--- 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: '2026-06-30' 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 value the **easy forecasting** capabilities of Terret.ai, enhancing clarity and integration with Salesforce for effective management. (31 reviews) - Users commend the **powerful analytics** of Terret.ai, enhancing their workflow with customizable dashboards and seamless integration. (22 reviews) - Users highlight the **efficiency** of Terret.ai, transforming pipeline management and enhancing productivity with its seamless integration. (19 reviews) - Users value the **easy access** to business insights via a single, organized dashboard with user-friendly features. (17 reviews) - Users appreciate the **seamless SFDC integration** with BoostUP, streamlining CRM updates and enhancing pipeline visibility. (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 lag and hindered data refreshes during use. (31 reviews) - Users face **integration issues** with Salesforce, leading to delays in data updates and requiring extra attention during setup. (17 reviews) - Users find **forecasting issues** with Terret.ai, particularly regarding hierarchy and data cleanliness affecting transaction management. (16 reviews) - Users find Terret.ai's **inadequate reporting** limits flexibility in tracking forecast accuracy and complicates complex data needs. (12 reviews) - Users find the **difficult reporting** options limiting, lacking flexibility for detailed forecast accuracy and currency views. (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. It's a decent solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** Intuitive to use, don't need any specific training. Not bloated, clean and simple. **What do you dislike about Terret.ai?** A few of the column titles were mixed up for a while (fixed now) and sometimes it asks me to resync when it is already connected but these are minor glitches in the 2 years I've used it. **What problems is Terret.ai solving and how is that benefiting you?** Providing forecasts time efficiently. ### 2. Director of Rev Ops **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Terret.ai?** Very customizable and best in class customer support **What do you dislike about Terret.ai?** Reporting functionality needs a bit better UX/UI. Forecast functionality can be more forward looking. For example, more next quarter metrics like pipeline coverage for CQ+1 and CQ+2. **What problems is Terret.ai solving and how is that benefiting you?** I used it mainly to track leader verbal commit for high level forecast ### 3. Essential Sales Tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Terret.ai?** BoostUp's powerful predictive analytics make sales forecasting accurate and straightforward. The integration with Salesforce works really well and I love that updates I make in Boostup automatically reflect into Salesforce. Additionally, the platform's AI-driven insights help identify potential deals and optimize sales strategies effectively! **What do you dislike about Terret.ai?** The user interface can be a bit difficult to understand if you've never used it before. It took a couple of trainings for me to figure out how to use all the different filters. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp solves the problem of inaccurate sales forecasting and inefficient sales processes by providing AI-driven predictive analytics and real-time insights. This benefits me by enhancing the accuracy of my sales predictions, streamlining my workflow, and ultimately improving my sales performance and productivity. ### 4. Keeps my pipeline organized **Rating:** 4.0/5.0 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?** The UI is great, changes can be made quickly. **What do you dislike about Terret.ai?** I wish there was a mobile app that had more full functionality **What problems is Terret.ai solving and how is that benefiting you?** Keeps me way more organized than I otherwise would be in terms of what I need to do next and what my manager needs to know ### 5. Great Tool to follow up with your deals. **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmet A. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Terret.ai?** Integrated with Salesforce, BoostUp helps Sales and Customer Success teams to track forecasted revenue submissions (Best Case and Commit), manage pipelines, and identify areas of opportunity or risk. Very user friendly interface. Easy implementation. I am using it all most everyday. **What do you dislike about Terret.ai?** There isn't a bad side of it so far. I couldn't see an annoying part of it. **What problems is Terret.ai solving and how is that benefiting you?** It helps me to see which stages are my deals. Renewals, best cases, commitments and generated revenue/pipeline etc. ### 6. Great tool for both forecasting and assessing risk on key opportunities **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Terret.ai?