---
title: "Trella Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Trella Software - reviews, pricing plans, popular comparisons to other Home Health Care products and more."
source_url: "https://www.capterra.com/p/229077/Trella-Health/"
page_type: "product"
language: "en"
---

# 

 Trella Software Review 2026: Features, Integrations, Pros & Cons

Last updated on July 23, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Trella

## What is Trella?

The leading CRM and Market Insights platform for post-acute providers and suppliers. Designed for the fast-paced needs of healthcare, Trella Health empowers organizations with instant insights into their market, uncovers top competitors, promotes data-driven conversations and decision-making, enables sales teams with a field-ready CRM & mobile app with AI workflows, and ready-made industry reports. Fostering strong partnerships & hitting your goals has never been easier with Trella's Marketscape platform by your side.

## What is Trella used for?

[Data Analysis](https://www.capterra.com/data-analysis-software/)[Home Health Care](https://www.capterra.com/home-health-care-software/)[Hospice](https://www.capterra.com/hospice-software/)

Top alternative

Featured

Overall rating

Based on 134 user reviews

Reviews sentiment

Positive

96%

Neutral

4%

Negative

0%

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Trella?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.trellahealth.com&name=Trella)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Trella

4.6 (134)

VS.

[4.3 (331)](https://www.capterra.com/p/119119/Domo/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.2 (134)

Ease Of Use

4.1 (2,350)

Value For Money

4.5 (90)

Value For Money

4.0 (1,535)

Customer Service

4.7 (113)

Customer Service

4.0 (1,449)

## Trella alternatives

Highest Rated

[4.8 (49)](https://www.capterra.com/p/163319/StoriiCare/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.5 (258)](https://www.capterra.com/p/10005468/Logi-Symphony/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.7 (15)](https://www.capterra.com/p/178411/Inzata/reviews/)

Starting price

$30000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Tableau](https://www.capterra.com/p/208764/Tableau/)

[4.6 (2,358)](https://www.capterra.com/p/208764/Tableau/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/229077/Trella-Health/alternatives/)

## FAQs about Trella

Overview

### Which roles and teams benefit most from Trella?

Trella is most used by home health specialists, care coordinators, and clinical directors who need to manage referrals, streamline patient transitions, and keep documentation organized. Administrators, executive directors, and CEOs use it to oversee operations and performance, while sales, marketing, and business development teams rely on it to track relationships and growth opportunities.

Answer based on 134 reviews

Overview

### What company size and industries is Trella built for?

Trella is built primarily for enterprise healthcare organizations, with 43% of reviewers from enterprises and 84% from Hospital & Health Care. It also serves small businesses at 34% and midsize companies at 24%, with additional use in Health, Wellness and Fitness at 7% and Marketing and Advertising at 2%.

Answer based on 134 reviews

Talk to an expert

### More questions?

Ask our experts

Features and Usability

### What are the key features of Trella?

Trella includes core healthcare market intelligence features like data analysis, referral tracking, and competitor comparison, plus dashboards and reporting for market share, utilization, and patient flow. Differentiating capabilities include drill-down views for physicians, hospitals, and hospice data, along with favorites, Sales Spotlight, mobile access, and search/filter tools.

Answer based on 54 reviews

Integrations

### Which third-party tools and platforms does Trella integrate with?

Trella integrates with 10 healthcare platforms, including Homecare Homebase, Suncoast, Brightree, HEALTHCAREfirst firstHOMECARE and firstHOSPICE, KanTime, MatrixCare Home Health & Hospice, Netsmart Homecare, WellSky CareTend, WellSky Home Health, WellSky Long-Term Care, and myUnity.

Answer based on 4 reviews

Getting Started and Support

### What training and onboarding options does Trella offer?

Trella provides live online sessions, documentation, and videos for getting started. Live online sessions support guided setup, documentation offers written reference material, and videos provide visual walkthroughs that teams can review at their own pace.

Answer based on 9 reviews

Getting Started and Support

### What customer support options does Trella offer, and how do users rate the experience?

Trella offers email/help desk, chat, a knowledge base, and FAQ/forum resources. Users often describe support as helpful, kind, and easy to reach, with useful articles, tutorials, training sessions, and office hours. Some say the product can feel confusing at first, and a few note costly training or occasional data clarification issues.

Answer based on 16 reviews

Features and Usability

### Is Trella easy to use?

Trella feels approachable for many users after some practice, with searchable data, readable graphs, and helpful training tools. New users, sales reps, and less technical staff often need time to learn the interface, and some find the filters, page layout, and large volume of information confusing during everyday navigation.

