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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 Dray Insight?

Dray Insight is a cloud-based platform tailored for drayage quoting, serving the needs of both carriers and brokers. This cutting-edge tool leverages unique company rate profiles, terminal regulations, fuel surcharges, and various fees to produce customized quotes for specific lanes based on email inquiries. Users can conveniently manage quotes through Gmail or Outlook, create comprehensive PDF documents, and upload RFQ spreadsheets for bulk pricing, while also offering shippers a customer portal or a personalized quote form integrated into their branded websites. The platform not only maintains a record of quote history but also provides valuable analytics insights, including win rates, response times, and profit margins. It integrates smoothly with popular tools like Gmail, Microsoft Outlook, HubSpot, and TMSEZ to enhance its functionality. A free plan accommodates up to 100 quotes per month, whereas premium features unlock unlimited quoting capabilities, RFQ imports, customer portal access, and advanced analytical tools. Available online, Dray Insight also boasts a Chrome extension and an Outlook add-in, making the quoting process straightforward directly from email communications. This functionality positions Dray Insight as an essential asset for streamlining drayage operations, ultimately driving increased efficiency and productivity for users. In a competitive industry, such tools can significantly enhance decision-making processes and overall service delivery.

Media

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Integrations Supported

Microsoft Outlook
Quickbase

Integrations Supported

Microsoft Outlook
Gmail
HubSpot CRM
Microsoft 365
TMSEZ

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

$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 Version

Supported Platforms

SaaS
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
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

Dray Insight LLC

Date Founded

2024

Company Location

United States

Company Website

www.drayinsight.com

Categories and Features

Commission

Not specified

CRM

Not specified

Categories and Features

Drayage

Not specified

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