{"name":"Touchbase","company":"Touchbase Technologies","website":"https://touchbasetechnologies.com","reviewed":"2026-11-05","definition":"A customer acquisition and marketing workspace for product research, prospect discovery, personalised outreach, campaigns, an inbox and product content.","audience":["Founders","Small businesses","Marketing agencies","Teams selling software or physical products to businesses"],"verification":"Checked against current public pages, application UI and server-side plan configuration. This is not a claim that every external integration or paid render was tested end to end.","limitations":["Prospecting searches US businesses by default, with optional city or state filters. A separate person search uses public professional information; it is not a private-consumer database.","A matching prospect is not proof of buying intent. Contact discovery, validation and mailbox sending cannot guarantee delivery or sales.","Generated drafts and scripts need factual review. Automations require configuration and explicit enablement.","Whiteboard videos require Business or a higher eligible plan. The free screen demo is a different feature.","Browser microphone and screen capture permissions are required for dictation and recording. Browser support varies."],"integrations":[{"name":"Gmail","role":"Connected sending mailbox","status":"available"},{"name":"Microsoft Outlook","role":"Connected sending mailbox","status":"available"},{"name":"Zoho Mail","role":"Configured mail sending connection","status":"available"},{"name":"Google Calendar","role":"Calendar availability and booking connection; reconnect if access expires","status":"available"},{"name":"Calendly","role":"Booking link used as the outreach call to action","status":"available"},{"name":"Cal.com","role":"Booking link used as the outreach call to action","status":"available"},{"name":"HubSpot","role":"Configured CRM connection for sending discovered leads to an existing CRM","status":"available"},{"name":"Salesforce","role":"Configured CRM connection for sending discovered leads to an existing CRM","status":"available"},{"name":"Contact webhooks","role":"Receive website signups, contact changes and customer events","status":"available"},{"name":"Google Sheets","role":"Configured contact export workflow","status":"available"},{"name":"Slack and Microsoft Teams","role":"Configured workspace notification connections","status":"available"},{"name":"Social platforms","role":"LinkedIn, X, Facebook, Instagram, Threads, TikTok, YouTube and Reddit connections; actions depend on provider permissions and plan","status":"available"},{"name":"Pipedrive","role":"CRM integration","status":"planned"}],"exports":[{"feature":"Pitch deck","format":"PDF deck, PDF one-pager and shareable link"},{"feature":"Contact workflows","format":"CSV import and supported export/CRM sync controls"},{"feature":"Screen demo","format":"Shareable browser playback link and download controls; recording container varies by browser"},{"feature":"Whiteboard video","format":"Rendered video download and share controls in the Library"}],"platforms":["Web workspace on desktop and mobile browsers","Chrome extension","App installation/download options are listed on /download; screen capture and dictation depend on device support"],"pricing":[{"code":"FREE","name":"Free","monthlyUsd":0,"emailsPerMonth":25,"socialDrafts":3,"socialPeriod":"month","mailboxes":1,"demoCreditsPerMonth":500,"maxDemoMinutes":1,"demoWatermark":true,"whiteboardVideosPerMonth":0,"includedWhiteboardMaxMinutes":1},{"code":"STARTER","name":"Starter","monthlyUsd":16,"emailsPerMonth":1000,"socialDrafts":500,"socialPeriod":"month","mailboxes":1,"demoCreditsPerMonth":1000,"maxDemoMinutes":5,"demoWatermark":false,"whiteboardVideosPerMonth":0,"includedWhiteboardMaxMinutes":2},{"code":"PRO","name":"Pro","monthlyUsd":79,"emailsPerMonth":5000,"socialDrafts":1500,"socialPeriod":"month","mailboxes":2,"demoCreditsPerMonth":5000,"maxDemoMinutes":8,"demoWatermark":false,"whiteboardVideosPerMonth":0,"includedWhiteboardMaxMinutes":3},{"code":"BUSINESS","name":"Business","monthlyUsd":199,"emailsPerMonth":15000,"socialDrafts":3000,"socialPeriod":"month","mailboxes":5,"demoCreditsPerMonth":null,"maxDemoMinutes":10,"demoWatermark":false,"whiteboardVideosPerMonth":4,"includedWhiteboardMaxMinutes":3}],"free":{"aiToolRunsPerMonth":10,"renewal":"Monthly usage renews; purchased wallet credit is separate","basicTools":"Basic non-AI tools have no AI-run charge","emailSending":"25 manual emails per month, subject to mailbox and account requirements","automation":"Automatic campaigns are not included"},"credits":{"currency":"USD","creditsPerDollar":100,"screenDemoProcessing":500,"whiteboardRenderPerMinute":200,"whiteboardScriptPerMinute":20,"extraEmails":"500 credits ($5) per 100 additional sends, subject to sending limits","note":"Longer whiteboard videos and exhausted allowances can require wallet credit. The in-app quote is authoritative. No automatic top-up is enabled by this documentation."