Answer based on 31 reviews

Features and Usability

### How easy is it to access information in Trella?

Trella provides broad access to referral, physician, facility, and market data that helps home health and hospice teams prioritize accounts. Many users like the available detail and mobile access, but some encounter older data, missing categories like assisted living, search issues, regional limits, and too many clicks to reach specific information.

Answer based on 29 reviews

Data analysis

### How well does Trella handle data analysis?

Trella gives healthcare sales and referral teams useful claims-based market analysis for targeting accounts, comparing agencies, and shaping presentations. Many users value the hard data, graphs, and competitor visibility, while some report dated information, limited customization, and extra steps when building detailed reports or finding specific data points.

Answer based on 54 reviews

## Who uses Trella?

Based on Capterra reviews from the past 5 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Features

AI summary

Based on 697 Home Health Care reviews

Capterra reviewers highlight these as the features buyers value most when choosing home health care software:

-   **Scheduling** (**53%** of reviewers rated this feature as critical)
-   **HIPAA Compliant** (**58%**)
-   **Care Plan Management** (**48%**)

Trella supports **Scheduling** and **HIPAA Compliant**, so agencies can coordinate visits more efficiently while maintaining patient data privacy requirements. While the system lacks **Care Plan Management**, it does offer other important capabilities, including **Compliance Management** (**45%**) and **Mobile Access** (**52%**). These features help businesses stay on top of regulatory tasks and give teams access to information in the field, allowing teams to manage daily care operations with more accuracy and flexibility.

Data Discovery

4.3 (45)

62.22% of 45 reviewers that rated this feature as important or highly important

Discover and connect variety of data sources to the application for analysis

Data Visualization

4.3 (45)

60.00% of 45 reviewers that rated this feature as important or highly important

Graphical representation of data

Reporting/Analytics

4.5 (44)

65.91% of 44 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Dashboard

4.3 (42)

52.38% of 42 reviewers that rated this feature as important or highly important

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Customizable Reports

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Alter the layout and content of reports

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Trella 67 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Ad hoc Query: One-off queries made on an as-needed basis
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- API: Application programming interface that allows for integration with other systems/databases
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Client Management: Manage contact details and communication with clients
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Dashboard Creation: Creation and customization of dashboards
- Data Capture and Transfer: Import, collect, and capture data from multiple sources
- Data Connectors: Connect to big data sources
- Data Discovery: Discover and connect variety of data sources to the application for analysis
- Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
- Data Import/Export: Import and export data to and from software applications
- Data Management: Ability to handle large datasets
- Data Mapping: Track the management and flow of data throughout the organization
- Data Visualization: Graphical representation of data
- Database Support: Supports common databases such as MySQL and Oracle
- Document Storage: Store and organize documents in a centralized system
- Electronic Signature: Digitally sign online documents
- EMR/EHR: Create and securely store digital patient records
- For Healthcare: Software designed for the healthcare industry
- Forecasting: Form predictions based on past and present data/trends
- Forms Management: Store, manage and track all forms in a centralized location
- Historical Reporting: Information, data and reports that are being tracked over time
- Home Health Care Management: Manage the care, assistance, or services that take place in patient's home
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Mobile Alerts: Notifications via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multiple Data Sources: Allows users to manage data from a number of sources
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Physician Management: Track and organize physician schedules and pertinent information
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Predictive Analytics: Predict future data based on historical data sets
- Query Builder: Tool that allows users to create and execute database queries without needing to know the underlying syntax of the database
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Records Management: Ability to record, store, update, and retrieve information
- Referral Tracking: Log and store the source of contacts/leads
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Scheduled/Automated Reports: Set a time to generate routine reports automatically
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Self-service Analytics: Generate reports on your own without IT involvement
- Storytelling: Ability to present data insights in the form of a story to the audience
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Visual Discovery: Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.
- Widgets: An extended application or connector that enables users to perform additional services with their current set of tools
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.5 (134)

4.5

Based on 134 reviews

## Pricing

Value for money

4.5 (90)

### Starting price

Free trial not available

Value for money

4.5 (90)

4.5

Based on 90 reviews

## Integrations

[

MatrixCare Home Health & Hospice](https://www.capterra.com/p/81083/Brightree/)[

myUnity](https://www.capterra.com/p/201299/MyUnity-Home-Health-Hospice-Software/)[

WellSky Home Health](https://www.capterra.com/p/97558/WellSky-Home-Health/)[

Homecare Homebase](https://www.capterra.com/p/82177/Homecare-Homebase/)[

KanTime](https://www.capterra.com/p/129466/KanTime-Home-Health/)[

WellSky Long-Term Care](https://www.capterra.com/p/228008/WellSky-Long-Term-Care/)[

Brightree](https://www.capterra.com/p/213076/Brightree/)[

WellSky CareTend](https://www.capterra.com/p/79075/CareTrend/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (113)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (113)

4.7

Based on 113 reviews

## User reviews

Overall rating

4.6

Based on 134 reviews

Filter by rating

5(91)

4(37)

3(6)

2(0)

1(0)

Mentioned topic

Sorted by most recent

BT

Brandon T.

