Touchstone

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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.

Touchstone dapat ditemukan di Sales Automation Software kategori.

Produk yang paling mirip dengan Touchstone adalah:

Centripe Dipromosikan → Sidekick →

Tangkapan layar

Rincian

Fitur Utama 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.

Lencana

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Salin Lencana

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Salin Lencana

Alternatif Touchstone

Centripe Dipromosikan

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Sidekick

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

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