Touchstone is the workflow-first CRM built for the field — not the desk. Replace your spreadsheet and stop letting relationships go cold.
Free 14-day trial · No credit card required
Most CRMs are designed for data entry, not for the person doing the work. Touchstone flips that.
Right after the call ends or you leave the lot — not hours later from memory. Pick the type, jot a note, done.
Your weekly follow-up queue automatically surfaces contacts and accounts that need attention. No spreadsheet required.
Paste your rough notes and AI drafts a clean, structured touch log for you. Every interaction captured without the typing.
Track deals through custom stages. Weighted forecasting gives your team a real number — not a guess — every week.
Forward or BCC any email to your personal Touchstone address. It auto-logs as a touch against the right account.
Set rules like "create a follow-up task 7 days after any site visit" and let the app keep your team on schedule.
No implementation consultant. No onboarding call. Just download and start.
No password to create or forget. Enter your email, get a one-time code, and you're in.
Import a CSV from your old system, or add them one by one as you go. Either way takes minutes.
Call ended? In the parking lot before you drive away — tap, pick a type, add a note, done in 15 seconds.
Your follow-up queue, task reminders, and pipeline tell you exactly where to focus — every single day.
Download on Google Play or the App Store and start your free 14-day trial today.
Every plan includes a 14-day free trial. No credit card required to start.
Unlock AI capture assist, account summaries, and follow-up drafts. Available on Team and Pro plans.
Every plan includes a 14-day free trial — no credit card required.
| Feature | Starter | Team | Pro |
|---|---|---|---|
| Core CRM | |||
| Accounts & Contacts | ✓ | ✓ | ✓ |
| Touch logging + timelines | ✓ | ✓ | ✓ |
| Tasks + follow-up queue | ✓ | ✓ | ✓ |
| Search + filters | ✓ | ✓ | ✓ |
| Basic dashboards | ✓ | ✓ | ✓ |
| CSV export | ✓ | ✓ | ✓ |
| Pipeline (single) | ✓ | ✓ | ✓ |
| Team & Collaboration | |||
| Role-based permissions | — | ✓ | ✓ |
| Team dashboards | — | ✓ | ✓ |
| CSV import / migration tools | — | ✓ | ✓ |
| Integrations & Automation | |||
| Calendar export (.ics) | — | ✓ | ✓ |
| Email logging (forward/BCC) | — | ✓ | ✓ |
| Automation rules | — | ✓ | ✓ |
| Advanced (Pro) | |||
| Multiple pipelines | — | — | ✓ |
| Forecasting | — | — | ✓ |
| Advanced reporting | — | — | ✓ |
| AI Features | |||
| AI capture assist | — | Add-on | ✓ Included |
| Account summaries (30/60/90d) | — | Add-on | ✓ Included |
| AI credits add-on | — | ✓ | ✓ |
Everything you need to know before you start your trial.
No. Every plan starts with a 14-day free trial — no card required. You'll only be asked for payment details if you choose to continue after the trial ends.
Your account switches to read-only mode — your data is safe and you can still view everything. To keep adding touches, contacts, and tasks, just pick a plan. No data is deleted.
Yes. Team and Pro plans include CSV import for accounts, contacts, and touch history. If you're coming from a spreadsheet or another CRM, it takes minutes to migrate.
A touch is a logged interaction that already happened — a call you made, a meeting you had, an email you sent. A task is something still to do, with a due date and a reminder. Together they give you a complete picture of every relationship.
Yes. Touchstone is built on Supabase (PostgreSQL with row-level security), meaning every org's data is cryptographically isolated — other orgs cannot access your records. Auth is OTP-only; there are no passwords to steal.
Not yet — Touchstone is mobile-first by design. A web app is on the roadmap for later this year. In the meantime, the app is available on both Google Play and the App Store.