Account Executive

Hospital & Health Care

### "Ease of use for great data"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 15, 2024

Overall using Trella has been an incredible experience. I have used it with both HH and Hospice agencies and ease of use is superior to claims data built into CRMs.

Pros

Trella is incredibly easy to navigate and is leading the market in has great claims data that is way a head from other claims data programs. Having access to Provider's MCR Part A & B utilization is very helpful.

Cons

The small icons and trying to remember what each of them stand for can be tricky in the beginning.

Switched from

[Trello](https://www.capterra.com/p/211559/Trello/)

We switched because of the value of what was offered compared to the built in claims data in our CRM was far more superior.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AM

Alexandre M.

Doctor

Hospital & Health Care

### "A great market tool"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

May 6, 2022

So far so good

Pros

This app has been helpful in growing our market. It helped me to deliver my content to the right audience.

Cons

just a small thing: I wish I could get data from more health providers.

Switched from

[Bluestream Health](https://www.capterra.com/p/216698/Bluestream-Health/)

Alternatives considered

[Luma Health](https://www.capterra.com/p/176533/lumahealth/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JP

Joseph P.

Director of Marketing- Orange County

Hospital & Health Care

### "Very strong Product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 14, 2021

I would use and recommend again, but the timing would have to be right. The utilization was diminished due to Covid 19 and changes in protocol.

Pros

It gives great, user friendly market market intelligence for multiple segments of my industry.

Cons

The product is great. The utilization of the data was less than its potential due to Covid-19 protocol and access to referral sources. Also, the 2020 thru 2021 data is skewed due to the pandemic.

Reasons for choosing Trella

Ease of use and interpretation of data. A multitude of uses for this data.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DC

Doug C.

Senior Home Health Specialist

Marketing and Advertising

### "Success"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 9, 2021

Opens up easily and have had no glitches.

Pros

Ease of use and info. Always reliable when I try to open it up and it never glitches on me.

Cons

N/A do not have any problems with the software everything seems to be working great!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CC

Colleen C.

Area Advisor

Writing and Editing

### "Health Care Marketing "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 8, 2021

Pros

When using Trella, I can meet with a referral source with information in hand about who he refers his patients to and how our services compare.

Cons

There is nothing I can say that I didn’t t like.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SC

Stephanie C.

Patient Care Representative

Hospital & Health Care

### "Easy to Use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 8, 2021

Pros

About a month ago I realized Trella had created an application that I could put on my phone. This has tremendously improved my ability to use while on the road. I quickly open that app and look up facilities or Physicians that I'm going to see. It allows me to support any messages I have and tell stories to support our services.

Cons

The only area that I do not use frequently is the presentation area.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JD

James D.

Sr. Director, Business Development

Hospital & Health Care

### "TrellaHealth helps reveal the market "

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 8, 2021

Overall, we love Trella Health!

Pros

I like how I can see all of our competition at a glance with all the relevant numbers that I need.

Cons

Creating the reports to pull what you want can be difficult when starting. Training is expensive.

Reasons for choosing Trella

Recommended by Board member.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LM

Lafonda M.

Area Director Sales

Hospital & Health Care

### "Excellent data"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 7, 2021

Very good. Feel like we direct our efforts in a more effective way.

Pros

Usage of healthcare services. Helps us with business plans and strategy.

Cons

Takes a while to learn the quickest way to navigate through the data.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CN

Christy N.

MBD

Hospital & Health Care

### "FTW Heartland MBD Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 7, 2021

none

Pros

All the details of the account.

Cons

Not understanding all of the meaning of the word

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BD

Barbra D.

Home Health Specialist

Hospital & Health Care

### "Barbra Trella Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

5/10

December 7, 2021

Pros

Graphs are helpful visual tools to bring with me to my accounts

Cons

I don’t like having to Scroll to the right to see data. I’d prefer everything on one screen

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/229077/Trella-Health/reviews/)

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Popular comparisons

[Tableau vs Trella](https://www.capterra.com/compare/208764-229077/Tableau-vs-Trella-Health)[Domo vs Trella](https://www.capterra.com/compare/119119-229077/Domo-vs-Trella-Health)

[Sisense vs Trella](https://www.capterra.com/compare/86955-229077/Sisense-vs-Trella-Health)