** Fantastic for forecasting. The forecast AI is great. Being able to do a risk assessment based on data for key opps is a game changer. **What do you dislike about Terret.ai?** Not anything I really dislike, just eager to see what new features will be in future. **What problems is Terret.ai solving and how is that benefiting you?** 1. Forecasting 2. Opportunity Inspection (risk analysis) 3. Pipeline management and assessment ### 7. "Efficient, Insightful, and Essential for Sales Forecasting." **Rating:** 2.5/5.0 stars **Reviewed by:** So Hyun J. | ACCOUNT EXECUTIVE, Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** "BoostUp.ai streamlines my sales workflows, making forecasting and pipeline management far more accurate and actionable.""The AI-driven insights and real-time forecasting capabilities save time and provide confidence in pipeline accuracy, which is crucial for meeting revenue goals." **What do you dislike about Terret.ai?** "Some customization options can be limited, and integration with a few CRMs could be smoother." **What problems is Terret.ai solving and how is that benefiting you?** Forecasting accuracy ### 8. As a super user for Clari in my previous org, I think there are room for improvement with BoostUp **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Terret.ai?** - When submitting forecast, it tally ups the opportunities in the rep's pipeline and this can give us an easy view of whether there is enough pipeline to substantiate the number - Easy for the teams to input manual adjustments to deals and ability to list the upside value _ Easy to add users and quotas - provisioning is easy - Having a dedicated rep to troubleshoot issues and provide feedback - Conner has been great and responsive with helping with questions - Forecast and Engagement risk analytics but does not list the key factors driving the scores **What do you dislike about Terret.ai?** - UI and the limitations - it pales in comparison to Clari - The Analytics features are very limiting, eg it does not allow me to go back and view rep's forecast accuracy. The Analytics is also not as comprehensive as Clari's offerings which I think was very easy to use and gave me great insights - There is no option to show whether a weekly forecast is submitted by the team and flag whether an update is required for the week **What problems is Terret.ai solving and how is that benefiting you?** As a RevOps leader, I need to be looking at our forecast for the current quarter and look ahead in our future quarters to identify and mitigate any risks. I need a tool where insights are easily provided to me, so I'm in action mode and help advise the business on which direction to take. ### 9. BoostUp.ai is very helpful forday-today tasks **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Terret.ai?** BoostUp.ai really helps me to stay on track and up to date with deals I'm running. Without it, I would find it hard to be organised. I use it everyday and it is very user friendly. **What do you dislike about Terret.ai?** No Downsides of BoostUp.ai - great tool! **What problems is Terret.ai solving and how is that benefiting you?** Helping to stay organised and on track ### 10. Incredible product that makes dealing with sales reviews easy **Rating:** 5.0/5.0 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?** It makes it so much easier to deal with managing the process of sales management. **What do you dislike about Terret.ai?** Would really love to have a dark mode and sometimes it can take a minute to update from SFDC. **What problems is Terret.ai solving and how is that benefiting you?** It is allowing me to have comms with my manager on deals ### 11. Great, easy to use tool for sales forecasting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Terret.ai?** Ease of use and fully integrated with Salesforce **What do you dislike about Terret.ai?** It's difficult to find your ARR for the year **What problems is Terret.ai solving and how is that benefiting you?** A clear and easy view of quarterly sales, objectives, methodologies. Awesome tool that is fully integrated and makes life so much easier for salespeople and management ### 12. Ease of use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** I like how easy it is to get an accurate view of my pipeline, and accurately forecast as a sales rep. **What do you dislike about Terret.ai?** Historical reporting and analytics can be clunky at times. Engagement and risk scores, while sometimes can be helpful, are often wrong and create noise. **What problems is Terret.ai solving and how is that benefiting you?** Clear view of pipeline and accurately forecasting. ### 13. Good forecast tool with many features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 23, 2023 **What do you like best about Terret.ai?** Many features to track changes. Easy to use and sort views to suit. Export data into excel which is helpful **What do you dislike about Terret.ai?