},"sources":["/pricing","/features","/resources/getting-started","/resources/whiteboard-videos","/developers/contact-webhooks","/download"],"features":[{"name":"Whiteboard videos","description":"Turn your company and product details into a narrated whiteboard video. Review scenes before rendering. Business plan required; longer videos use credits.","capabilities":["Uses the selected product’s description, audience and pain points to prepare a niche script","Aims for 80 to 85% useful problem and solution teaching, 10 to 15% product relevance and a short closing call to action","Offers 1, 2, 3, 5 and 10 minute targets, vertical or landscape format, and a choice of narrator","Lets you dictate the brief in a supported browser, edit narration, reorder scenes and delete scenes before rendering","Shows the script and render credit estimate before generation; wallet top-ups are available when needed","Keeps finished videos in the Library with download and sharing controls"],"steps":[{"title":"Select your product and topic","body":"Open Create → Whiteboard videos on Business or a higher plan. Confirm your company and product details, add an angle, and choose length, format and voice."},{"title":"Read the script before drawing","body":"Review every scene and its narration. Edit the words, check the estimated duration and credit requirement, then choose Draw and narrate."},{"title":"Render and share","body":"Wait for the user-requested render to finish, watch the result, and use the Library to download or share it. Check the result before publishing."}],"url":"https://touchbasetechnologies.com/features/whiteboard-animation"},{"name":"Email campaigns","description":"Sync signups, choose an email design and review a targeted campaign before sending from your mailbox. Monthly allowances and provider limits apply.","capabilities":["Imports existing contacts and receives website signups and customer events through authenticated contact-sync webhooks","Keeps customer and investor contacts in separate audiences","Provides email designs during campaign creation, with editable subject lines, content and brand details","Helps draft campaign copy from a brief; you review it before sending","Sends through a configured Gmail, Microsoft Outlook or Zoho Mail connection, subject to mailbox and plan limits","Tracks campaign activity and honours excluded or unsubscribed contacts; opens are not proof that a person read the email","Provides optional reminder automation; sending remains off until the user enables and configures it"],"steps":[{"title":"Build the audience","body":"Open Contacts to import or review people, or connect your platform’s signups through the contact-sync webhook. Keep customer and investor groups separate."},{"title":"Create and review the email","body":"Open Campaigns → New campaign. Select the intended audience, choose a design and edit the subject and message. Confirm your sending mailbox."},{"title":"Send or enable the intended automation","body":"Review recipients and the email before sending. For reminders, configure and explicitly enable the automation, then monitor the send results and opt-outs."}],"url":"https://touchbasetechnologies.com/features/email-campaigns"},{"name":"Find customers","description":"Weeks of searching before a single email. Touchbase finds companies that fit what you sell and drafts a first email about each, to send from your own mailbox.","capabilities":["Finds companies that fit what you sell, with the reason each one fits, so you spend your time on real prospects","Filters unsuitable listings and reports missing or unconfirmed contact details; no check guarantees delivery","Finds the right person to write to from public information, and tells you when an address is not confirmed","Writes a first email about each company, ready for you to read and send, with an unsubscribe line","Brings replies into one inbox with a drafted answer, and stops emailing anyone who opts out","Lets a buyer book a call, from your Google calendar or a Calendly or Cal.com link in the email","Sends from your own address, so replies come straight to you"],"steps":[{"title":"Say who would buy it","body":"Touchbase already knows your product from your website. Ask for companies and get a list with the reason for each."},{"title":"Read the first emails","body":"Each draft is about one company and uses only what you told Touchbase. Change anything before it goes."},{"title":"Send, answer, book","body":"Send from your own mailbox, paste in a reply for a drafted answer, and book a time that is really free."