Touchbase
Touchbase is a customer relationship management (CRM) software that helps businesses manage contacts, track deals, automate sales processes, and analyze performance. It offers features like contact management, pipeline tracking, email integration, calendar syncing, and reporting.
crm
sales
pipeline-management
contact-management
Touchbase: Customer Relationship Management
Customer relationship management (CRM) software for business growth, featuring contact management, pipeline tracking, email integration, calendar syncing, and performance analysis.
What is Touchbase?
Touchbase is a popular customer relationship management (CRM) software designed for small to medium-sized businesses. It provides a suite of tools to organize contacts, track communications, manage deals and pipelines, automate workflows, integrate with other software, and analyze crucial sales metrics.
Key features of Touchbase CRM include:
- Contact Management - Store all contact details and interactions in one place. Track companies and contacts in customizable databases.
- Pipeline Tracking - Visualize deal stages from lead to close. Forecast sales, spot bottlenecks, and accelerate deals.
- Email Integration - Sync email conversations to relevant contacts and deals. Track all communications.
- Calendar Syncing - Connect Touchbase to Google and Outlook calendars to avoid double-booking meetings.
- Sales Automation - Build custom workflows like email follow-ups, notifications, lead scoring and assignments to streamline the sales process.
- Reporting & Dashboards - Analyze performance by contact, account, deal value and more. Customizable reports and dashboards.
Overall, Touchbase stands out as an affordable, easy-to-use CRM for growing SMBs looking to organize contacts, boost productivity, and improve sales performance. Its excellent workflow automation makes it simple to set up sales processes tailored to your business needs.
Touchbase Features
Features
- Contact management
- Pipeline tracking
- Email integration
- Calendar syncing
- Reporting
Pricing
- Freemium
- Subscription-Based
Pros
User friendly interface
Robust CRM features
Integration with Gmail and Office 365
Mobile app available
Affordable pricing
Cons
Limited customization options
No offline access
Steep learning curve initially
Lacks some advanced CRM features
Official Links
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