Terri is an advanced AI-driven voice agent designed to help outside sales representatives capture and organize sales notes effortlessly. By transforming spoken words into structured notes, Terri provides sales professionals with mental clarity and ensures they never lose critical information while on the road. With features such as CRM integration and one-click email generation, the platform streamlines sales workflows and boosts efficiency.
Website Link: https://www.heyterri.com/
Terri – Platform Review
Terri is built specifically for outside sales professionals who need a reliable and hands-free way to document sales interactions. By allowing users to record notes through a simple phone call or in-app recording, the platform eliminates the hassle of manual note-taking. The AI then converts these voice inputs into well-structured sales notes that can be easily integrated into popular CRM systems. With planned features like shareable action items and conversational AI, Terri aims to become an essential tool for sales teams looking to improve efficiency and organization.
Terri – Key Features
- Voice-to-Text Note Conversion: Converts spoken sales notes into structured text.
- Phone & In-App Recording: Capture sales insights instantly via a phone call or app.
- 1-Click Email Generation: Automates follow-up emails based on recorded notes.
- CRM Integrations: Syncs seamlessly with popular customer relationship management platforms.
- Shareable Action Items (Coming Soon): Allows users to distribute key tasks efficiently.
- Conversational AI (Coming Soon): Enhances interaction capabilities for smarter note-taking.
Terri – Use Cases
- Outside Sales Reps: Enables on-the-go note-taking and organization.
- CRM Automation: Reduces manual data entry by integrating structured notes into sales workflows.
- Sales Follow-Ups: Automates email generation for quicker customer engagement.
- Territorial Sales Management: Helps field sales teams maintain clarity and efficiency in their operations.
Terri – Additional Details
- Created by: Terri
- Category: AI-Powered Sales Automation
- Industry: Sales, CRM, Field Operations
- Pricing Model: Not publicly disclosed; likely subscription-based
- Access: Web and mobile app-based platform