Touchpoint Solutions

What Touchpoint Solutions does

Touchpoint Solutions, Inc. is a privately held Salesforce and MuleSoft consulting firm headquartered in Fountain Valley, California, founded in 2008 (per firmographic data) with a 2012-dated client relationship referencing over a decade of operating history. The company delivers professional services across the full Salesforce platform — Sales Cloud, Service Cloud, Health Cloud, Marketing Cloud, Experience Cloud, and the MuleSoft Anypoint Platform — complemented by managed services spanning part-time administration through full 24/7 dedicated teams. Its core competency is enterprise CRM implementation and integration for healthcare and adjacent verticals, with Health Cloud and home-health-specific tooling positioned as its flagship specialization.

Touchpoint operates two parallel revenue engines. The first is professional services delivered through fixed-price Quickstart packages ($4,995-$77,495 across 1-16 week timelines), custom consulting engagements, and recurring managed services contracts. The second is a portfolio of proprietary Salesforce-native applications and accelerators — AiReadr (AI document processing via OCR and NLP, reportedly 95%+ accurate), All Aboard (employee onboarding, claimed 60% time reduction), Hum SMS (Salesforce-native SMS built on Twilio with 99.9% uptime and HIPAA-compliant workflows), Surveyor (survey platform with freemium to Pro PLUS pricing tiers), QR Codes, SF Storage Saver (50-70% image compression), and accelerators for caregiver onboarding, license/certification management, and partner onboarding. The accelerators are designed to deliver rapid ROI in regulated workflows.

The go-to-market is primarily enterprise field sales driven by published case studies (Salus Home Care, Deseret Digital Media, Gexcon, Ultrarok, a global market research firm) showing outcomes such as 300% revenue growth over 12 years, 75% process automation, 85% processing time reduction, and 200% lead conversion improvement. Distribution is supplemented by content marketing, white papers on Salesforce ROI optimization and MuleSoft integration, and the recently introduced self-serve Surveyor SaaS channel plus a no-upfront-cost MuleSoft Kickstart land-and-expand program. The company is founder-led or management-owned with no disclosed outside funding, parent organization, or acquisition activity.

Name

Touchpoint Solutions

Legal name

Touchpoint Solutions, Inc.

Website

https://touchpointcrm.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Touchpoint Solutions is a privately held Salesforce and MuleSoft consulting firm offering implementation, managed services, and AI document processing (AiReadr) primarily to healthcare organizations, complemented by a portfolio of proprietary Salesforce-native apps and fixed-price Quickstart packages.

Ownership category

akta.pro rank

Product category

Salesforce Consulting Services

NAICS

Management Consulting Services (54161), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Data, Analytics & AI Consulting (BPAHAEAF)

Keywords

• Salesforce consulting services
• Mulesoft integration consulting
• Salesforce managed services
• Healthcare CRM implementation
• Ai document processing

Headquarters

HQ city

Fountain Valley

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Salesforce Consulting & Implementation Services: Professional services for Salesforce implementation, customization, and optimization including Sales Cloud, Service Cloud, Health Cloud, Marketing Cloud, and Experience Cloud deployments.
2. MuleSoft Integration Services: Enterprise integration consulting using MuleSoft Anypoint Platform for API-led connectivity and system integration.
3. Managed Services: Ongoing support and maintenance for Salesforce and MuleSoft environments, ranging from part-time administration to full teams of certified professionals with 24/7 support options.
4. Surveyor Platform Subscriptions: SaaS subscription model for Surveyor survey platform with Free tier (50 surveys/month), Pro tier ($250/month unlimited surveys), and Pro PLUS tier ($300/month with SMS survey capabilities).
5. Quickstart Packages: Pre-defined implementation packages ranging from $4,995 to $77,495 with fixed timelines (1-16 weeks) for various Salesforce clouds and MuleSoft.
6. MuleSoft Kickstart Program: Entry-level program providing Anypoint Platform configuration and 2-3 core integrations with no upfront cost for qualified customers, designed as first step toward broader paid engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Touchpoint Solutions is a Salesforce consulting firm that provides customized implementation, integration, and managed services across Salesforce clouds (Sales Cloud, Service Cloud, Health Cloud, Marketing Cloud, Experience Cloud) and MuleSoft. The company also sells a portfolio of proprietary Salesforce-native applications and accelerators, including AiReadr (AI document processing), Surveyor (survey platform), Hum SMS (SMS communication), All Aboard (employee onboarding), SF Storage Saver, and QR Codes.

