Datrm.inFlat Creek
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TL LeadManagerTargetLeads
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Related Products
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About
Encourage your top contacts to take action with an integrated call tool that can be customized for specific events. Filter and group your contacts by activity, transactions, custom fields, even proximity. Enhance your existing contacts with social, consumer and voter data from third-parties like FullContact. Create filters to automatically segment contacts into targeted drip and retargeting campaigns. Import existing contacts from Excel, Google Contacts, website forms, and hundreds of other sources. Create custom user roles with specific permissions for what users can see and do in your account. Mobilize your network to help you reach your goals. Datrm.in is here to help professionals, non-profits and campaigns build stronger relationships with their audience and mobilize them to take action. Easily track online and offline contributions, create call lists, see call results in real-time, and export lists for mailing and compliance.
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About
TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies and businesses looking for an integrated call tool that can be customized for specific events
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Audience
Health and life insurance companies looking for a Contact Management solution
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$250 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$40 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationFlat Creek
Founded: 2015
www.datrm.in/
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Company InformationTargetLeads
Founded: 1985
United States
www.targetleads.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Contact Management Features
Activity Management
Not Supported
Appointment Management
Not Supported
Contact Database
Supported
Contact History
Not Supported
Contact Import/Export
Not Supported
Customer Pipeline
Not Supported
Email Marketing
Not Supported
Group Management
Not Supported
Interaction Tracking
Supported
Lead Management
Not Supported
Prospecting Tools
Not Supported
Sales Pipeline Management
Supported
Search / Filter
Not Supported
Segmentation
Supported
Shared Contacts
Not Supported
Social Media Integration
Not Supported
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Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Document Management
Not Supported
Insurance Rating
Not Supported
Life & Health
Supported
Policy Management
Not Supported
Property & Casualty
Supported
Quote Management
Not Supported
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Integrations
CiviCRM
Supported
Eventbrite
Supported
Facebook
Supported
Facebook Ads
Supported
Instapage
Supported
Mailchimp
Supported
Meta Ads
Supported
Microsoft Excel
Supported
OptinMonster
Supported
Twilio
Supported
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Integrations
CiviCRM
Not Supported
Eventbrite
Not Supported
Facebook
Not Supported
Facebook Ads
Not Supported
Instapage
Not Supported
Mailchimp
Not Supported
Meta Ads
Not Supported
Microsoft Excel
Not Supported
OptinMonster
Not Supported
Twilio
Not Supported
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