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    Terret AI

    The Virtual Revenue Fleet: AI agents that power the entire revenue cycle.

    Tool Introduction

    Terret is an AI-powered revenue operations platform built to help Chief Revenue Officers (CROs) and RevOps leaders orchestrate the full revenue lifecycle. Originally launched as BoostUp, a forecasting tool, Terret rebranded in 2025 to reflect a broader mission. The shift responded to customer needs for unified operations across fragmented systems—CRM, billing, data warehouses, and more.

    The platform features interconnected AI agents that automate workflows from prospecting to expansion. With enterprise-grade infrastructure backed by MongoDB, Cloudflare, and Mistral, Terret delivers security and scale for modern B2B organizations. CEO Justin Shriber leads the company with deep operational experience in revenue leadership.

    Demo Available?

    Terret offers a free trial and provides a "Talk to Sales" option to start the process or request a demo.

    Tool's Accuracy

    Terret AI users report improved forecast accuracy versus traditional CRM methods. The platform highlights deal signals and automates up to 80% of tactical tasks using AI agents.

    Aggregate Rating

    4.2/5 stars (estimated from informal sources and limited reviews).

    Detailed Overview

    Terret uses interconnected AI agents to automate revenue workflows across sales, customer success, and operations teams.

    What Terret AI Does

    Terret powers the Virtual Revenue Fleet—five core AI agents that manage key stages of the revenue process:

    • Pipeline Builder: Identifies top accounts using behavioral data, finds contacts, maps intros, drafts outreach.
    • Sales Process Agent: Analyzes emails and meetings to update dynamic sales motions based on real interactions.
    • Mutual Action Planner: Builds buyer-specific plans with milestones to align stakeholders throughout deals.
    • Machine Forecast: Uses predictive models for accurate forecasts and deal health assessments.
    • Terret GPT: Offers natural language access to insights like deal risks or objection patterns.

    Additional capabilities include real-time pipeline tracking, lead scoring, conversation intelligence from transcribed calls, account analytics, activity monitoring, renewal planning using frameworks like MEDDIC, and post-sale handoffs that transfer commitments seamlessly to customer success teams.

    Who Terret AI is for

    Terret supports multiple roles:

    • CROs and VPs use it as a command center for end-to-end visibility.
    • Sales leaders manage pipeline health and coach reps using real-time data.
    • Sales reps automate prospecting tasks so they focus on customers.
    • Revenue operations pros unify data across systems and maintain forecast accuracy.
    • Customer success teams plan renewals and expansions using structured playbooks.
    • Account managers track engagement trends and identify growth opportunities.

    It fits mid-market firms through global enterprises with diverse revenue models—including SaaS subscriptions, PLG motions, usage-based pricing, or renewals.

    Top Differentiators

    Terret offers unified AI agents rather than siloed tools. It handles traditional SaaS plus consumption-based models. Renewal workflows are fully integrated—not bolted on later. The system ensures seamless sales-to-CS handoff with shared context across functions. Its infrastructure partners deliver enterprise-grade scale and security beyond what typical single-vendor solutions provide.

    Introductory Video
    Founding Year

    2018

    Target Industry

    B2B, SMB, Enterprise, SaaS, Fintech, Infrastructure Technology, Education Technology, Artificial Intelligence

    Available Integrations
    • Salesforce CRM: Syncs pipeline data, opportunities, and activity into forecasting and AI workflows using API access and OAuth.
    • Data Warehouses: Pulls billing, usage, and financial data to model complex revenue streams beyond CRM limitations.
    • Customer Success Platforms: Transfers sales commitments via briefs and mutual action plans for seamless post-sale handoffs.
    • Video Conferencing Tools: Ingests recordings from Zoom, Microsoft Teams, and Google Meet to analyze sales calls for insights.
    • Sales Engagement Platforms: Powers AI agents that automate up to 80% of pipeline generation tasks across outreach channels.
    • Marketing Automation Systems: Aligns teams with lead scoring and attribution data to optimize funnel visibility and handoff processes.
    • APIs & Webhooks: Supports custom integrations with internal systems through developer-facing endpoints for extended connectivity.
    • Contact & Account Intelligence Tools: Enriches records with firmographic, technographic, and intent data for smarter AI agent actions.
    • Sales Enablement Platforms: Distributes playbooks and battle cards so reps can access resources within their workflow.
    • ABM Platforms: Imports campaign data to coordinate account-level engagement strategies across sales and customer success.
    • AI Revenue Agents: $50 per user per month. Includes tools to find and engage new contacts, build Mutual Action Plans, and generate Meeting Dossiers.
    • Machine Forecasting: $80 per user per month.
    • Entry-Level: $30 per user per month.

