Quotes go out and nobody follows up.
Quote follow-ups land in each person's My Day queue, and a won quote becomes a sale automatically.
Follow-ups stop slipping, commission statements check out, and your customer history stays with your company when people move on. Torch CRM keeps it all in one place for manufacturers and their rep agencies.
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Manufacturers and rep agencies commonly run into these. Here's how Torch CRM takes care of each one.
Quote follow-ups land in each person's My Day queue, and a won quote becomes a sale automatically.
Import each principal's statement with a saved layout, check it against the statement total, and trace every line back to the sale and account.
Accounts, contacts, quotes, and Outlook email and calendar sit in one workspace, so when someone leaves, the history stays.
Track which line sheets went out and which samples are where, tied to the account.
Every record change is logged with who, what, and when, and your data is always yours to export.
Real Torch CRM screens with sample data. Click through the places your team works every day.
Built around how manufacturers' reps actually work: represent the lines, quote the projects, win the orders, and get paid the commission — with the operational controls to keep it all trustworthy.
Accounts, contacts, line sheets, samples, quotes, sales, and commissions live in one connected workspace — no re-keying between spreadsheets, and nothing falls through between steps.
Win a quote and the sale is created automatically. Import each principal's statement with a saved layout, check it against the statement's own total, and trace every commission line back to the sale and account it pays.
Talk through a call on the drive back — Ginger transcribes it and drafts the CRM updates: tasks, contacts, call logs. Confident matches apply automatically; anything ambiguous waits for your confirmation.
Outlook email and calendar, Quickbase accounting sync with CSV export for any other ledger, and sync with your existing CRM — with connection health and sync history you can actually see.
Duplicate detection, a guided merge center, data-quality queues, and work queues for overdue and unassigned items — so the CRM stays trustworthy as your team grows.
Each workspace is isolated at the database layer, access is role-based with required MFA, every action is audit-logged, and your data is always yours to export.
Switching from another CRM? Bring your accounts and contacts over with CSV or Excel import, or talk to us and we'll help you set it up.
Building your own looks fast until your team depends on it. Then someone has to host it, secure it, back it up, and fix it during a busy quote week. With Torch CRM, that someone is us.
Already using an AI assistant? Keep it. Connect it to your Torch CRM workspace and ask about your accounts, quotes, and commissions in plain language, with the same permissions your team has in the app.
Every module, every integration, and Ginger — one price per user, per month, and add seats as you grow. Billed monthly through Stripe, cancel anytime.
Have a discount code? Enter it at checkout.
Everything included — every module and integration — priced per user.
Use Torch CRM for 30 days. If you aren't satisfied for any reason, email support@jmcmahanllc.com within 30 days of your first subscription payment and we'll refund the subscription fees you paid. No questions asked.
Joseph McMahan, founder
Details on the pricing page. Subscriptions are managed by workspace admins inside the product; see the Terms of Service and Privacy Policy.
Walk the product demo at your own pace, or create your workspace now — you can be quoting in minutes.