--- 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: '2026-07-07' 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 remarkably easy** with Terret.ai, enjoying clear overviews and seamless Salesforce integration. (31 reviews) - Users value the **powerful analytics** of Terret.ai, facilitating quick and customizable insights for effective decision-making. (22 reviews) - Users value the **efficiency** of Terret.ai, appreciating its time-saving capabilities and seamless CRM integration for better forecasts. (19 reviews) - Users enjoy the **easy access** to comprehensive business insights through a well-organized and user-friendly dashboard. (17 reviews) - Users appreciate the **efficient integration with SFDC** , streamlining updates and enhancing visibility for leadership 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** , causing delays and lag in data refresh which hinders functionality. (31 reviews) - Users face **integration issues** with Salesforce, requiring extra attention to ensure data sync and updates are timely. (17 reviews) - Users note the lack of **hierarchy forecasting** , which complicates creating accurate monthly forecasts for large transactions. (16 reviews) - Users find the **reporting inadequate** , lacking flexibility for tracking forecast accuracy and viewing in multiple currencies. (12 reviews) - Users find the **difficult reporting** of Terret.ai limits flexibility and complicates tracking forecasts and currencies effectively. (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. Boostup is a great tool to have everything in one place! Love it **Rating:** 5.0/5.0 stars **Reviewed by:** Ronny B. | Senior Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Terret.ai?** Having everything centralized in one place is incredibly valuable. As a salesperson, it saves me both time and effort, allowing me to work more efficiently. Instead of navigating multiple platforms or juggling various tools, I have a single, streamlined point of administration. This makes it easy to manage tasks, access essential information, and focus on building relationships with clients rather than on time-consuming administrative work. It’s a huge advantage, simplifying my workflow and enabling me to dedicate my energy where it truly matters. **What do you dislike about Terret.ai?** -Certain forecasting options are not as accurate as we would hope, which unfortunately results in additional effort on our end. These limitations mean that we often need to invest extra time in manually adjusting or verifying data to achieve a reliable forecast. This added layer of work can disrupt workflow efficiency and delay strategic planning processes, especially when accuracy is critical. As a result, these forecasting tools sometimes fall short of our needs, prompting us to explore ways to enhance precision and streamline the process moving forward. **What problems is Terret.ai solving and how is that benefiting you?** Forecasting & administration ### 2. Revolutionized Our Pipeline Management **Rating:** 4.0/5.0 stars **Reviewed by:** Kody E. | Director of Account Management, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Terret.ai?** I really like the Auto-fill feature for MEDDPICC that Terret.ai has, which fills out metrics, decision criteria, the paper process, and economic buyer information automatically based on calls. It's a real game changer because it gives me easy access to everything needed for accurate monthly and quarterly forecasting and helps ensure my reps hit their pipegen targets. The AI tools in Terret.ai were a big reason my team and I decided to switch from Salesforce, as they enhance forecasting rollup and provide better reporting from a pipeline building perspective. **What do you dislike about Terret.ai?** I don't have any specifics. It does everything I asked for in the original ask from my CRO once we decided we were going to look at Revenue tools. **What problems is Terret.ai solving and how is that benefiting you?** Terret.ai provides easy access to accurate forecasting, ensures reps hit targets, and automates MEDDPICC data from calls, all of which simplify my processes. ### 3. Simplicity Meets Sales Efficiency with Terret.ai **Rating:** 4.0/5.0 stars **Reviewed by:** Imran M. | Vice President, GTM Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Terret.ai?** I like the simplicity of Terret.ai. I appreciate how it gives us clarity around each sales rep's forecasting and how those forecasts roll up to each sales leader. I find it valuable that Terret.ai helps pull insights from conversations into Salesforce CRM. We use features like forecast roll-ups, Week-over-Week pipeline changes by rep/manager, risk assessment, and AI insights the most. The initial setup was easy, especially because I had used Terret in my prior job. **What do you dislike about Terret.ai?** The quality of AI insights is not always consistent. Would like to have the ability to get AI insights across a pool of accounts/opportunities. **What problems is Terret.ai solving and how is that benefiting you?** I get clarity on sales reps' forecasts and insights from conversations into Salesforce CRM with Terret.ai. ### 4. boost up forecast reveiw **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel g. | account executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** the easly way to forecast, more thna other forecating plattforms **What do you dislike about Terret.ai?