Customize the widget to match the look and feel of your brand.
Embed a support widget on your website. Allow customers to request help by submitting a ticket or commencing a conversation with an agent directly from the widget.
Multiple website support
Place your live chat on multiple websites at no additional charge.
Make your chat stand out with eye-catching elements that draw customers in.
Easily send and receive files while providing customer support.
Gather relevant client information with pre-chat forms to add context and automatically route chats to the right agent.
Collect feedback and use relevant client insights to improve your processes.
Virtual phone numbers
Dedicated phone number
With a dedicated virtual number, you can receive text messages or calls from anyone. Use the same number to send out text messages and make calls.
Ensure foreign customers can get in touch for free or at standard local fees with international phone numbers.
Make sure clients can contact you at a discounted or zero price with toll-free numbers.
Choose short, five-digit (16 xxx, 17 xxx, 18 xxx) numbers that your customers will recognize.
Keep your existing phone numbers by porting them to Touchpoint.
Cloud phone system
A complete cloud-based call center solution to meet the needs of medium and small businesses.
Inbound and outbound calls
Make and receive calls directly from Touchpoint without any additional software or service.
Unlimited (simultaneous) calls
Allow different agents to have multiple calls simultaneously and on the same line.
Personalized greetings & music
Create personalized greetings and play them to callers based on specific situations (outside business hours, on hold, etc.)
IVR and call routing
Create a multi-level interactive voice response (IVR) menu to guide the caller to the correct department or agent.
When all agents are busy, Touchpoint automatically arranges all your incoming calls into queues.
Keep track of every call and quickly check factual information with automated call recording.
Voice calls forwarding
Forward individual calls according to customer need or configure forwarding for all calls based on particular situations (e.g., out-of-office hours).
Call transcripts allow you to save call conversations to a text, which allows a quick overview of the content of the conversation and makes it easily searchable later.
Missed calls tracking
Immediately follow up on missed calls by defining rules that prompt timely action.
Block spam calls
Are you receiving spam calls from some numbers? Touchpoint allows you to block incoming calls from these numbers.
Create built-in notes to communicate with context or to prepare better follow-ups with your team – no need to switch tabs.
Put call on hold
Put calls on hold and resume conversations after consulting with colleagues and performing additional research.
SMS text messaging
Send and receive SMS text messages
Send SMS text messages online to your customers, partners, and staff.
Send and receive MMS
Send and receive multimedia messages (MMS) directly from the Touchpoint dashboard.
Global SMS coverage
Reach your customers and staff worldwide with access to over 1,000 mobile networks across 150+ countries.
SMS sender ID
Display your company name as the sender of a text message, turning a simple SMS into a powerful branding tool.
Two-way SMS chat
Send and receive instant text messages and encourage two-way communication with our online SMS chat.
Long text messages
Include extra details in your texts: Touchpoint supports up to 918 characters in a single SMS.
Languages and unicode SMS
Send and receive text messages in any language: English, Arabic, Japanese, Chinese, Russian, or any other language.
Third-party email integration
Reply from Touchpoint using your own or team email address.
Multiple mailboxes and domains
When sending an email, you can specify the domain and email address used.
Touchpoint integrated inbox
Want the convenience of using the @workspacename.touchpoint.com email address without managing an external email account? Send and receive your business emails directly from the Touchpoint dashboard.
Custom email templates
Personalize communications, save time, and streamline processes using templates that include custom fields.
Send rich-text emails (formatted text, image, file, emoji, etc.).
Custom email signatures
Use a predefined personal or workspace email signature.
Attach files up to 10MB to your email tickets.
Build ticket workflows and define statuses, automated actions, and more with Touchpoint.
Automate ticket welcoming and confirmation messages.
Define the service levels within which tickets must be handled. Set escalation actions or notifications for each commitment.
Prioritize your tickets and highlight urgent customer cases to organize your work better.
Send predefined responses to frequent questions and save your team essential time.
Resolve more tickets by sending automatic reminders and follow-ups to clients after a set number of days.
Turn every customer interaction into relevant insights with satisfaction surveys.
Personalize ticket replies with emojis, images, or formatted text.
