Touchbase

What is Touchbase?

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.

How to use Touchbase?

Connect Touchbase to your communication channels (email, phone calls). The AI tool automatically captures key points from interactions and updates your CRM seamlessly.

Touchbase’s Core Features

Automated CRM updates AI-powered data capture Integration with various communication channels Automated CRM Summarization Notes Custom Fields (Datapoints)

Touchbase’s 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