Unstructured visits
Customer context stays in memory, messages, or scattered CRM fields.
Mobile field sales copilot for flooring
Turn dealer visits into follow-through your team can see.
Tervu helps wholesale flooring reps capture customer conversations, organize next steps, and give managers a current view of territory activity.
Firsthand customer feedback becomes a shared signal for the next sales decision.
One operating layer between the showroom, the sales team, and the warehouse.
Built for wholesale flooring companies with relationship-driven field teams.The operating gap
Critical customer context often disappears before it can guide the business.
A rep hears why a dealer passed, what buyers are requesting, and which samples are moving. That knowledge often arrives late, incomplete, or not at all.
Limited field visibility
Managers see outcomes, but not always the activity and context behind them.
Slow inventory response
By the time demand appears in orders, inventory is already expensive to change.
The product workflow
From conversation to accountable next steps.
A rep captures the visit once. Tervu structures the context and makes it useful across the team.
01
Capture the visit
Field note
Pacific Design Floors asked for display pricing and two oak samples next week.
00:42Ready to structure
Speak or type while the conversation is still fresh.
02
Review the structure
Visit structured
- Product interest
- Natural oak collection
- Commitment
- Send display pricing
- Next step
- Drop two samples
The rep reviews the facts before anything becomes team context.
03
Keep the team aligned
Pacific Design FloorsLos Angeles West
Sample reviewNext actionSend pricing and confirm sample timing.
Visible to the territory team
Managers see the next move without reconstructing the visit.
Representative workflow shown with hypothetical product data.
Make every visit usable.
Reps record the conversation while it is fresh. Tervu organizes the account, products, objections, samples, and next steps.
Voice notes, visit context, contacts, product interest
See the field clearly.
Managers can review activity, follow-through, and territory context without waiting for a weekly recap or rebuilding the story.
Visit coverage, commitments, opportunities, follow-ups
Recognize demand earlier.
As structured feedback accumulates, Tervu can surface recurring requests and product patterns before they are obvious in orders.
Emerging themes, product signals, territory patterns
Built for adoption
Less reporting for reps. Better context for managers.
Tervu is designed to help the person capturing the visit—not just the person reviewing the report.
Keep the relationship moving.
- Capture visits without rebuilding them later
- Return to every account with the full context
- Keep samples, promises, and next steps visible
See the story behind the activity.
- Review current territory activity and follow-through
- Coach from the context behind each outcome
- See recurring product and customer signals
Product interest becomes structured evidence for assortment and planning.
Inventory is a capital decision. Field data should reach it sooner.
Tervu does not replace forecasting. It adds timely, structured customer evidence to the decisions that forecasting already supports.
Product requestsObjectionsProject timingTerritory patterns
Product reality
Useful now. More intelligent as the data compounds.
- Structured visit capture
- Account and contact context
- Product interest and follow-ups
- Manager visibility across field activity
- Stronger territory pattern recognition
- Earlier signals for assortment decisions
- Better inputs for demand planning
- A foundation for inventory system connections
Frequently asked questions
What teams want to know before starting.
Straight answers about where Tervu fits, how it works, and what a focused pilot looks like.
Who is Tervu built for?
Tervu is designed for wholesale flooring companies with field reps who regularly visit dealers, showrooms, and customer accounts.
Does Tervu replace our CRM?
No. Tervu is the field operating layer that makes visit context and follow-through usable, while supporting clean exports for the systems your team already uses.
How do reps capture a visit?
A rep records a quick voice note or visit update while the conversation is fresh. Tervu turns it into structured account context, product interest, commitments, and next steps for review.
How does Tervu use AI?
AI organizes the rep's input into a consistent visit record. The rep can review and edit the result before it becomes part of the shared account history.
Can we start with a small team?
Yes. The 30-day pilot is designed around one manager, a focused rep group, and a limited account list so you can evaluate adoption before expanding.
Can we export our data?
Yes. Tervu supports CSV exports for spreadsheet review and Salesforce import preparation.
30-day pilot
Start with one team or territory.
Test the workflow with a focused group, measure adoption, and decide whether expansion is justified.- 01Import a focused dealer list
- 02Onboard one manager and a small rep team
- 03Review adoption and follow-through after 30 days