--- 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: '2026-07-18' 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. Easy to Navigate UI **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 03, 2024 **What do you like best about Terret.ai?** I am a systems administrator so I interact with BoostUp purely from an Admin perspective. Adding users, as well as adding and removing fields is easy to navigate to and intuitive even though I am not using the platform everyday. Other RevOps platforms dont provide on-demand options when doing some administrative tasks but BoostUp has given me no headaches when doing this necessary work. As a Systems Admin I appreciate BoostUp's ease of use with minimal training. **What do you dislike about Terret.ai?** The layout of all of the fields at the top of a report fiew can sometimes seem a little chaotic. I have to stare at the screen for a good minute to digest it all and understand what I am seeing. **What problems is Terret.ai solving and how is that benefiting you?** Providing much better visualizations for different combinations of Salesforce fields. Salesforce reports can be limiting and require lots of backend work to connect the dots on relationships between objects and fields. BoostUp cuts through that allowing our Sales Org to see the data connections quickly, and then display them in a more visually appealing way. ### 2. BoostUp is very helpful add-on to SalesForce to make forecasting easier. **Rating:** 4.0/5.0 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?** Integration to SFDC - if something in SFDC changes, it is very easy to see how my forecast is impacted. As a Sales Engineer, I can also see where my AEs have changed forecast that may differ from the technical opinion. **What do you dislike about Terret.ai?** I wish it was easier to take your prior forecast and edit from that starting point as opposed to creating and selecting all deals and values from scratch each time. **What problems is Terret.ai solving and how is that benefiting you?** Forecasting roll ups and pipeline management Evaluation of SFDC changes and communicating upwards/downwards Ability to see how you're tracking to quota I used to have to do all these manually which took forever. Now that the data comes directly from SFDC it is much better. ### 3. My experience using BoostUp has been positive! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Terret.ai?** I like that it offers easy integration into our crm, easy to use in terms of editing forecasts and other fields quickly. It does a good job at offering a full picture view that is easily digestible. **What do you dislike about Terret.ai?** At times the user interface can be difficult to maneuvar because the page resets and it takes away filters that have been applied to your search. Making you have to repeat filter settings often which can be time consuming. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp allows me to give updates to leadership on where current customers sentiment lies. Helps me provide leadership with accurate representations of forecasting. ### 4. De-Risk Deals Faster! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Terret.ai?** BoostUp gives you clear insights into your pipeline, forecasts and opportunities. The best part of BoostUp is letting you know of risk factors within specific deals, such as next meetings not scheduled, and the ability to view leader and rep-to-prospect communications (e-mail and recorded calls) for any an all opportunities. Once the platform is set up and integrated, it is seamless to use and understand! **What do you dislike about Terret.ai?** - Easier instructions for setup and building custom dashboards using RevBI tool. Salesforce integration is a bit tedious however, which tool integrating with Salesforce isnt. Salesforce needs an overhaul to begin with. **What problems is Terret.ai solving and how is that benefiting you?** Identifying risk factors and pipeline fallout has been extremely valuable to our team. It allows us to take a proactive approach from an enablement perspective to inform our leadership teams of what is at risk and why, especially on deals that we're pulled into assisting in closing. BoostUp is also helping us with individual sales rep enablement in correcting specific behaviors identified in risk patterns, and deal timelines. Its been extremely valuable in creating deal strategies to mitigate deal risk and move deals to closed-won status. BoostUp has helped us improve multipled reps performance by over 50%+ YoY ### 5. One of the most flexible forecasting tools out there **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** BoostUp offers extensive customization capabilities, allowing us to fully tailor the product to our company's unique needs. The BoostUp team is incredibly hands-on and engaged, providing a truly exceptional vendor experience. **What do you dislike about Terret.ai?** There is not much to criticize but if I had to mention one thing, it would be to create more flexibility around how to track forecast accuracy. There are some minor gaps in the way forecasts are tracked and how you can report on this data. Although possible, it's not the most flexible reporting. **What problems is Terret.ai solving and how is that benefiting you?** It improves our ability to track forecasting at all levels and has allowed us to move away from multiple manual spreadsheets and centralize forecasting into one real-time view. ### 6. Brings greater visibility and clarity into deal reviews, pipelines and forecasts **Rating:** 5.0/5.0 stars **Reviewed by:** Graeme P. | Solution Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2023 **What do you like best about Terret.ai?