Convert · TeraCRM
Every planner, partner and lead in one place.
TeraCRM keeps your accounts, contacts, leads and activities together, in a database of your own, connected to everything else in Tera.
What it does
The kit
- 01
Accounts and contacts
One view of each organisation, its people and its history, instead of the same contact in five places.
- 02
Leads and activities
Track each lead and every call, meeting and email against the account it belongs to.
- 03
Notes and status history
Keep notes on any record and see every change of status, with who made it and when.
- 04
Duplicates found for you
Likely duplicate contacts and accounts are flagged so you can clean them up.
- 05
Saved searches and reports
Save the lists you use every week and build reports from them, with a dashboard on top.
- 06
Ask questions in plain English
An assistant answers questions about your accounts and contacts from your own CRM data.
- 07
Your own database
Each customer’s CRM data is kept in a separate database, not mixed with anyone else’s.
Who uses it
Four ways in
- CVBs →
Partners, planners and leads in one place, with duplicates cleaned up and every activity recorded.
- Convention Centers →
Every planner account and lead, with the history of each conversation.
- Luxury Hotels →
Group and event planners and their history, in one place.
Part of the loop
Works with
- TeraAgent →
The assistant answers questions about your CRM data.
- TeraConsent →
Privacy requests collect a person’s data from the CRM along with every other tool.
Questions
TeraCRM, answered.
What is TeraCRM?
TeraCRM is the customer relationship tool of the Tera ecosystem. It keeps your accounts, contacts, leads and activities in one place, connected to the rest of Tera.
Is our CRM data kept separate?
Yes. Each customer’s CRM runs on its own database.
Can it find duplicate contacts?
Yes. Likely duplicates are flagged so you can review and clean them up.
Is TeraCRM ready today?
TeraCRM is in beta. Accounts, contacts, leads, activities, reports and duplicate detection work today; we will show you what is ready for your team before you move anything over.
See TeraCRM on your own places
Book a Demo