Extract the evidence
Find CRM-relevant facts in the conversation.
CRM INTELLIGENCE & AUTOMATION
Salesforce accuracy without the manual middle.
Translate customer conversations into governed field suggestions, activity capture, and stakeholder associations that sellers can review before sync.
LIVE REVENUE CONTEXT
CRM INTELLIGENCE & AUTOMATION
StageDiscovery → Evaluation
Close dateOctober 18
Next stepSecurity review
Contact roleTechnical evaluator
Before the meetingDuring the conversationAfter the meetingInside Salesforce
HOW IT WORKS
Customer evidence becomes trusted Salesforce data.
Apply governance
Prepare suggestions with review-before-sync controls.
Update Salesforce
Write approved context through secure OAuth and agent-ready interfaces.
BUILT FOR REVENUE TEAMS
Strong CRM hygiene without turning sellers into data-entry clerks.
Improve completeness
Reduce missing and stale customer context.
Keep humans in charge
Review material updates before Salesforce sync.
Connect agentically
Support secure Salesforce, API, and future governed actions.
IN THE FLOW OF WORK
Keep Salesforce aligned with the real sales motion.
Give teams clear review controls while automatically preparing accurate activity, field, and stakeholder updates grounded in conversation evidence.
See how Terra Agent connects the context →EXPLORE THE PLATFORM
START WITH YOUR CONVERSATIONS
Give your team a clearer revenue reality.
Start free trial →
14 days · Up to 5 users · No credit card