FAQ from Touchbase
What is Touchbase?
Touchbase is an innovative automated CRM tool tailored for sales professionals. It revolutionizes sales communications by converting emails and other interactions into organized data that is automatically updated in the CRM.
How to use Touchbase?
Using Touchbase is straightforward: link it to your preferred communication channels, such as email or phone calls, via your CRM. The AI tool will automatically extract key points from each conversation and update your CRM with comprehensive notes and structured information.
How does Touchbase work?
Touchbase integrates with various communication channels and uses AI to capture important points from interactions, ensuring seamless CRM updates.
What are the core features of Touchbase?
Core features of Touchbase include automated note generation, direct CRM synchronization, elimination of manual updates, and integration with diverse communication channels.
Who can benefit from using Touchbase?
Sales professionals, teams, and organizations focused on streamlining CRM processes, saving time on administrative tasks, and enhancing sales productivity can benefit from Touchbase.