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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.

What is Ivinex CRM?

The Ivinex UUE acts as the vital link between our Customer Service Center and CRM systems. The introduction of the Ivinex UUE state machine has notably elevated our business's success rate. By automating repetitive tasks and various operational processes, we have experienced a significant boost in our performance metrics. Our agents are no longer burdened with the need to manually send emails, texts, or callbacks, which allows us to focus more on strategically engaging with our clientele. With the integration of Script Pop technology, agents are provided with clear and instant messaging, which enhances their overall productivity. Additionally, having real-time access to customer information during calls fosters more effective interactions. This capability enables us to deliver the most engaging responses and relevant information to our customers. By gathering insights on customer concerns over time, we can address their service requirements with improved precision and speed. Our system has become increasingly intelligent, simplifying workflows and making them more user-friendly. We are dedicated to providing you and your agents with the most powerful tools available, ensuring an effortless experience for everyone involved. Ultimately, this innovation not only boosts agent satisfaction but also strengthens customer loyalty, paving the way for long-term success. As we continue to refine our processes, we anticipate even greater achievements in the future.

Media

Media

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

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

Ivinex

Date Founded

2006

Company Location

United States

Company Website

ivinex.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

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