AccuQuote DirectAccuQuote
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Torch CRMTorch Automation
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Related Products
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About
AccuQuote was created specifically for HVAC manufacturers’ representatives to make the process of creating professional and accurate quotes easy. Your team will be able to spend more time with clients selling and less time sitting behind a computer writing quotes. If your business is currently relying on spreadsheets to produce quotes, you are likely working with flawed information. According to a study conducted by the International Conference on System Sciences, 76% of spreadsheets contain errors. AccuQuote automatically calculates price, margin, markup and freight cost. Leave behind the errors that come with using spreadsheets and whiteboards. Your entire sales team will have access to a company-wide database of templates creating consistency and streamlining your quote creation and management process. Update specs, cost and markup in one centralized template, and everyone on your sales team will be quoting with that updated information instantly.
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About
Torch CRM is a customer relationship management system for manufacturers' representatives, rep agencies, and other B2B sales teams that sell through quotes. It brings accounts, contacts, leads, opportunities, quotes, orders, sales, commissions, manufacturer line sheets, samples, products, and price books into one workspace. Teams can track pipelines by territory and principal, create quote PDFs, follow up on quotes, manage activities and tasks, import commission statements, and report on sales and payouts. Ginger, a voice assistant, transcribes calls and drafts CRM updates for review. The web application includes Outlook and Quickbase integrations, private API access, role-based access, multi-factor authentication, an audit log, and data export. A companion iPhone app supports field access to accounts, contacts, quotes, tasks, and sales data. A 30-day money-back guarantee is offered, and Torch Automation can develop custom features.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Manufacturers and companies in need of a solution to improve their productivity and efficiency
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Audience
Manufacturers, manufacturers' rep agencies, distributors, and B2B sales teams that sell through quotes.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$50 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$75/user/month
The plan costs $75 per user per month and is billed monthly. Subscriptions can be canceled anytime.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAccuQuote
Founded: 2016
United States
accuquote.direct/
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Company InformationTorch Automation
Founded: 2021
United States
torch-crm.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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HVAC Features
Billing & Invoicing
Not Supported
Customer Database
Supported
Dispatch Management
Not Supported
Inventory Control
Not Supported
Job Management
Supported
Maintenance Scheduling
Not Supported
Mobile Access
Supported
Quotes / Estimates
Supported
Routing
Not Supported
Scheduling
Supported
Service History Tracking
Not Supported
Technician Management
Not Supported
Work Order Management
Supported
HVAC Estimating Features
Billing & Invoicing
Not Supported
Commercial/Industrial
Supported
Cost Database
Supported
Data Import / Export
Not Supported
Equipment Maintenance
Not Supported
Financing Management
Supported
Labor Rates
Not Supported
Quotes/Proposals
Supported
Scheduling
Supported
Takeoff
Supported
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Integrations
Microsoft Outlook
Not Supported
Quickbase
Not Supported
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