** Don't like that there are tabs for each product **What problems is Terret.ai solving and how is that benefiting you?** Provides an overall view of the business, CQ and future quarters plus pipeline views. ### 14. BoostUp G2 Review **Rating:** 5.0/5.0 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?** Very easy to submit forecasts and update opportunities all in one screen. **What do you dislike about Terret.ai?** BoostUp works as expected and is comparable to other sales forecasting tools I have used prior. **What problems is Terret.ai solving and how is that benefiting you?** I am using BoostUp for forecasting and pipeline management. It provides a seamless way to update my opportunities and forecast for my leadership. ### 15. Very easy to submit forecasts and update opportunities **Rating:** 5.0/5.0 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?** I like the ability to easily see a snapshot of current opportunities and having a way to quickly update each opp to sync back with the CRM. **What do you dislike about Terret.ai?** I haven't come accross anything that I dislike just yet. **What problems is Terret.ai solving and how is that benefiting you?** Ease of updating opps and submitting forecasts ### 16. Seamless experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Terret.ai?** Instant sync with Salesforce Able to update close dates, notes, etc right on the platform Easy way to track deals **What do you dislike about Terret.ai?** Wish we can click accounts and open salesforce immediately **What problems is Terret.ai solving and how is that benefiting you?** Submitting forecasts to leaders and transparecy of all deals A way for Account Executives to track their deals and close dates. ### 17. Efficient and friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** The ease in which you can create so many views and modify those on the fly. **What do you dislike about Terret.ai?** It could be easier to report on the company as a whole, or other sales reps compared to the efficiency of reporting on myself. **What problems is Terret.ai solving and how is that benefiting you?** Reporting, forecasting, opp notes and close dats. ### 18. Salesforce Forecasting the easy way **Rating:** 5.0/5.0 stars **Reviewed by:** Jakob H. | Enterprise AE, Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Terret.ai?** - being much faster than updating Salesforce - easy and smooth interface **What do you dislike about Terret.ai?** - mobile app not advanced enough - you still have to do forcasts ;) **What problems is Terret.ai solving and how is that benefiting you?** delivering better and more accurate forecasts and being faster at the same time ### 19. Simple and clear **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Terret.ai?** Boostup is very intuitive and easy to use. Nothing is missing, nor is anything too much **What do you dislike about Terret.ai?** From an IC perspective, I see nothing negative. **What problems is Terret.ai solving and how is that benefiting you?** It helps me with forecasts and highlights deals that need follow ups. ### 20. Pragmatic tool, easy to use and get a view of data **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Ease of use, clear UI, filtering the noise often seen in SFDC **What do you dislike about Terret.ai?** Opps at risk doesn't give a clear view of close rate, but this may be due to parameters set **What problems is Terret.ai solving and how is that benefiting you?** keeping pipeline clean so I know where to spend my time. Useful for reporting also ### 21. AE Review **Rating:** 3.5/5.0 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?** The intergration with SFDC and the ability to update the record from with in BoostUP **What do you dislike about Terret.ai?** None that I have found yet. I have not used a tool like this in the past so I am not sure what is missing **What problems is Terret.ai solving and how is that benefiting you?** Comunicating pipeline status to leadership ### 22. Great forecasting and pipeline management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** It helps me accurately forecast. In addition to this is has a direct integration into Salesforce which helps streamline updating opportunities. **What do you dislike about Terret.ai?** I haven't found anything that I don't like thus far. **What problems is Terret.ai solving and how is that benefiting you?** Pipeline management. Being able to forecast accurately. ### 23. Easy to use and simple to consume insights **Rating:** 4.0/5.0 stars **Reviewed by:** Mike K. | VP, Global Solution Consulting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Terret.ai?** Ability to drill into the forecast, and see what has changed since the last update. really important to see the impact of an increase or drop in business **What do you dislike about Terret.ai?