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Description
SalesRepFielder is an effective commission management tool designed for QuickBooks Online that analyzes your invoices along with the transferred sales-rep field, applies your specified commission guidelines, generates detailed statements for each representative, and seamlessly integrates the necessary journal entries into your accounting records. This software is particularly advantageous for bookkeepers, accounting firms, and small businesses utilizing QBO.
THE ISSUE. One significant drawback of QuickBooks Online is the absence of a Sales by Rep report. For those who transitioned from the Desktop version, the conversion process resulted in the REP field being transferred as a custom dropdown with only initials, which remains unlinked to any employee records. As a workaround, many users resort to a monthly commission spreadsheet that tends to be overlooked during audits.
WHAT IT OFFERS. SalesRepFielder seamlessly interfaces with QuickBooks Online to extract data from invoices, sales receipts, payments, credit memos, and refund receipts, including the imported rep custom field. The platform supports a variety of commission structures through clearly defined rules, such as flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance targets, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. This comprehensive approach ensures that all aspects of commission management are covered efficiently.
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
Screenshots View All
No images available
Pricing Details
$20/month
Free Trial
Yes
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
No
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Dire Syzygy
Founded
2026
Country
Mexico
Website
salesrepfielder.com
Vendor Details
Company Name
Torch Automation
Founded
2021
Country
United States
Website
torch-crm.com
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
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
