Terret.ai Features
Data Sourcing (4)
Data Sourcing
As reported in 319 Terret.ai reviews. Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data
As reported in 319 Terret.ai reviews. Enables user to communicate data by securely exporting and sharing it.
Interactive Dashboards
Based on 338 Terret.ai reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation
Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 320 Terret.ai reviews.
Predictive Analytics (4)
Lead Scoring
Provides scores or rankings of each prospect based on the data provided. 316 reviewers of Terret.ai have provided feedback on this feature.
Opportunity Scoring
As reported in 354 Terret.ai reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.
Risk Analysis
Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 351 Terret.ai reviews.
Live Forecasting
As reported in 361 Terret.ai reviews. Provides live customer data so that sales organizations forecasts stay current.
Sales Management (4)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline. 354 reviewers of Terret.ai have provided feedback on this feature.
Sales Gamification
As reported in 301 Terret.ai reviews. Enables competition between a sales team by providing things like challenges and scoreboards.
Account-Based Analytics
Provides insightful data at the account level to arm salespeople with the most relevant information possible. 325 reviewers of Terret.ai have provided feedback on this feature.
Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 342 reviewers of Terret.ai have provided feedback on this feature.
Call Analytics (3)
Call Recording
Based on 51 Terret.ai reviews. Records sales calls and facilitates playback
Machine Learning
Based on 52 Terret.ai reviews. Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Based on 54 Terret.ai reviews. Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Agent Performance Management (3)
Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls This feature was mentioned in 56 Terret.ai reviews.
Speech-to-Text
Transcribes sales calls from speech to text This feature was mentioned in 48 Terret.ai reviews.
Artificial Intelligence
Based on 56 Terret.ai reviews. Utilizes artificial intelligence technology to discover insights within recorded sales calls
Revenue Sourcing and Forecasting (7)
Revenue History
Based on 236 Terret.ai reviews. Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities 243 reviewers of Terret.ai have provided feedback on this feature.
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics This feature was mentioned in 237 Terret.ai reviews.
Multi-Device Data Visualization
Allows users to view data visualizations on several devices This feature was mentioned in 213 Terret.ai reviews.
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. This feature was mentioned in 220 Terret.ai reviews.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health This feature was mentioned in 216 Terret.ai reviews.
Revenue Operations Cadence
Based on 205 Terret.ai reviews. Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
As reported in 218 Terret.ai reviews. Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM This feature was mentioned in 224 Terret.ai reviews.
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM 212 reviewers of Terret.ai have provided feedback on this feature.
Marketing Leads
Based on 198 Terret.ai reviews. Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM This feature was mentioned in 189 Terret.ai reviews.
Account Management (6)
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with This feature was mentioned in 207 Terret.ai reviews.
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep 199 reviewers of Terret.ai have provided feedback on this feature.
Historical Patterns
Identifies common themes among historical deals that are won or lost 201 reviewers of Terret.ai have provided feedback on this feature.
Rep Performance
Identifies common themes and actions amongst reps that close the most deals 210 reviewers of Terret.ai have provided feedback on this feature.
Account Engagement
Based on 197 Terret.ai reviews. Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns
As reported in 190 Terret.ai reviews. Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Generative AI (1)
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 14 Terret.ai reviews.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Revenue AI Platforms (6)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Connects to multiple software systems or databases to gather relevant context data for AI agents
Decision Making
Makes informed choices based on available data and objectives
Adaptive Learning
Improves performance based on feedback and experience
Platform - Revenue AI Platforms (9)
Conversation Intelligence
Turns unstructured conversation data into clear, actionable insights for coaching, deal analysis, and operational improvement
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health
CRM Data Enrichment
Augments, improves or enriches CRM data
Actionable Insights
Gathers actionable insights from customer interactions for strategic decison making
Risk Flagging
Flags deals at risk, declined engagement, stalled opportunities, or other warnings in order to prevent issues from escalating
Workflow Orchestration
Coordinates and aligns on actions across sales, marketing, customer success, and RevOps in a unified platform
Sales Coaching
Surface insights from key deals, account signals, conversations, and win/loss patterns for offering data-driven coaching or feedback
Pipeline & Deal Management
Allows users to track pipeline to identify deals that are stalled, at risk, and future opportunities
Customer Data Capture
Collects and organizes customer interaction data from multiple channels or systems





