TLD CRM is a SaaS (Software as a Service) mobile friendly platform that only requires an internet connected device to use.
- Integrated VOIP System
- Built-in compatibility with both Genesis and Five 9 progressive (automated) dialers
- Real time reporting on your call center activity
- Email module for automated email drip campaigns
- SMS marketing module.
- Full API integration with top lead vendors for automatic lead downloads and posting
For information contact:
Esotech Office 888-646-9653 x1
Here you can find guides and answers to questions regarding the setup and usage of your system.
Added Language, Language Code on Lead and Policy Exports Added Product, Carrier and Plan Descriptions to Exports Fixed an issue with Date Effective Filters in Policies Vendors You can now redirect successes or... READ MORE
New Features Insured Premium (Field Existed, was not on Lead Form). Insured Carrier (Select what Carrier the current lead has). Insured Intent (Does the insured intent to keep or switch their insurance). NOT... READ MORE
User Abilities There is now a section on the User Permissions called “Abilities” which is split from roles. Abilities allow for fine grained permission in the system. “Verify” allows an agent to self... READ MORE
Options Options menu switched to Radio Dials for ease of use. Hide Client Menu Option for those who don’t want certain tabs. Agent of Record Added as Option to Policies (As opposed to... READ MORE