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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 Morning Tally?

Morning Tally delivers an extensive reporting solution for enterprises that conduct sales via telephone, covering aspects like orders, quotes, and bookings. It seamlessly combines call logs and transcripts from a company's telecommunication framework with vital data from ERP, CRM, accounting, or job management platforms, enabling managers to receive a streamlined one-page report each morning. This daily report summarizes calls by representative, notes callbacks, monitors quote and revenue patterns, highlights open deals that could be at risk, and suggests follow-up actions based on customer interactions. Furthermore, optional weekly meetings and monthly evaluations for business owners offer a more comprehensive view of the performance metrics. Specifically designed for phone-focused teams in sectors such as distribution, freight brokerage, equipment rental, building supplies, manufacturing, and roofing, the service requires clients to either grant read-only access to their systems or submit weekly data exports. The initial setup entails a collaborative understanding of how sales are defined within the organization. Sample reports, which use fictional data for demonstration, are slated for release, with the launch of these reports and the ability to schedule orders expected by January 2027. This timeline positions the service to significantly improve both operational efficiency and sales tracking capabilities for its clientele, ultimately contributing to enhanced decision-making and strategic planning.

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

$395/month
The Core report is $395/month for up to 5 phone users, $595/month for 6–15, or $795/month for 16–30. Month to month with 30 days’ notice; annual prepayment saves two monthly payments. A one-time $500 setup fee is waived for the first 10 customers. Optional Monday sales-meeting review is $150/month; monthly owner review is $200/month. Pricing applies when orders open in January 2027.
Free Trial Offered?

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

Not specified

Company Facts

Organization Name

Torch Automation

Date Founded

2021

Company Location

United States

Company Website

torch-crm.com

Company Facts

Organization Name

Morning Tally

Date Founded

2026

Company Location

United States

Company Website

morningtally.com

Categories and Features

Commission

Not specified

CRM

Not specified

Categories and Features

Sales Analytics

Not specified

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