** BoostUp allows me to quickly identify the risks inherent in my pipeline and makes it so much easier for me to submit my weekly forecast, and keep my SFDC opportunities up to date. **What do you dislike about Terret.ai?** With greater visibility comes more pressure to ensure I am always on top of my game when keeping my opportunities up to date and engaging with customers throughout the deal lifecycle. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp is helping me to reduce my time spent on SFDC admin, as I can make updates across all my live opportunities on one screen within BoostUp. It gives me a quick insight into my 'at risk' deals, so I can be proactive in addressing those opportunities in my current pipeline that may slip; and, it make my weekly forecasting so much easier through simply a few clicks. ### 7. Perfect forecasting tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** It allows you to properly forecast your deals. You can filter by quarter, and select the appropiate forecast category for each of your deals. On top of this, you can add comments which make it easier for our team to review our deals with management, as we simply have to open boost up and everything is centralized under one place (from the right close dates, comments on the opportunities, forecast category..). It definitely helps us save time (specially to managers) as they don't have to go deal by deal on the CRM and can simply use Boostup as source of truth to get all the data in a centralized way (by team, account executive etc). It also helps us understand how good are we doing in terms of our target achievement. **What do you dislike about Terret.ai?** Honestly I can't think of any con right now. It is the perfect tool for deal forecasting. **What problems is Terret.ai solving and how is that benefiting you?** It is helping me forecast my deals to my management. I can show them in a centralized way, so that managers understand how my week/month/quarter deals are going and take action where needed ### 8. Big fan of BoostUp.ai! **Rating:** 4.5/5.0 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?** Ability to forecast quickly/accurately. Update notes that sync with Salesforce. **What do you dislike about Terret.ai?** I don't have anything I dislike about BoostUp.ai at this time **What problems is Terret.ai solving and how is that benefiting you?** Previously - forecasting in Salesforce was a nightmare. Updating notes on each opportunity, pages would reload halfway through and delete my notes. It was painfully slow. Now in Boostup, I can manage my entire pipeline in place without having to navigate to each Opp on a seperate tab - I can update notes, change close dates, and forecast accurately with it all being reflected in Salesforce realtime. Additionally, I can see my engagement score and keep track of what opps are trending in the right direction and which need my attention. ### 9. Seamlessly integrates with Salesforce and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan M. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** I like how all of the relevant information I need to keep updated is in the same place and is immediately synchronized with Salesforce **What do you dislike about Terret.ai?** The mobile app is difficult to log in to and use. **What problems is Terret.ai solving and how is that benefiting you?** Making it easier to forecast revenue. My company's Salesforce has a lot of fields and objects in Salesforce which can feel cluttered and makes it more time consuming to comprehend. Boost Up brings all of the important data together into a single view. ### 10. Great for pipeline management and 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?** Bootsup offers a wide range of customisation, which at first can be a bit fo work to set up, but allows reps and managers to easily manage the sales cycle. With integrations with other platforms it really makes for a pweorful tool. **What do you dislike about Terret.ai?** Some navigation on the screens/views is limted due to the amount of filters displayed on screen. So the filter options take up 80% of the screen then you get a small scrollable window to view the actual data you've trying to see. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp helps bring data from multiple teams into one dash, with visibility accorss the cycle. Before boostup, many clicks were required to get the data needed - a time consuming process. ### 11. Great support, decent product. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Terret.ai?** Customer Service and support is top notch, user interface is simple to understand and teach. Receptive to and welcoming of product feedback and improvements. Always helpful in troubleshooting or identifying causes of bugs, glitches, or user error/questions. **What do you dislike about Terret.ai?** The tool requires a lot of building on the Salesforce side for anything including custom objects or setup. A lot of non-customizable fields and options in forecasting, which adds to the issue of heavy lifting on the Salesforce side, Mainly, the current issue is summarized by Boostup being a tool you have to fit your Salesforce to fit rather than Boostup flexibility fitting into your Salesforce set up. **What problems is Terret.ai solving and how is that benefiting you?** Using Boostup for predominantly forecasting, some Rev BI ### 12. BoostUp.ai CSM Review **Rating:** 3.5/5.0 stars **Reviewed by:** Brendan H. | Enterprise Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Terret.ai?