** the user experience could be better, feels a littl cluttered **What problems is Terret.ai solving and how is that benefiting you?** Pipeline visibility and forecasting ### 24. Very Useful but Ux could be improved **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Terret.ai?** Ability to visualise opportunities and slice the data in different ways. **What do you dislike about Terret.ai?** The system Ux is good, but could be improved. **What problems is Terret.ai solving and how is that benefiting you?** Understanding progress in an opportunity and viewing the interactions and business inputs related to a specific opportunity. ### 25. Makes forecasting easy **Rating:** 4.0/5.0 stars **Reviewed by:** Jim A. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Terret.ai?** Super simple user interface and quickly and easily syncs to SFDC. Really like the integrations with tools like Mindtickle **What do you dislike about Terret.ai?** not much to not enjoy about this product. **What problems is Terret.ai solving and how is that benefiting you?** Forecasting and ability to spot risk in deals ### 26. A simple, easy to use UI with Salesforce integration makes it fast to update both applications. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** The UI, the integration with Salesforce, the visuals **What do you dislike about Terret.ai?** Nothing specific comes to mind. I would say there are no distinct weaknesses. **What problems is Terret.ai solving and how is that benefiting you?** Its benefitting me in terms of forecasting and helping my managemen team undestand in real time. ### 27. Customer Success Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Terret.ai?** Ai-powered forecasting, ease of use, churn management, activity tracking and sharing and a collaborative workspace. **What do you dislike about Terret.ai?** Extensive feature offerings makes it less valuable for smaller teams with only simple needs **What problems is Terret.ai solving and how is that benefiting you?** Tracking churn and expansion forecast, collaborating with management and other teams. ### 28. simple forecasting tool that keeps my manager happy. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Terret.ai?** I like that its easy to integrate with Salesforce and it only takes a few clicks to update my forecast. **What do you dislike about Terret.ai?** I dont dislike the product at all, i think its fine. **What problems is Terret.ai solving and how is that benefiting you?** rapid forecasting and accuracy. ### 29. Managing sales figures **Rating:** 2.5/5.0 stars **Reviewed by:** Seiya M. | employee, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Terret.ai?** Progress management recommendations. The project progress has become much easier **What do you dislike about Terret.ai?** Nothing.If I had to pick one thing, it would be that the forecast input screen is difficult to understand. **What problems is Terret.ai solving and how is that benefiting you?** Since we have a large number of cases, it is extremely helpful to be able to visualize the status by the score of each case. ### 30. Ease of Use of BoostUp **Rating:** 4.5/5.0 stars **Reviewed by:** Dalia R. | Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** How ease it is to use which allows updates to SF. **What do you dislike about Terret.ai?** Unsure as I believe there are so many benefits **What problems is Terret.ai solving and how is that benefiting you?** Being to see my pipeline, what my close rate is towards my obejective. ### 31. My best dashboard to manage my pipe **Rating:** 4.5/5.0 stars **Reviewed by:** Orian R. | Commercial Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Terret.ai?** Perfect divide to Q and Y, gathering all my pipe including lost opps so I can easily understand my status at any time **What do you dislike about Terret.ai?** The integration with SF is not the best, the graphs are not very clear to me **What problems is Terret.ai solving and how is that benefiting you?** While preparing my qbr, it gives me all the details needed, saves a lot of time ### 32. Can't live without it now. **Rating:** 5.0/5.0 stars **Reviewed by:** John T. | Sales Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2024 **What do you like best about Terret.ai?** Effortless to keep evrything up to date and accurate. An excellent tool to enhance my productivity. **What do you dislike about Terret.ai?** Can't think of anything other than positive comments. **What problems is Terret.ai solving and how is that benefiting you?** Keeping everything pipeline related and revenue projections up to date all the way up the leadership chain. ### 33. Nice all-in-one spot for SFDC opps **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Terret.ai?** Central location for all opps - it's nice to be able to update all opps on one screen. **What do you dislike about Terret.ai?** Sometimes doesn't sync to SFDC - which may be a permission item or a technical issue. **What problems is Terret.ai solving and how is that benefiting you?