CRM for Manufacturers' Reps and Rep Agencies

Built around how a rep agency works

Most CRMs stop at the deal. A rep agency's work keeps going after the order: the invoice ships, the principal sends a commission statement, and someone has to make sure the agency was paid for every sale. Torch CRM follows the whole path in one workspace:

• Accounts and contacts. Every retailer, distributor and buyer you call on, with the full activity history: calls, meetings, emails and notes your team logs.
• Your principals. Each manufacturer line you represent, with its territory, regional manager, terms and sales targets.
• Line sheets and samples. Share a principal's line sheet with a buyer as a link, take order requests from it, and track which samples are out, with whom and when they are due back.
• Quotes. Price lines from the manufacturer's list price and your customer's multiplier or special pricing, send the quote from Outlook and work the follow-up queue.
• Sales and commissions. A won quote becomes a sale. Import each principal's invoice and commission statements, and trace every commission line back to the sale and account it pays.

One record of every customer

Your team logs calls, meetings and emails against the account, so a new rep can open a company and see what happened before they arrived. Duplicate detection and a guided merge keep the account list clean as more people use it.

Works with the tools you already use

Connect Outlook email and calendar, sync with your existing CRM, and bring everything else in or out with CSV and Excel import and export. Your data is always yours to export.

Secure by default

Each agency's workspace is kept separate at the database layer. Access is role-based, sign-in requires two-step verification, and every change to a record is written to an audit trail: who changed what, and when. See Trust and Security.

See it working

Take the product tour, compare pricing, or read the User Guide.