Track every interaction
Log calls, emails, visits, meetings, cards, texts, outcomes, and detailed client notes.
Relationship-driven sales
Track every touch. Close more deals.
TouchPulse CRM gives sales teams one place to track calls, emails, visits, deals, follow-ups, and the personal milestones that turn clients into lasting relationships.
Sales Performance
LIVE OVERVIEW
Client touches
428
↑ 18% this month
Deals won
32
↑ 7 this quarter
Average touches
6.4
Per closed deal
Close rate
38%
↑ 4.2%
One complete view
Sales activity and client relationships, together.
See what your team is doing, what it takes to close, and which clients need attention next.
Measure the path to close
Understand how many contacts it takes to win business and compare performance over time.
Never miss a milestone
Get reminders for birthdays, anniversaries, family events, follow-ups, and important client dates.
Manage your sales team
Give representatives access to their clients while managers maintain visibility across the company.
Protect every record
Preserve activity history with role-based access, archived records, and auditable changes.
See results clearly
Use dashboards, charts, activity totals, close rates, and revenue reporting to guide the team.
More than a contact list
Remember the details that build trust.
Sales is personal. TouchPulse CRM keeps key relationship details visible so representatives can reach out at the right time with the right message.
✓
Client birthdays and anniversaries
✓
Spouse, children, and family milestones
✓
Advance reminders for cards and personal follow-ups
✓
Notes shared securely with authorized managers
Upcoming client moments
3 reminders
JM
Jordan Miller
Birthday reminder
In 4 days
AR
Alex Rivera
Business anniversary
Next week
ST
Sam Taylor
Scheduled follow-up
Tomorrow
TouchPulse CRM
Build stronger relationships with every touch.
Sign in to manage clients, log activity, track deals, and keep your most important relationships moving forward.
Go to Client Login