** BoostUp is very helpful when it comes to forecasting and having all my accounts visible in front of me in from a commercial perspective depeding on quarterly, semi-annually, and annual outlooks. **What do you dislike about Terret.ai?** Integration with Saleforces. I don't know if that's more salesforce's problem or Boost's. But there are times when my finance side makes changes on salesforce and that is not accurately represented on Boostup. Other times, if an opportunity is closed won or lost on salesforce it can throw off the forecasting in BoostUp. **What problems is Terret.ai solving and how is that benefiting you?** It is used primarlity for Forecasting. It gives my superiors insight into how I see my book of business materializing over the coming months. ### 13. BoostUp for Deal Tracking as an AE **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2024 **What do you like best about Terret.ai?** Pretty intuitive and easy to use if you have used Domo, Clari etc., - Pretty much same interface. Did not require training to understand how to use it. **What do you dislike about Terret.ai?** This is no fauly to BoostUp but I think my organization set it up in a way that does not correlate with my workflow in SFDC. Would be great to be able to see attainment metrics opposed to using SFDC and Everstage to track. **What problems is Terret.ai solving and how is that benefiting you?** It is solving forecast review for my sales leadership team. It benefits me by automatically tracking my engagement with my accounts, so that leadership can see I am working hard and have email exchanges, meetings, etc., autopopulated in the color coding. ### 14. Easy to use, love that it updates in Salesforce -with a few caveats **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 03, 2024 **What do you like best about Terret.ai?** It's user-friendly with a pleasing and somewhat simple interface, and makes it so much easier to update my pipeline without having to log into Salesforce, where some fields are editable and some are not. I would say it's a matter of minutes rather than 30-40 minutes if I were to edit directly in Salesforce. **What do you dislike about Terret.ai?** Sometimes the edits do not "take" so I have to do them again. Not sure if this is an issue with the integration into Salesforce, but it can be frustrating so I have to double-check my work. **What problems is Terret.ai solving and how is that benefiting you?** Updating pipeline directly in Salesforce is usually a super tedious task, especially when there are uneditable fields and Salesforce is generally pretty slow. BoostUp.ai simplifies this process, and easily outlines each month's forecast, making it much more digestible and quicker to manage and keep pipeline updated. ### 15. Great for aligning sales team / AEs with Leadership - but wish it was faster **Rating:** 3.0/5.0 stars **Reviewed by:** Colin M. | Account executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Boostup is a great platform for integrating our CRM data from SFDC and combining it all into one place for updates to leadership and forecasting. It is comprehensive and pulls in everything we need, which saves me a ton of time as an end user in reviewing my pipeline and keeping leadership up to date more efficiently. **What do you dislike about Terret.ai?** Boostup is a bit slow overall - which is understandable given that it's pulling and refreshing data from SFDC, but still leaves me wishing it was quicker. This is my only complaint - but still a significant drawback. **What problems is Terret.ai solving and how is that benefiting you?** Admittedly I need to use / adopt boostup AI more. Cannot speak to this at length. ### 16. Excellent tool for AEs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** BoostUp has made it significantly easier for me as an Account Executive to track my opportunities. The integration with Salesforce is seamless, allowing me to keep notes effortlessly without having to open each opportunity. The filtering and sorting options, along with last touch information, help me stay organized and focused. Highly recommend. **What do you dislike about Terret.ai?** it took some time for our implementation team to get everything set up, however the platform has been easy to use from the beginning. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai streamlines opportunity management, enhances data organization, provides comprehensive activity tracking, and improves forecasting accuracy, all of which contribute to a more efficient and effective sales process. ### 17. Good tool for pipeline visualization **Rating:** 4.5/5.0 stars **Reviewed by:** Oliver F. | Senior Enterprise Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Terret.ai?** I appreciate the visualization that BoostUp offers, and rather than working directly in our CRM, all the important metrics are configured all in one place. I use BoostUp every day to provide a clear overview of how my pipeline for this- and next Q is progressing. Very simple tool to use to help management with forecast. **What do you dislike about Terret.ai?** The note's section could use some sort of revamp, and BoostUp is not remember my configuration options in terms of Columns I want to see and hide. **What problems is Terret.ai solving and how is that benefiting you?** Data and pipeline visualized and all important mectric fields are consolidated. ### 18. Once you get used to the UI it makes forecasting smooth **Rating:** 4.0/5.0 stars **Reviewed by:** Tommy L. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Terret.ai?