Torch CRM

Torch CRM

Torch Automation
+
+

Related Products

  • Everstage
    4.8 out of 5 stars 3,824 Ratings
    Visit Website for Everstage
  • Creatio
    4.6 out of 5 stars 589 Ratings
    Visit Website for Creatio
  • Macaw AMS
    4.9 out of 5 stars 8 Ratings
    Visit Website for Macaw AMS
  • Predict360
    4.7 out of 5 stars 18 Ratings
    Visit Website for Predict360
  • LIVE Connect
    4.7 out of 5 stars 47 Ratings
    Visit Website for LIVE Connect
  • Shippo
    4.7 out of 5 stars 911 Ratings
    Visit Website for Shippo
  • DrayMaster
    5.0 out of 5 stars 1 Rating
    Visit Website for DrayMaster
  • IUX
    4.0 out of 5 stars 968 Ratings
    Visit Website for IUX
  • iPlum
    4.5 out of 5 stars 9,148 Ratings
    Visit Website for iPlum
  • Sumsub
    4.6 out of 5 stars 239 Ratings
    Visit Website for Sumsub

About

Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance.

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

Companies and businesses searching for a solution designed to help them manage all their operations

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

No information available.
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 Not Supported
Live Online Supported
In Person Supported

Training

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

Company Information

EvolveNXT
Founded: 2009
United States
evolvenxt.com

Company Information

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

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly

Alternatives

eRep

eRep

Revalize
EvolveICM

EvolveICM

EvolveNXT
Everstage

Everstage

4.8 out of 5 stars

Categories

Commission Supported
Health Insurance Supported

Categories

Commission Supported
CRM Supported

Commission Features

Affiliate Management Supported
Agency Commission Supported
Commission Calculations Supported
Commission Scheduling Supported
Commission Tracking Supported
Compliance Management Supported
Flat Commissions Supported
Incentive Programs Supported
Multi-Tiered Commissions Supported
Percentage Commissions Supported
Sliding Scale Commissions Supported
Split Commissions Supported

Integrations

Microsoft Outlook Not Supported
Quickbase Not Supported

Integrations

Microsoft Outlook Supported
Quickbase Supported
Claim EvolveNXT and update features and information
Claim EvolveNXT and update features and information
Claim Torch CRM and update features and information
Claim Torch CRM and update features and information