Exchange helpful info between team members and collaborate on tickets with internal notes.
Add different types of data fields to tickets according to your needs.
Real-time collision detection for all team members to avoid having multiple agents respond to the same ticket.
Send and receive files as email attachments directly from the Touchpoint dashboard.
Accidentally sent the wrong reply to a customer? Recall the response immediately after pressing “Send” and add internal annotations for other team members.
Create separate workflows for each issue within a ticket and assign them to relevant teams.
Combine two or more similar tickets into one and handle them together.
Add your signature to tickets sent from Touchpoint. Define signatures for every agent or at the workspace level.
Customizable notification templates
Send personalized communications that align with your business needs and company profile.
Livechat, SMS, Whatsapp, and calls in same messenger
Enable customers to contact you through their preferred channel and use a universal interface to hold conversations over different channels.
360-degree customer communication overview
Get a complete view of customer interactions and aggregate data from all client touchpoints to provide tailor-fit support.
A detailed overview of the conversation’s messages and other events related to the conversation.
Advanced chat routing
Set advanced chat routing rules to assign conversations to the right agent, take over a chat, or have multiple agents collaborate on the same conversation.
Chat rating and feedback
Ask customers about their experience automatically after closing a conversation, or manually initiated by an agent. Improve your service based on customer feedback.
Use emoticons and other text formatting to deliver more human replies to your customers.
Increase team productivity with pre-written responses to common questions.
Touchpoint instantly translates messages received in foreign languages to help you provide seamless support to international clients. XX languages are supported.
Real-time overview of waiting chats
Get a complete overview of active conversations from a single dashboard.
Reporting and analytics
Pre-built live dashboard
Get a quick overview of your customer support performance and most common KPIs. Tailor the dashboard to your specific needs.
User and team performance reporting
Evaluate your team’s performance with custom goals and reports for agents, tickets, and more.
Conversation volume report
See exactly how many tickets your team receives and resolves with real-time reports.
Customizable reports and data exploration
Highlight important data and metrics with custom reports and advanced filters.
Deal and pipeline management
Track, engage, and qualify new prospective customers.
Lead assignment and routing
Assign potential customers to available sales reps and streamline your sales processes.
Edit sales pipeline stages according to your company’s needs to better visualize your sales processes and identify roadblocks.
Create multiple pipelines and link them to specific users, teams, categories, or products.
Calendar view of deals
Gain an overview of your team’s deals in calendar view and estimate how long it will take to close them.
Drag-and-drop board view
Use drag and drop to move deals from one stage to another.
Easily record basic contact information and track customer interactions with your business.
360-degree contact overview
Access the complete history of your customers’ interactions and personal info from one simple dashboard.
Manage your accounts and partners’ data from a dedicated dashboard to gain a complete overview of their related contacts and activities.
Create and update segments automatically based on data points relevant to your business.
Contact lists management
Create, view, organize, and edit contacts lists.
Contact import from CSV, XLS
Import hundreds of contacts in a few clicks from any .CSV or .XLS file, remove duplicates, and automatically validate data fields.
Contacts import from external app
Import contacts from other tools or apps you use daily and sync data between them.
Merge contacts with similar information to keep your data up-to-date and avoid creating duplicates.
Display all customer interactions in chronological order from your contacts timeline.
Block messages, emails, or calls from spam contacts and focus on serving your customers.
Gain more insights into the performance of your sales activities with custom sales reports.
New leads report
Show information about the number, source, and status of new leads.
Sales forecast report
Based on historical data, estimate how many leads you will convert this week, month, or year.
See exactly how many deals got lost in your sales funnel and at which stages, so you can remove roadblocks.
Gain a detailed look at all sales activities that your team has completed over a given period.
Sales funnel report
Break down your sales performance based on funnel stages to optimize your sales processes.
Customize your reports to highlight data that is relevant to your sales team.
Generate leads with the prospecting data from your company’s website visitors.
Sales goals tracking
Track sales goals and activities to improve the performance of your sales team.
Eliminate repetitive, manual tasks and automate them to allow your sales team to focus on closing more deals.
Tasks and activities
Align your team with shared and individual tasks and activities.