** I like the insights I can get about forecasting trends **What do you dislike about Terret.ai?** I was initially confused about the default forecast view. Also I did not like the amount gets overriden if you change which deals are included in the forecast. **What problems is Terret.ai solving and how is that benefiting you?** We have to do a forecast call every week and with Boostup I can do it effectively without doing much preparations. I can do my forecast in 5-10 min most weeks ### 19. Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Sam A. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** The Salesforce Integration, filtering, and ease of use within the platform. **What do you dislike about Terret.ai?** May be user error and page sizing but sometimes I would like the account page to be bigger than the filtering at the top. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp is helping to solve forcasting & proper notation on accounts. It benefits me directly by having one place to go in and update all of my renewal opportunities. ### 20. Simple Way to Track SaaS Bookings **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Terret.ai?** I like how easy it is to see live bookings data pulled from SFDC. It also is a helpful place to track up-comming deals and determine the likelyhood of them closing on the closed date specified in SFDC. This is helpful for forecasting bookings which impacts top line and the rest of the P&L. I also appreciate the ability to see the sales process and how our sales team is communicating with our customers and prospects. **What do you dislike about Terret.ai?** It can be dificult to split ACV attainment between sales leaders when a split is approved. **What problems is Terret.ai solving and how is that benefiting you?** It helps us to create accurate bookings forecasts and helps to hold our sales team accountable. ### 21. Great for management, great for reps **Rating:** 4.5/5.0 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?** I have been looking for this kind of enhancement to make up for the bloat of salesforce and how inefficient it is on a user-level. Now I can easily update progress on all my deals in a single dashboard while seamlessly forecast, no endless clicking through salesforce required. It's also easy to see where I have risks in my deals and address them. **What do you dislike about Terret.ai?** Sometimes it can be a bit laggy behind salesforce updates **What problems is Terret.ai solving and how is that benefiting you?** -Difficulties keeping deals updated due to salesforce's fundamental UI inefficiency. -Reporting, analytics and forecasting deals at the rep level -Tracking engagement risks at times of high deal volume ### 22. Easy, Straightforward Forecasting Tool **Rating:** 4.5/5.0 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?** I like how easy it is to update my accounts as a CSM and provide all the info I need for forecasting in one place. I use this tool weekly to check on my accounts and make sure everything is still in good standing and if anything changes my manager gets a direct report to make their forecasting easier as well. **What do you dislike about Terret.ai?** I don't currently have any dislikes other than it throws errors in the bottom corner often but still keeps my updates saved regardless. **What problems is Terret.ai solving and how is that benefiting you?** Predicting churn numbers automatically and eliminating a spreadsheet that I would have to manually update weekly. ### 23. Great insights, easy to access **Rating:** 5.0/5.0 stars **Reviewed by:** Satyakam J. | Senior Customer Developement, Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Terret.ai?** Overall Boostup helps to maintain the Sales Hygiene by providing great insights and reporting on the Sales Process and Forecasting. **What do you dislike about Terret.ai?** In comparison with Clarie, Boostup dashboards and graphical representations are slightly more difficult to create. **What problems is Terret.ai solving and how is that benefiting you?** Boostup helps me maintain forecast accuracy. I exactly know what activities I need to do in terms of customer engagements so that it reflects properly in Bosstup ### 24. BoostUp.ai is a qick way to review your opportunities **Rating:** 4.5/5.0 stars **Reviewed by:** Antonio H. | Regional Partner Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** It is a simplified view of the opportunities that we have in Salesforce. It is an intuitive solution **What do you dislike about Terret.ai?** If you are already working with Salesforce and you have created the relevant dahsboard and report on that solution, BoostUp does not bring relevant value to the process. **What problems is Terret.ai solving and how is that benefiting you?** Thanks to BoostUp.ai, I have a quick view over the opportunities, next steps and the most recent changes that the opportunity suffered. ### 25. LR Boostup Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Terret.ai?** it has easy filters to use and relevant information tied to my opportunities. easy to submit forecast in the same window. **What do you dislike about Terret.ai?** when you fill out notes it does not auto save and does not provide a pop-up to remind me to click save before exiting out. this makes me redo my notes and also seem as if my notes are outdated to my manager i cannot click an opp to open up salesforce in another tab. i must manually search the opp in a new tab i cannot close lost an opp from boostup **What problems is Terret.ai solving and how is that benefiting you?