Audience
Manufacturers, manufacturers' rep agencies, distributors, and B2B sales teams that sell through quotes.
About Torch CRM
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.
Other Popular Alternatives & Related Software
eRep
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience.
eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities.
From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps!
eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!
Learn more about eRep
Commissionly Tracker
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance.
Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines.
Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.
The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.
Learn more about Commissionly Tracker
Repfabric
Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features.
In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
Learn more about Repfabric
incentX
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.
Learn more about incentX
Pricing
Starting Price:
$75/user/month
Pricing Details:
The plan costs $75 per user per month and is billed monthly. Subscriptions can be canceled anytime.
Company Information
Torch Automation
Founded: 2021
United States
torch-crm.com
Videos and Screen Captures
Other Useful Business Software
One Monitoring Tool for IT, OT and Cloud | Free Trial
Modern infrastructure spans data centers, cloud platforms and factory floors, and every blind spot between them is a risk. PRTG supports SNMP, WMI, SSH and other standard protocols to monitor IT, OT and hybrid environments through one customizable dashboard. Build the views your team needs, from network health to application performance, without switching tools. Try PRTG free for 30 days now.
Product Details
Platforms Supported
Cloud
iPhone
Training
Documentation
Live Online
Support
Online
Torch CRM Frequently Asked Questions
Q: What kinds of users and organization types does Torch CRM work with?
Torch CRM works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Torch CRM support in their product?
Torch CRM supports these languages: English.
Q: What kind of support options does Torch CRM offer?
Torch CRM offers support via online.
Q: What other applications or services does Torch CRM integrate with?
Torch CRM integrates with: Microsoft Outlook and Quickbase.
Q: Does Torch CRM have an API?
Yes, Torch CRM has an API.
Q: Does Torch CRM have a mobile app?
Yes, Torch CRM has a mobile app for iPhone.
Q: What type of training does Torch CRM provide?
Torch CRM provides training in the form of documentation and live online.
Q: How much does Torch CRM cost?
Pricing for Torch CRM starts at $75/user/month.
