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.
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
New Lead Fields Fields have been added to Vendor Mappings and Relay Mappings as well as show on the dialer screen under Contact. annual_income (number) Fixed ACAExpress Integration to use Annual Income. newsletter... READ MORE
Document Uploader You can now attach documents to individual policies (To Contact / Lead coming next) Documents can be downloaded after uploaded. Documents can have descriptions. Max 10mb Files File Types Accepted: pdf|doc|docx|xls|xlsx|zip|7z|rar|jpg|jpeg|gif|png|bmp|txt|tiff Files... READ MORE