Audience
CRM solution for organizations
About TLD CRM
We take your contacts from lead to sale and even renewals with a robust workflow that allows you to know exactly who did what and when with detailed auditing features. Control every detail of what your agents see. Protect your data from your staff and give sensitive access to only those who need it using our predefined roles or specific abilities. Schedule your contact with agents for in home or in office visits! Manage your callbacks and appointments in our easy to use Calendar. Create Events and RSVP your clients and track who showed up and more! Not just for Call Centers! Using our “My Business” section you can allow your agents to control their book of business. From leads and policies to callbacks and appointments. If you trust them, give them control! TLDialer is a Native Integration with our Hosted VICIDial service. Your agents work from one screen. Data synchronizes automatically. Our VICI Servers are always up to date.
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Pricing
Starting Price:
$75 per user per month
Integrations
No integrations listed.
Company Information
Esotech
Founded: 2013
United States
info.tldcrm.com
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
TLD CRM Product Features
CRM
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Quotes / Proposals
Not Supported
Territory Management
Not Supported
