--- title: Terret.ai Reviews meta_title: 'Terret.ai Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 615 reviews by the users' company size, role or industry to find out how Terret.ai works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 615 scale: '5' date_modified: '2026-08-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Terret.ai Reviews **Vendor:** Terret **Category:** [Revenue AI Platforms](https://www.g2.com/categories/revenue-ai-platforms) **Average Rating:** 4.4/5.0 **Total Reviews:** 615 ## About Terret.ai Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret. ## Terret.ai Pros & Cons **What users like:** - Users find **forecasting easy** with Terret.ai, enjoying seamless integration and clear visibility of their renewals and opportunities. (31 reviews) - Users appreciate the **powerful analytics** of Terret.ai, enhancing decision-making through quick and customizable dashboard insights. (22 reviews) - Users value the **efficiency** of Terret.ai, greatly improving productivity and simplifying pipeline management for their companies. (19 reviews) - Users appreciate the **easy access** to comprehensive business insights through a single, well-organized dashboard. (17 reviews) - Users value the **seamless integration with SFDC** , enhancing efficiency in updating records and forecasting. (17 reviews) - Lead Management (15 reviews) - Reporting (15 reviews) - Dashboard Usability (14 reviews) - Daily Use (12 reviews) - Tool Quality (12 reviews) **What users dislike:** - Users experience **connection issues with Salesforce** , leading to lags and difficulties in data refresh rates. (31 reviews) - Users experience **integration issues** with Salesforce that complicate syncing and updating data, impacting overall user experience. (17 reviews) - Users find **forecasting issues** with Terret.ai due to limitations in hierarchy and Salesforce data cleanliness affecting functionality. (16 reviews) - Users find the **reporting capabilities inadequate** , highlighting a need for greater flexibility and precision in tracking forecasts. (12 reviews) - Users note that **difficult reporting** limits flexibility and complicates tracking of forecast accuracy across currencies and categories. (10 reviews) - Not Intuitive (10 reviews) - Performance Efficiency (9 reviews) - Slow Updates (8 reviews) - Dashboard Issues (7 reviews) - Layout Issues (7 reviews) ## Terret.ai Reviews ### 1. Super useful service which you should use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 10, 2024 **What do you like best about Terret.ai?** BoostUp.ai is an incredibly useful tool for sales forecasting. It provides a comprehensive overview of all deals, categorizing them according to their respective sales stages. This organized display makes it exceptionally easy to navigate and manage our sales pipeline. **What do you dislike about Terret.ai?** I've been using BoostUp.ai and overall, it has been a highly beneficial tool for our team. The platform is user-friendly and offers valuable insights that have significantly enhanced our sales processes. However, one area for improvement would be the ability to increase the number of items displayed in the list view. Expanding this feature would greatly enhance usability and efficiency. **What problems is Terret.ai solving and how is that benefiting you?** Previously, we registered our deals in Salesforce but managed them separately by copying the information into a spreadsheet. This was a cumbersome process. With BoostUp.ai, this extra step has been eliminated, significantly reducing our workload and saving us valuable time. ### 2. Powerful tool to keep your salesforce organized **Rating:** 4.5/5.0 stars **Reviewed by:** Cassy O. | Major Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** keeps me organized and focused on close term opps and helps me manage my pipeline effeciantly **What do you dislike about Terret.ai?** Can be hard to track renewals how we currently have it setup **What problems is Terret.ai solving and how is that benefiting you?** Keeps me organzied and easy to manage all in quarter opps in one place ### 3. BoostUp is awesome! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I love that you're able to filter down so many different ways, really allowing you to dive deep into your accounts. **What do you dislike about Terret.ai?** Maybe its a company thing but I don't have a BoostUp tile on my Okta homepage. I'd really enjoy being able to access BoostUp that way vs. having to visit the website directly everytime. Other than that, so for so good!" **What problems is Terret.ai solving and how is that benefiting you?** It allows me to accuratly forecast my accounts, keep notes updates along with dates, stage and MEDDICCC. ### 4. Love Boostup! **Rating:** 4.5/5.0 stars **Reviewed by:** Sophie L. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Terret.ai?