Door-to-Door Canvassing and Lead Capture
Terros gives field representatives a mobile workspace for turning door-to-door activity into organized sales records. The Canvass map helps users find an area, open property markers, identify opportunities, create leads, and move an account through the team’s configured workflow instead of relying on scattered notes after a shift.
Account actions can record what happened at a property, update its stage, and preserve a history that managers and teammates can review later. Custom dispositions and tags adapt the workflow to different companies, while location-aware tools connect each visit with the correct territory. This makes Terros useful for reps who need to capture activity quickly and for leaders who need a clearer view of field execution.
Territory Maps and Smarter Prospecting
Area management helps sales teams divide neighborhoods, assign territories, and keep canvassing work visible on an interactive map. Standard property filters narrow the field, while Canvass Pro can add markers for characteristics such as solar permits, recent renovations, pools, installer information, financing details, or recent sales when that data is available.
The map distinguishes higher-priority properties from nearby homes that still match the team’s basic criteria, so reps can plan a practical route without losing surrounding opportunities. Managers can use areas to coordinate coverage and reduce overlap between team members. For field-sales organizations, the combination of territory boundaries, property context, and mobile account actions supports more focused prospecting throughout the day.
Dashboards, Leaderboards, and Coaching Insights
Terros turns daily field activity into performance views for individual representatives, teams, and managers. Dashboards can surface pitches, leads, sets, conversion measures, goals, and production trends, giving leaders a faster way to see where a team is improving and where coaching attention may be needed.
Leaderboards and competitions add a visible progress layer for teams that use challenges, rewards, or streaks to reinforce consistent habits. Pitch recording and Skill Insights extend that workflow by helping managers review conversations, identify strengths or gaps, and give focused feedback. Reps can follow their own goals and progress, while regional or company leaders compare activity across groups without rebuilding reports from separate tools.
Schedules, Tasks, and Connected Team Work
Built-in schedules and task tools help representatives organize appointments, shifts, follow-ups, and daily priorities around field activity. Team members can move between the home dashboard, calendar, canvassing map, statistics, and competition areas, keeping recurring work in the same mobile environment instead of switching among unrelated apps.
Managers can structure teams, assign roles and permissions, configure account stages, and create custom measures that match the organization’s sales process. Terros also supports CRM connections for team and company workflows, allowing field records to fit into a broader sales stack. This combination suits growing door-to-door organizations that need consistent data entry, clearer accountability, and shared visibility from the rep level to leadership.
