Automated CRM that updates after each customer interaction using AI.
What is Touchbase?
Touchbase is a customer relationship management (CRM) tool that automatically updates its data after each interaction with customers. It eliminates hours of administrative work for sales representatives and ensures that sales leaders have access to high-quality information. Touchbase integrates with various communication channels, such as email and phone calls, and uses artificial intelligence to identify important details and update the CRM system seamlessly. As a result, sales staff can focus on closing deals instead of manually entering data.
How to use Touchbase?
Connect Touchbase to your communication channels (email, phone). This artificial intelligence tool will automatically capture the key information in these interactions and update your CRM system seamlessly.
The core features of Touchbase
Automated CRM updates
Data capture based on artificial intelligence
Integration with a variety of communication channels
Automated CRM Summary
Custom remark field (data point)