FAQ from Touchbase
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.
How does Touchbase work?
Touchbase integrates with various communication channels and utilizes AI to capture important points from interactions, updating the CRM seamlessly.
What are the core features of Touchbase?
Some core features of Touchbase include automated note-taking, direct sync with the CRM, elimination of manual record updates, and integration with different communication channels.
Who can benefit from using Touchbase?
Sales representatives, teams, professionals, and organizations aiming to streamline CRM management, save time on notes, and boost sales efficiency can benefit from using Touchbase.