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.