TLD CRM Reviews

TLD CRM 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.