Touchbase CRM
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Touchbase CRM is an AI-powered customer relationship management system that automatically captures, summarizes, and updates customer interactions from various communication channels like email, calendar, and video calls. It ensures CRM data is always current, providing a unified view of customer history and streamlining sales processes.
Why was this tool discontinued?
Automatically marked inactive after 7 consecutive failed health checks (last error: SSL error)
What It Does
It automatically captures and summarizes customer interactions from emails, calls, and meetings. Using AI, it updates CRM records, generates intelligent follow-up tasks, and provides a comprehensive, real-time customer view.
Pricing
Pricing Plans
Perfect for individuals getting started with automated CRM.
- Manage up to 25 contacts
- Basic features
- Automated data capture
Advanced features for growing teams, billed annually.
- Unlimited contacts
- Advanced features
- AI summarization
- Standard integrations
Comprehensive features for established teams, billed annually.
- Full suite of features
- Advanced analytics
- Custom integrations
- Priority support
Key Features
AI-powered automated data capture, conversation summarization, real-time CRM updates, smart follow-up suggestions, centralized customer history, seamless integrations with existing communication tools.
Target Audience
Sales professionals, small to medium businesses, sales teams, and anyone managing client relationships who needs an up-to-date CRM with minimal manual data input.
Value Proposition
Saves significant time on manual CRM data entry, ensures accuracy and completeness of customer records, boosts sales productivity, and provides actionable insights for better client management and engagement.
Use Cases
Automating sales outreach tracking, preparing for client meetings, quickly onboarding new sales representatives, ensuring consistent follow-ups, and maintaining an always-current customer database.
Frequently Asked Questions
Touchbase CRM offers a free plan with limited features. Paid plans are available for additional features and capabilities. Available plans include: Free, Pro, Business.
It automatically captures and summarizes customer interactions from emails, calls, and meetings. Using AI, it updates CRM records, generates intelligent follow-up tasks, and provides a comprehensive, real-time customer view.
Touchbase CRM is best suited for Sales professionals, small to medium businesses, sales teams, and anyone managing client relationships who needs an up-to-date CRM with minimal manual data input..
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