About
Streamline your sales workflow with a mobile-first CRM designed for field professionals. Quickly log interactions, get AI-powered account summaries, and manage follow-ups to close more deals.
What's New in Touchstone CRM
1.0
April 1, 2026
FAQ
What makes Touchstone CRM ideal for field sales?
Touchstone CRM is built for mobile use, allowing you to log interactions in under 15 seconds, get AI-powered account summaries, and manage follow-ups directly from your phone between meetings or in the field.
How does Touchstone CRM use AI?
The app features AI Capture Assist to turn rough notes into structured touch logs instantly and AI Account Summary to provide 30/60/90 day overviews of each account, enhancing your understanding and efficiency.
Can I import my existing contacts into Touchstone CRM?
Yes, Touchstone CRM supports CSV import and export, allowing you to easily bring your existing data into the platform and take it out anytime.
Does Touchstone CRM offer team features?
Yes, you can invite your team members, assign roles, and track team activity together within Touchstone CRM, facilitating collaboration for small sales teams.
What is the pricing model for Touchstone CRM?
Touchstone CRM is offered for free, with simple pricing and no per-seat surprises, making it an accessible solution for small businesses.
How often is Touchstone CRM updated?
The latest version of Touchstone CRM is 1.0, and it was last updated on April 1, 2026, indicating a recent release with potential for future updates.
What devices is Touchstone CRM available on?
Touchstone CRM is available for mobile devices and has an age rating of 4+, making it suitable for a wide range of users.
Does Touchstone CRM have ads?
The provided data does not indicate the presence of advertisements in Touchstone CRM.
