Frequently asked questions
Understand how TouchNow works, where it fits in your sales stack, and how it handles customer intelligence, AI and data security.
What is TouchNow?
TouchNow is an AI-powered sales execution platform that provides continuous intelligence and attention to every sales opportunity. It connects customer interactions, sales conversations and activities into an evolving understanding of each opportunity, helping teams know what needs attention and what should happen next.
What is Continuous Opportunity Intelligence?
Continuous Opportunity Intelligence is the ability to continuously understand an opportunity as it evolves across conversations, calls, meetings, activities and decisions. Instead of customer context being fragmented across systems or people, TouchNow maintains an evolving memory that helps guide future engagement and sales execution.
How is TouchNow different from a CRM?
A CRM primarily records customer data and sales activity; TouchNow continuously interprets that information and helps teams act on it. It builds context across interactions, identifies what deserves attention, recommends next actions and monitors whether important opportunities are being handled effectively. I like this answer because we’re not attacking CRM. We’re establishing the distinction between system of record and intelligence/execution layer.
Does TouchNow replace my existing CRM?
Not necessarily. TouchNow can work alongside an existing CRM and add intelligence, engagement and execution capabilities around it. Depending on an organization’s requirements, TouchNow can either integrate with the existing sales stack or support a broader part of the sales workflow itself.
Does TouchNow replace salespeople?
No. TouchNow is designed to augment sales teams, not replace them. It handles the continuous work of remembering context, monitoring opportunities and identifying what needs attention, while salespeople focus on conversations, relationships, negotiation and closing. This one is important because it reinforces one of the central ideas of the website: AI working behind the scenes rather than replacing people.
Which customer interactions can TouchNow understand?
TouchNow can build context from multiple parts of the customer journey, including lead-source information, AI conversations, messaging, human sales calls, meetings, notes, tasks and sales activities. These interactions contribute to a continuously evolving understanding of the customer and opportunity.
Can TouchNow analyze sales calls made by human sales reps?
Yes. Sales calls made through supported telephony can be recorded, transcribed and analyzed by TouchNow. The system can extract customer requirements, concerns, buying signals, commitments and other relevant context while also helping organizations understand sales execution and identify potential risk or integrity signals.
Is my customer and sales data secure with TouchNow?
TouchNow is designed with organizational data isolation, role-based access controls, encryption, MFA and auditability to protect customer and sales information. Customer context and organizational intelligence remain separated between organizations, with access governed by appropriate permissions. Before publishing, we’ll need to make the wording match your exact current security implementation and policies, particularly around LLM processing/data retention.
Which industries can use TouchNow?
TouchNow is designed for sales journeys where opportunities require continuous attention across multiple interactions and people. Current use cases include real estate, B2B sales, travel and education, while the underlying approach can apply to other considered or relationship-driven sales processes.
How does TouchNow integrate with existing lead sources and sales systems?
TouchNow can connect with lead sources, advertising platforms, websites, messaging channels, telephony and existing sales systems through supported integrations and APIs. This allows opportunity context to begin at the source and continue across subsequent customer and sales interactions.
How quickly can TouchNow be implemented?
Implementation time depends on the organization’s workflows, integrations, channels and deployment requirements. TouchNow can be introduced progressively—starting with selected lead sources, teams or use cases and expanding as the organization validates and adopts the platform. I deliberately wouldn’t promise “live in X days” unless you have a standardized deployment SLA.
Can TouchNow qualify and engage new leads automatically?
Yes. TouchNow can engage incoming leads through AI-driven conversations, understand requirements and intent, answer relevant questions and help qualify opportunities before handing them to the appropriate salesperson. The resulting context remains part of the opportunity’s memory for subsequent human engagement.
How does TouchNow use AI across the sales journey?
TouchNow uses AI throughout the opportunity lifecycle—from understanding initial intent and qualifying enquiries to analyzing conversations, maintaining context, recommending next actions and monitoring execution. Each interaction contributes to an evolving understanding of the opportunity rather than being treated as an isolated event.
What happens after TouchNow hands an opportunity to a salesperson?
TouchNow continues working after the human handoff. It can capture subsequent calls, conversations, meetings and activities, maintain evolving customer context, recommend next actions and monitor whether the opportunity is receiving the attention it needs.
