Touchstone CRM

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.