Your AI partner in the field
Your territory.Your relationships.Your Teri.
Walk into each visit prepared. Capture what matters while it’s fresh. Keep the next step in sight. Meet Teri, your dedicated sales partner in TeriTrak—right on your phone.
Launching soon on iPhone and Android.
Built around the way you sell
You build the relationship. Teri helps with what comes next.
The last conversation. The promise you made. The detail that changes your next visit. Bring your recorded customer context and everyday sales work into the same conversation.
Before. After. Between.
A partner for the whole sales day.
From getting ready for a visit to getting the follow-up out of your head, start with what you need to do.
Made for the moments between
Your next step. Already within reach.
A customer calls. A visit runs long. A new opportunity opens up. Your sales day doesn’t wait for you to open a laptop.
Ask Teri in a conversation, or go straight to the task. Accounts, contacts, activities, deals and notes are close at hand, in an app built for working from your phone.
- Type when you need quiet. Use voice when it suits you.
- Capture an activity or prepare a task from the conversation.
- Keep customer details connected to the work.
A closer look
Meet the app.
See the simplicity.
An 18-second look at the real TeriTrak home, quick actions and navigation.
Actual app screens in an edited sequence. No simulated answers or live actions. Silent video.
Read the preview transcript
0–6 seconds: Your day starts here. The actual home screen shows the Teri orb, Ask Teri field and voice controls. Type a question. Continue by voice.
6–12 seconds: Take the next step. The actual quick-action menu includes creating a task, logging an activity and capturing a note.
12–18 seconds: Keep the context close. The actual navigation shows customers, deals and saved threads. Preparing for launch on iPhone and Android.
Useful to the rep. Valuable to the business.
Better sales work starts with a better rep experience.
Give the people closest to your customers a practical reason to capture what matters. The opportunity for your business: clearer next steps, more useful account context and better continuity around the deal.
Customer context with purpose
Details become useful preparation for the next visit, instead of just another update to file.
Commitments with a next step
A promise has a place to live alongside the task and customer it belongs to.
Collaboration with boundaries
Shared-deal collaboration is in beta. Access stays focused on the opportunity shared with the team.
Salesforce · Coming soon
A place alongside your CRM.
Salesforce support is being developed for organization workflows. Company offerings and management visibility are still upcoming. Talk with us about your team’s needs.
Confidence comes from clarity
Your work. Your judgment.
Review the important changes
Sensitive updates stay reviewable. Teri helps you prepare; you stay in control.
Access follows permission
Customer information is limited by your access. Sharing a deal doesn’t open your whole territory.
Clear about what’s next
The app is preparing for launch. Beta and upcoming capabilities are labeled so you know where things stand.
Clear answers
A few things worth knowing.
Straight answers about TeriTrak’s role, automation, integrations, plans, and data access.
Is TeriTrak a CRM?
TeriTrak is a mobile sales partner built around accounts, contacts, deals and everyday follow-through. It helps you use that context to prepare for visits and organize your next steps. It can be useful on its own; it does not require a CRM connection to get started.
Who is it for?
TeriTrak is for individual field sales professionals, small sales teams, and organizations that want clearer execution before, after, and between customer conversations. It is designed for field sales across industries.
Does Teri change records automatically?
Teri helps prepare actions and updates. Sensitive changes, such as moving a deal stage, require your review. Your permissions still apply, and you should check prepared details carefully before saving.
Does it work with Salesforce?
Salesforce support is being developed for organization workflows. It is not yet generally available. Join the waitlist or contact us to discuss where Salesforce would fit into your existing team workflow.
Is there a free plan?
The planned Free ($0) plan includes core manual sales tracking with no monthly AI allowance. Teri and other AI-assisted features begin with paid plans and remain unavailable on the Free plan.
Is customer data private?
TeriTrak uses user-, organization-, role-, and record-aware permissions. Shared-deal access is limited to the opportunity context granted to collaborators and does not expose unrelated private accounts, contacts, receipts, notes, or raw voice data.
Meet your next sales partner
More present with customers. More on top of the next step.
Join the waitlist for launch news and early access opportunities.