Purpose: Terrio provides field sales teams a workspace for account maps, route planning, visit records, CRM context, business email, and calendars.
CRM mapping: Users can map and filter HubSpot CRM accounts for territory planning.
Route planning: Users can build routes and move from desktop planning to mobile field work.
Visit logging: Visit records can include notes, outcomes, ratings, and optional photos.
Google integration: Terrio connects Gmail and Google Calendar.
Microsoft integration: Terrio connects Outlook Mail and Outlook Calendar.
Map workspace: The map workspace lets users find, filter, and open synchronized CRM accounts.
Route ordering: Route planning arranges account stops and reviews a suggested distance-based order.
Documentation: The documentation covers field sales setup, maps, routes, visits, CRM sync, email, calendars, billing, and security.
Security documentation: The data protection page is described as covering encryption, data handling, and account protection details.
Support: The help center links to setup guides, workflow help, billing answers, legal pages, and support contact information.
Audience: Terrio describes its workspace as serving field sales teams.
Price from: Free

Where it ranks on Freedom251

Is Terrio yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.