Product overview

Touchpoint Solutions is a Salesforce and MuleSoft consulting firm offering professional services alongside a portfolio of proprietary applications and accelerators built natively on the Salesforce platform. The core offering spans AI Solutions, Salesforce Consulting, and MuleSoft Solutions backed by Managed Services. The proprietary app suite includes AiReadr (AI document processing with OCR/NLP), All Aboard (employee onboarding), Hum SMS (Twilio-powered texting), Surveyor (native survey platform), QR Codes, and SF Storage Saver. Accelerators include Caregiver Onboarding, License/Certification Management, Partner Onboarding, Engagement Manager, and Simple Territories — all designed for rapid deployment and quick ROI. The MuleSoft Kickstart provides an entry-point integration program with 2-3 use cases included.

Differentiator

Problem solved

Functional benefit

Brands

• AiReadr: AI-powered document processing and data extraction solution that eliminates manual data entry for referrals, orders, labs, and authorizations using advanced OCR and NLP capabilities.
• All Aboard
• Hum (SMS)
• Surveyor
• SF Storage Saver

Products and services

• Salesforce Consulting

Quantifiable outcome

• 70% reduction in manual work through AI solutions
• +11 more outcomes

Named customers5 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability8 records

Feature7 records

Partnerships

One partnership is on record.

• TwiliocoreTechnology or IntegrationTwilio provides the underlying messaging infrastructure for Hum SMS, Touchpoint's native Salesforce SMS communication platform. Hum leverages Twilio's reliable messaging infrastructure for 99.9% uptime, global reach, and enterprise-grade security. This is a technology dependency rather than a formal partnership agreement.

Scale indicators14 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Silverline: Salesforce consulting partner and product builder with healthcare financial-services and other vertical accelerators. Mirrors Touchpoint's combination of consulting services plus proprietary AppExchange-style IP.
• Absyz: Salesforce consulting and product partner with capabilities across Sales/Service/Health/Marketing Clouds and MuleSoft integration, selling fixed-scope implementations similar to Touchpoint's Quickstart packages.
• Girikon: Salesforce and MuleSoft consulting partner offering implementation, integration, and managed services across industries including healthcare. Directly comparable on services portfolio and delivery model.
• Simplus (Infosys): Salesforce-focused consulting and managed-services pure play, acquired by Infosys. Closely comparable to Touchpoint in services portfolio (Salesforce clouds + MuleSoft + managed services), with similar Quickstart-style packaged offerings.
• Coastal Cloud: Boutique Salesforce consulting firm offering implementation, managed services, and packaged solutions across multiple clouds. The closest size-and-shape comparable to Touchpoint.

Broad incumbents

• Accenture: Global SI with one of the largest Salesforce practices and extensive healthcare-industry work. Competes with Touchpoint primarily on large enterprise deals where scale, geographic reach, and breadth of services are decisive.
• Slalom: Large US-based consulting firm with a significant dedicated Salesforce practice spanning implementation, strategy, and managed services. Competes for many of the same enterprise Salesforce engagements Touchpoint targets, but at far greater scale.
• Persistent Systems: Global digital engineering and Salesforce/MuleSoft partner delivering cloud implementation and integration services across healthcare and other verticals. Comparable through its MuleSoft integration depth and Salesforce delivery model.
• Deloitte Digital: Tier-1 global consulting business with a deep Salesforce alliance and significant healthcare-provider practice. Represents the top of the market against which Touchpoint's enterprise credentials are judged.
• Cognizant: Global IT services firm with a sizable Salesforce/MuleSoft practice and healthcare vertical depth. Comparable through its mix of consulting, integration, and managed services for regulated industries.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/touchpointcrm

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Touchpoint Solutions