Case study-TouchPoint

TouchPoint

www.touchpoint365.com

Overview

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.

Challenge

1. High Licensing Costs

Salesforce involved significant recurring licensing expenses, increasing operational costs.

Solution

1. AI-Enabled Lead Management CRM

We developed a fully customized Lead Management CRM tailored specifically to Touchpoint’s operational workflows.

2. Advanced Reporting and Business Intelligence

The CRM system provides powerful reporting tools to support data-driven decision-making

Key reports include:

New Prospect Report
Total Touches Report
Leases Touched Report
Open Prospect Report
Appointment by Follow-Up Report
Prospect Touched Report
Reasons for Not Renting Report

Technology Stack

React.js / Modern JavaScript Framework Node.js / PHP / Custom Backend APIs MySQL / PostgreSQL AWS Cloud Hosting SMS Gateway Integration | Voice Call API Integration | Email Automation Integration Intelligent workflow automation engine

AI-Powered Automation and Intelligent Workflow System

Automatic follow-up scheduling

SMS, voice call, and email reminders

Intelligent task automation

Real-time activity tracking