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Product documentation · Reviewed 2026-11-05

What Touchbase does, and where it fits.

A customer acquisition and marketing workspace for product research, prospect discovery, personalised outreach, campaigns, an inbox and product content.

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.

Features and the steps behind them

For founders, small businesses, marketing agencies, teams selling software or physical products to businesses. Product context carries from research into outreach and content. Specialist tools may offer deeper control in their individual categories.

Whiteboard videos

Touchbase creates narrated whiteboard explainers from your saved company profile and selected product. Start with a customer problem, review the script scene by scene, then approve drawing and narration. This is a script-first marketing workflow, rather than a manual animation timeline.

  1. Select your product and topic. 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.
  2. Read the script before drawing. Review every scene and its narration. Edit the words, check the estimated duration and credit requirement, then choose Draw and narrate.
  3. Render and share. 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.

Email campaigns

Touchbase helps you organise contacts, build a campaign from a ready-made email design, review the message and send it from your connected mailbox. Customer and investor audiences stay separate, so each campaign can address the right group.

  1. Build the audience. Open Contacts to import or review people, or connect your platform’s signups through the contact-sync webhook. Keep customer and investor groups separate.
  2. Create and review the email. Open Campaigns → New campaign. Select the intended audience, choose a design and edit the subject and message. Confirm your sending mailbox.
  3. Send or enable the intended automation. Review recipients and the email before sending. For reminders, configure and explicitly enable the automation, then monitor the send results and opt-outs.

Find customers

You cannot sell to people you have not found, and finding them one by one takes weeks. Touchbase reads what you sell, finds companies that fit with the reason for each, finds a contact, and drafts the first email. It goes out from your own mailbox, so the replies come to you.

  1. Say who would buy it. Touchbase already knows your product from your website. Ask for companies and get a list with the reason for each.
  2. Read the first emails. Each draft is about one company and uses only what you told Touchbase. Change anything before it goes.
  3. Send, answer, book. Send from your own mailbox, paste in a reply for a drafted answer, and book a time that is really free.

Screen demos

A description never shows a buyer what your product does, and learning video editing is a week you do not have. Record a browser tab or window and click through once. Touchbase follows your clicks, adds callouts, and gives you a page you can send with a count of how many people watched.

  1. Record a tab or a window. Pick what to share and click through the product once, at your own pace.
  2. Change what you want. Edit the callouts and cards, trim it, change the camera, add an intro clip or music, and cut it again without recording twice.
  3. Send the link. Put the page in an email or on your site, or post it to the networks you have connected.

Content studio

You know you should be posting, and the week gets away from you. Touchbase learns what your product does, who it is for and what those people are stuck on, then writes posts from that, so there is always one ready to review.

  1. Tell it about the product once. 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.
  2. Ask for what you want. Describe the post, or say nothing and let the autopilot decide. You get a draft, not a blank page.
  3. Approve, edit or reject. Review the draft, then publish immediately or on a date you choose. Check any applicable usage or credit estimate before generation.

Autopilot

Consistency is the part everyone loses, and the week after a launch is when it goes. Set the days and the hour once, in your timezone, and there is a draft waiting every time.

  1. Pick your days and your hour. Weekdays at eight, or Tuesday and Thursday at two. In your timezone, not UTC.
  2. Choose automatic or manual. Automatic publishes on the schedule. Manual leaves each draft in the library for you to approve.
  3. Check in when you want to. The queue shows what is written and waiting. Nothing is a surprise.

Visitors

When you send emails and post every week, it is hard to say whether anyone came. Add one line to your site and Touchbase shows who visited, where from, and what they did there.

  1. Add your website. Type the domain. Touchbase gives you one line of code to add to your site.
  2. Check that it works. One button reads your homepage and tells you whether the line is there.
  3. See who comes. Visitors, where they came from and what they did, by day, week or month.

Website analytics

You get visitors from emails, posts and search and cannot tell which ones matter. Add one line to your site and Touchbase shows who came, from where, and whether they did what you wanted.

  1. Add your website. 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.
  2. Check that it works. One button reads your homepage and tells you whether the line is there, and what to fix if it is not.
  3. Read it and set goals. Overview, goals and a live view, by day, week or month. Mark the pages and buttons that count as a win.

Analytics

A post from this morning and a post from last month are not comparable, and most dashboards compare them anyway. This one does not.

