Last Updated
Overview
Terret provides AI-powered sales tools designed to streamline deal execution, pipeline management, and revenue intelligence. Despite its limited native opportunity edits, the platform's comprehensive features boost sales efficiency and accuracy. Overall, Terret.ai’s actionable insights make it an essential tool for ambitious sales teams.
Terret Specifications
- Lead Management
- Sales Pipeline Management
- Contact Management
- Sales Automation
Terret Features
Deal Execution
Terret features deal execution agents to streamline the sales cycle by coordinating multi-stakeholder deals, summarizing activity, and providing executives with concise briefing documents. Sales process management ensures the next best actions are surfaced, helping teams minimize risk and accelerate closures.
Pipeline Generation
These agents accelerate prospecting and lead qualifications. By analyzing market trends, identifying key contacts, and connecting references with prospects, Terret software ensures your sales funnel is consistently full. It also offers custom presentation creation to engage prospects and increase conversion likelihood.
Meeting Optimization
This functionality enhances the impact of sales interactions. The system includes tools like the meeting briefer, agenda planner, and call assistant to prepare reps with account history, track commitments, and summarize discussions, ensuring every meeting is actionable, organized, and aligned with sales objectives.
Forecasting
The platform provides AI-driven projections for quarter-end revenue. It generates accurate forecasts for sales, customer success, and marketing teams while streamlining forecast submission and review, empowering leadership with clear visibility into pipeline health and future performance.
Revenue Intelligence
This feature uncovers deep insights into sales performance patterns and the characteristics of winning deals. Additionally, the platform’s trend finder monitors rep productivity benchmarks, enabling teams to optimize strategies, identify opportunities for improvement, and make informed revenue-driven decisions.
Pros And Cons of Terret
Pros
Custom views transform workflow
Provides real-time AI sales insights
Tracks team activity and follow-ups
Cons
Lacks hierarchy forecasting tools
Some analytics are not available
Terret Reviews
Total 11 reviews
4.1
All reviews are from verified customers
Rating Distribution
5
Stars18%
4
Stars73%
3
Stars9%
2
Stars0%
1
Stars0%
Share your experience
Anonymous
Education Management, 500+ employees
“too many clicks involved”
Pros
Nothing about it has been especially life-changing but I do enjoy being able to connect to Salesforce quickly.
Cons
I wish it included sticker filters. There's still a lot of clicking involved.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
5
Functionality
5
Anonymous
Computer Software, 51-100 employees
“Helpful pipeline view for teams”
Pros
It gives a high-level snapshot of all the opportunities across my team and highlights the most recent engagement for each one.
Cons
At times opportunity activity doesn't carry over correctly.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
9
Functionality
9
Miguel g.
Enterprise, 500+ employees
“Forecasting platform with real power”
Pros
Forecasting seems much simpler here and it offers more capabilities than many other forecasting platforms I have used.
Cons
The downside is having to submit the same information three times such as weekly, monthly and quarterly which gets a bit frustrating.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
7
Functionality
8
Frequently Asked Questions
What other apps does Terret integrate with?
The vendor has provided limited information about its third-party integrations.
What types of pricing plans does Terret offer?
The platform offers three pricing plans: Conversation Intelligence ($30/user/month), AI Revenue Agents ($50/user/month), and Machine Forecasting ($80/user/month). Get a flexible Terret cost today.
What level of support does Terret offer?
Terret.ai provides form submission support options.
Does Terret have a mobile app?
No, Terret does not have a mobile app.
Who are the typical users of Terret?
Terret software caters to professionals working in engineering, information technology, accounting, and sales industries.
What language does Terret support?
Terret supports the English language.
Does Terret offer an API?
No, Terret does not offer an API.