Features

Everything FirstTouch Sales does today, and what's coming next.

Contacts and companies

Companies with their relationship to you (customer, supplier, partner, distributor and more) and their status.
Contacts with title, email, LinkedIn link, where you met, profile text and images.
Tier 1, 2 and 3, each with your reason, and eight stages from New to Customer.
A warning before you add a contact or company twice.
Search and filter your companies, contacts, tasks and templates.

The contacts list with tabs for each tier, stages and tiers. — Sample data

Enquiries

Microsoft 365 work or school mailboxes today; Gmail on request. Shared mailboxes such as sales@ work too.
New emails become enquiries, and replies join the same thread, cleaned to readable text.
Needs attention, Open and Closed, so you can see which enquiries are waiting on you.
New emails from your own company's domain are kept out of the queue.
Turn an enquiry into a lead and a deal in a few clicks, or close it with a reason and reopen it later.

The enquiries queue, with each enquiry marked Your turn or Waiting on them. — Sample data

Conversations

Reply to enquiries you've turned into leads, from your own mailbox, in the customer's thread, with your signature added automatically.
Log email, LinkedIn and WhatsApp messages by hand, dated when they happened.
Keep notes on calls and meetings on the deal.
Every message records whether AI wrote it and whether it was edited.

AI, on your own key

Qualify: a 0 to 100 score against your ideal customer profile, with Reach Out, Maybe or Skip and the reason.
Draft: a first message from your template, using the contact's details and earlier messages.
Refine: rough notes into a clear reply, using the conversation so far, with Undo.
Runs on your own Anthropic API key, checked when you save it and stored encrypted. Nothing is sent automatically.

A follow-up email drafted with AI from a template, ready to edit. — Sample data

Follow-ups and tasks

A follow-up task every day for each contact who is due, given to the contact's owner.
Messages awaiting a reply after seven days, in one list.
Tasks for follow-ups, intros, estimates and more, each with an assignee and a due date.
Email and LinkedIn templates for your first messages and follow-ups.

Deals

One board from New to Won or Lost, with notes and the full stage history on every deal.
Record the amount paid when a deal is won; see each contact's lifetime value.
A conversion view that shows where your leads are being lost.
Your workspace's own currency.

Your team

Admins and members in one shared workspace. Everyone sees the same contacts, conversations and deals.
A dashboard with open enquiries, open deals, tasks due today and messages awaiting reply.
One person can belong to several workspaces and switch between them.

Coming next

Planned, and not available yet. We'll add dates when they're ready.

Planned Gmail and Google Workspace mailboxes
Planned Campaigns to your own contacts
Planned Logging phone calls

See it with your own enquiries in mind.

Book a demo. We'll walk you through FirstTouch Sales and answer your questions.