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ease
features
design
support

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Write a Review

Description

Streamline your everyday business operations so you can concentrate on sales rather than data upkeep. Accelerate your business growth through smart collaboration tools and timely reminders. The Basic Online CRM effectively manages everything from initial marketing efforts to prospect engagement and customer relationships. Ensure you never overlook a call-back again with a tailored reminders feed accessible directly from your portal dashboard or CRM homepage. Instantly access contacts within the same organization and pinpoint individuals with purchasing authority, allowing you to focus on the most relevant targets. Our cloud-based CRM software is compatible with any device, ensuring you have constant access whether you're at the office, enjoying a coffee break, or relaxing at home. Moreover, Basic Online CRM offers the flexibility to incorporate additional features to enhance your online contact management experience. There’s no need to install a separate mobile or tablet application, as our online CRM seamlessly adjusts to fit your device, making it incredibly user-friendly. With this solution, you can transform how you manage your business interactions and improve your overall efficiency.

Description

Our comprehensive workflow guides your contacts from initial lead to sale and even through renewals, providing you with clear insights into actions taken by your team, complete with thorough auditing capabilities. You can meticulously manage what your agents can access, safeguarding your data by granting sensitive permissions only to those who truly require it, utilizing our preset roles or customizable permissions. Arrange meetings with agents for both in-home and office visits! Effortlessly oversee callbacks and appointments using our user-friendly Calendar feature. You can also create events, invite clients, and monitor attendance, among other functionalities! This system isn't limited to just call centers; through our "My Business" section, agents can take charge of their own portfolio, managing leads, policies, callbacks, and appointments. If you have confidence in your team, empower them with autonomy! TLDialer seamlessly integrates with our Hosted VICIDial service, allowing agents to operate from a single interface where data updates automatically. Our VICI Servers ensure that your system remains current and efficient at all times, enhancing productivity across the board. Additionally, the streamlined approach fosters improved communication and collaboration among team members.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$75 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Basic Business Systems

Founded

1979

Country

United Kingdom

Website

www.basiconline.net/saas-cloud-crm-x.html

Vendor Details

Company Name

Esotech

Founded

2013

Country

United States

Website

info.tldcrm.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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