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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:

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Description

Dray Insight is a cloud-driven platform designed for drayage quoting that caters to both carriers and brokers. This innovative tool utilizes company-specific rate profiles, terminal regulations, fuel surcharges, and additional fees to generate tailored quotes for specific lanes based on requests received via email. Users can easily review and dispatch quotes through Gmail or Outlook, craft detailed PDF quotes, and import RFQ spreadsheets for bulk pricing needs, while also providing shippers with a customer portal or a customized quote form on their branded website. The platform also tracks quote history and delivers insights into analytics such as win rates, response times, and profit margins. It seamlessly integrates with popular applications like Gmail, Microsoft Outlook, HubSpot, and TMSEZ for enhanced functionality. A complimentary plan allows for up to 100 quotes monthly, while premium features provide unlimited quoting, the ability to import RFQs, access to a customer portal, and advanced analytics. Accessible online, Dray Insight also includes a Chrome extension and an add-in for Outlook, simplifying the quoting process directly from email. This makes it an invaluable resource for optimizing drayage operations and improving efficiency.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Outlook Yes 
Gmail Yes 
HubSpot CRM Yes 
Microsoft 365 Yes 
Quickbase No 
TMSEZ Yes 

Integrations

Microsoft Outlook Yes 
Gmail No 
HubSpot CRM No 
Microsoft 365 No 
Quickbase Yes 
TMSEZ No 

Pricing Details

$215/month
Free plan: $0/month, up to 100 quotes/month, one terminal, and three users. Paid plans: $215/month base price plus $165/month per terminal. Paid plans include unlimited quotes, RFQ import, a customer portal, integrations, and 50 automated-quote credits per month.
Free Trial No 
Free Version Yes 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Dray Insight LLC

Founded

2024

Country

United States

Website

www.drayinsight.com

Vendor Details

Company Name

Torch Automation

Founded

2021

Country

United States

Website

torch-crm.com

Product Features

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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