Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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