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Zero Touch CRM

Meet Zero Touch CRM, the AI-powered sales platform that captures conversations, updates deal records, tracks commitments and turns buyer signals into actionable sales intelligence.

toPrompt is a solution from The NineHertz, an AI-native engineering partner

  • 1,300+ projects since 2013
  • 4.8/5 on Clutch
  • 15+ countries served

What Is Zero Touch CRM?

Traditional CRMs depend on sellers to log activities, update records and keep the pipeline accurate. Zero Touch CRM takes a different approach. It captures information from sales conversations, emails, notes and other connected sources, then uses AI to extract the details, identify commitments, update deal context and surface the opportunities that need attention.

Instead of relying on manual updates and subjective stage changes, your team gets a complete view of buyer activity and deal progress, with sellers reviewing and confirming AI-generated updates where needed.

Zero Touch CRM turns CRM from a system sellers maintain into a system that actively helps them sell.

Business Challenges

Sellers lose selling time to CRM admin, and leaders can’t fully trust what the pipeline tells them.

60%

of a seller’s time goes on work other than selling

The average seller spends just 40% of their time actually selling. The rest is lost to admin, research and record-keeping.

42%

say admin eats at least 40% of their workday

Non-revenue tasks consume a large share of the day for more than four in ten sales professionals, with data entry high on the list of tasks they most want automated.

9 in 10

sellers plan to use AI agents by 2027

More than half of sellers have already used AI agents. The question is no longer whether sales teams adopt AI, but whether it connects to the records they rely on.

When conversations, commitments and deal updates live across different systems, leaders lose visibility just when they need it most, and reps spend time reconstructing what happened instead of deciding what to do next.

Zero Touch CRM Features & Capabilities

What Zero Touch CRM does for sellers, managers and sales leaders.

Automated Activity Capture

Captures calls, meetings, emails, notes and uploaded files, and turns them into structured CRM records, so sellers don’t have to log activity by hand.

Lead and Deal Management

Creates and qualifies leads from supported sources, links every deal to its conversations and proposes stage and field updates backed by buyer evidence.

Conversation Intelligence and Deal Copilot

Picks out buyer needs, objections, competitors, pricing and qualification gaps from conversations, and preps sellers for the next meeting.

Commitment and Follow-Up Tracking

Tracks what buyers and sellers promised, with owners and due dates, flags anything slipping, and drafts recap emails, reminders and mutual action plans.

Account and Stakeholder Intelligence

Brings account activity, contacts, stakeholder roles, public signals and deal history into one view, and highlights missing relationships.

Pipeline Intelligence and Forecasting

Shows pipeline health, deal risk and forecast confidence, and flags gaps between what reps have committed and what the evidence supports.

Daily Briefs and Next Actions

Gives every seller a daily list of follow-ups due, deals needing attention and suggested next steps.

Security, Privacy and Integrations

Role-based access, consent-aware capture, personal-data redaction and retention controls, plus data migration and integrations with supported email, calendar and meeting tools.

How Does Zero Touch CRM Work?

Follow one sales call from capture to forecast, in five steps.

After every call, without Zero Touch CRM
  • Rewrite notes from memory into the CRM
  • Update stage, amount and contacts by hand
  • Set your own follow-up reminders
After every call, with Zero Touch CRM
  • The call is captured and summarised for you
  • Deal updates are proposed with the buyer’s own words
  • Commitments become tracked, dated follow-ups

New activity · Acme Corp renewal

Discovery call with Priya (Head of IT)Meeting recording · 32 minCaptured
Re: security questionnaireEmail thread · 4 messagesCaptured
Pricing notes.docxUploaded by sellerCaptured
Follow-up meeting bookedCalendar · Thu 3:00 pmLinked

No typing, no logging. Every interaction lands in Zero Touch CRM from the tools your team already uses.

Zero Touch CRM does the capturing, linking and reminding. Sellers stay in control of every update.

Watch the Full Walkthrough

Business Outcomes That Matter

The value Zero Touch CRM creates for your sales team, and how it is measured.

  • More time for selling

    Less effort spent capturing conversations, logging activities and maintaining records gives sellers more capacity for customer engagement and opportunity development.

  • More reliable pipeline visibility

    Deal updates are tied to buyer conversations, source evidence and activity history, so managers know the real status of every opportunity.

  • Stronger follow-through

    Commitments, owners, due dates and missed actions are tracked, so customer promises are kept and avoidable delays disappear.

  • More informed forecasting

    Pipeline data combined with buyer signals and deal-health indicators surfaces risk earlier and makes forecast reviews evidence-led.

Your value case

The goal isn’t just to automate CRM admin

It’s to give every seller more time to sell, and every sales leader a clearer view of what will move revenue forward. We baseline your team first, so the gains are measured, not assumed.

Talk to Our Team

  1. 1Baseline admin time and record quality
  2. 2Roll out capture and commitment tracking
  3. 3Measure follow-through and pipeline accuracy
  4. 4Compare forecasts against actual outcomes

See Zero Touch CRM in Action

See one sales conversation become CRM updates, follow-ups and forecast insight.

What you’ll see

  1. 01A call recording, notes or email is uploaded
  2. 02Contacts, requirements, deal facts and commitments found
  3. 03The seller confirms or edits proposed updates
  4. 04The deal record changes, with source context
  5. 05A follow-up or deal-risk signal surfaces
  6. 06Buyer evidence feeds the leader’s pipeline view
Stop Managing the CRM. Start Moving Deals Forward.

Your sales team shouldn’t have to choose between meaningful buyer conversations and accurate records. With Zero Touch CRM, everyday sales activity becomes structured intelligence, clearer pipeline visibility and stronger follow-through.

FAQs

Common questions about Zero Touch CRM.

Zero Touch CRM is an AI-powered, zero-touch sales platform from The NineHertz. It reduces manual CRM administration by capturing sales activity, structuring information from conversations, tracking commitments, and giving visibility into leads, deals, accounts and pipeline health.

Traditional CRMs depend on sellers to maintain records and update opportunities by hand. Zero Touch CRM captures information from supported sources, uses AI to prepare the relevant updates and connects deal progress to buyer evidence, while sellers review and confirm the changes.

Zero Touch CRM uses information from supported sources to create or propose updates to lead and deal records. Updates are linked to their source and can be reviewed, edited and confirmed before they are applied. The level of automation depends on the feature and how your workflow is configured.

Yes.Zero Touch CRM extracts relevant details from supported email and meeting sources, and from uploaded recordings, notes and files. Available sources depend on the integrations configured for your team.

Zero Touch CRM brings together pipeline data, buyer signals, deal-health indicators and gaps between sales commitments and the evidence behind them. This helps leaders spot risk earlier and run more evidence-led forecast reviews. It informs forecasts; it does not guarantee their accuracy.

Yes. Sellers get activity capture, meeting context, follow-ups and next actions. Managers get pipeline visibility, and sales leaders get consolidated performance and forecasting insight.

Zero Touch CRM supports data migration and integrations with supported email, calendar and meeting services. Additional integrations can be configured to fit your requirements, and connector availability is confirmed during solution discovery.

Zero Touch CRM includes consent-aware meeting capture, role-based access, personal-data redaction, retention policies and human confirmation of AI-generated changes. Specific security controls, deployment arrangements and compliance requirements are validated against your organisation’s needs.

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