Torch CRM

Torch CRM

Torch Automation
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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.

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.

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

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

Audience

Manufacturers and companies in need of a solution to improve their productivity and efficiency

Audience

Manufacturers, manufacturers' rep agencies, distributors, and B2B sales teams that sell through quotes.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$50 per month
Free Version Not Supported
Free Trial Not Supported

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

AccuQuote
Founded: 2016
United States
accuquote.direct/

Company Information

Torch Automation
Founded: 2021
United States
torch-crm.com

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5.0 out of 5 stars
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Everstage

4.8 out of 5 stars

Categories

HVAC Supported
HVAC Estimating Supported

Categories

Commission Supported
CRM Supported

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

Integrations

Microsoft Outlook Not Supported
Quickbase Not Supported

Integrations

Microsoft Outlook Supported
Quickbase Supported
Claim AccuQuote Direct and update features and information
Claim AccuQuote Direct and update features and information
Claim Torch CRM and update features and information
Claim Torch CRM and update features and information