Lead-to-cash CRM for growing B2B teams
Capture leads from cards, Google Maps and Apollo. Reach them by email, WhatsApp and voice, and see who is interested. Then turn approved quotes into orders, invoices and payments collected by QR or SMS link, all on one customer record.
Deal journeys above are illustrative examples. Timings depend on your process and configuration.
The problem
Money slips away between the first conversation and the payment. Four gaps show up in almost every B2B business that quotes, invoices and collects.
Leads
Trade-fair cards are never typed in, and website or WhatsApp enquiries are answered the next afternoon, after a competitor has called.
With TerrapinCards are scanned into leads, and email, WhatsApp and voice reach them the same day.
Quotes
Quotes are Word files sent after three reminders, and discounts are approved on WhatsApp by whoever answers first.
With TerrapinSeveral quotes per opportunity, with discounts routed to the right approver's phone.
Billing
Orders and invoices are re-entered in the accounting system, so errors, delays and disputes follow.
With TerrapinQuote to sales order to invoice in one flow, with approvals, tax and your invoice format.
Cash
Advances and balances live in notebooks, and month-end goes on matching bank entries to invoices.
With TerrapinQR codes and SMS payment links on every invoice, applied automatically, advances included.
The solution
Capture, outreach, pipeline, quotes, orders, invoices, payments and service share one record. Pick the outcome you care about.
Lead to cash
Each stage hands over to the next without re-typing, and every step lands on the same Customer 360: invoices, orders, receipts, quotes, opportunities and activities.
Cards, maps, databases, forms
Same dayfirst contact with every lead
Funnel, prospects, opportunities
One forecastpipeline, commit and best case
Quotes, approvals, sales orders
Minutesto approve a discount or an order
Invoices, POS, payments
QR + SMSpayments applied automatically
AI Agents
Five automated roles source leads, reach them on three channels and read every reply, so your salespeople spend their day on buyers who said yes. Pick a goal and watch a simulated week.
Capture and outreach
Scan a card, send a WhatsApp, an email or a voice call, and Terrapin writes the outcome back to the lead, so the funnel stays current without anyone tagging replies.
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Lead record updated
Industries
Where a sale means a quote, an approval, an order, an invoice and a payment, one record beats four tools. Terrapin CRM comes ready for each of these industries.
Is Terrapin CRM right for you?
Twelve everyday situations. Tap the ones that sound familiar. If three or more do, Terrapin CRM was built for you.
Every lead in one place: cards scanned, sheets imported, enquiries captured from your website and forms.
AI agents reach every lead the same day on WhatsApp, email and voice, and tell you who is interested.
Find prospects on Google Maps and Apollo, and start outreach to hundreds of them in one go.
Every lead moves through a tracked funnel, with the next step and every call and visit logged.
One pipeline with commit and best case, targets and the deals at risk, for each salesperson.
Several quotes per deal in minutes, with discounts approved by the right person on their phone.
Quote becomes sales order becomes invoice in one flow, in your invoice format and with your taxes.
QR codes and SMS payment links on every invoice; payments land against the right bill on their own.
Beat plans and live location, with every visit tied to the lead, the quote and the order.
Dealer quotes, approvals, orders, invoices and dues on one record per dealer.
A customer portal for tickets, plus an AI support agent on WhatsApp and voice that hands over to your team.
One record from first contact to final payment, so there is one place to look and one bill to pay.
0 of 12 sound familiar so far.
Not quite you? If you only need to bill walk-in customers and collect payments, start with Terrapin Billing, free. Your records move with you when you upgrade to CRM.
ROI calculator
Editions and total cost of ownership
How to buy
You always know what happens next, who owns it and what you get at each step. Start with step one or talk to us today.
FAQ
Tap a question to see the answer. Can't find yours?
A lead-to-cash CRM. It covers capturing leads, reaching them, managing deals, quoting, taking orders, invoicing and collecting payment, all on one customer record. AI agents do the repetitive outreach and follow-up.
Most CRMs stop at the deal. Terrapin carries on to the sales order, the invoice and the payment, so you don't need a separate billing tool or a collections sheet. AI outreach on WhatsApp, email and voice is built in, not an add-on.
No. Tax invoices in your format, POS for walk-in sales, credit notes, refunds, and QR and SMS payment links all come with every CRM plan.
No. Keep Tally, SAP or your ERP for accounts, inventory and production. Terrapin runs sales, billing and collections in front of it. We agree how customers, orders and invoices flow between the two during your demo.
They source leads, send the first messages and follow-ups on WhatsApp, email and voice, read every reply and update the lead as interested, not now or not interested. Your team sets the goals and the limits, and anything the agent is unsure about goes to a person.
Terrapin is self-service, so a small team can start within days by importing contacts and setting up its invoice format. Larger teams with approvals, integrations or data migration usually take a few weeks with optional implementation help.
Yes. Leads, contacts and customers import from spreadsheets. If you are moving from another CRM, we plan with you how contacts, deals and history come across before anything is switched off.
These are billed by the providers at their rates and are not part of the Terrapin subscription. The same applies to payment-gateway and courier charges.
Yes. Besides Terrapin's Public Cloud, there is a Private Cloud and on-premise edition for companies whose IT or regulators need data in their own infrastructure.
India, the UAE and Nigeria. Invoices follow your format and tax configuration, and prices are shown in your currency.
Yes. Start on a smaller plan, add users or move up a plan as the team grows, and add Field Sales, Customer Service or other Terrapin suites later. Your records stay in place.
Book a 30-minute demo. We scan your visiting card, send a quote for your own product and collect an advance by QR, on a sandbox set up with your invoice format.
In a 30-minute demo we scan your visiting card, send you a quote for your own product and collect the advance by QR, on a sandbox with your invoice format.
