Find what your team
needs to do.
Explore the capability catalogue by workflow. Start with the product pages for the overview, then go deeper here.
53 systems · 281 capabilities, with beta features labelled
AI voice agents
AI voice agents for incoming calls and follow-ups.
Answer calls and call customers back in their language. Capture requirements, confirm part numbers and save a summary to the customer record.
AI agents configured for your customers and markets.
Give each agent a name, voice, supported languages and an editable brief. Your team can update its instructions directly in the dashboard.
One business number for your team and AI agents.
Connect supported business numbers for calls by your team and AI agents. Caller ID, inbound service, channel capacity and recordings depend on your carrier setup.
AI reception that routes callers to the right place.
Greet callers, identify the AI and provide the recording notice. Route the conversation to a configured AI persona and capture requests for your team.
Call and email handling around your business hours.
Set office hours, holidays and after-hours messages. Terramine Desk uses the schedule to manage outbound calls, hold follow-up emails and handle callers when the office is closed.
Schedule callbacks in the customer’s local time.
Manage outbound calls within each customer’s working day. Schedule requested callbacks, apply retry rules and stop when a contact needs your team’s attention.
Browser calling with live AI assistance.
Your sales team makes the call from a browser while AI provides a transcript and suggested responses on screen.
Monitor calls and guide the agent in real time.
Follow live transcripts, send instructions to the agent during a call and end a call from the dashboard when needed.
Capture and check part numbers during calls.
Support speech recognition with your brands and codes. Recheck spelled references, confirm them with the caller and use the recording to correct the call record.
Product information on the call. Pricing in writing.
The voice agent can check parts, recent order references and callback times. Lookup results containing prices, costs or supplier details are withheld from the agent.
Review call quality and identify improvements.
Assess completed calls for repetition, interruptions, recognition errors and response quality. Review scores and suggested improvements alongside the recording.
Read multilingual calls with English translations.
Read English translations beside supported non-English call transcripts. Review product references and addresses against the original conversation.
AI email automation
A shared sales inbox connected to your CRM.
Manage your sales mailbox in Terramine Desk, with threaded conversations, read status, replies and attachments linked to customer records.
Classify incoming emails and attachments.
Identify customer enquiries, supplier quotations, complaints and automated messages. Each email receives a summary, language label and an indication of whether a response is needed.
AI drafts the reply. Your team reviews and sends.
Prepare replies in the customer’s language without adding prices or delivery commitments. Your team checks the draft before sending.
Send targeted emails from the customer record.
Use templates with personalised fields and attachments, send them from the company record and schedule the follow-up call.
Follow up on the call in writing.
Prepare the information email requested by a caller, with the relevant brochures and conversation context. Your team confirms the message before it is sent.
Sales updates in your team’s Telegram chat.
Receive notifications organised by topic, choose personal feeds and access the assistant from Telegram. Each update links to the relevant record in Terramine Desk.
ERP & procurement
Turn customer RFQs into draft orders.
Extract line items from photos, PDFs, spreadsheets or pasted text. Identify brands from part-number patterns and review the draft before creating an order.
Find suitable suppliers and request quotations.
Rank suppliers by how many order lines their price lists cover. Select recipients and send each a numbered quotation request with an Excel attachment.
Capture supplier quotations line by line.
Read supplier responses from emails, screenshots, PDFs or spreadsheets. Review matched items and compare proposed prices with the values already on the request.
Prepare, review and track customer quotations.
Create quotations and invoices in PDF and Excel on your letterhead. Include lead times, weights, split deliveries and alternatives, with a record of sent documents.
Compare freight options within the quotation.
Compare delivery routes and connected courier rates in the order currency, alongside manually entered quotations.
One consistent record for every part.
Keep brands, descriptions, units, weights and HS codes in a shared catalogue. Recognise different formats of the same part number, such as 328-0730 and 3280730.
Import supplier price lists and price complete orders.
Load manufacturers’ Excel price lists, compare the available offers and use them to cost an order without entering each price manually.
Find equivalent parts across brands.
Group cross-references and equivalent part numbers. Use those groups in catalogue searches, supplier matching, pricing and call lookups.