    Pricing last verified: 01/23/2026
    Official Source: https://terret.ai/pricing
    Disclaimer: Pricing is subject to change. Please confirm current pricing on the vendor site.
    Features & Specs
    • Live Pipeline Management: Real-time updates; view stalled or at-risk deals across devices.
    • Forecasting Accuracy: Predictive modeling refines forecasts by tracking history and assessing deal health.
    • Lead Scoring & Account Insights: Prioritize leads using firmographic behavior; spot non-engaged accounts fast.
    • Activity Tracking & Rep Coaching: Analyze communication frequency; benchmark high-performing behaviors; gamify team performance.
    • Conversation Intelligence: Record calls; transcribe speech-to-text; extract insights like objections or buying signals using machine learning.
    • Data Integration & Automation: Sync internal/external sources; link marketing leads automatically; export securely by category or region.
    • Agentic Capabilities with Generative AI:
      • Summarize long content
      • Automate multi-step tasks
      • Interact via plain language
      • Adapt based on outcomes
      • Connect systems without manual input
    • Infrastructure Security & Scale: Built with MongoDB (database), Cloudflare (security/content), Mistral (AI). Supports large-scale global deployments meeting enterprise standards.

    Performance reported by customers includes:

    • 10% increase in close-won rates
    • 50% boost in net dollar retention
    • 40% less time analyzing usage data
    • 25% improvement in consumption predictability
    • Up to 80% automation of routine work
    Security & Compliance

    Terret is built on an enterprise-grade infrastructure developed in collaboration with MongoDB, Cloudflare, and Mistral. The platform is described as secure and scalable for enterprise needs. While specific certifications are not listed, the platform has passed rigorous infosec evaluations by customers like Carta. Details about encryption protocols, access control mechanisms, or data retention policies are not publicly disclosed.

    Industry Use-Cases

    SaaS and Subscription Software

    Terret helps SaaS teams improve forecast accuracy using the Machine Forecast agent. Sales managers track pipeline health daily and intervene early to reduce slippage and align with targets.

    Terret's Sales Process Agent analyzes meetings and emails to create data-backed playbooks. Sales teams standardize their processes, and new hires ramp faster using proven methods.

    Usage-Based and Consumption-Based Revenue

    Terret identifies expansion opportunities through usage analytics, flagging accounts ready for upsell. Customer success teams act faster, improving net dollar retention and reducing manual analysis time.

    The platform forecasts consumption revenue by analyzing historical patterns across segments. This improves financial planning accuracy even with variable usage trends.

    Enterprise and Complex Revenue Models

    Enterprises use Terret to unify forecasting across PLG, enterprise sales, and consumption models. This reduces tool sprawl and gives leaders one view of all revenue motions.

    Sales-to-success handoffs are streamlined using Terret's brief creation. Commitments are recorded during sales and transferred, helping CS teams start with full context.

    Sales Development and Prospecting

    Terret’s Pipeline Builder agent automates account research, contact discovery, introduction mapping, and personalized outreach drafts. SDRs increase prospecting volume without increasing headcount.

    Tool's Alternatives

    Clari
    Clari supports forecast accuracy tracking and deal progress monitoring with a focus on rep coaching. It emphasizes real-time visibility but does not cover renewal or expansion workflows like Terret.

    Gong
    Gong specializes in call analysis for sales coaching. It offers deep conversation intelligence but does not provide full revenue operations capabilities such as forecasting or customer success coverage.

    Aviso
    Aviso delivers predictive deal scoring through WinScores. It focuses on opportunity insights but lacks comprehensive coverage of post-sale revenue workflows supported by Terret.

    People.ai
    People.ai automates activity capture from email and calendar to improve CRM hygiene. Its strength is team management, while Terret automates end-to

    Frequently Asked Questions

    What are the available pricing plans for Terret AI?
    Terret offers three pricing tiers: Entry-Level at $30, AI Revenue Agents at $50, and Machine Forecasting at $80 per user per month.

    What does the AI Revenue Agents plan include?
    The AI Revenue Agents plan includes tools for contact discovery, Mutual Action Plan creation, and Meeting Dossier generation.

    Which teams typically use Terret in an organization?
    Terret supports CROs, RevOps leaders, sales teams, customer success teams, and account managers across B2B companies.

    How does Terret improve forecasting accuracy?
    Machine Forecast uses predictive models to assess deal health and trends. It helps refine forecasts based on historical performance data.

    Can Terret integrate with existing CRM and CS tools?
    Yes. Terret integrates with Salesforce CRM, customer success platforms, video conferencing tools like Zoom, and marketing automation systems.

    How does the platform support post-sale workflows?
    Terret enables seamless handoffs from sales to customer success by transferring commitments using briefs and Mutual Action Plans.

    What kind of infrastructure backs Terret’s scalability and security?
    Terret runs on enterprise-grade infrastructure developed with MongoDB for data, Cloudflare for security, and Mistral for AI capabilities.

    Does Terret offer a trial or demo before purchase?
    Yes. A free trial is available alongside a “Talk to Sales” option to request a demo or evaluation access.

    What outcomes have customers reported using Terret AI?
    Customers report up to 10% higher close-won rates, 50% better net dollar retention, and 80% automation of routine tasks.

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