Torch CRMCRM for manufacturers' reps
Torch CRM

Line Sheets and Samples for Independent Sales Reps

For reps who sell gift, home, apparel and other lines to boutiques, stores and chains, the line sheet and the sample are where the sale starts. Torch CRM ties both to the account.

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Torch CRM · HomeSample data
Torch CRM Home screen with sample data
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Click through the real thing.

Every account, searchable and sortableDistributors, end users and contractors in one list, with owner, territory and status at a glance.

Line sheets your buyers can open anywhere

Share a principal's line sheet with a buyer as a private link. They open it without an account, see the line's products, and can send an order request back from the same page.

Know where every sample is

Samples work like a loan library. Each sample has a status (requested, approved, checked out, returned), the person who has it, and a return date that flags anything overdue. Reps request a sample, an approver signs it out, and it goes back on the shelf when it comes home.

Quotes and orders that follow through

  • Price it right. Quote lines start from the manufacturer's list price and apply the customer's multiplier or special pricing agreement, whichever is better.
  • Send it from Outlook. Create the email with the quote PDF attached in your own mailbox, or give the buyer a read-only link.
  • Follow up on time. The quote follow-up queue shows what is overdue, due soon or stale, and every logged call gets a follow-up date by default.
  • Won becomes a sale. Marking a quote won creates the matching sale, which flows through to commissions.

Reorders and your catalog

Keep each principal's price sheet in the product catalog, track stock and bins in Inventory, and see the top gains and losses by account in Analytics.

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