Touchbase is an AI tool designed for sales representatives that aims to automate the process of updating customer relationship management (CRM) systems. It seamlessly transforms various forms of communication, such as emails and phone calls, into structured information that directly integrates with the CRM. By doing so, Touchbase eliminates the need for manual data entry and note-taking, enabling salespeople to devote more time to generating revenue and closing deals.The tool works by connecting to the channels through which sales representatives interact with customers, including email and phone calls. Using artificial intelligence, Touchbase automatically captures and highlights the most significant points from these conversations, updating the CRM without requiring any manual intervention. This functionality reduces the time wasted on searching through transcripts and typing up notes, allowing salespeople to focus on their core tasks.Touchbase offers features such as CRM autopilot, automated CRM summarization, and custom fields (datapoints) to further enhance the CRM updating process. It leverages cutting-edge AI technology to streamline and simplify the CRM management, resulting in increased sales productivity and customer satisfaction.For those interested in witnessing the capabilities of Touchbase firsthand, a demo can be requested through the provided link. The tool aims to replace complicated and manual CRM tools by combining AI with CRM, resulting in improved sales performance and happier customers.
