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Software Description:

TLDCRM or Total Lead Domination is a SaaS (Software as a Service) cloud-based platform and VoIP system for insurance sales regarding health, life and other ancillary products. We provide the tools you need to succeed at selling.

We provide a CRM to manage your lead and policy flow, as well as a free VoIP Softphone if you decide to use our phone systems. We also provide all compliant backups of recordings and documents uploaded to our system.

We take the headache out of managing and analyzing your lead sources as well as your current book of business. We can help you setup your call center to run smooth and efficient as well as manage all your PHI/HIPAA protected information.

There is no insurance tailored CRM out there that manages call center lead flow and data like we do. We are constantly improving and adding modules to the system at no cost to you. If what we have doesn’t work for you we will work to accommodate!

Features:

  • Audience Targeting
  • Email Integration
  • Conversion Tracking
  • CRM Integration
  • Call Disposition
  • Referral Tracking
  • Call Recording
  • Softphone
  • Click-to-Dial
  • Call Tracking
  • Dashboard
  • Scheduling
  • Calendar Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Marketing Automation
  • Data Visualization
  • Contact Sharing
  • File Sharing
  • Customer Management
  • External Integrations
  • Notifications
  • Multi-User
  • Data Export
  • Contact Management
  • Data Import
  • API

Summary:

  • Affordable and Easy to SaaS CRM Platform for Insurance Agencies and Call Centers.

Agency

$75.00
1 user(s) / month
Included in plan:
  • Your secure Business Account
  • Cloud backups of all Data and Recordings
  • Live Support
  • Initial Training

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
19
Followers:
30

Other:

Who uses TLDCRM
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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