TouchPoint OS

The TouchPoint Operating System is a comprehensive, all-in-one solution to streamline your lead management process and boost your business efficiency. This powerful tool is brought to you by Merkaba Technology, offering a user-friendly interface with a range of features to help you stay on top of your prospective clients and meeting interactions.

Key Features

Quick Actions

Perform important tasks swiftly without navigating away from your dashboard.

Revenue Summary

Segment your total annual revenue by lead source in an interactive pie chart.

Lead Journey

Visualize your lead's progress, step-by-step, through your sales journey pipeline.

Follow-Up & Past Due

Always know who to reach out to next with the follow-up calendar views.

Meeting Calendar

Get an instant overview of your latest interactions and upcoming engagements.

Lead Template

Capture and organize every crucial detail about your prospects in a customizable, easy-to-use preloaded template.

Meetings Templates

Streamline your sales calls and demos with ready-made meeting templates designed for consistency and efficiency.

Cheat Sheet

Jumpstart your workflow with a handy checklist that guides you through the essential first steps.

Help Center

Explore in-depth tutorials and a rich library of resources in the comprehensive help center for ongoing support.

The Benefits

Centralized lead management
Increased productivity and efficient time management
Data-driven decision making with complete transparency
Superior lead nurturing and higher conversion rates
Stronger client relationships
Reduced mental clutter
Customizable to your unique business needs

Experience the power of organization & efficiency in your lead management processes with TouchPoint OS!

Regular Price

$157

Notion Office Hours

Watch a recording of a previous office hours session with Merkaba Tech — we dive into some great questions from our community around using the Energy Management System effectively.

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