** tracking my notes on opps, close dates, and forecasting ### 26. Consolidated view of open renewal and expansion opps is beneficial **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Terret.ai?** It consolidates my open pipeline (renewal + expansion + combined view) so i don't have to dig through all of my specific Salesforce ops. Also I like that it's integrated with SFDC. **What do you dislike about Terret.ai?** I wish there was a separate section to have the CSM's sentiment included as well (not just the opportunity owner), but that may just be a site configuration that we need to look into **What problems is Terret.ai solving and how is that benefiting you?** Providing consolidated views of my renewal and upsell pipeline (and a combined view, called 'Customer Success'). This eliminated the need for us to visit a shared excel spreadsheet that crashed quite frequently. ### 27. BoostUp is more user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Payne S. | Public Sector Account Exectuvie, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I love the ease of use. I like how fast it updates, doesnt glitch, and love the integration with salesforce where I can quickly get to reports if needed. **What do you dislike about Terret.ai?** If at any point I need to click out of it to update or do something. I'd honestly rather just update and track EVERYTHING in boostup. **What problems is Terret.ai solving and how is that benefiting you?** Sales forcasting/Planning. Pipeline Mgmt ### 28. Great tool for AE's to CRO's **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon L. | Sr. Enterprise Account Executive , Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Easy to use and mange, the integration between SFDC is seamless. **What do you dislike about Terret.ai?** When you update a record in the opp section, the load feature covers the last opp and you have to wait for it to finish. This needs to be updated - should be straight forward. **What problems is Terret.ai solving and how is that benefiting you?** I use boostup for all of my opps and to track my forecast and report it up to leadesrhip. ### 29. AE review of Boostup **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel F. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** Boostup is perfect for heavy Salesforce users. Currently I make most of my accounts and opps updates in Boostup. I estimate it saves me at least an hour per week. **What do you dislike about Terret.ai?** So far, nothing that I can think of. The only thing that I still need to go to salesforce is reporting. **What problems is Terret.ai solving and how is that benefiting you?** Updating of opps on a weekly basis ### 30. Boost up for sale **Rating:** 3.5/5.0 stars **Reviewed by:** Daniel S. | Strat Acct Exec, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I love how there is write back functionality and also give me the visibility into my business in real time with out having to dig through salesforce for the info I need **What do you dislike about Terret.ai?** The sorting functionality needs to be worked on - if I sort by date it does not sort chronologically **What problems is Terret.ai solving and how is that benefiting you?** Forecasting Salesforce updating and maintenance ### 31. Forecasting made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Gordon B. | AE, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2024 **What do you like best about Terret.ai?** Quick to review your deals in your pipeline and super easy to submit aan accurate forecast eveyweek. **What do you dislike about Terret.ai?** It was a little tricky to get used too after moving from Clari. **What problems is Terret.ai solving and how is that benefiting you?** It gives me the ability to reveiw my weekly, monthly, quarterly and yearly pipeline in seconds without switching back and forth with SFDC ### 32. BoostUp empowers accurate sales forecasts and revenue growth with AI analytics. **Rating:** 4.0/5.0 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?** - Forecast trends - roll ups - Deal progression - Pipeline analytics - UI of Boostup is user friendly **What do you dislike about Terret.ai?** - Not able to have a report view of deals that are included week on week - Forecast accuracy view is not currently present - Customer support can be improved **What problems is Terret.ai solving and how is that benefiting you?** - For us, the forecasting accuracy is something that we are easily able to fetch from the historical data that tool captures. - Monthly and quarterly bookings forecast is something of use to us. - To Do and Quota achievement is easily viewable ### 33. Bidirectional BoostUP **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Terret.ai?** BoostUp provides clear insight to data within our CRM. It is also easy to change and update fields within BoostUP and know that it also updates the CRM. Or I can navigate directly to the CRM from BoostUp. **What do you dislike about Terret.ai?** An extra layer of tooling is sometimes cumbersome. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp provides upper management with more visibility to forecasting data found within other systems in our organization. It helps me as a sales rep to streamline communication to management. Sometimes informaiton is hidden in other systems, within BoostUp it's all visible without too many clicks. ### 34. Perfect Pipeline Management View **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Terret.ai?