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 currently scores 85/100 in the Insurance category. This is based on user satisfaction (95/100), press buzz (35/100), recent user trends (falling), and other relevant information on TLDCRM gathered from around the web.

The score for this software has declined over the past month. What is this?
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Editors' Review by the Insurance Software Review Team

TLDCRM is an insurance software solution and an affordable SaaS for call center companies and insurance firms. It is a cloud-based platform and has an effective VolP scheme for sales related to health and other ancillary offerings.

The software provides lead and management services in addition to free VolP softphone system should users decide to use the scheme. Backups of everything uploaded to the system are also given to the businesses.

Starting companies in the insurance and call center sector benefit from the process automation features provided by the software. PHI/HIPAA sensitive information is also well kept and protected by the system.

How TLDCRM works

TLDCRM gives users a holistic SaaS platform for businesses in the call center industry. Sales flow is now easier to manage with the utilization of the lead-to-sale workflow organizer. This, however, does not reveal the entirety of the data to the agents of the firm as confidentiality-related tweaks can be done within the software.

The software works in a way that when an agent answers a call from a customer, all necessary information will already be displayed on the worker’s monitor. This lessens the time it takes for a person to handle client calls and gives them the ability to focus on marketing the products they have to sell.

When the business opts to avail of the integrated Telynx SIP trunking phone system, agents can obtain personal information from the client such as customer service demands and requests and verification recordings.

Leads are then streamlined through a predefined sales flow determined by experts in the field of sale-to-submission systems. This makes phone marketing effective and more efficient across time.
Live sales boards projected onto a big screen also motivates workers to do their best during work hours. This gives them the capacity to compare their performance with their peers. Productive employees will reap the rewards of being the top performer on a daily basis.

The quoting sales process by the software is also automated and assisted by the software. Agents can set a callback scheme when the caller does not want to immediately make a purchase.
After closing a deal and obtaining the necessary credit card information from the client, the system processes all the data, allowing the user to focus on other tasks. Verifications are recorded with VOIP system within the software. These recordings are then uploaded and stored on a secured Amazon S3 server.

Custom integrations permit third-party generation within the workflow of the system. The carrier receives all information obtained from the client/caller and submits it with an effective date. Everything else is automated and given proper attention to the system.

Processes that salvage sales are also done automatically within the system in order to effectively translate leads to sales. Policies are auto termed for particular customers and the software assists the agent in setting up a callback period with the client.

Other features of the software include the following:

  • TLDSIP, a proprietary softphone system is offered together with the system. This is compatible with multiple computers at a time.
  • The phone system works with Asterisk 14.4 Virtual PBX separated in AWS using the Amazon Aurora database. This only means agents are provided with topnotch sound quality to effectively hear people from the other side.
  • Call flow control is optimized with various ring methods. Ring priorities are also set on various queues within the system.
  • Backing up of recordings in three specific locations also ensures easier retrieval of the files whenever necessary.
  • Opus Codec feature records recordings in high definition but without the increase in file size. Conversions are also done to MP3 and WAV format.
  • Call barging feature allows managers to stalk ongoing conversations and to intervene whenever the need arises.
  • TSP transport protocol keeps recordings, ongoing calls and other files from possible intervention. Security is assured by the software at all times and in various contexts.
  • Automated email and sales marketing methods and tools allow future clients access to the facilities to call the firm.


The benefits of TLDCRM

Streamlined lead-to-sale workflow

The entire process involved with the TLDCRM allows agents in a call center to focus solely on generating sales from their calls. The system itself generates scripts and offers for the next callback period of unsure clients.

File security

The system maintains the integrity of the entire data even from the managers themselves. While these managers can monitor the sales talk between an agent and a customer, he is not offered easy access to the recordings and analytics unless it is for review purposes.

The data is also uploaded and stored in the Amazon Aurora database. It ensures triplicate copies are generated for practical and compliance purposes.

High-quality audio output

The system is more than able to produce and maintain high-quality audio on both sides of the call. This means the recording stored in a higher definition than that of the usual quality. This also ensures that the manager and the employee do not miss out on important details that may affect the probability of the purchasing behavior of the client.

Self-developing software

The software takes into consideration all the feedback from its clients. This makes itself self-improving without the additional cost. It keeps on improving with the growing number of users worldwide.

TLDCRM pricing plans

TLDCRM offers a $75 per seat per month for firms availing of the service of the software. It can be adjusted anytime depending on the number of employees in the center. The package includes a secured account for the entire system and a backup of all the data uploaded to the cloud. Initial instruction, training and documentation and live support systems are also provided by the software.

A one-time setup fee of $500 is also required to be able to secure and prepare the system, set up phones and lines and to provide users softphone manuals and training.


TLDCRM helps firms in the call center industry to establish an efficient and working system within certain periods of time. The software is a CRM tailored for insurance and is the only one offering call center flow of lead and flow of data with the optimum amount of servicing level to its users.
The software is developed by designers with about eight years of experience working on data on insurance sales industry. This assures the software has maximum data security and efficiency.

TLDCRM Product Overview

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

Languages Supported: English

TLDCRM Features

  • 2-Factor Authentication
  • Analytics
  • 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
  • Google Apps Integration
  • 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
  • Video
  • SMS
  • Call Recording
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
  • Report & Compliance
  • Hardware Integration
  • Comparative Reporting
  • Mobile App
  • Automatic Call Distribution
  • Auto Dialer
  • Call Logging
  • Call Monitoring
  • Call Scripting
  • Escalation Management
  • Interactive Voice Response
  • Audio Recording
  • Sales Automation
  • Pipeline Management
TLDCRM Pricing

TLDCRM Pricing Plans


1 user(s) / month
  • Your secure Business Account
  • Cloud backups of all Data and Recordings
  • Live Support
  • Initial Training

Plans starting from: $75.00/month Credit card required: No
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TLDCRM User Reviews

Average User Rating:
4.73/5 based on 19 user ratings.
Your Rating:
User profile picture

"Best CRM Ever"

What do you like about TLDCRM?

Great CRM for both the agents and managers. I've used it on both ends, and as an agent it's simple to use and does everything you need. As a manager, it lets you easily manage your agents, but the best part is the way it makes it easy to track your book of business, importing and exporting data, building reports exactly how you like, etc. Their platform lets you look at your data almost any wat you want, and the have an API if you ever want to look at it in one of your own systems. They also offer exceptional customer support.

What do you dislike about TLDCRM?

I have no complaints. They help us anytime we have a problem, and when we want a feature, they add it for us.

Ease of use
Value for money
Customer service
User profile picture

"Best CRM on the Market"

What do you like about TLDCRM?

I have used everything from Pipedrive, Vanilla Soft, Zoho, Insightly and 6 different buildouts of Sale Force. From easy of use, reporting, onboarding and their 5 star INSTANT support. Think about that, NO TROUBLE TICKETS. If I ask for a call, my phone rings in minutes. I've had call centers with anywhere between 40 and 400 agents from Cebu to Fort Lauderdale and I have NEVER had this type of white glove service EVER!. Now please just go to the next review about some other company and do not call TLD as I do not want a bunch of people to find my little secret...

What do you dislike about TLDCRM?

Nothing so far and I am not easy to please. That alone should be enough but this text box needs a min. of 80 characters. So there.

Ease of use
Value for money
Customer service
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