TermSheet Overview

TermSheet is a cutting-edge sales tracking software designed to help sales teams track, manage, and optimize their sales pipelines. With a focus on simplicity and effectiveness, TermSheet allows businesses to easily monitor lead progress, manage deals, and track performance metrics. The software provides customizable sales stages, ensuring it adapts to your specific sales process, whether it’s B2B or B2C. TermSheet also features detailed reporting and analytics tools that offer insights into conversion rates, sales cycle length, and team performance. With real-time updates and notifications, sales reps can stay on top of their leads, ensuring timely follow-ups and minimizing lost opportunities. The software integrates seamlessly with CRM systems, providing a centralized location for customer data, contract details, and communication history. Whether you're a small business or a large enterprise, TermSheet is an essential tool for improving sales efficiency, closing more deals, and boosting overall revenue performance.

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Contact Details

  • Vendor Name TermSheet
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Computer Software, Financial Services, Individual & Family Services, Information Technology & Services, Management Consulting

TermSheet Features

  • Arrow Icon Approval Process Control
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Calendar Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon No-Code
  • Arrow Icon Email Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Real Time Reporting
  • Arrow Icon Rules-Based Workflow
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Task Management
  • Arrow Icon Search/Filter
  • Arrow Icon Monitoring
  • Arrow Icon Progress Tracking
  • Arrow Icon Document Management
  • Arrow Icon Drag & Drop
  • Arrow Icon Template Management
  • Arrow Icon Workflow Configuration
  • Arrow Icon Business Process Automation
  • Arrow Icon Commenting/Notes
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Forms Management
  • Arrow Icon Project Workflow
  • Arrow Icon For Property Managers
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Cash Flow Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon CRM
  • Arrow Icon Contact Management
  • Arrow Icon For Investors & Traders
  • Arrow Icon Accounting
  • Arrow Icon Property Database
  • Arrow Icon Commercial Property Management
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Accounting
  • Arrow Icon Commission Management
  • Arrow Icon File Sharing
  • Arrow Icon Task Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter

TermSheet Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

TermSheet FAQs

TermSheet is a cutting-edge sales tracking software designed to help sales teams track, manage, and optimize their sales pipelines. With a focus on simplicity and effectiveness, TermSheet allows businesses to easily monitor lead progress, manage deals, and track performance metrics. The software provides customizable sales stages, ensuring it adapts to your specific sales process, whether it’s B2B or B2C. TermSheet also features detailed reporting and analytics tools that offer insights into conversion rates, sales cycle length, and team performance. With real-time updates and notifications, sales reps can stay on top of their leads, ensuring timely follow-ups and minimizing lost opportunities. The software integrates seamlessly with CRM systems, providing a centralized location for customer data, contract details, and communication history. Whether you're a small business or a large enterprise, TermSheet is an essential tool for improving sales efficiency, closing more deals, and boosting overall revenue performance.

  • No, TermSheet does not offer a free version.

  • Yes, TermSheet offers a free trial.

  • No, Credit Card details are not required for the TermSheet trial.

  • No, TermSheet does not offer an API.

  • TermSheet offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • TermSheet offers training with the following options:
    • In-person , Live Online , Documentation , Videos

  • TermSheet supports the following languages:
    • English

  • Following are the typical users of the TermSheet:
    • Self-Employed , Small-Business , Midsize-Business

  • TermSheet supports the following deployment:
    • Cloud Hosted

  • TermSheet supports the following devices and operating systems:
    • Web-Based , iPhone