One-click meeting scheduling
Make it easy for leads, customers, and partners to schedule time with you.
Marketing campaign management
Create, customize, and schedule SMS marketing campaigns from scratch or using templates.
Design, customize, and schedule email marketing campaigns from scratch or from one of over 1,000 templates.
Unlimited contacts and messages
Pay only for the texts and emails you send, regardless of the number of contacts you have, and send as many campaigns as you want.
Dynamic audience targeting by segments
Send targeted messages to the right clients with advanced segmentation and dynamic lists.
Static audience targeting by lists
In addition to dynamic lists, Touchpoint allows you to manage static contact lists, where you can add contacts one by one.
Create and test multiple variations for your email campaigns, define your success metrics, and choose the winning version.
Message scheduling by time zone
Reach customers when it’s more convenient for them with accurate time-zone scheduling.
Choose from over 1,000 high-quality email and SMS templates.
Drag & drop template builder
Use our intuitive template builder to create eye-catching campaigns from scratch, import your HTML, or choose a design from our template library.
Adjust content as you edit with live preview and follow our quick tips to create perfect marketing campaigns.
Personalization and mail merge
Personalize your campaigns by inserting merge data from your contact lists directly into your emails or texts.
Increase engagement with content that fits with particular client segments.
Powerful automation builder
Create and set rules for automatic actions with our intuitive workflow builder. Track every automation step and optimize your workflows.
Pre-built automations and journeys
Start with predefined automation workflows that match typical use cases and adapt them to your business’s needs
Multi-channel drip campaigns
Merge multiple communication channels into one drip campaign with our no-code workflow builder.
Define different messaging flows depending on the customer’s profile or previous interactions.
Automatically trigger the sending of email or SMS based on customer interactions, website events, changes made to your lists, and more.
Real-time performance overview
Get a real-time overview of your campaign performance and adjust your campaign if necessary.
Open- and click-rate tracking
Track click and open rates for your email marketing campaigns in real time.
Switch to location-based reporting to see what works best for each region or country.
Tailor reports to your specific needs and highlight the information that matters most to your team.
Intuitive dashboards that smooth individual, team, and workspace interactions.
Keep everyone aligned and committed to shared goals and metrics.
Internal notes and @-mentioning
Receive automatic notifications and respond faster whenever someone mentions you in tasks, tickets, deals, internal notes, or any related activity.
Follow a ticket, contact, organization, deal, or task and receive instant notifications of every action performed on them.
Task and project management
Manage multiple projects in parallel and have a separate dashboard for each of them.
Tasks and subtasks management
Create and prioritize important tasks and deadlines at the team and individual levels.
Drag & drop board
Manage tasks on an easy-to-use drag & drop board. To change the status of a task, drag it to the next state.
Tasks Kanban view
Easily track task statuses, visualize progress, and zoom in on task details using Kanban boards.
Task calendar view
Check important deadlines and project timelines using the calendar view.
Tasks list view
Customize your task list view to your needs by adding the fields you want and filtering the tasks that especially interest you.
Let the automation module perform repetitive predefined tasks, and where user intervention is required, let the automation flow create a task for the right Touchpoint user.
Associate tasks with tickets, chats, deals, campaigns
Link tasks, tickets, deals, and campaigns to improve company-level communication.
Notifications and reminders
Use in-app alerts to stay on top of urgent tasks and deadlines.
Subscribe to receive email notifications for important changes or updates within Touchpoint.
Get instant SMS reminders for critical events, tasks, or deadlines in Touchpoint.
Notifications in Slack
Connect Touchpoint to Slack and receive notifications of selected events in the channel of your choice.
Flexible management of notifications
Configure custom reminders that are relevant to your work.
If you wish, Touchpoint allows you to snooze in-app notifications for a specified period.
Add individual events and check associated activities in your personal calendar.
Shared team calendars
Get an overview of team members’ calendars by looking at one or more of their calendar items at a time.
360 degree activities overview
Bring together all your essential workspace activities: campaigns, deals, deadlines, etc., in a single calendar view.
Filter calendar items by event or task type, priority, and assignee.
Month, week, day view
Zoom in or out in the calendar to see the period that matters to you.
