• 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 5.0.1

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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

Patch 5.0

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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

Patch 4.98

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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

Patch 4.95

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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