Veritouch 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Veritouch

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Pricing

Starting at $1.00 per month

About Veritouch

VeriTouch is a customer relationship management (CRM) solution built on Microsoft Dynamics 365. It is designed for financial institutions such as banks, insurance companies, and private wealth management firms. The solution consolidates data from an organization's back-end systems and digital channels, providing a unified front end with standardized processes to serve customers efficiently.

VeriTouch offers streamlined and tailored solutions to address customers' concerns and needs. It provides recommendations and guided selling tools to deliver relevant offers to customers. The solution improves data quality, reduces turnaround time and servicing costs, increases cross-sell ratio, and gives a single view of the customer. It also improves sales team efficiency, reduces client acquisition costs, and enhances marketing efficiency and customer experience.

The solution is tailored to the specific needs of the financial services industry. It consolidates data, standardizes processes, and enables financial institutions to deliver optimized customer experiences across all touchpoints.

Veritouch Screenshots

Veritouch Pricing and Plans

Starting price: $1.00 per month

Free Trial

Free Version

Basic

$1.00

flat rate, per month

No plan information available

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Veritouch Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Veritouch
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Calendar Sync
Campaign Management
Client Management
Communication Management
Contact Management
CRM
Customer History
Customizable Fields
Customizable Reports
Data Import/Export
Data Security
Document Management
Document Storage
Email Marketing
Email Templates
Financial Management
Forecasting
For Financial Institutions
For Insurance Industry
Interaction Tracking
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Lead Scoring
Marketing Automation
Mobile Access
Multi-Channel Communication
Pipeline Management
Process/Workflow Automation
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Sales Activity Management
Sales Reports
Search/Filter
Team Assignments
Third-Party Integrations