Touchbase

Talk to your customers the way you already do, by email or phone, and Touchbase writes the notes into your CRM afterward.

Touchbase is an AI CRM that updates itself after each customer interaction, so salespeople do not have to type call summaries or log activity by hand.

It connects to communication channels such as email and phone calls, uses AI to pull out the important points from each conversation, and records them in the right place.

The selling point is made for two groups.

Sales reps get back the hours they would spend on admin and can put that time into closing deals.

Sales leaders get records that are filled in consistently, which matters if your forecasts depend on what reps remember to enter.

As an AI sales assistant and summarizer in one, Touchbase suits teams where stale CRM data is the main complaint.

Check which channels you rely on before committing, since the capture depends on the ones it connects to.