--- title: TDF CRM Reviews meta_title: 'TDF CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 49 reviews by the users' company size, role or industry to find out how TDF CRM works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 49 scale: '5' date_modified: '2026-06-29' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # TDF CRM Reviews **Vendor:** White Cup **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.9/5.0 **Total Reviews:** 49 ## About TDF CRM With over 20 years of focus on the distribution industry, White Cup enables distributors to easily access revenue intelligence information to manage relationships and interactions with customers and potential customers. TDF CRM helps marketing and sales teams drive growth, increase profitability, differentiate your business, and improve employee engagement. ## TDF CRM Pros & Cons **What users like:** - Users appreciate the **simplicity** of TDF CRM, allowing easy setup without extensive coding knowledge. (1 reviews) - Users find TDF CRM to be **user-friendly** , allowing easy creation of screens and objects without coding knowledge. (1 reviews) **What users dislike:** - Users find the **limited features** of TDF CRM insufficient for larger businesses' needs and reporting requirements. (1 reviews) ## TDF CRM Reviews ### 1. Not intended for Bigger Businesses - Good for Mom and Pop **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** July 31, 2025 **What do you like best about TDF CRM?** TDF is very simple - you dont have to have a lot of prior knowledge in coding or flows to be able to put screens and objects together. **What do you dislike about TDF CRM?** If you are bigger business, you can easily max out its capabilities. Reporting and analytics is also limited. **What problems is TDF CRM solving and how is that benefiting you?** We needed a way to do our budgeting - so TDF Support helped us build a custom solution for us to tracking sales and projections by the account level, in a bottom up approach. ### 2. user friendly, great support, different interfaces **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about TDF CRM?** It's fairly easy to use. Also, there's an app. **What do you dislike about TDF CRM?** The desktop and web version aren't always the same. There are things that don't function that I think should function. There's not really a good marketing tool and mailing tool. Reporting also is very old school. Not very intuitive. **What problems is TDF CRM solving and how is that benefiting you?** sales people seeing sales data. everyone being able to see people's appointments and opportunities. keeps communication going. ### 3. TDF Feedback **Rating:** 3.5/5.0 stars **Reviewed by:** Vicky K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2018 **What do you like best about TDF CRM?** I like seeing how much information I can in the CRM. I like that it syncs with our central database to provide the sales reps with even more customer information. **What do you dislike about TDF CRM?** The glitches and how different the desktop version is compared to the mobile version **What problems is TDF CRM solving and how is that benefiting you?** TDF allows our reps to have up to date information on their customers prior to going into the account. ### 4. Works well with sales and marketing teams to identify promot and customer experience opportunities **Rating:** 4.5/5.0 stars **Reviewed by:** David K. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2022 **What do you like best about TDF CRM?** Integrated solutions that fit company's digital and sales strategy **What do you dislike about TDF CRM?** Specialized tools and solutions can be costly to implement and maintain **What problems is TDF CRM solving and how is that benefiting you?** Disconnected sales and marketing processes and data analysis are now resolved in a harmonious solution. ### 5. Great CRM Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Amber B. | CRM Administrator, Wholesale, Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2018 **What do you like best about TDF CRM?** I have been working with Tour de Force for over 5 years now, as they have been our CRM. As a bigger client, we have been able to build a relationship with the TDF Staff and Support and they listen to our needs and wants. The system itself has come a long way in the years we have been using them, but it is very easy to use. **What do you dislike about TDF CRM?** I don't have too much to say here, but I think sometimes there are struggles that myself as an Admin and user comes across that we dont use or use differently but the system cant be changed to meet all our needs. We struggle with using BI at times, so we lean on other avenues. **Recommendations to others considering TDF CRM:** Aside the from the CRM system itself, the TDF Support staff is awesome. They listen to what you need, and make it happen.. even if it might take a little bit to implement those changes, its worth it in the end. **What problems is TDF CRM solving and how is that benefiting you?** We are solving the issues of not following up on what is in our pipeline and all the customer interactions that really happen but not all are documented. We have a nice system and process in place that helps us get to where we are to keep up. The visibility that the CRM provides also helps us all stay up to date, esp with the alerts and notifications feature. ### 6. Intuitive and User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** The best thing I can say about TDF CRM is that it's the most user-friendly CRM I've ever worked with. It's easy to configure, easy to manage and easy to train on. It's flexibility has allowed us to custom build the system which allows us to sue the information in ways we had only dreamed of in the past. Suffice it to say it exceeds our expectations! **What do you dislike about TDF CRM?