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Ratings and Reviews 0 Ratings
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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.
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Media
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Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$75 per user per month
Free Trial Offered?
Free Version
Pricing Information
$99/month
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
ForeverCRM
Company Location
United States
Company Website
forevercrm.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
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