HCSS UGM vs Touchstone CRM

Join over 1500 contractors at the HCSS Users Group Meeting held annually in Houston, TX. The UGM app is a one-stop-shop for all your on-site UGM needs. Review and change your schedule, view maps of event locations and restaurants near the venue, give feedback on classes, and more!

Touchstone CRM is built for the way you actually work — on your phone, between meetings, in the field. Log a touch in under 15 seconds. Get AI-powered summaries of every account. Never miss a follow-up again. FEATURES • Contacts & Accounts — organize your relationships in one place • Touch Logging — calls, emails, meetings logged in seconds • AI Capture Assist — turn rough notes into structured touch logs instantly • AI Account Summary — 30/60/90 day summaries of every account • Pipeline Management — track deals from first touch to close • Tasks & Follow-ups — daily follow-up queue so nothing slips • Automation — trigger tasks automatically based on activity rules • Email Integration — log touches by forwarding emails • CSV Import/Export — bring your data in, take it out anytime • Team Features — invite your team, assign roles, track activity together • Dark Mode — easy on the eyes Simple pricing. No bloat. No per-seat surprises. Built for field reps, account managers, and small sales teams who want a CRM that gets out of the way.