** I love BoostUp for accurately forecasting my upcoming renewals in an easy to understand way. It also helps me track expansion opportunities in progress which I love! I also like that salesforce information is automatically tracked in BoostUp, removing any manual work necessary. **What do you dislike about Terret.ai?** I wish I could receive an email notification whenever an opportunity is updated within BoostUp. **What problems is Terret.ai solving and how is that benefiting you?** Ability to forecast upcoming renewals accurately and the salesforce integration decreases the amount of manual work necessary for tracking forecasting and upcoming commission associated. ### 5. This is one of the best forecasting and revenue intelligence offerings I have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** The analytics provided help me create a more accurate forecast and maintain overall pipeline health. **What do you dislike about Terret.ai?** Sometimes the sync to SFDC fields are not immediate but it does not present an issue with workflow or keeping records up to date **What problems is Terret.ai solving and how is that benefiting you?** BoostUp has made it much easier for me to roll up an accurate forecast and maintain my overall pipeline health with deals. The analytics provide me a quick easy to digest report letting me know exactly what I need to do with each deal and when. ### 6. Account Executive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** BoostUp makes it very easy to keep track of my pipeline and allow for my managers to know how I am tracking each quarter or for the fiscal year. **What do you dislike about Terret.ai?** One thing I wish BoostUp would provide is what more clarity around my notes from SFDC if possible. Would love to put that recent information in my forecast for my managers to see. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp is helping our team provide more accurate numbers around our forecast for the quarter/fiscal year ### 7. Visually informative, not very intuitive **Rating:** 3.0/5.0 stars **Reviewed by:** Katharina H. | Sales Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** Dashboard and visual representation of achievements, goals and forecasts are great **What do you dislike about Terret.ai?** I find the tabs are not ver intuitive to flick between and the information which is often required simultaneously is in various different places **What problems is Terret.ai solving and how is that benefiting you?** Manage my sales sycle ### 8. Great for updating notes and staying on top of pipeline **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** I love that I can go in and quickly update all notes on all active ops. You can configure what rows you'd like to see and from there see all pertinent info. Bets part is all updates also update on the CRM via boostup. **What do you dislike about Terret.ai?** The left menu could be a little more intuitive. **What problems is Terret.ai solving and how is that benefiting you?** I have to update notes on a weekly basis and during quarter ends, bascially on a daily basis. BoostUp makes that much easier. ### 9. One single view of your forecast **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley D. | Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Terret.ai?** I like that it operates similar to Scratchpad in the way that I can update all my opportunities in one spot for leadership to see. I can change deal sizes, close dates, and easily add notes. **What do you dislike about Terret.ai?** I wish there was an easier way to view all my opportunities besides making the screen smaller. It would be ideal if the opportunity view could be dragged up to view more opportunities. **What problems is Terret.ai solving and how is that benefiting you?** The problem BoostUp solves is that you can view all the details about your forecase and pipeline in one spot. You don't have to go hunting for details on opportunitites. You can also submit a weekly, monthly, and quarterly forecast. ### 10. Perfect tool for submitting forecast and familiarizing with generated Pipeline **Rating:** 4.5/5.0 stars **Reviewed by:** Trevor S. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Terret.ai?** Knowing exactly where we are with the ooprtunities of prospects. **What do you dislike about Terret.ai?** Sometimes its a little complexed to figure out the navigation, but thanks to the filters available. **What problems is Terret.ai solving and how is that benefiting you?** Streamlining the pipeline number and submission of forecast to managers, has become very easy for us now. ### 11. Account Executive + Account Manager **Rating:** 3.5/5.0 stars **Reviewed by:** Sabina D. | Commercial Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Easy to use, quick to make updates, and walking through it with others that haven't used it is simple. **What do you dislike about Terret.ai?** The layout can sometimes be a little confusing unless you've used it before. **What problems is Terret.ai solving and how is that benefiting you?** Makes forecasting for the entire year to leadership very simple. ### 12. A great way to manage your accounts as well as manage your pipeline. **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey K. