Touchstone CRM

Touchstone is a workflow-first CRM built for the field — fast, focused, and mobile-native.

LOG TOUCHES IN UNDER 15 SECONDS
Capture every call, email, meeting, and site visit with minimal taps. No desktop required.

NEVER MISS A FOLLOW-UP
Your weekly task queue surfaces what's overdue, due today, and coming up — so nothing falls through
the cracks. Daily reminders keep you on track.

KNOW YOUR ACCOUNTS
Every account has a full contact list, touch timeline, open tasks, and pipeline opportunities in one
place.

PIPELINE & FORECASTING
Track deals through custom stages. Weighted forecasting shows your real pipeline value. Multiple
pipelines available on Pro.

TEAM VISIBILITY
Admins and managers see org-wide dashboards. Reps stay focused on their own activity. Role-based
permissions keep data clean.

AI CAPTURE ASSIST
Speak or type rough notes — AI turns them into a structured touch draft for you to confirm before
saving.

INTEGRATIONS
Forward emails to your unique inbound address to auto-log them as touches. Export contacts as vCards
or QR codes. Generate .ics calendar events from any touch or task.

PLANS
• Starter — Core CRM + pipeline
• Team — Integrations, automation, imports, team dashboards
• Pro — Multi-pipeline, forecasting, AI bundle

All plans include a 14-day free trial. No credit card required.