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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 Phone Manager?

Phone Manager provides users with vital communication tools that significantly boost productivity by allowing quick and easy interactions. Featuring a wide range of functionalities tailored for different environments, it includes everything from contact lists and directories to chat options that foster smooth collaboration among team members, as well as specialized agent controls and toolbars aimed at enhancing the productivity of contact center staff. With Phone Manager Mobile, users can keep in touch with coworkers and clients alike, ensuring that important calls are never missed, regardless of their location or whether they are away from their desks. The presence profiles feature enables users to communicate their availability and manage their contact preferences, allowing calls to be redirected to mobile phones or softphones, or even activating a do-not-disturb setting while engaging with clients. Furthermore, our outbound calling solution simplifies following up on payments, contacting potential clients, or reminding customers about their appointments, making it an essential asset for any professional. In conclusion, Phone Manager is adeptly designed to enhance effective communication across various scenarios, empowering users to concentrate on what truly matters in their work. By consolidating these features, it not only aids in maintaining connections but also plays a crucial role in fostering a more organized and efficient workflow.

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

Xarios

Date Founded

2006

Company Location

United Kingdom

Company Website

www.xarios.com/products/phone-manager/

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

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

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