Touchpoints
Every exchange with this lead on a single line: calls, voicemails, mail and text. A call attaches by the number it reached, so it lands on the right record even when nobody linked anything first.
Every attempt to reach Dana Whitlow
7 of 7- calloutboundRan through the pilot termsToday 16:046:12Qualified, demo bookedrecording heldmatched on contact
- smsinboundCan we push the call to fourToday 11:41deliveredmatched on number
- emailoutboundProposal for Q3 freightToday 09:20opened 4 timesMeridian mailboxmatched on contact
- voicemailoutboundLeft the prepared messageYesterday 15:220:31voicemail drop playedderived, not stored as a kindmatched on number
- callinboundCalled the main line about invoicingYesterday 10:072:48Transferred to billingmatched on number
- emailinboundRe: depot rate sheet2 days agosynced from Outlookmatched on contact
- voicemailinboundMissed, left a message3 days ago0:44recording heldderived, not stored as a kindmatched on number
Product figures from the platform’s own defaults - not customer averages
How it works.
Four channels, one order
Telephony, voicemail, mail and text are merged and sorted by when they happened, and the whole line filters down to a single channel when you want to read only the calls.
Attached by number, not only by link
A call joins the record when the number at either end is any of the lead's four, or when it was already linked. Texts work the same way, which is what stops the first conversation with somebody vanishing because the record was created afterward.
A voicemail is worked out, not filed
This line keeps no voicemail row of its own. It reads how the call ended, whether a message was dropped into it and whether audio exists, and calls that a voicemail. The voicemail boxes are a separate screen and do not feed into this one.
Audio stays behind a door
The history says a recording exists and which call it belongs to. It never hands out a storage address, so playback is fetched against a token good for five minutes at the moment somebody presses play.
One moment in every record.
Every record passes through the same seven. Touchpoints is the lit one, and everything either side of it is a different page in this category.
- 01Capture
how it arrives, and from where
- 02Shape
the fields and stages it carries
- 03Find
getting back to the right ones
- 04Work
what happens against it day to day
- 05Advance
moving it toward a decision
- 06Protect
who may see it, and staying clean
- 07Report
what the floor is judged on
The specifics.
8 facts- Channels
- Call, voicemail, mail and text, in one chronology, filterable to one of them
- Voicemail
- Derived from how the call finished rather than stored as its own kind
- Call carries
- Duration, direction, final status, and the wrap-up code as it was worded that day
- Matching
- Primary, mobile, home and other numbers, or an existing link to the record
- Number matching
- Compared as written. A number stored in another format will not attach
- Sender, subject and body, with the open and click counters filled in for anything sent from the composer
- Text
- Delivery status and the far end number, and threads are read without the source cap
- Depth
- A hundred and fifty from each source before the merge, twenty-five shown at a time
What else writes to this record.
A record is worked by more than one part of the system at once. These are the ones that put something on it, or read it back.
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Leads & Sales CRM
See touchpoints on your own floor.
Thirty minutes, your numbers and your data. We will set touchpoints up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included