Website chat with an AI assistant, texting and missed-call text-back, online booking, CRM, email, reviews, quotes, invoices and payments, connected on your own web address. We set it up, then secure, monitor, back up and support it. One monthly subscription, one team to call, and your data stays yours.
01Interactive tour
A late-night website chat becomes a ticket, a booked call, a deal, a signed quote, a paid invoice and a five-star review, all in one workspace on your own web address. Click any step, or watch it play.
Linked records
On your website
Leasing enquiry: 3 units in Stamford
Jordan P. · update due in 3hHeating not working in Unit 4B
Dana R. · tech booked 2 PMQuestion about October invoice
Marcus L. · due todayParking permit for new tenant
Ana K. · waiting on tenantHi, do you manage buildings in Stamford? I have 3 units.
Full chat transcript attached
3-unit building, wants full management. Sent my booking link. Deal added to the pipeline.
Good morning Jordan! Yes, we cover all of Stamford. Pick any time that suits you and I'll call to talk through the units.
Properties
Reply-time target
Customer
Booking page
Reminder by text
Email preview
Management setup · 3 units
Card or bank transfer · processed by your own Stripe account
Recent activity
Latest reviews
Replied first thing in the morning and booked a call in two clicks. Setup was painless.
Heating fixed the same day, with a text when the technician was on the way.
Paying online through the portal is so much easier than mailing checks.
Automation
Message preview
Uptime by app · last 45 days
Activity log
Business value · step 1 of 10
Never lose an after-hours lead.A late-night question sits unanswered and the visitor moves on to the next company.
Website chat, texts and missed calls land in one inbox. An AI assistant answers day and night, captures contact details and opens a ticket.
Business value · step 2 of 10
Every request has an owner and a deadline.Requests are spread across personal inboxes and nobody is sure who is handling them.
One shared queue with clear owners, reply-time targets and the full conversation on screen.
Business value · step 3 of 10
Let customers book themselves.Phone tag and back-and-forth emails just to agree on a time.
Customers pick a slot from your live calendar. Confirmations and text reminders go out automatically.
Business value · step 4 of 10
See every lead and what it is worth.Leads live in a spreadsheet, retyped by hand from emails and chats.
Chats, tickets and bookings create contacts and deals automatically, with the whole history on one record.
Business value · step 5 of 10
Win the job while they are still interested.Quotes typed in Word, emailed as PDFs, then printed, signed and scanned back days later.
Build a quote from your price list in a minute. Customers sign online from any phone, and the deal is marked won.
Business value · step 6 of 10
Know who owes what, and get it paid.Invoices live in a spreadsheet and late payers are chased by hand.
Invoices go out by email and text with a pay-now link. Automatic reminders chase late payers, and every payment lands in your own Stripe account.
Business value · step 7 of 10
Get paid faster and chase less.Invoices by email, payments by check and status updates by phone.
Clients see their requests, documents and invoices in one portal and pay online through your own Stripe account.
Business value · step 8 of 10
Turn happy customers into reviews and referrals.Asking for reviews depends on someone remembering, so it rarely happens.
After a job is paid, customers get a review request by text and email, with a referral link, at the right moment.
Business value · step 9 of 10
Bring customers back without extra work.Newsletters go out from another tool, to a list nobody keeps up to date.
Campaigns go to the contacts already in your pipeline, in your brand, with opens, clicks and bookings tracked.
Business value · step 10 of 10
Proof every month that it all works.Nobody checks the backups until the day you need one.
We monitor, update and back up everything, test a full restore every month and send you a report.
Illustration with a fictional client. Names, numbers and messages are examples. Features shown depend on the bundle you choose.
Built on proven open-source software
02The problem
Most growing businesses pay separately for a helpdesk, a CRM, website chat, texting, booking, and email and review tools. Each one bills on its own, keeps its own copy of your customers, and needs someone to set it up and keep it safe. Leads slip through the gaps.
Today
With Tera
03Architecture
Every customer gets a separate setup that is never shared with anyone else. Your channels flow into connected apps, and our team runs everything underneath.
Separate, private setup. Never shared with other customers.
Client portal, invoices and payments through your own Stripe.
04What you get
Answer every lead, book it, follow up, get paid and get reviewed. Each tool is set up, connected and supported by our team.
Emails, website chats, texts and web forms become tickets in one shared inbox, so no customer gets missed.
One inbox for every channel
Two-way texts on your business number. Miss a call and the caller gets a text back straight away, so the lead stays with you.
Same inbox as chat and email
Answers common questions on your website day and night, captures contact details and hands the conversation to your team.
Set up with your own answers
Customers book from your live calendar. Confirmations and text reminders go out automatically.
Bookings added to the CRM
Contacts and deals in a clean pipeline, with every chat, text, booking and payment on one timeline.
Connected to your helpdesk
Send updates and newsletters to the contacts already in your CRM.
Uses your CRM contacts
After a paid job, customers get a review request by text and email, with a referral link.
Links to your Google review page
Send a quote, get it signed online and turn it into an invoice in one click.
Signed quotes saved to the CRM
Send invoices and get paid online by card or bank through your own Stripe account. Clients see their requests, documents and payments in one place.
Payments through your Stripe
Everything runs on addresses like help.yourcompany.com, with your logo and your colours.
Separate setup per customer
The part most providers leave to you. We look after the platform the way we run our own systems, so your team can focus on customers.
05Bundles
Priced on the results you need, not per user. Each bundle is a fixed-price setup plus one monthly subscription. We quote after a free discovery call.
Every chat, text and missed call answered, and booked.
Everything in Support, plus the follow-up that wins and keeps customers.
Everything in Growth, plus invoices, payments and a client portal.
06How it works
We look at the tools and subscriptions you pay for today and what your team needs. No cost, no obligation.
You get a clear plan and quote
A fixed-price setup on your own web address. We connect the tools, import your data and train your team.
You get a live platform
We keep everything updated, monitored and backed up, for one monthly subscription.
You get one team to call
07Who it's for
A local Norwalk, Connecticut team, working remotely or on site.
You do. Each customer gets a separate, private setup on their own web address, and you can export everything at any time.
No. Every customer runs on a separate setup that is never shared with other customers.
Proven open-source applications such as Zammad for the helpdesk, Chatwoot for chat and texting, Twenty for the CRM and listmonk for email, plus booking, quoting and invoicing tools chosen for your setup. We credit each project and follow its licence. Tera's service is the setup, connection, security, backups and support around them.
On value, not per user. A fixed-price setup plus one monthly subscription, quoted after a free discovery call on the results you need and the tools you replace. Each bundle includes a monthly allowance of text messages and AI replies, and extra use is billed at cost.
We monitor the platform and take daily backups with an extra copy kept off-site. Restores are tested every month, so we know they work before you ever need one.
Yes. We text-enable your existing business number where your phone provider allows it, or set up a new local number, and register it for business texting.
Yes. Start with the Support bundle and add CRM, email, reviews, quotes, invoices and the client portal later, without switching platforms.
Tera Managed Platform
Book a free discovery call. We'll review the tools you pay for today and show you what one connected platform would look like. We reach out within one business day.
