow-up tasks while they are on the go. For sales teams, the mobile app helps reps plan visits, capture notes, complete activities, and stay focused on high-value relationships in the field.
Is Trella CRM built to protect sensitive patient data?
Yes. Trella Health is built for the healthcare industry with security and compliance in mind. The platform supports HIPAA compliance and SOC 2 Type II standards, helping healthcare organizations manage sensitive patient data, referral activity, and patient records with greater confidence.