** Everything in one spot. ### 34. Incredible! **Rating:** 5.0/5.0 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?** Really makes it easy to report numbers to manager. **What do you dislike about Terret.ai?** Not much! Works great for me!! I would say that maybe allowing for customization of color scheme would be great. **What problems is Terret.ai solving and how is that benefiting you?** Presenting my numbers to the big bosses ### 35. Amazing, smooth, easy to keep track of churn **Rating:** 5.0/5.0 stars **Reviewed by:** Ansh B. | Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** the comments feature! I love writing notes and sharing with my team **What do you dislike about Terret.ai?** the different views can get over complicated **What problems is Terret.ai solving and how is that benefiting you?** Helping me understand how to keep track of my customers ### 36. I have used BoostUp to forecast my business to my sales leadership **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Terret.ai?** It is intuitive in terms of the reporting function which is good since I use it every week. It is not overly complicated just being able to input current notes and select which week or quarter you are forecasting for. **What do you dislike about Terret.ai?** I don't have any dislikes about BoostUp as it is integrated with our CRM Salesforce and doesn't duplicate the work. **What problems is Terret.ai solving and how is that benefiting you?** Boostup is communicating my current business to the sales leadership function at my company to make sure we are forecasting our revenue optimally. It integrates well so that what each individual seller is shared with the appropriate groups and not siloed. ### 37. Better Insights & Visibility of what's happening on the field. **Rating:** 4.0/5.0 stars **Reviewed by:** Kuldeep J. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Terret.ai?** It offers a holistic view to understand what you sellers are doing on the field. **What do you dislike about Terret.ai?** More categorization on forecasting would be helpful. **What problems is Terret.ai solving and how is that benefiting you?** Accurate Forecasting - It allows me to be on top of my opportunities. ### 38. BoostUp review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Boostup has been amazing with respect to forecasting and adding any comments **What do you dislike about Terret.ai?** More customisable dashboard would be better **What problems is Terret.ai solving and how is that benefiting you?** Weekly/ Monthly forecasting and updated notes for manager to review ### 39. User friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Terret.ai?** Integration with Salesforce, able to refresh reports with updated data **What do you dislike about Terret.ai?** Quite laggy when it came to refreshing data from Salesforce **What problems is Terret.ai solving and how is that benefiting you?** It provides a detailed yet birds eye view of how sales is functioning, forecast and booked information are synced from Salesforce ### 40. A good tool for RevOps work on the front lines! **Rating:** 3.5/5.0 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?** simplicity and clarity in visualization. **What do you dislike about Terret.ai?** There's some clunkiness to the solution, but that is pretty light comparative to what it delivers **What problems is Terret.ai solving and how is that benefiting you?** Tracking deals; reviewing status of deals; planning next steps; forecasting ### 41. Easy to forecast **Rating:** 5.0/5.0 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?** Very easy to forecast and review pipeline, well integrated into salesforce making it a one stop shop for updates **What do you dislike about Terret.ai?** nothing really to point out as a major flaw **What problems is Terret.ai solving and how is that benefiting you?** Its helping us forecast more accurately ### 42. Love Boostup! No issues! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Terret.ai?** Easy interface, always up. Quick updates. **What do you dislike about Terret.ai?** Truly, nothing I dislike. Works as advertised. **What problems is Terret.ai solving and how is that benefiting you?** Forecasting speed and accuracy. Much easier to work with than going into SFDC. ### 43. I love using boost up as an AE! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Terret.ai?** I love how all my forecasting needs are in a singular place. I can easily update and edit my opportunities in line. **What do you dislike about Terret.ai?** I would love for the view to be a bit bigger. **What problems is Terret.ai solving and how is that benefiting you?