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Terret.ai?** It allows me to access all of my deals in one location. **What do you dislike about Terret.ai?** There honestly is nothing that I don't like about Boost up. Very user friendly. **What problems is Terret.ai solving and how is that benefiting you?** A great dashboard to view all of my deals in one location. And then submit easily weekly to leadership. ### 13. BoostUp saves time & keeps things clean/easy **Rating:** 5.0/5.0 stars **Reviewed by:** Nick S. | Account Technologist, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Terret.ai?** ease of use. Which saves me time for the tasks that I am focused on in that moment **What do you dislike about Terret.ai?** Not applicable. Truly like boostup's dashboard and KPI's that are easy to navigage **What problems is Terret.ai solving and how is that benefiting you?** saving time, highlighting areas or improvement. Helping prioritize ### 14. Great forecasting tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Terret.ai?** All forecasting is displayed on one single page / dashboard **What do you dislike about Terret.ai?** Sometimes the comments I upload bounce back on me due to some kind of discrepancy and it doesnt save those comments if they don't go through, so that has been frustrating in the past when that occurs **What problems is Terret.ai solving and how is that benefiting you?** Forecasting. This is our main forecasting tool for the Customer Success org. This allows for all users to see the comments and the forecast for each individuals BoB. ### 15. BoostUp has been a great addition **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Terret.ai?** Boostup is a great tool that allows my sales team to efficiently review their pipeline **What do you dislike about Terret.ai?** Minor feedback is it can be confusing to use without being shown how to do so. That said, once you have been shown, it's an incredible tool. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp allows for real time forecasting and revenue analysis that does a winderful job at visualizing what's needed to achieve KPIs from an individual, team and organization level. ### 16. Too much for Major Account Forecasting **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** Easy to use, reporting is clear, good data from Salesforce **What do you dislike about Terret.ai?** Seems redundant when creating a monthly forecast when you have large transactions, and just a few transactions managing a major account. Salesforce data must be very clean as it can bring in accounts not assigned to you or legacy opps. **What problems is Terret.ai solving and how is that benefiting you?** Accountability with submitting forecasts monthly with clear notes on where you are in a field that is easy to modify. ### 17. Clear dashboard view **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2024 **What do you like best about Terret.ai?** The dashboard permits me to see so many different pieces of the business with a single click. **What do you dislike about Terret.ai?** It took me a while to learn how to effectively use the various fields. It would be helpful if a small dialogue box opens when you hover over a field to explain what it is. **What problems is Terret.ai solving and how is that benefiting you?** To provide visibility to various stakeholders into how the sales organization is doing. ### 18. Convenient and gets the job done **Rating:** 4.0/5.0 stars **Reviewed by:** Megan Messuri B. | Enterprise Select Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** speed of use, user interface and ease of make realtime changes **What do you dislike about Terret.ai?** having to open salesforce in an external browser is a disjointed experience, some of the reports **What problems is Terret.ai solving and how is that benefiting you?** forecasting & opportunity management ### 19. Easy tool for Sales to forecast and run deals **Rating:** 5.0/5.0 stars **Reviewed by:** Yejin S. | Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2024 **What do you like best about Terret.ai?** Fast sync with CRM tools, Easy to use - very intuitive. **What do you dislike about Terret.ai?** Nothing that I dislike, but I wanna understand more features in Boost Up. **What problems is Terret.ai solving and how is that benefiting you?** Having a full picture on the current sales progress & forecasting ### 20. BoostUp.ai - Sales Orgs across all segments **Rating:** 5.0/5.0 stars **Reviewed by:** Cooper S. | Enterprise Renewal Manager , Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2024 **What do you like best about Terret.ai?** I've been using BoostUp.ai for 12 months now & its been imperative for our team on the account management side to update every Wednesday for forecasting purposes. The ease of use and the time amound spent on submitting my commit and stretch goals make it a tool I wouldn't be able to live without moving forward. **What do you dislike about Terret.ai?