List view of calendar activities
Get an overview of all the activities on your own and your team’s calendar in an easy-to-follow calendar item list.
Shared files management
Share and securely organize files with your team or customers from a single dashboard.
Easily preview the content of common file formats without downloading or opening them.
Folders and tags
Organize your files by dividing them into folders and adding tags.
Flexible permission management
Set the access rights to files precisely as needed. Make files available to all users, share files with specific team members, or give access to only a few specific users.
Access the complete history of who viewed, shared, or downloaded a specific file.
Workspace and users management
Organize your users into teams, improve coordination, and ensure that everyone has all the information they need.
Create a microsite to share important information about your company and contact points.
Business hours management
Define your business hours to let customers know your support availability and automatically adjust auto-response messages and call voice greetings.
Custom roles & permissions
Define and assign user roles and permissions to suit your organizational structure and security policies.
Dedicated domain for workspace
When registering a Touchpoint account, you receive a dedicated subdomain for your company workspace: company.touchpoint.com. You can also use @company.touchpoint.com to create email addresses for your team.
Search and filtering
Full-text search over the workspace
Finding relevant information is easy. Search data across Touchpoint modules with intuitive full-text search.
Section specific search
Perform module-specific searches and find relevant tickets, contacts, chats, campaigns, etc.
Flexible filtering options
Each Touchpoint section has flexible data filtering options to help you find relevant information according to your search criteria.
Customizable filtered views
Save sets of filters as views, and access them easily from your dashboard.
Add custom fields to tickets, contacts, organizations, deals, and tasks.
Bulk actions for chats, tickets, tasks, contacts
Perform bulk actions on chats, tickets, tasks, or contacts to save time.
Cloning and copying items
Duplicate or clone contact lists, segments, deals, tasks, or other items, and create modified versions based on the information therein.
Assign tags to chats, tickets, contacts, lists, and deals to organize your data better.
Define associations between tickets, tasks, deals, contacts, organizations, and chats to achieve a 360 overview of your customers and provide contextual support.
View every agent and system activity on the log.
Import and export
Data export (PDF, CSV, XLSX)
Export complete data lists and detailed data views (e.g., the content of a single ticket or chat) to Excel, CSV, or PDF.
Import your contacts and leads with unlimited custom fields using Excel and .CSV files.
Migration from other CRMs
Migrate data from popular platforms, such as SalesForce, Pipedrive, Zendesk, Hubspot, Intercom, etc. Please get in touch with us if you are using any other platform, and we will outline your data import options.
Data storage and backup
File and data storage
Secure and reliable data storage for up to 2GB per user.
24/7/365 Data backup
In the unlikely event of a problem with one of our secure servers, none of your data will be lost, and your business will not be affected.
Secure billing & payments
Touchpoint does not store credit or debit card details on the website. A third-party, PCI-compliant payment gateway securely stores all payment data.
Regional data hosting
Control your data storage location – choose your preferred data center location.
On special request, we allow enterprise customers to use an isolated, dedicated Touchpoint instance, which means separate virtual servers and a client-based custom configuration.
Simple API for integrations
Pull and feed various data to your Touchpoint via the REST API, which allows for creating custom integrations.
Connect Touchpoint with 2,000+ apps using Zapier.
Direct integration with third-party tools
Seamlessly integrate Google Meet into Touchpoint.
Connect one or more Gmail business accounts to Touchpoint.
Communicate with your team, organize huddles, and send notifications directly to your preferred channels.
Have meetings directly from your sales dashboard by connecting to Zoom.
Communicate with prospects or clients and organize meetings via MS Teams.
Connect your Microsoft Exchange mailbox to Touchpoint.
Unify your support and engineering teams by forwarding tickets to Jira.
Create and join remote support sessions with your customers.
Identity and access management
2-factor authentication (2FA)
Improve your security using Google authenticator or mobile 2-step verification when logging in.
Log in with Google or Microsoft
Easily manage user authentication using your Google or Microsoft Account to access Touchpoint.
Single Sign-On (SSO)
Touchpoint supports enterprise-grade or cloud SSO solutions (based on SAML 2.0).
You can restrict access to your Touchpoint instance to a limited number of IPs.