}],"url":"https://touchbasetechnologies.com/features/outbound-prospecting"},{"name":"Screen demos","description":"Record a browser tab or window and get a finished demo with zooms, callouts and a closing card, plus a link that shows how many people watched.","capabilities":["Records a browser tab, an app window or the whole screen","Moves the camera in to where you click, and out again","Sets the recording in a glass browser tab, with callouts that name what is on screen","Opens on a title card and closes on “Try” and your product’s name, with your address","Adds an intro clip of you talking to camera, and music if you want it","Gives every demo a share page with a poster image and a view count","Posts to LinkedIn from the share dialog"],"steps":[{"title":"Record a tab or a window","body":"Pick what to share and click through the product once, at your own pace."},{"title":"Change what you want","body":"Edit the callouts and cards, trim it, change the camera, add an intro clip or music, and cut it again without recording twice."},{"title":"Send the link","body":"Put the page in an email or on your site, or post it to the networks you have connected."}],"url":"https://touchbasetechnologies.com/features/screen-demos"},{"name":"Content studio","description":"Stay visible to buyers without writing every day. Touchbase drafts LinkedIn and X posts and images about your product, in your own voice.","capabilities":["Writes text posts, posts with a generated image, and article shares","Writes from your product, audience and pain points, not from a generic prompt","Keeps a founder voice, so posts read like a person rather than a brand account","Keeps every draft in a review queue until you are ready to publish it","Publishes to a personal profile or to any company page the account administers","Keeps every draft in a library, so good ones get reused instead of regenerated"],"steps":[{"title":"Tell it about the product once","body":"What you built, who it is for, and what they are trying to fix. It takes a few minutes and every draft afterwards is written from it."},{"title":"Ask for what you want","body":"Describe the post, or say nothing and let the autopilot decide. You get a draft, not a blank page."},{"title":"Approve, edit or reject","body":"Review the draft, then publish immediately or on a date you choose. Check any applicable usage or credit estimate before generation."}],"url":"https://touchbasetechnologies.com/features/linkedin-content-studio"},{"name":"Autopilot","description":"Choose the days, the time and your own timezone. Touchbase writes a post for every slot, so you never start the week asking what to post.","capabilities":["Writes on the days you choose, at the hour you choose, in your own timezone","Publishes automatically, or holds every draft for a person to approve","One post per scheduled day, however often the scheduler runs","Does not drift: a draft written late on Tuesday does not push Wednesday into the afternoon","Says the schedule back to you in plain words, so a misconfiguration is visible"],"steps":[{"title":"Pick your days and your hour","body":"Weekdays at eight, or Tuesday and Thursday at two. In your timezone, not UTC."},{"title":"Choose automatic or manual","body":"Automatic publishes on the schedule. Manual leaves each draft in the library for you to approve."},{"title":"Check in when you want to","body":"The queue shows what is written and waiting. Nothing is a surprise."}],"url":"https://touchbasetechnologies.com/features/content-autopilot"},{"name":"Visitors","description":"You send emails and post, then wonder if anyone came. Touchbase shows who visits your site, where they came from and what they did there.","capabilities":["Counts visitors, sessions and page views, with a live view of who is on the site now","Shows where people came from","Counts the visits each Touchbase email campaign sent to your site","Counts goals you choose: a page reached or a button pressed"],"steps":[{"title":"Add your website","body":"Type the domain. Touchbase gives you one line of code to add to your site."},{"title":"Check that it works","body":"One button reads your homepage and tells you whether the line is there."},{"title":"See who comes","body":"Visitors, where they came from and what they did, by day, week or month."}],"url":"https://touchbasetechnologies.com/features/lead-attribution"},{"name":"Website analytics","description":"See who visits your site, where they came from and what they do. Add one line of code, or ask your coding tool to add it for you.","capabilities":["Counts visitors, sessions and page views, with a live view of who is on the site now","Shows where people came from, and counts the visits each Touchbase campaign sent to your site","Lists the pages people enter on and leave from, and how many leave after one page","Counts goals you choose: a page reached or a button pressed","Splits new from returning visitors, and phones from computers, with their browsers and systems","Skips bots and visitors who ask not to be tracked, and follows page changes in single page apps"],"steps":[{"title":"Add your website","body":"Type the domain. Touchbase gives you one line of code, and a ready written prompt if you would rather have your coding tool add it."},{"title":"Check that it works","body":"One button reads your homepage and tells you whether the line is there, and what to fix if it is not."