** This is way easier to visually see all of my current deals instead of checking off and manually updating spreadsheets. The perfect visibility into engagement and risk makes it easier to prioritize deals with engagement and make sure I'm in touch on time. I use this every day and check it multiple times a day. It was easy to adopt when enablement rolled it out and is easy to implement in my daily routine and navigate without asking for help. **What do you dislike about Terret.ai?** Having some issues connecting to SF, but I think that's an internal issue, not BoostUp's **What problems is Terret.ai solving and how is that benefiting you?** Visual to my current pipeline. ### 35. Forecast is never easy, try it with BoostUp.ai **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** This is the second company I work for which uses BoostUp.ai - I don't want to go back forecasting with Salesforce or Sales Cloud (Oracle). It really changes the way you and your company manages forecast - easy to use, the best integration with Salesforce I've ever used with great improvement in sales productivity and predicability. In fact, several Salesforce updates are easier to do at BoostUp than at SForce. **What do you dislike about Terret.ai?** The integration with Google suit could be better and a good understanding of the "account risk" scores are major points of improvement. **What problems is Terret.ai solving and how is that benefiting you?** Sales improvement and predicability ### 36. Boost up Review for Forecasting **Rating:** 3.5/5.0 stars **Reviewed by:** Harrison B. | account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Terret.ai?** I like how it works both ways with Salesforce so I can do forecasting directly within BoostUp, and my next step notes will also populate in SF. **What do you dislike about Terret.ai?** Not much. I think I just need to learn more. **What problems is Terret.ai solving and how is that benefiting you?** It is helping me forecast my deals to my director of sales. ### 37. Great Pipeline management tool for sales **Rating:** 4.5/5.0 stars **Reviewed by:** Orian R. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Terret.ai?** Perfect control and easy to use dashboard which provides me my pipeline status **What do you dislike about Terret.ai?** Too many features I don't understand and don't use **What problems is Terret.ai solving and how is that benefiting you?** When I need to forecast my achievments, this is the tool I use. It organizes my priorities, how to divide my time, and my manager knows exactly whats my situation in every moment ### 38. Really solid pipeline management tool, works well for sales professionals **Rating:** 4.5/5.0 stars **Reviewed by:** Sean K. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Terret.ai?** Easy to use, Integrates with Sales Force (limits dual entry), provides good insigts and reminders, helps simplify opp management. **What do you dislike about Terret.ai?** Not too much I can think about for downside **What problems is Terret.ai solving and how is that benefiting you?** Time savings when managing opps and submitting pipeline, giving added visablity, easy communication with my managers on opps. ### 39. Intuitive and powerful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Terret.ai?** BoostUp is very intuitive to use, so that users don't really need any training for it to get started. I use BoostUp all the time for forecasting purposes. The integration to Salesforce helps to save valuable time. **What do you dislike about Terret.ai?** Can't think of anything. Everything is working well **What problems is Terret.ai solving and how is that benefiting you?** In my sales role, I regularely use BoostUp to analyze and manage my pipeline and forecast. It has a great integration with Salesforce, so that I can quickly edit any fields and opportunities way quicker than jumping between the single opportunities. ### 40. Saves me and my managers time with forecasting **Rating:** 3.0/5.0 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?** BoostUp makes it easy for me to update my pipline, track things like meetings, and avoid having my manager ask me about next steps in my deals. I go into BoostUp more than once per week to make updates to my pipeline and next steps. **What do you dislike about Terret.ai?** Sometimes the UX can be a bit clunky, but I think that could be more on my company's set-up of the tool rather than the tool itsself. There's just a lot going on. **What problems is Terret.ai solving and how is that benefiting you?** Mainly time updating pipeline and forecasting more accurately ### 41. Sales manager **Rating:** 4.5/5.0 stars **Reviewed by:** Valerii K. | Business Development (SDK), Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Terret.ai?** simplicity, great view, fast delivery, speed, fast updates, ergonomy, easy of use, etc. **What do you dislike about Terret.ai?** hard to say, most probably setting manual forecast is not user friendly view **What problems is Terret.ai solving and how is that benefiting you?** ad hoc view on sales results; ad hoc view on sales plan; ai made forecasting for current and next sales periods; ### 42. Great tool to keep track of all my opportunities **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2023 **What do you like best about Terret.ai?** The interface is straightforward to use, and I can see all of my active opportunities, and work them more efficiently. I can make updates, changes, and quick edits, and that way, I perform better. The integration with SalesForce is great. **What do you dislike about Terret.ai?** No dislikes so far. In the past I couldn't edit some fields but it's solved now **What problems is Terret.ai solving and how is that benefiting you?