Touchbase is a CRM that automatically updates after each customer interaction. It eliminates hours of admin work for sales representatives and ensures high-quality data for sales leaders. Touchbase connects to various communication channels like email and phone calls, using AI to capture important points and seamlessly update the CRM. This allows salespeople to focus on closing deals instead of manual data entry.
What is Touchbase?
How to use
Connect Touchbase to your communication channels (email, phone calls). The AI tool automatically captures key points from interactions and updates your CRM seamlessly.
Core Features
- Automated CRM updates
- AI-powered data capture
- Integration with various communication channels
- Automated CRM Summarization
- Notes Custom Fields (Datapoints)
Use Cases
- Automatically updating CRM records after customer interactions
- Turning sales interactions into detailed notes and structured data
- Eliminating manual CRM updates for sales representatives
- Ensuring high-quality data for sales leaders
FAQ
How does Touchbase work?
Touchbase connects to your communication channels (email, phone calls) and uses AI to automatically capture the most important points from your customer interactions, updating and populating your CRM seamlessly.
What problem does Touchbase solve?
Touchbase eliminates the need for manual CRM updates, saving salespeople time and ensuring high-quality data for sales leaders.
Pricing
Pros & Cons
Pros
- Saves time by automating CRM updates
- Improves data quality
- Allows salespeople to focus on selling
- Integrates with existing communication channels
Cons
- Reliance on AI accuracy for data capture
- Potential learning curve for initial setup and integration
- No pricing information available