- Category rank
- #759 in Sales
- Price from
- $25 / user / month (USD)
- Listing audit
- 62/100
Terafina is a Salesforce AppExchange app by Terafina. With a rating of 4.0★ from 1 reviews, it currently ranks #759 in the Sales category.
Terafina is the #759 ranked Sales app on Salesforce, with a 4.0 average rating from 1 review, as a paid app, as of Nov 8, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 8, 2026
Terafina ranks #759 of 1,810 in Sales on Salesforce. It holds a 4.0★ average from 1 review on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2014
Cons
- −Only 1 review — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
About Terafina
How Terafina works
The Terafina Solution combines channels and products in one platform to enable a true Omni Channel Sales process for Financial Organization. By creating a seamless sales process through any digital device Terafina enables organizations to provide a consistent easy to manage process during account opening. - Responsive design ensures compatibility with all digital devices allowing your customers as well as employees to open accounts remotely - Built in Cross-Sell provides a great value to organizations supporting account opening for any of the banking products (deposit, credit-card, personal loans, real-estate, commercial) or any combination of them - Lead generation capability increases cross-channel efficiency as incomplete applications are captured for follow-up through a set of workflows and rules - Compliance & Disclosure delivery is consistent during the application process, providing channel specific disclosures - E-Sign services are embedded for a quick and efficient delivery of documents - A unique data structure ensures full visibility and insight into the application process, providing both click-stream and meta data reporting capabilities
Key features
- Consistent Customer Experience Across Channels
- Increases Top Line Revenue for Organization
- Provides Real-Time Sales Visibility
Standardized capabilities
Normalized capabilities detected for this app, comparable across the marketplace.
