TouchPoints360 turns Microsoft 365 email and calendar activity into CRM‑ready insights. Better insight. Cleaner CRM. Stronger client relationships.
Surface at-risk relationships & contact insight in days, not months.
Turn everyday communications into firmwide ops intelligence
AI‑assisted extraction of names, titles, phones, and companies from email signatures to keep CRM clean.
Detect 30%+ drops against prior periods with minimum baseline thresholds to avoid noise.
Spot overlapping conversations and meetings across your team to coordinate outreach.
Identify contacts only one person knows to reduce single‑threaded risk.
Export and sync candidates to CRM; keep domains and contacts aligned with your accounts.
Runs in your Microsoft 365 tenant with least‑privilege scopes. Data stays yours.
Connect → Ingest → See insights. Most teams get value in the first week.
Securely authorize read‑only access to messages, calendar, and Teams chat metadata.
We normalize contacts, extract signatures, and map domains to companies.
Dashboards show at‑risk relationships, orphans, and parallel engagement — with exports to CRM.
Tell us about your firm and we'll follow up quickly.
Actionable relationship trends, early risk signals, and cleaner CRM data—delivered from the tools your team already uses.
Yes. We can export candidates and updates to your CRM and align domains with accounts.
Most teams see meaningful insights within the first week of connecting Microsoft 365.
Teams chat metadata support is coming soon. Today, TouchPoints360 focuses on email and calendar insights.