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CRM platform Tern acquires commute consultant services and products supplier Lucia

admin by admin
June 13, 2025
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CRM platform Tern acquires commute consultant services and products supplier Lucia
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Tern, a buyer courting control platform for commute advisors, has bought commute consultant services and products supplierĀ Lucia, a PhocusWire Sizzling 25 Go back and forth Startup for 2025, for an undisclosed, all-cash sum.

Tern referred to as the transfer a ā€œmilestoneā€ and stated it spotlight’s the corporate’s dedication to offering advisors with probably the most complicated generation to be had.

Lucia’s staff will turn into a part of Tern. Grace Van Hollebeke, founder and CEO of Lucia, is ready to turn into the pinnacle of promoting and services and products for Tern.Ā 

ā€œBecoming a member of Tern is a herbal subsequent step for Lucia and the counselors we enhance,ā€ stated Van Hollebeke. ā€œWe’ve at all times believed that commute advisors deserve the most efficient generation, coaching, and enhance to develop their companies. With Tern’s leading edge platform and shared imaginative and prescient, we will now convey much more price to our neighborhood.ā€

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Shoppers of Lucia could have get admission to to the similar staff they’ve already labored with.

Tern additionally objectives to develop call for for CoPilot (Lucia’s title for its freelance contractors) services and products. ā€œTern Qualified CoPilotsā€ shall be made to be had quickly to supply help to commute advisors so that you could strengthen their enjoy with Tern. The corporate stated additionally it is running to extend its coaching systems and to deepen the combination of CoPilot services and products on its platform.

David Shull, CEO of Tern, stated the corporate is ā€œlaser targetedā€ on running to lend a hand commute marketers.Ā 

ā€œVia combining Lucia’s community of mavens with Tern’s state of the art generation, we will enhance companies and advisors in all facets in their trade,ā€ Shull stated. ā€œIn combination, we will be able to proceed to innovate and ship extraordinary price to the commute consultant neighborhood.ā€

The purchase comes at the heels of Tern’s contemporary $13 million Sequence A investment spherical. The corporate, which has raised $17 million in general investment, is thinking about enlargement and integration.Ā 

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Tern, a buyer courting control platform for commute advisors, has bought commute consultant services and products supplierĀ Lucia, a PhocusWire Sizzling 25 Go back and forth Startup for 2025, for an undisclosed, all-cash sum.

Tern referred to as the transfer a ā€œmilestoneā€ and stated it spotlight’s the corporate’s dedication to offering advisors with probably the most complicated generation to be had.

Lucia’s staff will turn into a part of Tern. Grace Van Hollebeke, founder and CEO of Lucia, is ready to turn into the pinnacle of promoting and services and products for Tern.Ā 

ā€œBecoming a member of Tern is a herbal subsequent step for Lucia and the counselors we enhance,ā€ stated Van Hollebeke. ā€œWe’ve at all times believed that commute advisors deserve the most efficient generation, coaching, and enhance to develop their companies. With Tern’s leading edge platform and shared imaginative and prescient, we will now convey much more price to our neighborhood.ā€

Subscribe to our publication underneath

Shoppers of Lucia could have get admission to to the similar staff they’ve already labored with.

Tern additionally objectives to develop call for for CoPilot (Lucia’s title for its freelance contractors) services and products. ā€œTern Qualified CoPilotsā€ shall be made to be had quickly to supply help to commute advisors so that you could strengthen their enjoy with Tern. The corporate stated additionally it is running to extend its coaching systems and to deepen the combination of CoPilot services and products on its platform.

David Shull, CEO of Tern, stated the corporate is ā€œlaser targetedā€ on running to lend a hand commute marketers.Ā 

ā€œVia combining Lucia’s community of mavens with Tern’s state of the art generation, we will enhance companies and advisors in all facets in their trade,ā€ Shull stated. ā€œIn combination, we will be able to proceed to innovate and ship extraordinary price to the commute consultant neighborhood.ā€

The purchase comes at the heels of Tern’s contemporary $13 million Sequence A investment spherical. The corporate, which has raised $17 million in general investment, is thinking about enlargement and integration.Ā 

Tags: acquiresAdvisorCRMLuciaplatformproviderservicesTernTravel

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