TLDCRM Reviews

It makes tracking my book of business easy; they have a ton of powerful ways to look at the data within the CRM, and they gave me access to the API, so I can also look at the data however I want on my end. The guys at TLD are also super helpful at answering questions, helping us problem solve, building new reports, etc. They also add features that we request regularly. That's just the reporting side of things, but the dialer functionality and ability to monitor your agents on the phone is also extremely useful.

No complaints. Any time there has been an issue or something I'm struggling with, they have resolved it very quickly. I am almost always able to message them and get responses within minutes.

It helps us store our client information and update it easily in an organized easy-to-use platform. With other CRMs, it is a lot harder to access and update your client information, but TLD makes it easy.

The 24/7 real time support is unprecedented for dialers. TLD is a full contact center solution with its lead developer on call at a moments notice for any and ALL issues that come up. Through Slack I'm able to reach out to them for something as simple as functionality questions or as complex as system customization requests. This is vital in the callcenter world where every second can mean money lost or unrealized sales. Most of the time when we have a concern its addressed by the lead architect of the system. That kind of customer service is paramount.

There are few downsides but the only one that comes to mind is the telephony sidewinder's of the system is Vici and sometimes that can cause limitations.

If your agency or call center or inside sales company is using a dialer and a CRM then you need to consider TLD because they combine the two in a harmonious business way that reduces man hours and costs and increases sales as it has done in my Agency/CallCenter

With TLD I'm able to track every stage of the sale to ensure we are not leaving customer retention to chance. By quantifying all successful and non successful stages of each sale we are able to identify missed opportunities and improve our retention and attrition rates.

We have been using TLD and their new Vici dialer integration for the past few months and can honestly say we are very impressed. Between the insightful feature set, flexibility in reporting, and solid reliability, we are very happy with this solution.

The only downside I can think of is that this wasn't available to us sooner! TLD has made a huge impact on our business and has saved us thousands per month on other 3rd party solutions that TLD already has integrated within it's basic feature set.

By far the most cost-effective solution for CRM, Lead Management, Simple ACD and Dialer, IVR...etc. Very flexible support team, and if your case-study makes sense, they are pretty open to developing a solution for you and other TLD customers.

CRM, ACD, OB Dialer, Lead Management, complete sales funnel management from lead to prospect to customer to service....

It's simple and user friendly.

Customer and admin support is excellent and prompt.

As a telemarketing insurance agency this is the best CRM we've used .

Customer summary calculations for premium based on product disposition.

The meticulous details it allows you to add to the fields. The ability to keep track of all your business, dates of enrollment, as well as when to contact clients to renew.

At first, didn't like how meticulous it was. It seemed like a lot in the beginning. But after using and getting used to it, I can't picture myself using another system.

Not really having any problems. Keeps everything organized so problems do not occur.

Easy to navigate though. Very easy to input information and scheduling procedures.

Program would sometimes freeze up when an update was needed.

Better control with updates and load time.

Scheduling and recruiting, projecting future sales, and seeing where growth was needed.

This software is very adaptable to the zoom text software that we use.

Theres nothing we dont like. It's so good

Keep thorough notes

The zero learning curved required to use this tool.

Can't honestly think of any features that I disliked.

Check out requirements first.

Problems solved was what this was designed to do.

It is customizable according to individual who is using. They can have access to limited or all information depending on how you set up

No negatives right now. Like the software is easy to use.

I can have at my fingertips my list of clients

The team always is available to assist with any issues we have and always go above and beyond.

Nothing I dislike currently, I am excited to see how far they have come.

Our customers are able to manage their lead database and optimizing sales with activity tracking. The tool allows you to manage the end to end sales cycle much more efficiently.