** The only downside of using BoostUp is the historical feature. I'm unable to go back to see specific changes from time to time. **What problems is Terret.ai solving and how is that benefiting you?** A few business problems BoostUp solves for my team is around forecasting and submitting my exact number of goal. ### 21. Easy to use, help sales teams stay focused, improve efficiency, and drive better results. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** Seamlessly integrates with Salesforce, giving teams a clear, collaborative view of the sales pipeline and a focused outlook on past and upcoming activities. **What do you dislike about Terret.ai?** While BoostUp is a powerful tool that enhances visibility and collaboration, users may still "sometime" needs to switch between Salesforce and BoostUp. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp provides clear visibility into team sales forcast, efforts, deals, next steps, and everything managers and teams need to drive sales effectively. ### 22. Quick and clean! **Rating:** 4.5/5.0 stars **Reviewed by:** Phil C. | National Channel Director, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Terret.ai?** Iit's nice to have a quick and clean place to gather information and provide updates. **What do you dislike about Terret.ai?** So far, I haven't found anything that is not useful - redundant perhaps, but useful. **What problems is Terret.ai solving and how is that benefiting you?** Clearer understanding of forecast. ### 23. Best Sales Tracker **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Terret.ai?** The automation lets me know how risky is the deal based on recent conversations. **What do you dislike about Terret.ai?** The UI, especially scrolling part can be better. **What problems is Terret.ai solving and how is that benefiting you?** I often manage a variety of transactional deals alongside larger enterprise transactions, and it can be challenging to keep track of which deals need my immediate focus. Despite my diligent use of CRM tools, BoostUp.ai has proven to be an invaluable resource in this regard. It helps me identify which deals require my highest attention and provides insights into their current stages. BoostUp.ai enhances my sales process in several ways. Firstly, it offers advanced analytics that allow me to prioritize deals based on their likelihood of closing and the urgency of follow-ups. This ensures that I’m always concentrating my efforts where they’ll have the most impact. Additionally, BoostUp.ai integrates seamlessly with my existing CRM, providing a comprehensive view of my pipeline and highlighting any potential risks or opportunities that I might have overlooked. Its intelligent alerts and reminders keep me on track, ensuring that I never miss critical deadlines or follow-up opportunities. Furthermore, the platform’s predictive analytics help me anticipate customer needs and tailor my approach accordingly, leading to more meaningful interactions and improved relationships with clients. By leveraging the insights from BoostUp.ai, I can make data-driven decisions that enhance my overall sales strategy and drive better results. In summary, BoostUp.ai is a powerful tool that not only helps me stay organized but also empowers me to optimize my sales efforts effectively. Its ability to highlight key deals and provide actionable insights has made a significant difference in my sales performance. ### 24. Most useful for update opps in a dashboard and reviewing with sales leadership **Rating:** 4.5/5.0 stars **Reviewed by:** James H. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** very easy. Makes me efficient and accurate with deal updates and forecasting. Integrates well with SFDC **What do you dislike about Terret.ai?** Does not integrate with Hubspot. Would be nice when selling to prospects **What problems is Terret.ai solving and how is that benefiting you?** Streatlines forecasting process and deal health analysis ### 25. Really intuitive a full of insights **Rating:** 5.0/5.0 stars **Reviewed by:** Elisabetta C. | Account executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** The fact i can find all the info i need really easly. **What do you dislike about Terret.ai?** To be honest the connection with Salesforce is not that intuitive **What problems is Terret.ai solving and how is that benefiting you?** It helps me fortecasting ### 26. Boost up is great for reviewing pipeline and likelihood of opportunities closing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Terret.ai?** Forecasting to managers is a breeze! It literally takes seconds to submit a forecast for months out. It integrates with Salesforce seamlessly. **What do you dislike about Terret.ai?** Someimes the accuracy of deals closing is off. I've had an opportunity say there's a high likelihood of losing the deal and it closes the next day. **What problems is Terret.ai solving and how is that benefiting you?