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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 Sequifi?

Sequifi is a cutting-edge cloud solution designed for businesses that operate on commission-based models, combining commission oversight with payroll and workforce management capabilities. This platform accurately calculates tiered commissions, bonuses, manager overrides, adjustments, and clawbacks in accordance with personalized pay rules, efficiently channeling the validated amounts to payroll for both W-2 employees and 1099 contractors. It simplifies payroll operations by offering tools for pay-cycle preparation, comprehensive reviews, approval processes, deductions, and the upkeep of payroll records. In addition, Sequifi facilitates recruitment and onboarding processes, document management, role and team organization, performance monitoring, and access to training materials. Sales personnel enjoy the convenience of monitoring anticipated earnings and detailed payment data through mobile apps, while managers and finance teams can oversee payroll calculations and cycles, ensuring precision. Tailored specifically for the field-sales and service industries, Sequifi caters to sectors such as mortgage, solar, roofing, fiber, HVAC, pest control, and home-services, which often deal with intricate variable compensation systems, thus improving operational efficiency and transparency. By unifying these various functions into a single cohesive platform, Sequifi enables organizations to enhance their workforce management and commission processes significantly, ultimately driving better performance across the board. Its comprehensive approach helps to streamline workflow and reduce errors, making it an invaluable tool for businesses looking to thrive in competitive markets.

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Media

Integrations Supported

Microsoft Outlook
Quickbase

Integrations Supported

Google Sheets
HubSpot CRM
JobNimbus
Jobber
QuickBooks Online
Salesforce

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

Pricing not provided

Supported Platforms

SaaS
iPhone

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Online Training

Training Options

Webinars
Online Training

Company Facts

Organization Name

Torch Automation

Date Founded

2021

Company Location

United States

Company Website

torch-crm.com

Company Facts

Organization Name

Sequifi

Date Founded

2022

Company Location

United States

Company Website

sequifi.com

Categories and Features

Commission

Not specified

CRM

Not specified

Categories and Features

Commission

Not specified

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