Trella Health CRM Description
Enhance the capabilities of your agency and sales force by providing immediate access to market intelligence and sales data. Focus on referral sources that align with their patient demographics and discharge trends, integrating them into your sales pipeline for better tracking. Pay attention to the clinical classifications of patients along with their discharge behaviors to effectively build your network. Assess your agency's performance by analyzing readmission statistics, diagnostic metrics, and payer distribution. Improve your sales strategy and increase conversion rates through tailored dashboards and reports for both individual representatives and teams. Cultivate referrals and foster stronger connections through comprehensive customer profiles, accessible from any mobile device, alongside guided talking points. Equip hospice sales teams with essential data and predictive clinical indicators to facilitate timely care for more hospice patients. Investigate, analyze, and benchmark the demographics and treatment histories of hospice patients to ensure they recognize the advantages of hospice care, thereby enhancing overall service delivery and patient outcomes. By leveraging these insights, your agency can strategically position itself to meet the growing demands of hospice care effectively.
Trella Health CRM Alternatives
Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
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CareLineLive is an all-in-one, cloud-based homecare management platform trusted by over 700 home care agencies and domiciliary care providers across the United Kingdom and Australia.
The platform covers rostering, scheduling, care planning, care monitoring (ECM), eMAR, payroll, invoicing and the Care Circle portal for friends and family.
Subscription includes CQC and CIW compliance tool MOA Benchmarking to deliver a solution combining both homecare management and compliance.
Customers find the comprehensive functionality easy to use because of the intuitive user interface and enjoy excellent day-to-day support which is recognised by CareLineLive’s high rating on Trustpilot.
CareLineLive is an NHS England Assured Supplier for Digital Social Care Records (DSCR). CareLineLive is accredited to ISO 27001 (Information Security), ISO 9001 (Quality Management), and Cyber Essentials Plus. In addition to being hosted on secure AWS servers with data stored in the UK (or Australia for customers there) for data sovereignty.
Founded in 2014, CareLineLive is led by Managing Director Josh Hough and is headquartered in West Sussex with offices in London and Melbourne. CareLineLive is part of MAS Technicae Group and received majority investment from technology-focused investment firm Accel-KKR in June 2025.
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WellSky Hospice & Palliative
WellSky Hospice & Palliative is a unified, web-based software solution designed to support the full spectrum of hospice and palliative care operations—from referral intake to clinical documentation to financial performance. Built with flexibility in mind, the platform helps organizations stay compliant, improve care quality, and operate more efficiently.
The solution brings together AI-enabled referral management, HOPE-aligned documentation with operational oversight, and intelligent scheduling tools to help teams work smarter and respond faster. Safety and communication are enhanced through features like DEA-certified ePrescribing and secure patient and family engagement tools, while predictive analytics provide timely insights to support informed, proactive care decisions.
With a single, intuitive platform, WellSky Hospice & Palliative empowers care teams to deliver meaningful end-of-life care while supporting sustainable growth.
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IQVIA
Numerous organizations globally rely on IQVIA to accelerate the drug development process, guarantee the safety and quality of products, enhance commercial efficacy, deliver appropriate treatments to patients, and ultimately promote improved health outcomes by facilitating access to and delivery of healthcare. Transform your approach to clinical development by seamlessly integrating data, technology, and analytics to streamline your trials. The outcome? Quicker decision-making and minimized risks, enabling you to provide transformative therapies at a faster pace. With its expertise rooted in data, sophisticated analytics, and deep industry knowledge, IQVIA offers tailored capabilities to clients throughout the healthcare landscape. Stay informed by exploring the latest insights and updates from IQVIA's data scientists, healthcare professionals, researchers, and other industry experts on crucial topics that resonate with your interests. From emerging industry developments to practical applications of our capabilities, a wealth of information awaits you here. Engaging with this content also empowers you to stay ahead in a rapidly evolving healthcare environment.
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Integrations
Company Details
Company:
Trella Health
Year Founded:
2015
Headquarters:
United States
Website:
www.trellahealth.com/solutions/customer-relationship-management-crm/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Online Support
Trella Health CRM Features and Options
Healthcare CRM Software
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Home Care Software
Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification
Home Health Care Software
Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting
Hospice Software
Assessment Management
Bereavement Management
Care Planning
Claims Management
EMR / EHR
Medication Tracking
Patient Intake
Physician Portal
Scheduling
Volunteer Management
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