Terrio Go

Terrio is a field sales workspace that brings customer locations, CRM records, routes, visits, calendars, and email together in one mobile app. See the customers and companies that matter on an interactive map, organize your daily route, record visit outcomes, and keep follow-ups connected to the right account. MAP AND TERRITORY MANAGEMENT • View CRM companies and customer locations on a map • Find companies that are missing location information • Search for an address or place a location pin manually • Plan routes between customer visits • Filter accounts by industry, revenue, lifecycle stage, and other CRM fields CUSTOMER VISITS • Record customer visits and meeting notes • Attach photos to visit records • Add follow-up tasks and appointments • Keep customer history connected to the relevant CRM record • Review previous activity before your next meeting CRM, EMAIL, AND CALENDAR •…