** It helps ensure pipeline is managed correctly and provides insight into what to focus on for my sales opportunities ### 27. Dont get if you dont want to be more efficient with your time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2024 **What do you like best about Terret.ai?** great asset as a CSM and understanding where I stand with upcoming renewals. What is the likely hood of them renewing, forecasted upsell's/churns, if a SO has already been signed, etc.. This is a tool I use daily to ensure I'm on top of my running list. On top of all that the ease of integration made using this tool all that much more adoptable. **What do you dislike about Terret.ai?** to date I have not one dislike, it has truly made my job so much easier **What problems is Terret.ai solving and how is that benefiting you?** understanding my pipeline and whats on the forecast ### 28. Centralized reporting & forecasting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Terret.ai?** I like the centralized reporting and trend analysis of deals based off of engagement **What do you dislike about Terret.ai?** All contacts must be in salesforce oppty to properly measure engagement. While advertised as capable of updating next steps/close dates/etc without going into Salesforce, this functionality doesnt work for our implementation. **What problems is Terret.ai solving and how is that benefiting you?** Helping to provide a confidence measure for leadership to more accurately forecast to the board ### 29. makes life easier for a AE **Rating:** 4.0/5.0 stars **Reviewed by:** RJ J. | AE, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Everything consolidated. Easy navigation **What do you dislike about Terret.ai?** there's a lag when I'm updating SFDC so when I'm doing bulk changes I have to go back and check all the time. **What problems is Terret.ai solving and how is that benefiting you?** managing my pipeline info ### 30. I am reviewing my experience with BoostUp. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I like that it links directly to other softwares and makes for easy, transferrable notes. I also appreciate the forecasting tab to stay up to date with my sales stages. **What do you dislike about Terret.ai?** I wish I had capabilities to better set up to-do's and call directly from accounts. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp is helping me to forecast and understand the overall health and hygiene of my opportunities. ### 31. A critical boost to Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Terret.ai?** The ease of getting the entire company to focus on maintaining the pace and health of deals to close in the quarter. **What do you dislike about Terret.ai?** It could do with some more usability enhancements when working for a global company with deals in multiple currencies. **What problems is Terret.ai solving and how is that benefiting you?** The out-of-the-box Salesforce functionality and intelligence is poor when it comes to assessing deal health and forecasting the quarter. Boostup is great in this space. ### 32. BoostUp Review **Rating:** 4.5/5.0 stars **Reviewed by:** Swarangi W. | Revenue Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** BoostUp's UI is pretty user-friendly and easy to navigate. **What do you dislike about Terret.ai?** I find using BU API a bit challenging task **What problems is Terret.ai solving and how is that benefiting you?** It helps for reporting purposes ### 33. Cloudflare user review **Rating:** 4.0/5.0 stars **Reviewed by:** andre w. | Sr Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Terret.ai?** not having to open up salesforce to make same updates **What do you dislike about Terret.ai?** seems to be a bit of delay from salesforce to boostup sync **What problems is Terret.ai solving and how is that benefiting you?** Predicting forecast for sales leadership ### 34. Best forecasting tool **Rating:** 5.0/5.0 stars **Reviewed by:** Siddharth H. | Senior Analyst - RevOps & GTM Analytics, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Terret.ai?** Forecasting abilities, sales tracking, deal tracking **What do you dislike about Terret.ai?** Rigidness to update any settings from user side, need to always reach out the boostup team to make changes. **What problems is Terret.ai solving and how is that benefiting you?** Sales tracking, deal tracking, forecasting bookings ### 35. It is a great tool to use **Rating:** 4.0/5.0 stars **Reviewed by:** Jenna B. | Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** everything is clear and efficent, helps me stay organized **What do you dislike about Terret.ai?** sometime it does not save the work you pdated **What problems is Terret.ai solving and how is that benefiting you?** forecasting and keeping track of weekly / monthly / quartetly forecasts ### 36. Good integrations and ux **Rating:** 4.5/5.0 stars **Reviewed by:** Denis B. | Corporate Sales Executive, E-Learning, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Terret.ai?