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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Description

Provide personalized sales experiences by utilizing comprehensive contact and account management tools. Focus your marketing efforts effectively by creating custom HTML emails aimed at distinct customer groups. Monitor your sales journey from initial lead generation to opportunity development, pricing, and finalizing deals through a structured sales pipeline. Streamline your workflow by automating routine tasks, such as setting reminders for calls and emails, distributing brochures, and managing lead entries. Generate reports on all data housed within your CRM, encompassing activities, leads, tasks, sales figures, and financial records. After each client meeting, quickly generate quotes using the integrated quoting system. Keep your product information and images organized to easily produce dynamic presentations for the products you wish to showcase. Additionally, enhance your customer engagement by utilizing analytics to refine your approach and track the success of your strategies.

Description

Torch CRM is a comprehensive customer relationship management solution tailored specifically for manufacturers' representatives, rep agencies, and various B2B sales teams focused on selling through quotes. This platform consolidates crucial elements such as accounts, contacts, leads, opportunities, quotes, orders, sales, commissions, manufacturer line sheets, samples, products, and price books into a unified workspace. Users can efficiently monitor their pipelines by both territory and principal, generate quote PDFs, follow up on outstanding quotes, manage activities and tasks, import commission reports, and analyze sales and payout statistics. Additionally, Ginger, an integrated voice assistant, facilitates the transcription of calls and the drafting of CRM updates for user review. The web application features seamless integrations with Outlook and Quickbase, private API access, robust role-based access controls, multi-factor authentication, an audit log for tracking changes, and options for data export. A dedicated iPhone application enhances field access, allowing users to view accounts, contacts, quotes, tasks, and sales information on the go. Customers can take advantage of a 30-day money-back guarantee, and Torch Automation is available to create custom features tailored to specific business needs, ensuring a personalized experience for every user. Overall, Torch CRM stands out as a versatile tool that streamlines the sales process for B2B teams.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Outlook No 
Quickbase No 

Integrations

Microsoft Outlook Yes 
Quickbase Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$75/user/month
The plan costs $75 per user per month and is billed monthly. Subscriptions can be canceled anytime.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BuddyCRM

Founded

2012

Country

United Kingdom

Website

buddycrm.com

Vendor Details

Company Name

Torch Automation

Founded

2021

Country

United States

Website

torch-crm.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs No 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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