Touchpoint is a customer engagement–driven organization that relies heavily on efficient lead management, structured follow-ups, and continuous communication with prospects and residents. Their operations require seamless coordination between lead nurturing, follow-up scheduling, call center engagement, and performance monitoring. To improve operational efficiency, reduce dependency on third-party CRM platforms, and implement intelligent automation, Touchpoint partnered with Askzenix Technologies Pvt. Ltd. to develop a fully customized, AI-enabled Lead Management CRM and Call Center Dialer System, along with complete migration from Salesforce.
Salesforce involved significant recurring licensing expenses, increasing operational costs.
We developed a fully customized Lead Management CRM tailored specifically to Touchpoint’s operational workflows.
The CRM system provides powerful reporting tools to support data-driven decision-making
Key reports include:
Automatic follow-up scheduling
SMS, voice call, and email reminders
Intelligent task automation
Real-time activity tracking
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