Customer 360
Contacts, activities, opportunities and quotes for each customer in one view.
Skip to contentForecast Quotes Discounts History Targets Visibility Consistency Revisions
App · SalesFrom Terrapin CRM
Terrapin Customer Management
Every customer, deal and quote on one record, with the forecast to match
A Customer 360 with opportunities, pipeline and forecasting, several quotes per deal and discounts approved on the phone, so you know what will close and why.
What you getFor SMBs
- ✓Customer 360 on one record
- ✓Pipeline, commit and best case
- ✓Quotes with phone approvals
- 2Two users includedThe minimum; add more at any time
- 1yAnnual subscriptionSelf-service setup, or our team implements it
Features
Everything Customer Management does for you
Every feature is included in every subscription. You pay only for the number of users.
Opportunities
Track every deal with stage, value, close date and next step.
Pipeline
See every open deal by stage and salesperson.
Forecasting
Commit and best case, against monthly and quarterly targets.
Qualification questionnaire
Ask the same qualifying questions on every deal.
Quotes
Several quotes per opportunity in your format, ready in minutes.
Discount approvals
Discounts routed to the right approver's phone.
Targets
Targets by person and team, with progress visible to all.
Differentiators
What makes Terrapin Customer Management different
How the job usually gets done in a small business, and what changes with Terrapin.
Forecast
Know what will close
UsuallyThe Monday forecast is a guess pulled from several sheets.
With TerrapinCommit and best case from live deals, every day.
Quotes
Quotes in minutes, not days
UsuallyQuotes are Word files sent after three reminders.
With TerrapinSeveral quotes per deal in your format, sent from the record.
Discounts
Discounts under control
UsuallyDiscounts are approved on WhatsApp by whoever answers.
With TerrapinApprovals routed to the right person, with a record of who approved.
One record
Nothing lives in someone's laptop
UsuallyCustomer history leaves when the salesperson does.
With TerrapinEvery activity, deal and quote stays on the customer record.
Qualification
Every deal qualified the same way
UsuallyEach salesperson qualifies deals differently, or not at all.
With TerrapinThe same qualifying questions on every deal, before time is spent on it.
Is Customer Management right for you?
Customer Management is for you if this sounds familiar
Eight everyday situations. Tap the ones that sound like your business. If three or more do, Customer Management will pay for itself.
You can't say what will close this month
Pipeline with commit and best case.
Quotes take days to go out
Quotes in your format in minutes.
Discounts get approved without checks
Phone approvals by the right person.
Customer history leaves with the salesperson
Everything stays on the customer record.
Targets are set but nobody tracks them weekly
Progress against targets for each person.
The owner asks each salesperson for updates
One pipeline everyone can see.
Every salesperson qualifies deals differently
One questionnaire on every deal.
Customers ask for several quote options
Several quotes per opportunity, tracked.
0 of 8 sound familiar so far.
Pricing
One simple annual price
Built for small and growing businesses that need one job done well, without paying for a full suite.
How to buy
From first look to live, in six clear steps
You always know what happens next, and nothing is final until you sign the agreement and pay.
- Explore
Go through the features, differentiators and FAQs, then get the deck and brochure or chat with us.
- Choose users and show interest
Pick the number of users (2 minimum) and how you want to set up, then click Show interest. This is not an order and the price is not yet final.
Choose users - Requirement discussion
Our sales team reaches out to understand your requirements, suggests the right app or set of apps, and sends you a proposal.
Requirements and proposal - Subscription
Once you accept the proposal, we share the agreement. After it is signed and payment is made, your subscription is issued.
Sign, pay, subscribe - Set up
Self-service setup with step-by-step guidance. Prefer our team to do it? Implementation is a one-time fee based on complexity.
Self-service - Go live and grow
Go live, track results and add users at any time as your team grows.
Add users any time
FAQ
Questions about Customer Management
Tap a question to see the answer. Can't find yours?
Can quotes use my format and taxes?
Yes. Quotes follow your layout and tax configuration.
How do approvals work?
When a discount crosses your limit, the quote goes to the approver's phone and waits for a decision.
Can I import my current customers and deals?
Yes. Import customers, contacts and open deals from spreadsheets.
Does it include invoicing?
Not on its own. Invoices and collections are what Invoicing & Payments does, shown under Related apps.
How is it priced?
An annual subscription that includes two users, the minimum. Add more users at a per-user annual price. See the Pricing section for the amounts.
Is there a monthly plan?
No. The app is sold as an annual subscription only.
How do I buy?
Choose the number of users in Pricing and click Show interest. Our sales team reaches out to understand your requirements, suggests the right app or set of apps, and sends a proposal. Once you accept it, we share the agreement, and your subscription is issued after the agreement is signed and payment is made.
Is the price I see final?
No. Showing interest is not an order and does not guarantee the product will be sold at that price. The final price and scope are set in the proposal after the requirement discussion, and confirmed in the agreement.
Do I need implementation?
Not usually. Setup is self-service with step-by-step guidance. If you would rather have our team set it up, implementation is available as a one-time service. Pricing shows an estimated range; the actual budget is set in the requirement discussion, based on complexity.
Can I move to the full suite later?
Yes. Your records stay in place when you move up to the suite, so there is nothing to migrate.
Start with Customer Management
Choose your users and show interest. Our team takes it from there.