** I like integration with sales force and website ux **What do you dislike about Terret.ai?** I would like a better experience on app. **What problems is Terret.ai solving and how is that benefiting you?** Help me with pipeline management, data, focus and follow ups. ### 37. BoostUp.ai: Very simple and intuitive with powerful integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Terret.ai?** BoostUp.ai makes the weekly job of forecasting (as an Account Executive) a breeze. I like how it integrates with Salesforce, and pulls all of my pipeline opportunities into the UX. **What do you dislike about Terret.ai?** I have not had a negative experience in using this tool. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai makes 'reporting up' my sales forecast a breeze, saving me time that I can allocate to other, higher value sales tasks. ### 38. Boostup helps us forecast! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Terret.ai?** It's much easier to manage your forecasts and opportunities in Boostup than Salesforce. **What do you dislike about Terret.ai?** I have to open opportunities in Salesforce to make major changes, like to change the opportunity stage. I wish you could do that from Boostup. **What problems is Terret.ai solving and how is that benefiting you?** It keeps our Salesforce and forecasting up to date. It helps me keep track of my opps! ### 39. Easy Forecasting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Terret.ai?** The ability to seamlessly change updates from Boostup that reflects in Salesforce. Additionally I can accurately forecast what I have for the quarter at an easy glance. I use this tool on a weekly basis. **What do you dislike about Terret.ai?** I haven't found any features I don't like about the tool yet. **What problems is Terret.ai solving and how is that benefiting you?** Ability to accurately forecast. Also updated in Boostup is easier than doing so in salesforce ### 40. Excellent tool to manage pipeline and forecast accurately **Rating:** 4.0/5.0 stars **Reviewed by:** Tom W. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I like the weighted score that measures how strong a deal is, helps to let me know what accounts need a touch point. **What do you dislike about Terret.ai?** Doesn't share insights on deal strategy like some other pipe management tools. **What problems is Terret.ai solving and how is that benefiting you?** More accurately displays pipeline and how strong it is. Adds a layer of intelligence to CRM to give stronger analytics for forcasting. ### 41. Convenient way to track opportunities & forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** I can see all of my opportunities, the amount of MEDDICC completion, forecast, and even next steps in a convenient and friendly UI **What do you dislike about Terret.ai?** Feels a bit limited in terms of report building, but could be a limitation as an IC **What problems is Terret.ai solving and how is that benefiting you?** Boostup.ai is a quick way for me to update the next steps in my Salesforce opportunities without having to move into multiple tabs ### 42. Good complement to Salesforce **Rating:** 3.5/5.0 stars **Reviewed by:** Anu R. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Easy to update notes and provide realtime visibility to business on Pipeline status **What do you dislike about Terret.ai?** Need to be able to make more Salesforce fields visible **What problems is Terret.ai solving and how is that benefiting you?** Forecast accuracy ### 43. BoostUp Makes Forecasting Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2024 **What do you like best about Terret.ai?** I'm always looking at sales roll ups for the current quarter and trends related to our pipeline in current and future quarters. I rely on these views more than I do any data from SFDC directly. I value the ability to see exactly what changed over the last week on an individual deal basis. I also value the ability to see AE productivity and activity data directly in the tool. **What do you dislike about Terret.ai?** I think filtering between regions and segments within the tool is a little clunky. This may be a function of our implementation, though. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp helps me understand how our current quarter is progressing and gives me insight into the broader trends that will impact our ability to be successful in future quarters as well. ### 44. Impressive Forecast Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2024 **What do you like best about Terret.ai?** Directly integrates to CRM, easy to read and write data, visually create custom reports for filtering and viewing data. **What do you dislike about Terret.ai?** Their new UI refresh has made a more cluttered and harsh color scheme, but doesn't impact business functions. **What problems is Terret.ai solving and how is that benefiting you?