Current exchange rates. Consistent quotation costs.
Refresh exchange rates daily and convert supplier costs using the rate saved on the original request.
Manage customer orders from enquiry to delivery.
Track each order through its stages, with links to the sales opportunity, supplier requests and related documents.
Track purchase orders and supplier commitments.
Create purchase orders from supplier quotations. Track promised shipping dates, delays, follow-up emails and claims for incorrect or damaged goods.
See what is in stock and available to sell.
Track inventory across warehouses, reserve stock for orders and record receipts, transfers, returns and stock counts.
Shipping documents built from the order.
Prepare packing lists, commercial invoices and delivery notes from shipment details. For direct supplier shipments, generate packing instructions and labels that omit customer and selling-price information.
CRM & sales
One customer record for the whole team.
Manage companies and contacts with statuses, owners and local times. Use email domains and duplicate checks to keep related conversations together.
Manage leads with clear stages and follow-up rules.
Track leads from first contact to won or lost. Apply automated stage rules and move up to forty cards together.
Connect the sales opportunity to its order.
Follow deals through eight sales stages and three delivery stages, keeping the original enquiry and customer order linked.
Keep existing customers in the follow-up plan.
Identify accounts that need attention and schedule regular tasks, emails or calls for each customer.
Import customer records with a preview and an undo option.
Load company and contact lists from Excel or CSV. Review the proposed changes before applying them, and reverse the import if needed.
Find duplicates and keep customer records together.
Identify potential duplicates using email domains, phone numbers and similar names. Merge company records with their contacts and conversation history.
See the customer’s local time on their record.
Determine local time from the customer’s address or phone country code. Time labels distinguish your time zone from theirs.
Apply do-not-call controls before every dial.
Server-side checks enforce do-not-call settings for both companies and contacts before an outbound call is placed.
Track payments, balances and reconciliation.
Match bank transactions to invoices, supplier bills and purchase orders. Keep contracts and outstanding balances on the company record.
Tasks & AI assistant
Give every task an owner and the right context.
Link tasks and projects to customers, orders, emails and calls. Manage shared work alongside private personal lists.
Ask your business data. Review the proposed actions.
Ask about accessible CRM and ERP records and review proposed action plans. Small edits to the open record can apply immediately; sending and dialling require confirmation.
Your priorities in one view
See outstanding actions, overdue tasks, monthly figures, the sales funnel, agent activity and pending supplier responses in one dashboard.
Access Terramine Desk from your phone.
A mobile layout with four workspace sections in the bottom navigation, full-screen records and list views for boards. Available in beta.
Keep notifications connected to the work.
Review tasks, calls, emails, supplier responses and deadlines in one place. Seen notifications remain in All; completing the underlying work clears its attention state.
The desk. In a window of its own.
Terramine Desk for the Mac: the same desk you open in the browser, as an app with tabs across the top, the Mac's own notifications and a badge on the Dock. Nothing is installed twice - every tab is the live desk, so a change reaches the app the moment it reaches the browser. In beta, available on request.
Deployment & integrations
Control access by role and customer ownership.
Use Google sign-in, role-based permissions and customer access scopes to define what each person can view and do.
An audit trail of changes and access decisions.
Retain a year of recorded changes and denied actions, with sensitive values redacted from the audit log.
Understand call costs and AI usage.
Review provider costs for each call and track usage over daily, weekly, monthly and quarterly reporting periods.
Monitor services and receive operational alerts.
Check service health, receive alerts by email and Telegram, and monitor database capacity.
Database and document recovery across two regions.
The supplied AWS deployment includes nightly database dumps, 35-day point-in-time recovery and cross-region document replication. Confirm retention and recovery settings for your deployment.
A dedicated deployment for your company.
Run a separate Terramine Desk deployment on AWS, managed through Terraform. Rolling updates give active calls time to finish.
Keep sales records connected to Zoho Books.
Synchronise invoices, credit notes, purchase orders, supplier bills and payments with your Zoho Books organisation. The integration is in beta and enabled per deployment.
No matching capabilities. Try “email”, “order” or “task”.