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What is TLDCRM?

"An easy to use and affordable SaaS Platform for Insurance Agencies & Call Centers. A combination of CRM, Marketing Tools & VoIP Technology."

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!


TLDCRM scored 54/100 in the Insurance category. This is based on user satisfaction (98/100), recent user trends (falling), and other relevant information on TLDCRM gathered from around the web.

The score for this service has improved over the past month. What is this?

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TLDCRM Product Overview

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


Languages: English

TLDCRM Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Brand Management
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • History/Version Control
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Recording
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial

TLDCRM Pricing Plans

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

Plans starting from: $75.00/month Credit card required: N/A
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