• Simple, Clean, Intuitive
    Simple, Clean, Intuitive

    Do more. Click less. We have built our system for you to get work done, not get frustrated with interfaces.

  • Vendors, Website & Forms
    Vendors, Website & Forms

    Receive data from anywhere and send it instantly to your dialer,

  • Security
    Security

    Simple security & role settings. Lock down your Call Center in a couple clicks.

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:

Gregory Conroy

Esotech Office 888-646-9653 x1

info@tldcrm.com

Here you can find guides and answers to questions regarding the setup and usage of your system.

Patch 5.1.5

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Changed system font to Open Sans. Whole system should have a cleaner look. Added Font Awesome Icon Set. Fixed issue with Changing Columns in Lead Screen Now unsetting all checkboxes will return back... READ MORE

Patch 5.1.0

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New Payment Type Check New Field: check_number in relation to Check. *Must be enabled under “Fields”. Disabled by default. New Filters All new filters that have multi checkboxes include the NOT feature, which... READ MORE

Patch 5.0.5

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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

Patch 5.0.1

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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