TERRA-401CRMLive
One client. One card.
Companies and people, with statuses, owners and their local clock, filed by their e-mail domain so a client is never two cards.
On screen
What your team sees.
Screens from a demo desk: the real product, with made-up customers, numbers and parts.
Inside TERRA-401 CRM
6 capabilities, one number each.
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A board or a table
Companies in eleven statuses, including Enquiry, Customer, Parked with a return date, Not a fit and Do not call.
TERRA-401 CRM
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People
Contacts with a primary person and a per-person do-not-call flag, edited in place.
TERRA-401 CRM
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Addresses split for you
Paste an address and it's split into fields for you to confirm.
TERRA-401 CRM
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Owners
Who found the client and who looks after them now.
TERRA-401 CRM
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Which side of the trade
Mark a company as a client or a supplier.
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The industry at a glance
Give a company one or more categories: port handling, mining, construction or industrial. Filter by any of them; the primary category sets the default agent and templates.
TERRA-401 CRM