Touchbase

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Introduction:
Automated CRM tool converts emails into structured data for sales reps.
Added on:
Aug 01 2023
Monthly Visitors:
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Social & Email:
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Touchbase Product Information

What is Touchbase?

Touchbase is an automated CRM tool designed for sales representatives. It transforms communications such as emails into structured information that seamlessly updates the CRM.

How to use Touchbase?

To use Touchbase, simply connect it to your preferred communication channels, such as email or phone calls, through your CRM. The AI tool will automatically capture essential points from each interaction and update your CRM with detailed notes and structured data.

Touchbase's Core Features

Automatically turns sales interactions into detailed notes

Syncs structured data directly to the CRM

Eliminates the need for manual CRM record updates

Connects to various communication channels (email, phone calls, etc.)

Saves time spent on writing up notes and updating the CRM

Improves sales productivity and revenue generation

Utilizes cutting-edge AI technology

Touchbase's Use Cases

#1

Sales representatives who want to streamline CRM record keeping

#2

Teams looking to save time on note-taking and record updates

#3

Professionals who prefer focusing on sales rather than CRM management

#4

Organizations seeking to increase sales efficiency and revenue

#5

Anyone who wants to automate the process of populating the CRM with customer interactions

FAQ from Touchbase

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Jun 2023 - Jan 2025 All Traffic

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