Terret
by Terret • • Sales Forecasting & Revenue Operations Software
Terret is sales forecasting and revenue intelligence software for CROs and RevOps teams at B2B companies, sold by quote after a demo; it was BoostUp until 2025.
Terret answers the revenue questions a sales leader would otherwise hand to an analyst: why the best closers win, where the quarter will land, and which accounts are ready to grow. It then turns each answer into a playbook and puts that playbook in front of the reps who carry it out. The product comes from Vocalo Inc. of Santa Clara, which traded as BoostUp until it renamed itself Terret on 9 September 2025. Terret Nexus is the centre of the platform. A user types a question in plain words, tags a deal, account or meeting with @, and gets an analysis drawn from the Revenue Graph, which joins CRM records, calls and emails into one model of every deal. Nexus can build a closer playbook from that analysis, deploy it across active deals and send call briefs to Slack before each meeting. Terret Forecast adds a machine forecast with a confidence level beside the reps' commit, early warnings on deals likely to slip, and variance explanations naming the deals that moved the number. Terret Conversation Intelligence keeps transcripts and summaries of meetings, writes coaching briefs, and links every call to its deal and account history. The platform is built for chief revenue officers, revenue operations leaders and enablement teams at B2B companies with large rep teams and a deep record of calls and deals to learn from. Carta and Mistral AI are among the customers named on its site, and its SOC 2 Type 2 attestation answers the security review an enterprise buyer runs. Terret is bought through a demo and a quoted contract rather than a self-serve signup. A prospect can first ask for a proof of concept that analyses its own closed-lost deals and returns the main loss drivers with quotes from real calls. Most teams put Terret to work around the weekly pipeline review and the board forecast. The CRM of record stays Salesforce or HubSpot, call recordings arrive from Gong, Chorus or Zoom, and Gmail or Outlook feed the email and calendar activity that scores each deal. Reps meet the output in Slack as a brief before a call, while managers use the same graph to coach from transcripts and to spot expansion signals such as rising seat utilization or a promoted champion. Product leaders can also trace which missing capabilities keep turning up in lost deals. It fits a revenue team that wants one system to explain its numbers and then act on them.
Features
- Not included: Roll-up forecast submissions
- Included: AI forecast projections
- Not included: Manager overrides with history
- Included: Week-over-week pipeline changes
- Not included: Historical forecast snapshots
- Not included: Forecast accuracy reporting
- Included: Deal risk flags from activity data
- Not included: Scenario and what-if modeling
- Included: Multi-dimensional forecasts
- Included: Renewal and expansion forecasting
- Not included: CRM write-back of forecast fields
- Included: Activity capture from email and calendar
- Not included: Pipeline hygiene rules
- Not included: Quota attainment dashboards
- Included: Custom roll-up hierarchies
- Not included: Scheduled forecast exports
- Not included: Deal inspection boards
- Not included: Warehouse and BI connector
Additional Features
- Terret Nexus chat that takes @ mentions of deals, accounts and meetings
- Revenue Graph joining CRM, call and email data
- Closer playbooks generated from top-rep behaviour
- Playbook deployment to reps across active deals
- Call briefs delivered to Slack before each meeting
- Machine forecast with a confidence level
- AI forecast shown beside the rep commit
- Weekly forecast narrative on headwinds and tailwinds
Best for
- CROs who take a weekly forecast to the board
- Revenue operations teams running Salesforce
- B2B sales organisations with large rep teams and high call volume
- Enablement leaders who build playbooks from their best reps
- Account teams managing expansion across an installed base
- Teams already recording calls in Gong, Chorus or Zoom
- Buyers comfortable with a demo-led, quoted purchase
Use cases
- Finding why the top closers outperform the rest of the team
- Analysing last quarter's closed-lost deals for loss drivers
- Calling the quarter with a machine forecast beside rep commits
- Explaining which deals moved the forecast this week
- Spotting deals likely to slip or stall
- Briefing reps in Slack before customer calls
- Coaching reps from call transcripts and summaries
- Surfacing expansion plays across existing accounts
- Linking lost-deal feedback to product roadmap gaps
- Preparing a forecast narrative for the board
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