** need to submit 3 times, week, month and quarter x.x **What problems is Terret.ai solving and how is that benefiting you?** the forecasting ### 5. Coudo be better, no real change since last year **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2023 **What do you like best about Terret.ai?** Nothing new has been life changing but I will say I enjoy being about to quickly link to Sales force **What do you dislike about Terret.ai?** I Would like it to have sticker filters. It's still a lot of clicking **What problems is Terret.ai solving and how is that benefiting you?** It's definitely making communication more seamless between sales and cross functional teams. It clarifies what's going on and allows for better tracking. ### 6. A tool for all forecasting needs **Rating:** 5.0/5.0 stars **Reviewed by:** Leandra L. | Sales Support, Systems, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I love using Boost up. It has some amazing native features that make working with it so simple. It's abilioty to customise your views for your organistaion is a game changer though. I feel like there is not one issue that we haven't been able to fully solve. A stand out is RevBI. I love having the ability to create dashboards in the tool itself. **What do you dislike about Terret.ai?** I would love to see more articles/ user viedos on their website. or even courses that users can take to become familiar with the tool. The support team is amazing and always quick to repsond and help out. I just personally love having videos on the internet to fall back on. The only missing feature we need is hierarchy forecasting. on our director levels we want to look at region rather than person. **What problems is Terret.ai solving and how is that benefiting you?** It gives us the ability to forecast as often as we want, as well as report on these forecasts. it takes away the need of spreadsheets to contro this highly important data. It also allows us to control how much information users are able to see. ### 7. Bootup review **Rating:** 4.5/5.0 stars **Reviewed by:** Dipesh J. | Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Terret.ai?** The sync with sfdc makes it very usefull **What do you dislike about Terret.ai?** nothing as such that dont like, overall it is good **What problems is Terret.ai solving and how is that benefiting you?** Getting things synced and sales insights ### 8. Great High-Level Snapshot of Team Opportunities and Recent Engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Terret.ai?** High level snap shot of all opps on my team, showing the most recent engagement of each opp. **What do you dislike about Terret.ai?** Sometimes opp activity does not map over. **What problems is Terret.ai solving and how is that benefiting you?** Helps me stay up to date on my sales team’s pipeline and quickly prep for calls with TerretGPT ### 9. Great platform for pipeline managemetn **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Terret.ai?** The new forecast and rollup feature is incredibly valuable as a manager **What do you dislike about Terret.ai?** Easier configuration and permissions to update for managers. **What problems is Terret.ai solving and how is that benefiting you?** Being able to track my team's deals through the quarter and year. ### 10. Smart Revenue Forecasting & Sales Insights in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Ajay K. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Terret.ai?** BoostUp.ai gives real-time, AI-powered insights into my sales pipeline, helping me forecast revenue accurately. The platform is intuitive and easy to use, and I love how it integrates with Salesforce and other CRM tools. Its deal inspection and activity tracking features help my team stay on top of follow-ups and performance goals without manual effort. I’ve seen better team collaboration and higher forecast confidence since using it. **What do you dislike about Terret.ai?** The platform is powerful, but it can feel slightly overwhelming for first-time users due to its wide range of features. The mobile experience could be improved—it sometimes lacks the smooth navigation of the desktop version. Also, pricing may be a bit high for small teams or startups. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai helps solve the challenge of inaccurate forecasting and low visibility into pipeline health. Before using BoostUp, we struggled to understand which deals were truly at risk and how reps were spending their time. Now, we get real-time, AI-driven insights into sales activities and deal progress. It helps us take action faster, improve forecast accuracy, and increase win rates. It’s especially useful for aligning revenue operations with sales goals. ## 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/boostup-ai/reviews/boostup-ai-review-10410739?_sm_nck=1§ion=pricing&secure%5Bexpires_at%5D=2026-07-08+23%3A55%3A59+-0500&secure%5Bsession_id%5D=9a8c6fe3-7ded-4fe7-b686-f6386662f978&secure%5Btoken%5D=c1f5b3b04fd0dcb305058160c841c43687b106f86ac68bad4a79e09ad633b400&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) - 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