TLD CRM Description

With a robust workflow that tracks every contact from lead to sale, renewal, and even cancellation, you can track who did what with detailed auditing. You can control every detail that your agents see. Your data is safe from your staff. We restrict access to sensitive information to those who require it using predefined roles and specific abilities. Contact agents to schedule appointments for in-home or in-office visits. Our easy-to-use Calendar makes it easy to manage your appointments and callbacks. You can create events and RSVP for your clients. You can also track who was there and how many. This is not just for Call Centers. You can give your agents control over their business book by using our "My Business" section. From leads and policies to callsbacks and appointments. Give them control if you trust them! TLDialer is a Native integration with our Hosted VICIDil service. All agents can work from the same screen. Data syncs automatically. Our VICI Servers remain up-to-date.

Pricing

Pricing Starts At:
$75 per user per month

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Esotech
Year Founded:
2013
Headquarters:
United States
Website:
info.tldcrm.com

Media

TLD CRM Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Live Online
Customer Support
Phone Support
Online

TLD CRM Features and Options

CRM Software

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

TLD CRM User Reviews

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