CRM Touchpoints provides sales and service teams with a single, consistent system to plan, record, track, and act on customer interactions across the entire customer's association with your business. It helps you to capture activities such as discovery calls, demos, and business reviews across channels, enabling leaders to monitor engagement health and ensure teams are interacting effectively and productively.

- Capture and track customer engagement touchpoints across channels by creating touchpoint records for emails, calls, virtual meetings, in‑person meetings, and social interactions.
- Associate touchpoints with CRM entities such as leads, opportunities, accounts, and contacts to maintain a complete and consistent engagement history.
- Track engagement metrics such as primary communication channel and time spent to provide leadership visibility into activity volume and sales representative engagement.