** It helps reduce time spent updating my opportunities and submitting my forecast. It also streamlines my 1:1 with my manager. I absolutely HATE updating opps in salesforce, especially when I have multiple opps i need to update. By editing and updating through boostup I'm saving a significant amount of time in my day! ### 44. Good wraper on top of SFDC **Rating:** 3.5/5.0 stars **Reviewed by:** Jonas W. | AE, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** Easy to submit forecasts. Good to walk through with the team **What do you dislike about Terret.ai?** Addtional tool, which adds complexity and makes me jump between different apps **What problems is Terret.ai solving and how is that benefiting you?** Review of forcasts ### 45. Good **Rating:** 4.5/5.0 stars **Reviewed by:** Shawn S. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** June 14, 2024 **What do you like best about Terret.ai?** Very good. I like it a lot, I would like to use it everyday **What do you dislike about Terret.ai?** All good. Maybe make it more colourful and customizable, better SFDC integration to change more fields. **What problems is Terret.ai solving and how is that benefiting you?** Very good ### 46. Easy to use - great tracking tool for sales - but reports are cumbersome **Rating:** 4.0/5.0 stars **Reviewed by:** Cynthia G. | Regional Sales Manager - South Central (AL, AR, KS, LA, MS, MO, OK), Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Ability to store all sales activity in one place **What do you dislike about Terret.ai?** reports! cumbersome to pull up and does not always include ALL data **What problems is Terret.ai solving and how is that benefiting you?** all sales info for all accounts in one place ### 47. Keeping Forecast Accountable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Terret.ai?** The interface of BoostUp.ai is very intuitive and easy to use. It makes my job easier going in there to update/revise my forecast on a weekly basis. **What do you dislike about Terret.ai?** I can't think of any downsides! I BoostUp.ai really is great. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai has supported my team in aligning our forecasting numbers internally and making it easy to update weekly and track any changes. ### 48. Sales Manager, SMB **Rating:** 4.5/5.0 stars **Reviewed by:** Michael B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Terret.ai?** I love how it is directly connected to SFDC, so you can update anything in Boostup and it will automatically update in SFDC + all the information is up to date and accurate for my forecasting. It's extremely helpful to see all my reps opportunities at a high level, it allows me to see everything I need to see to make sure our pipeline is up to date and clean. I also really like their engagement risk and forecast risk so I can pressure test each opportunity with my rep to find risk in each deal easily. I have found it to be the best forecasting tool I have ever used in my tenure. **What do you dislike about Terret.ai?** Tranparently I only use the opportunities tab and forecasting tool, I do not use all the other features. **What problems is Terret.ai solving and how is that benefiting you?** It is solving my problem to easily identify if my teams pipeline is clean and up to date. This allows me to forecast accurately for my manager. It gives me the ability to forecast most accurately in the easiest way possible. It shows me everything I need to see to forecast accurately. ### 49. BoostUp - Easy Forecasting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Terret.ai?** BoostUp's integration with Salesforce and easy dash-style viewing of where my deals are at in the cycle is a pleasure to use. **What do you dislike about Terret.ai?** The integration isn't always instant, and sometimes requires duplicate inputting of data if you want e.g., timelines/deal stages reflected quickly on BoostUp. **What problems is Terret.ai solving and how is that benefiting you?** Forecasting and analysing where an opportunity might be at in its sales cycle ### 50. BoostUp Used for Sales Forecasting and Reviews **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Terret.ai?** BoostUp helps by providing a very clean and nice dashboard for users to provide sales forecasting and reviews with managers. **What do you dislike about Terret.ai?** As a sales person, it has useful funcationalities and nothing to dislike. **What problems is Terret.ai solving and how is that benefiting you?** I use BoostUp for sales analytics and reviews with my managers/Sales ops. It benefits me as this helps me to provide a consolidated view of my opportunities for discussions with my managers and to get feedback based on next steps. It is a very clean and simple UI that helps take the noise out of everything else and focus on deal reviews. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-06-30+14%3A07%3A17+-0500&secure%5Bsession_id%5D=1b0c4393-79f8-45c8-badc-d34bbbc25724&secure%5Btoken%5D=5d2da96e9cbd5e1b194b853b3e73ce02b58797b221443b7294ce997ea0f2ee64&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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