256-bit SSL secure connection
Keep your data safe with the SSL encryption protocol.
Custom security policies
Apply safety measures that align with your organization’s security policies (Force 2FA, location-based restrictions on logins, define session length, etc.).
Get a complete overview of all critical security events related to the workspace – see all login attempts, repeated password attempts, etc.
Build-in anti spam protection
Protect your Touchpoint inbox from spam or malware with advanced security filters.
Receive prompt alerts of potential security events to minimize risk.
Keep track of all changes made in the settings and data.
Touchpoint has dedicated considerable resources to fully complying with the EU data protection requirements set forth by the General Data Protection Regulation (“GDPR”)
Textmagic is SOC 2 Type II certified. This confirms that our company information security practices, policies, procedures, and operations meet the highest security standard.
Contact the Touchpoint support team via live chat and get your problem solved in minutes.
Do you prefer to communicate with customer support by email? Contact us at [email protected], and we’ll find a solution to your problem.
You want to talk to customer support instead of writing. Call us!
Touchpoint help center
Online self-serve resources to help you successfully set up and efficiently use Touchpoint.
Join our quarterly webinars to be the first to find out about new product features and to learn how to use Touchpoint better.
Check out our short video tutorials to quickly onboard Touchpoint and learn how to use every feature.
Dedicated account manager
Our dedicated account managers will help you personalize your Touchpoint experience, receive support from a single point of contact, and learn how to take full advantage of our software.
Want to customize Touchpoint to your specific needs? Contact us, and our product team will analyze your request and develop possible solutions.
Connect with your customers and leads using Whatsapp.
Need help with anything?
You pay per user and metered services. All the prices are transparent.
Immediate access to all product features – no exceptions.
Benefit from a 30-day refund policy in case things don’t work out.
Wikipedia defines a touchpoint as the means by which a consumer can interact with a business, whether person-to-person, through a website, an app, or any form of communication like SMS, emails, voice calls, and messaging apps.
Touchpoint is a SaaS customer engagement platform that enables businesses to engage with their leads, prospects, and clients at every stage of their journey. We offer a unified dashboard that provides multi-channel communication via email, SMS, live chat, or voice calls.
Touchpoint is the only software you need to promote your service or product, close deals, handle customer support requests, collaborate with your team, and share files across departments.
We want to make sure you are delighted with Touchpoint before subscribing. The 30-day free trial provides complete access to all Touchpoint features. No credit card details are required, and you can send up to 100 emails.
We also provide $1.00 SMS or calling credit and a free, dedicated number (only in the USA and Canada) for one month.
Access all Touchpoint features for only $39.90 per user per month. An active user is any member of your Touchpoint team with access to your workspace.
We charge additional usage fees based on the number of texts, emails, and calls you use. For example, when an agent sends over 1000 email messages, a $2 fee will apply towards the next 1000 emails.
These fees will be charged on a recurring monthly basis, and fall due on the date of your original purchase.
At the moment we support payments made with Visa, MasterCard and American Express.
Charges are incurred monthly, always on the same day of the month as your original purchase. At the moment, we only provide monthly billing, however, yearly payment plans with additional discounts will be available soon.
To complete your onboarding, make a prepayment for your subscription services. For metered services, we will provide you with $50 credit per month, per user. We will charge for these metered services on the next monthly billing cycle.
In the billing section, you can load additional credit for spending.
Unfortunately, no. The plan includes 1000 monthly emails per seat and unused emails do not roll over to the next month.
We have enterprise-level security and a system that provides for future growth to meet all your needs today and tomorrow. For enterprise customers, we will provide a volume-based discount, extended SLA, and a dedicated account manager.
For more information, please contact us.
You can contact our support team via email, call, or live chat. You can also use the form available on our contact page.
We also encourage you to use our comprehensive in-app help, where your question may have already been answered.
Touchpoint does not store credit or debit card details on its website. All payment data is securely stored by a third-party PCI-compliant payment gateway.
There is no minimum contract for Touchpoint. To cancel or change your subscription, navigate to the admin section of your account (by clicking the wheel next to your profile), then click on “Manage” under the billing section.