Which tools does terna CRM integrate with?

terna CRM

🇦🇹 AT

Industry-specific CRM for sales, marketing and field service on Microsoft tech

GDPR

terna CRM by BE-terna is an Austrian provider of industry-specific CRM solutions built on Microsoft technology. It covers sales, marketing, customer service and field service with features like pipeline management, dispatch and resource tracking. Industry versions exist for banking, insurance and utilities.

Features

Sales and pipeline

Manage leads, opportunities, accounts, and contacts
Visual sales pipeline with drag-and-drop
Real-time sales dashboards and analytics

Customer data and collaboration

Unified customer view across interactions
Work with CRM data in Outlook, Teams, and Excel
Document management via SharePoint and OneDrive

Marketing and engagement

Multi-channel marketing coordination
Event planning and management
AI Copilot for content generation, summaries, and buying signals

Customer service and contact center

Omnichannel communication (voice, chat, email, SMS, social media)
Integration with CRM and ERP systems
Contact center workflows

Field service

Resource Scheduling Optimisation for people, groups, and equipment
Dynamic schedule adjustments to reduce travel time
Mobile solution for technicians

Integrations

Microsoft 365 (Outlook, Teams, Excel, SharePoint, OneDrive)
LinkedIn Sales Navigator
Maplytics for mapping and route planning

Pricing

Pricing for BE-terna CRM Start is a transparent monthly price with annual commitment, but the exact amount is not published.

EU Trust Profile

What we verified against public sources, last checked 2026-10-25. Every point links to its evidence.

European legal entity
Registered in the Commercial Register B of Leipzig District Court, HRB 36638.
Evidence →
ISO 27001
Certification also covers Adriatic subsidiaries (Croatia, Slovenia, Serbia) for development, sale, implementation, and maintenance of software.
Evidence →
Local-language support
DACH Service Center supports CRM projects for Germany, Austria, and Switzerland.
Evidence →

We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.

Work at terna CRM?

This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (AT) and the compliance points we checked against public sources — the date on it is the date we last checked.

terna CRM — verified European company on tech-from-europe.eu

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Integrations

Microsoft 365LinkedIn Sales NavigatorMaplyticsERP systemsBilling systems

terna CRM: frequently asked questions

Which tools does terna CRM integrate with?: terna CRM connects with Microsoft 365, LinkedIn Sales Navigator, Maplytics, ERP systems and Billing systems.

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Feature, pricing and integration details are based on web research (as of 2026-10-25), without guarantee, errors are possible. The vendor's website prevails.