  1. Publish through Touchbase. Anything published through Touchbase is tracked from the moment it goes out.
  2. Switch between pages. Your own feed and each company page have their own numbers, because they have their own audiences.
  3. Let it change the writing. Review the results and request learning when you want new writing guidance. Available metrics and their maturity depend on the connected platform.

Performance learning

Not best practice. Your posts, your audience, and the differences between the ones that landed and the ones that did not.

  1. Review mature posts. Wait until posts have had time to be seen, review the available results and choose Relearn when you want the system to analyse them.
  2. It compares like with like. Posts with a trait against posts without it, on your account, with your audience.
  3. It writes the next one differently. Insights become instructions with a weight, not rules. Some drafts deliberately break them to keep testing.

Find investors

Sending your pitch to every investor you can find wastes months, because most firms back something else. Touchbase lists real investment firms, reads each firm’s own website for what it says it backs, and writes a short email that uses that and the numbers you typed.

  1. Enter your numbers once. Your stage, traction and the amount you are raising, in Settings. Leave out anything you would rather not say.
  2. Find the firms. Say what they should back and at what stage. Each firm comes with what its own site says it invests in.
  3. Read and send. Each email is short and about that firm, so it reads like you took the time to look.

Pitch deck

A made-up figure ends an investor conversation, so this deck holds only your real numbers. The problem, the product and what makes it different come from the profile Touchbase already has. Traction, team, market, the raise and the use of funds are copied from what you type, and a slide with no facts is left out.

  1. Fill in what you know. Stage, traction, team and the raise. Only the fields you fill in become slides.
  2. Read and edit. Change any line, hide a slide, and see what is missing and what would add it.
  3. Export or send the link. Download the PDF or the one pager, or send the link and see when it is opened.

Plans and monthly allowances

USD monthly billing shown. Annual billing and current checkout terms are on Pricing. These are capacities, not delivery or customer guarantees.

PlanUSD/monthEmail sends/monthSocial drafts/monthDemo credits/monthWhiteboard videos/month
Free$02535000
Starter$16100050010000
Pro$795000150050000
Business$199150003000Unlimited4

Free includes 10 AI tool runs, 3 social drafts, one short watermarked screen demo and 25 manual emails each month. Basic non-AI tools do not use AI runs. Free does not include whiteboard rendering or automatic campaigns. Usage renews monthly; purchased credit is separate.

Screen-demo processing uses 500 credits per processed demo. Credit-funded whiteboard scripts cost 20 credits per target minute and rendering costs 200 credits per minute. The in-app quote shows the required amount before generation. Extra sends cost $5 per 100 emails; provider safety limits still apply.

Integrations and their scope

Gmail

Connected sending mailbox

Microsoft Outlook

Connected sending mailbox

Zoho Mail

Configured mail sending connection

Google Calendar

Calendar availability and booking connection; reconnect if access expires

Calendly

Booking link used as the outreach call to action

Cal.com

Booking link used as the outreach call to action

HubSpot

Configured CRM connection for sending discovered leads to an existing CRM

Salesforce

Configured CRM connection for sending discovered leads to an existing CRM

Contact webhooks

Receive website signups, contact changes and customer events

Google Sheets

Configured contact export workflow

Slack and Microsoft Teams

Configured workspace notification connections

Social platforms

LinkedIn, X, Facebook, Instagram, Threads, TikTok, YouTube and Reddit connections; actions depend on provider permissions and plan

Pipedrive (planned)

CRM integration

A supported connector still needs configuration, provider permission and sometimes an eligible plan. A booking link is not the same as a native data integration.

Exports and platforms

  • Pitch deck: PDF deck, PDF one-pager and shareable link
  • Contact workflows: CSV import and supported export/CRM sync controls
  • Screen demo: Shareable browser playback link and download controls; recording container varies by browser
  • Whiteboard video: Rendered video download and share controls in the Library
  • 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

No PowerPoint export, offline editor, avatar clone or native mobile feature parity is promised here.

What to check before choosing it

  • 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.

For frame-by-frame animation, avatar presenters or large dedicated contact databases, compare specialist products. Touchbase is strongest when research, outreach, contacts and product content need to share one workspace.

Public product facts as JSON · Whiteboard instructions · Contact sync instructions

Stop waiting for customers to find you

Tell Touchbase what you sell. It finds the companies that need it and the person to write to at each, and drafts a first email for you to read and send.