** Solves the issue of having a clear look at my book of business and I can make quick changes. That way I can perform better as a Salesperson. ### 43. Provides good overview of pipeline, opportunities, activities on account and is user-friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** It's intuitive and user-friendly - provides easy to read overview of accounts, activity and opportunities in a single view. **What do you dislike about Terret.ai?** - Views/fields often change within boostup due to platform updates . - Renewal opportunies do not show up which often provides confusion and gaps. - opportunities cannot be closed out within boostup **What problems is Terret.ai solving and how is that benefiting you?** Provides an easy overview of my pipeline and opportunities - I can amend notes/next steps/values easily for a number of opportunities which I cannot do on our CRM platform and ultimately saves time. ### 44. It's a great platform, I've enjoyed using it in my sales career very much. **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon B. | Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I like the integration between it and salesforce as well as Linkedin sales navigator. **What do you dislike about Terret.ai?** I wish I could have more ways of filtering my accounts the way I like. **What problems is Terret.ai solving and how is that benefiting you?** Helping me put my accounts into tiers of how important or what priority they are to me. ### 45. Great UX, auto-updates most fields to SFDC **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Terret.ai?** I am a new BoostUp user and so far has been a good experience and user friendly. Really appreciate only have to forecast once as whatever I record in BoostUp automatically updates in Salesforce. I prefer updating any notes (next steps, meddpicc, etc) in BU as it's faster and easier to use than SFDC. **What do you dislike about Terret.ai?** Wish I could update all fields, like stage, as i have to go back and forth via BU & SFDC **What problems is Terret.ai solving and how is that benefiting you?** Forecasting Visibility to rest of org Accountability manager ### 46. Very easy to use, but be clear about your internal processes **Rating:** 4.5/5.0 stars **Reviewed by:** Steve M. | ANZ & Japan Sales Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Terret.ai?** The interface is extremely easy to use, and many different and flexible views are available. **What do you dislike about Terret.ai?** It can be difficult to establish "what if" scenarios **What problems is Terret.ai solving and how is that benefiting you?** Different user types - Operations, Sale Management, Sellers - now have the same objective view of the data. ### 47. Faster Forecast Reviews **Rating:** 4.5/5.0 stars **Reviewed by:** Steve N. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** How quickly I can update my opportunities in real time. To easily see all my opps to one place and update key fields helps my productivity. **What do you dislike about Terret.ai?** Nothing really, but sometimes the edits do not save immediatly. **What problems is Terret.ai solving and how is that benefiting you?** Navigaing back and forth through opps in SalesForce can be cumbersome. BoostUp solves for that. ### 48. The product just works. Simple, elegant, and -- most importantly -- it saves. me. TIME! **Rating:** 5.0/5.0 stars **Reviewed by:** David O. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Terret.ai?** ONE place for opportunity notes, updates, forecasts, and more. Saves me so much time! **What do you dislike about Terret.ai?** Forecast section could be laid out a bit better. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp solves the " Good Lord it's so difficult to update all of my open opportunities and also forecast and enter next steps, etc., etc., etc. in Salesforce!" ### 49. Great Centralized Revenue Command Center **Rating:** 5.0/5.0 stars **Reviewed by:** Rashendra P. | Commercial Account Executive, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** BoostUp brings together data from multiple business applications in one pane of glass. It reduces the time our team spends reviewing opportunities, forecasting deals, and keeping our data up to date. **What do you dislike about Terret.ai?** Sometimes edited field don't update right away. Must make sure you hit save and allow time for the various business applications to sync. **What problems is Terret.ai solving and how is that benefiting you?** Boostup centralizes pipeline management and forecasting in a dashboard format that is easy to understand. It's reduced the time managers spend researching and increased time coaching. ### 50. Account Executive **Rating:** 4.5/5.0 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?** I can see, in one view, all of my deals and the health of each deal. Giving me an objective view of what is highly like, likely or not likely at all to move forward from conversational insights **What do you dislike about Terret.ai?** The comments AE cans make on forecast a limited in terms of flexibility to expand on free text format. Would prefer a larger window for editing **What problems is Terret.ai solving and how is that benefiting you?** Forecast accurancy and the ability to report up, on key deals and deals in for coverage ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+12%3A47%3A51+-0500&secure%5Bsession_id%5D=5a741428-77e9-4b88-a49a-7c71364002b6&secure%5Btoken%5D=7e782990e137ec8f24b88e49cc7a60964d445e1e88dc81eaf6f17de26f2231b7&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)