TERRA-400 · Sales · 10 systems, 39 capabilities
Every client on a board. Every call on their clock.
Companies, people, leads, deals and the customers you have already won, with the time zone, the owner and the next step on every card.
Sales systems
TERRA-401Live
CRM
Companies and people, with statuses, owners and their local clock, filed by their e-mail domain so a client is never two cards.
6 capabilities
TERRA-402Live
LEADS
The leads board from Unprocessed to Won, with rules that run automatically and bulk moves for forty cards at once.
6 capabilities
TERRA-403Live
DEALS
A deals pipeline with eight stages up to the sale and three more through to delivery, opened from a customer's request and closed with its order.
4 capabilities
TERRA-404Live
PORTFOLIO
A board for existing customers that shows who is going quiet, with a rhythm of touches (a task, an e-mail or a call) for each one.
4 capabilities
TERRA-405Live
IMPORT
Load an Excel or CSV list of companies and people, preview what it will do first, and undo the whole import if you change your mind.
3 capabilities
TERRA-406Live
DEDUPE
Duplicates found by e-mail domain, phone and similar names, and two company cards merged into one.
3 capabilities
TERRA-407Live
CLOCK
Each customer's local time on their card, from their address or their phone's country code, and every time on screen says whose clock it's on.
2 capabilities
TERRA-408Live
DNC
Do-not-call marks on a company or a person are checked by the server before every dial, not by someone remembering.
2 capabilities
TERRA-409Coming
LISTINGS
A catalogue of what you rent or sell (apartments, offices, vehicles, machines) that the voice agent reads from on the call and the CRM matches to each enquiry.
3 capabilities
TERRA-410Live
MONEY
Contracts, payments and the bank statement matched to invoices, bills and purchase orders, with what each client owes on their card.
6 capabilities
No system matches. Try a part number like TERRA-301.