Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • CallTools Reviews & Ratings
    565 Ratings
    Company Website
  • Forethought Reviews & Ratings
    167 Ratings
    Company Website
  • ToogleBox Reviews & Ratings
    85 Ratings
    Company Website
  • Jotform Reviews & Ratings
    8,469 Ratings
    Company Website
  • Creatio Reviews & Ratings
    524 Ratings
    Company Website
  • Zendesk Reviews & Ratings
    7,920 Ratings
    Company Website
  • Portal Wholesale CRM Reviews & Ratings
    Company Website
  • Birdeye Reviews & Ratings
    5,054 Ratings
    Company Website
  • Josys Reviews & Ratings
    245 Ratings
    Company Website
  • Gemini Enterprise Agent Platform Reviews & Ratings
    967 Ratings
    Company Website

What is TLD CRM?

Our all-encompassing workflow streamlines the journey of your contacts, guiding them from the moment they are leads to the final sale and into the renewal stage, while offering you valuable insights into your team's activities alongside comprehensive auditing options. You have the ability to carefully regulate your agents' access, protecting sensitive data by allocating specific permissions only to those who genuinely need them, whether through predefined roles or tailored permissions. Schedule meetings with agents for both in-home consultations and office visits with ease! Manage callbacks and appointments effortlessly thanks to our intuitive Calendar feature, which allows you to create events, send invitations to clients, and track their attendance among various other capabilities! This system extends beyond call centers; within our "My Business" section, agents can independently manage their portfolios, overseeing leads, policies, callbacks, and appointments. If you trust your team, grant them the autonomy they deserve! TLDialer offers a seamless integration with our Hosted VICIDial service, enabling agents to function within a unified interface where data updates occur automatically. Our VICI Servers guarantee that your system operates smoothly and remains up-to-date, significantly boosting overall productivity. Furthermore, this streamlined method promotes enhanced communication and collaboration among all team members, ensuring that everyone is aligned and informed. Ultimately, this solution not only optimizes operations but also enhances the overall efficiency of your business processes.

What is Coconut Software?

Our appointment scheduling and visitor management platform, designed for enterprise use, seamlessly integrates both in-person and online interactions. It offers features such as self-service booking, curbside pickup, online and in-person queuing, callback requests, wait time monitoring, virtual meeting support, and integration with contact centers. This tailored experience, whether experienced physically or online, boosts client interaction, creates additional revenue opportunities, and optimizes workforce management. Additionally, it delivers crucial insights that organizations often miss when relying solely on their CRM systems or calendars. Acting as a smooth interface, we enhance the functionality of existing technologies, fostering meaningful connections through a streamlined engagement process that simplifies interactions for all users. By bridging the gap between various platforms, we ensure a cohesive experience for both clients and staff.

Media

Media

Integrations Supported

Cisco Webex
Facebook
Gmail
Google Analytics
Google Calendar
Google Hangouts
Microsoft 365
Microsoft Outlook
Postmark
Salesforce
Twilio
Zoom

Integrations Supported

Cisco Webex
Facebook
Gmail
Google Analytics
Google Calendar
Google Hangouts
Microsoft 365
Microsoft Outlook
Postmark
Salesforce
Twilio
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$75 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Esotech

Date Founded

2013

Company Location

United States

Company Website

info.tldcrm.com

Company Facts

Organization Name

Coconut Software Corporation

Date Founded

2007

Company Location

Canada

Company Website

www.coconutsoftware.com

Categories and 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

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Visitor Management

Alerts/Notifications
Badge Management
Document Management
ID Scan
Pre-Registration
Registration Management
Self Check-in
Visitor Tracking
Watch List

Popular Alternatives

Popular Alternatives

Ivinex CRM Reviews & Ratings

Ivinex CRM

Ivinex
Amphis Customer Reviews & Ratings

Amphis Customer

Amphis Software