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\ CRM Software \ Terrasoft CRM \ Functionality \

Terrasoft CRM 3.x

Modules Sales CRM XRM
Contacts Accounts + + +
Contacts + + +
Tasks + + +
E-mail + + +
Processes - + +
Reference Business Processes - - +
Sales Opportunities + + +
Invoices + + +
Sales Pipeline + + +
Planning + + +
Projects Projects - - +
Documents - + +
Contracts - + +
Marketing Campaigns - + +
Surveys - - +
Mass Mailing + + +
Service Library + + +
Incidents - - +
Solutions - - +
Resources Cashflow - - +
Products + + +
Warehouse - - +
Analysis OLAP - - +
Reports + + +
Diagrams + + +
Dashboard + + +
Tools Message Templates + + +
Queries + + +
Dashboard Settings + + +
Integrations + + +
Log + + +
Administration + + +
Replication - - +

CRM systems


METADIFUSION S.L greatly appreciates the high-quality product and professional work of Terrasoft consultants and implementation team. We hope for further fruitful cooperation.

Christian Gonzalez
Director Tecnico
METADIFUSION S.L.


Our customers 

Partner feedback

Techser De Monterrey offers Productivity Solutions that improve company profitability. We Integrate business processes, technologies and people to achieve company strategic goals.

Terrasoft CRM Solution is technologically superior from the rest CRM software in mexican market. Therefore we’re planning to introduce Terasoft CRM at all Mexico regions and create a local technical support center to offer support distributor growth.

CRM Software Partner Arturo Molina
TECHSER DE MONTERREY


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