},{"title":"Read it and set goals","body":"Overview, goals and a live view, by day, week or month. Mark the pages and buttons that count as a win."}],"url":"https://touchbasetechnologies.com/features/website-analytics"},{"name":"Analytics","description":"See what each post actually did, separately for your personal feed and for every company page, with post age accounted for rather than ignored.","capabilities":["Separate analytics for the personal feed and for each company page","Impressions, reactions, comments and shares, read from LinkedIn itself","Accounts for how long a post has been live before ranking it","Compares against your own median, not an industry average that does not know you","Feeds the same numbers into the learning that decides what to write next"],"steps":[{"title":"Publish through Touchbase","body":"Anything published through Touchbase is tracked from the moment it goes out."},{"title":"Switch between pages","body":"Your own feed and each company page have their own numbers, because they have their own audiences."},{"title":"Let it change the writing","body":"Review the results and request learning when you want new writing guidance. Available metrics and their maturity depend on the connected platform."}],"url":"https://touchbasetechnologies.com/features/content-analytics"},{"name":"Performance learning","description":"Touchbase compares your best and worst posts across concrete traits, keeps what it learns with a confidence score, and tests it rather than asserting it.","capabilities":["Compares high and low performers across concrete dimensions: hook, length, format, topic, tone","Keeps what it finds as an insight with a confidence score that moves as evidence arrives","Treats an insight as a hypothesis, and keeps writing variations to test it","Drops confidence faster than it raises it, so one lucky post does not become a rule","Separates what correlates from what it can actually attribute","Says the evidence out loud: how many posts had it, how many did not, and the difference"],"steps":[{"title":"Review mature posts","body":"Wait until posts have had time to be seen, review the available results and choose Relearn when you want the system to analyse them."},{"title":"It compares like with like","body":"Posts with a trait against posts without it, on your account, with your audience."},{"title":"It writes the next one differently","body":"Insights become instructions with a weight, not rules. Some drafts deliberately break them to keep testing."}],"url":"https://touchbasetechnologies.com/features/content-performance-learning"},{"name":"Find investors","description":"Writing to the wrong investors wastes months. Touchbase finds firms that back companies like yours and writes each a short email about their focus.","capabilities":["Lists real investment firms and reads each one’s own website for the stages, sectors, cheque size and companies it names","Narrows the search to what they should back and to a stage, from pre-seed to growth","Lists firms, not named people","Writes a short email to each, from the firm’s focus and the stage, traction and raise you entered","States no figure you did not give, and nothing about the firm that its own site did not say","Links your pitch deck in the email","Leaves each email ready for you to read, change and send from your own mailbox"],"steps":[{"title":"Enter your numbers once","body":"Your stage, traction and the amount you are raising, in Settings. Leave out anything you would rather not say."},{"title":"Find the firms","body":"Say what they should back and at what stage. Each firm comes with what its own site says it invests in."},{"title":"Read and send","body":"Each email is short and about that firm, so it reads like you took the time to look."}],"url":"https://touchbasetechnologies.com/features/investor-outreach"},{"name":"Pitch deck","description":"Touchbase builds an investor pitch deck from your company profile and the facts only you know. Export a PDF and a one pager.","capabilities":["Builds the slides from your company profile and the details you enter","Copies traction, team, market size, the raise and the use of funds from what you typed, and never writes them for you","Drops the slide for any field you leave blank, and tells you what would bring it back","Lets you edit the words on any slide and hide a slide without losing it","Exports the deck as a PDF and as a one pager to attach to an email","Gives the deck a share link with a count of how many times it was opened"],"steps":[{"title":"Fill in what you know","body":"Stage, traction, team and the raise. Only the fields you fill in become slides."},{"title":"Read and edit","body":"Change any line, hide a slide, and see what is missing and what would add it."},{"title":"Export or send the link","body":"Download the PDF or the one pager, or send the link and see when it is opened."}],"url":"https://touchbasetechnologies.com/features/pitch-deck"}]}