Torch CRM

Torch CRM

Torch Automation
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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.

About

incentX is an incentives and compensation platform that runs every incentive program off one spine: the ERP transaction. Sales commissions, rebates, royalties, chargebacks, billbacks, and trade promotions are calculated from the same invoices, orders, and credit memos your finance team closes on. incentX reads each transaction once and checks it against every active program, so one invoice can drive a rep's commission, a customer's GPO rebate, and a trade promotion at the same time, with one audit trail behind all three. Plans are built in a no-code rule engine, reps and partners see payouts in real time, and customers and vendors submit claims through the Incentive Business Network portal. Pre-built, two-way connectors cover NetSuite, SAP, Microsoft Dynamics, and Sage, and incentX also connects to Epicor Prophet 21, QuickBooks Online, Salesforce, HubSpot, and Zoho. incentX is SOC 2 Type II certified, and the average customer goes live in six weeks.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Companies running more than one incentive type, or high ERP transaction volume, in wholesale distribution, life sciences, food service, and FMCG.

Support

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

Support

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

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

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

Pricing

200 per month
Growth Plan: $500 per month
Pro Plan: $1500 per month
Free Version Not Supported
Free Trial 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 Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

incentX
Founded: 2018
United States
incentx.com

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Categories

Commission Supported
CRM Supported

Categories

Commission Supported
CPQ Supported
CRM Supported
Rebate Management Supported
Sales Compensation Supported

CRM Features

Calendar/Reminder System Not Supported
Call Logging Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management 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

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Not Supported
Proposal Generation Not Supported
Quotes / Estimates Not Supported
Renewal Management Not Supported
Self Service Portal Supported

Compensation Management Features

Bonus Management Supported
Compensation Assessment Supported
Compensation Calculation Supported
Compensation Plan Modeling Supported
Compensation Statements Supported
Employee Reward Programs Supported
Incentive Programs Supported
Organizational Charting Supported
Salary Planning Not Supported

Sales Performance Management Features

Incentive Compensation Management (ICM) Supported
Predictive Sales Analytics Supported
Quota Management Supported
Reporting / Analytics Supported
Sales Coaching Analysis Supported
Sales Gamification Supported
Sales Performance Tracking Supported
Sales Planning & Forecasting Supported
Territory Management Supported

Integrations

Acumatica Cloud ERP Not Supported
Epicor Prophet 21 Not Supported
HubSpot CRM Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Entra ID Not Supported
Microsoft Outlook Supported
NetSuite Not Supported
Okta Not Supported
QuickBooks Enterprise Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Quickbase Supported
SAP Business One Not Supported
SAP ERP Not Supported
SAP S/4HANA Not Supported
Sage 300 Not Supported
Salesforce Not Supported
Zapier Not Supported
Zoho CRM Not Supported

Integrations

Acumatica Cloud ERP Supported
Epicor Prophet 21 Supported
HubSpot CRM Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Entra ID Supported
Microsoft Outlook Not Supported
NetSuite Supported
Okta Supported
QuickBooks Enterprise Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Quickbase Not Supported
SAP Business One Supported
SAP ERP Supported
SAP S/4HANA Supported
Sage 300 Supported
Salesforce Supported
Zapier Supported
Zoho CRM Supported
Claim Torch CRM and update features and information
Claim Torch CRM and update features and information
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Claim incentX and update features and information