** Solves the problem of creating custom forecast reports and inputting deal-specific forecast updates quickly and at scale. ### 45. Proper sales forecasting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Track progression of deal with reminders throughout each stage of the deal cycle to ensure each deal trigger is met. I use this daily alongside SFDC. **What do you dislike about Terret.ai?** Our boostup is rigid but its based on how we set our system up. Can't move forward if certain triggers aren't met. **What problems is Terret.ai solving and how is that benefiting you?** Allows me as an IC to focus on deals with the most traction. ### 46. The best tool for Accurate Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Terret.ai?** BoostUp is easy to use and has many different features that are helpful for AE's and leadership. Easy to keep track of deals and how they're progressing. **What do you dislike about Terret.ai?** The engagement score is not always accurate and may indicate deal risk. **What problems is Terret.ai solving and how is that benefiting you?** One simple place to update my forecast and ensure deal stages/notes are up to date. ### 47. Straightforward and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Terret.ai?** I like that it integrates into Salesforce and that it's easy to use as a rep. **What do you dislike about Terret.ai?** At first glance the UI looks a bit archaic but this is nitpicking. **What problems is Terret.ai solving and how is that benefiting you?** Its a way for me to enter simple details about what I'm selling so that various levels of management can have visibility into it. ### 48. Manageable and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Terret.ai?** Different points of view it allows me to review my pipeline. **What do you dislike about Terret.ai?** user interface takes some time to get used to and not the most friendly **What problems is Terret.ai solving and how is that benefiting you?** pipeline managment and visibility- allows me to easily navigate my pipeline from different angles to easily update and stay on top of what is coming up next in any given opp ### 49. Easy to use tool, very intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Terret.ai?** Easy to view current deals and report and update to management. Also really helpful managing pipeline, salesforce reports are just not enough. **What do you dislike about Terret.ai?** Nothing specific that I would dislike. Sometime it's a bit laggy and you need to refresh it quite a few times to see the updates. **What problems is Terret.ai solving and how is that benefiting you?** Reporting, forecasting, updating deals in one single pane of glass. ### 50. Great product especially for forecasting **Rating:** 4.0/5.0 stars **Reviewed by:** Juan G. | Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Terret.ai?** Ease of use. The display is easy on the eye and makes it for easing presenting **What do you dislike about Terret.ai?** nothing really. Its only the second ever forecasting software I have used and its better. **What problems is Terret.ai solving and how is that benefiting you?** It makes it easier for me to keep track of my deals and forecast to my sales director ## Terret.ai Discussions - [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for) - [View Terret.ai pricing details and edition comparison](https://www.g2.com/products/terret-ai/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+18%3A07%3A01+-0500&secure%5Bsession_id%5D=160a3ae4-0587-475d-8ddd-ded34511b077&secure%5Btoken%5D=1c779946333f3ed463da443c115465236fe60b088ef6a4306f5f39c09d857fdb&format=llm_user) ## Terret.ai Integrations - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) ## Terret.ai Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Call Analytics** - Call Recording - Machine Learning - Call Analysis **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Revenue AI Platforms** - Natural Language Interaction - Proactive Assistance - Autonomous Task Execution - Cross-system Integration - Decision Making - Adaptive Learning **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Interactive Dashboards - Data Segmentation **Training** - Knowledge Base - Coaching Materials - Playbook Creation - Video Record **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Platform** - Conversation Editor - Integration - Human-In-The-Loop **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Autonomy - AI Agents** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **Platform - Revenue AI Platforms** - Conversation Intelligence - Predictive Forecasting - CRM Data Enrichment - Actionable Insights - Risk Flagging - Workflow Orchestration - Sales Coaching - Pipeline & Deal Management - Customer Data Capture **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **Mapping** - Multiple Org Charts - Stakeholder Roles **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Terret.ai Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,503 reviews) - [Weflow](https://www.g2.com/products/weflow/reviews) - 4.6/5.0 (121 reviews) - [Gong](https://www.g2.com/products/gong/reviews) - 4.7/5.0 (6,504 reviews)