Touchstone

תוכנת אוטומציה של מכירות

קבל אימות ועדכן פרופיל פרופילים שתבעו זכויות יוצרים מופיעים בראש תוצאות החיפוש. קבלו אימות עכשיו, זה לוקח רק כמה דקות. לְבַקֵר דִוּוּחַ

This sales activity management tool functions as a real-time, workflow-oriented customer relationship management system designed specifically for field sales representatives, helping users efficiently log interactions, track follow-ups, and manage sales pipelines with minimal effort. Its key features include rapid touch logging in under 15 seconds, automated follow-up reminders, AI-assisted note capture, customizable deal stages with accurate forecasting, integrated email logging, and automation rules to streamline repetitive tasks; it addresses common problems such as forgotten follow-ups, disorganized contact records, and inefficient data entry, making it ideal for sales teams, field representatives, and account managers seeking a simple yet powerful CRM solution that aligns with their dynamic, on-the-go workflows.

ניתן למצוא את Touchstone ב Sales Automation Software קטגוריות.

המוצרים הדומים ביותר ל-Touchstone הם:

Centripe מקודם → Sidekick →

צילומי מסך

פרטים

תכונות עיקריות של Touchstone

• Easy Setup
  Start using the app in minutes without help from consultants or onboarding calls.
• Mobile App
  Use Touchstone on Android and iOS devices, so you can work from anywhere.
• Email Logging
  Forward or BCC emails to automatically log them as touches against the right account.
• Simple Sign-In
  Sign in easily with your email and a one-time code, no password needed.
• Automation Rules
  Set rules to automatically create tasks or reminders, helping your team stay on schedule.
• AI Note Assistant
  Copy rough notes and AI helps create a clean, organized touch log without typing.
• Follow-up Reminders
  Automatically see which contacts or accounts need follow-up each week without using spreadsheets.
• Quick Touch Logging
  Log touches in less than 15 seconds after each call or visit, saving time and memory.
• Contact and Account Import
  Quickly add contacts and accounts by importing a CSV or entering them one by one.
• Deal Tracking and Forecasting
  Track deals through custom stages and get real forecast numbers every week.

תגים

<a href="https://saasbrowser.com/he/saas/1563982/touchstone" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/xmnkk7o7fjhrjkwloragum4u989m" alt="Touchstone - SaaS Browser Verified Badge" width="200" height="133" /></a>

העתק תג

<a href="https://saasbrowser.com/he/saas/1563982/touchstone" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/gy3ydlw98v3gr1yesvpx4cmahjm5" alt="Touchstone - SaaS Browser Verified Badge" width="200" height="133" /></a>

העתק תג

אלטרנטיבות ל-Touchstone

Centripe מקודם

This comprehensive platform streamlines sales, marketing, and customer succes...

Sidekick

A powerful tool designed to streamline sales processes, this solution integra...

טכנולוגיות בשימוש

הצג את כל הטכנולוגיות