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What is Torch CRM?

Torch CRM serves as an all-encompassing solution for customer relationship management, specifically designed for manufacturers' representatives, rep agencies, and various B2B sales teams that operate primarily through quotations. This platform integrates essential components such as accounts, contacts, leads, opportunities, quotes, orders, sales, commissions, manufacturer line sheets, samples, products, and price books into a single cohesive workspace. Users can effectively track their pipelines based on territory and principal, create PDF quotes, follow up on pending quotes, manage tasks and activities, import commission data, and evaluate sales and payout metrics. Moreover, the integrated voice assistant, Ginger, aids in transcribing calls and preparing CRM updates for users to review, enhancing efficiency. The web application also boasts smooth integrations with Outlook and Quickbase, private API access, strong role-based access controls, multi-factor authentication, an audit log for monitoring changes, and capabilities for data export. To further improve user experience, a dedicated iPhone app allows field access, enabling users to check accounts, contacts, quotes, tasks, and sales information while on the move. Additionally, customers can benefit from a 30-day money-back guarantee, with Torch Automation providing the option to develop customized features that cater to specific business requirements. This ensures that every user enjoys a tailored experience. Ultimately, Torch CRM emerges as a multifunctional tool that enhances the sales workflow for B2B teams, making it an indispensable asset in today’s competitive landscape.

What is AccuQuote Direct?

AccuQuote has been thoughtfully crafted for HVAC manufacturers’ representatives to streamline the process of generating accurate and professional quotes. This innovation enables your team to focus more on client interactions rather than spending excessive time on quote generation. If your company is still using spreadsheets for this task, you may be encountering issues with data inaccuracies. Research from the International Conference on System Sciences indicates that a staggering 76% of spreadsheets are prone to errors, underscoring the potential pitfalls of this approach. AccuQuote simplifies the quoting process by automating the calculations for pricing, margins, markups, and freight costs. Transitioning from the errors associated with spreadsheets and manual methods allows your sales team to take advantage of a centralized database that contains templates, ensuring consistency and efficiency in quote management. By utilizing a single template to update specifications, costs, and markups, every member of your sales team can access the latest information for their quotes instantly, which not only boosts productivity but also encourages a collaborative atmosphere among your sales representatives. This modern approach ultimately leads to improved accuracy and a more effective quoting process.

Media

No images available

Media

Integrations Supported

Microsoft Outlook
Quickbase

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$75/user/month
The plan costs $75 per user per month and is billed monthly. Subscriptions can be canceled anytime.

Pricing Information

$50 per month

Supported Platforms

SaaS
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Torch Automation

Date Founded

2021

Company Location

United States

Company Website

torch-crm.com

Company Facts

Organization Name

AccuQuote

Date Founded

2016

Company Location

United States

Company Website

accuquote.direct/

Categories and Features

Commission

Not specified

CRM

Not specified

Categories and Features

HVAC

Customer Database
Job Management
Mobile Access
Quotes / Estimates
Scheduling
Work Order Management

HVAC Estimating

Commercial/Industrial
Cost Database
Financing Management
Quotes/Proposals
Scheduling
Takeoff

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