TERA FAQs

Every business manages property differently. That’s why TERA is designed to flex around your processes. Explore the FAQs below, and if you don’t see your exact question answered, our team is here to help tailor TERA to the way you work.

What is TERA?

TERA is a cloud-based occupier portfolio management tool that simplifies and streamlines property management. It centralises all your property and lease data in one secure platform, helping you track critical lease events, avoid missed deadlines, and make smarter, faster decisions. With TERA, you and your team get the visibility and insights you need to stay in control and take action with confidence.

Who is TERA for?

TERA is designed for anyone responsible for managing or overseeing commercial property. That includes property managers, heads of property, finance directors, and C-suite leaders who need better visibility and control of their portfolios.

Whether you look after one site or hundreds across the country, TERA helps you see the full picture, stay on top of key dates, and make confident, data-driven decisions. It’s built to support both day-to-day management and high-level strategic planning.
TERA scales with your business, so works just as well for SMEs as it does for large enterprises with complex portfolios.

Do you have to be good with technology to use TERA?

Not at all. TERA is designed to be intuitive and user-friendly, no matter your level of tech experience. You don’t need specialist training or IT knowledge—if you can use everyday software like email or spreadsheets, you’ll be comfortable with TERA. The system guides you step by step, with clear dashboards and simple navigation, so you can focus on managing your property portfolio rather than worrying about technology.

To make it even easier, we provide full onboarding and training when you get started, along with ongoing support for as long as you need it. Our team is always available to answer questions, guide you through new features, and ensure you’re getting the most value from TERA every day.

Can I use TERA across multiple devices?

Absolutely. TERA is cloud-based and designed to work seamlessly across desktops, laptops and tablets. That means you can access your portfolio anytime, anywhere. Whether you’re at your desk, on-site, or working remotely. All you need is an internet connection. Your data stays synced in real-time across every device, so you’re always working with the most up-to-date information.

Do I need a minimum number of leases to sign up for TERA?

There’s no strict minimum, but we find TERA delivers the best value when you’re managing 10 or more leases. If you’re planning to expand, it can still be a smart move to get your processes embedded early. By starting now, you’ll avoid the hassle of switching systems later and ensure TERA grows seamlessly alongside your portfolio.

Does TERA connect with other systems?

Absolutely. TERA is built with an open API, which means it can connect with almost any other system that also has an API. This allows your property data to flow freely between platforms in a two-way sync—so information stays consistent and up to date everywhere you need it.

We already work quickly with popular tools like Salesforce, Outlook, and other widely used finance, communication, and reporting systems. If you have a specific platform in mind, just let our team know. We’ll go through your requirements during onboarding and make sure TERA is set up to work smoothly with your existing tech stack.

How long does integration usually take?

In many cases, integration with standard platforms like Salesforce or Outlook can be completed very quickly. For more complex or bespoke systems, it may take a little longer, but our team will guide you through the process. We’ll cover timelines during onboarding so you know exactly what to expect.

What if my system doesn’t have an API?

If your current platform doesn’t offer an API, don’t worry—there are often workarounds. In some cases, we can use third-party connectors or import/export features to make sure your data still moves across smoothly. We’ll review your setup and find the best approach.

Will integrations work both ways?

Yes. TERA is designed for two-way syncing, so data can move in and out of your systems without duplication. This means updates in TERA can feed into your other platforms—and updates in those systems can flow back into TERA.

Which systems does TERA work best with?

TERA can integrate with a wide range of tools, but we’ve found it works especially well with:
• CRM platforms like Salesforce
• Email and calendars like Outlook
• Finance software for billing and reporting
• Collaboration tools such as Microsoft Teams and Slack
• If your system isn’t listed here, just ask—we can usually connect it.

Who handles the integration setup?

Our team will manage the integration process for you. During onboarding, we’ll discuss your requirements, connect your systems, and test everything to make sure the data flows as expected. You don’t need to worry about the technical details—we’ll take care of it.

Is the integration secure?

Yes. Security is built into every step of the integration process. TERA uses encrypted connections to protect your data as it moves between systems, and we only connect through trusted, secure APIs. Your information stays private, protected, and compliant with industry standards.

What are some of TERA’s most loved features?

Our clients and soon to be clients speak about a few key benefits. TERA has been designed to simplify lease management while giving occupiers full visibility and control over their portfolios.

Some of the most popular features our clients value include:
• Automated lease reminders and alerts – Never miss a break clause, renewal date, rent review, or compliance deadline again. TERA’s smart alerts keep you a step ahead, reducing the risk of costly oversights.

• Customisable reports and dashboards – Get real-time insights into your property portfolio with flexible reporting tools. Whether you need a high-level view for the board or granular detail for finance and operations, TERA adapts to your needs.

• Secure cloud storage – All your lease documents, agreements, and supporting files are safely stored in one place. Accessible anytime, anywhere, with enterprise-grade security.

• Audit trails for compliance – Track every action and update with full transparency, supporting internal governance, external audits, and regulatory requirements.

• Open API integration – TERA connects seamlessly with your existing finance, HR, or facilities systems, ensuring data flows smoothly across your organisation.
Sublet management tools – If you lease out part of your space to other occupiers, TERA helps you track subleases, manage agreements, and stay compliant.

• Occupancy audits – Assess how each location or region is being used and ensure your leases align with business needs. This visibility helps optimise costs and supports future workplace strategy.

Together, these features mean TERA doesn’t just store your lease data, it transforms it into actionable insights that save time, reduce risk, and support smarter decisions.

Can I customise or restrict views for different teams?

Yes. TERA allows you to control what each user sees, so views and reports can be tailored by function and level. This means finance teams can focus on cost and budget data, senior management can access high-level portfolio insights, and facilities teams can view operational details—without unnecessary clutter. You stay in control of access and ensure everyone has the information most relevant to their role.

All permissions are managed securely, so you can be confident that sensitive data is only visible to the right people.

Does TERA offer facilities management?

Not at this time. We’ve intentionally kept TERA focused on lease and portfolio management, based on client feedback. However, through our open API, you can seamlessly connect TERA with other facilities management systems if you need more detailed tracking. This way, you get the best of both worlds—TERA’s flexibility and visibility, combined with the specialist tools you already use. And because TERA is designed to evolve, if client demand shifts in the future, our roadmap can adapt to include new features

Does TERA have an app?

Not at this time. Right now, all notifications are delivered through email and the TERA portal. TERA is fully mobile-responsive, so you can access everything you need from your phone or tablet browser without any extra setup. As soon as possible, we plan to release a dedicated app with SMS notifications, giving you even more flexibility in how you manage your portfolio.