** I honestly cannot say anything about the system that doesn't apply to any software. Everyone likes upgrades, but no one likes the unforeseen glitches that sometimes accompany upgrades. TDF has done a good job of addressing these, which we appreciate. **Recommendations to others considering TDF CRM:** If you are interested in a quality CRM, I recommend getting a demonstration of the software and going from there. **What problems is TDF CRM solving and how is that benefiting you?** We are now able to reduce the number of 3rd party reporting applications with the use of TDF. Our outside sales team is armed with valuable data that they have never had access to in the past. ### 7. Not very confident in the product **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** It's a place to store all of our current customers and accounts. It also has an open API which allows for our purchasing platform to sync with it. **What do you dislike about TDF CRM?** The confidence in the accuracy of the data is minimal. I can't trust that it pulled what I needed. The system can not grow with us. We are growing at a rate of 20%/ year. It can't keep up. It does not sync with Outlook so you have to store data in two systems it's extremely difficult to import contacts or accounts. It does not have smart search **Recommendations to others considering TDF CRM:** If you are looking for a system that supports your sales process, is easy to use, and a complete system that integrates with your outlook and syncs your emails, then look elsewhere. This is not the system for you. **What problems is TDF CRM solving and how is that benefiting you?** Right now TDF is a place to organize information. that's it. The benefits we receive from TDF are that it's organizaed data and not in spreadsheets. ### 8. Powerful software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2018 **What do you like best about TDF CRM?** The way TDF presents you the data it pulls from your system. TDF presents it in a way that makes business decisions easier to make. **What do you dislike about TDF CRM?** My only complaint is that a few of the features, such as BYOR, do require a good amount of training to be able to fully utilize. I highly recommend you assign someone at your company to learning the more technical details of the software so you can get the best use out of it. **Recommendations to others considering TDF CRM:** Assign an employee who has a good technical background to be the go-to for the rest of your company when they have issues or problems. Most of the time, the issues are very small and are due to lack of computer knowledge. **What problems is TDF CRM solving and how is that benefiting you?** TDF allows our inside sales team to be in sync with our outside sales team. Often times our company receives calls from customers who had an issue with a shipment or piece of equipment. The inside sales team enters this information in TDF for the customer. Every time our outside team visits a customer, they always check the customer on TDF before walking into the store. This allows them to see if there are any issues that they need to follow up with to ensure it is resolved. Also, because salesmen are always concerned about their sales numbers, TDF also allows them to view their entire portfolio of accounts to keep track of their bonus potential. The part the sales team likes best is that TDF allows them to drill down into individual customers and/or product lines to see exactly what is happening. ### 9. Very pleased with the TDF product as a whole **Rating:** 4.0/5.0 stars **Reviewed by:** Craig H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** The sales planning module has been a huge time saver for us and is a part of TDF that I highly recommend. I also like the ability to customize TDF for our business and fit the processes that we already had in place. **What do you dislike about TDF CRM?** The after the sale support is rather lacking. They recently cut back on the sales force and I have had no contact with our Business Consultant. I was only informed of the cutbacks when I had inquired about an issue and I was informed at that time by Ryan Elliott that my previous Business Consultant was no longer with TDF **Recommendations to others considering TDF CRM:** It has been a good product for our uses. **What problems is TDF CRM solving and how is that benefiting you?** Daily interaction with the activities of my Territory Managers. Also a better focus on opportunities and a targeted plan to move them forward ### 10. It does a lot but you need to spend time learning all it can do. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2017 **What do you like best about TDF CRM?** All your data is there to sort by and get reports to see exactly what your business is doing. It priced to fit smaller companies better than say SalesForce. **What do you dislike about TDF CRM?** The complexity for users. Unless you have someone setting up their screens to show what they need to see its hard for users to navigate the large amount of data is provides. **Recommendations to others considering TDF CRM:** Lower Price that others, Integrates with many ERP Systems, Very Customizable, But spend time learning what all it can do and setting up Views for your users. **What problems is TDF CRM solving and how is that benefiting you?** Customer Sales, Sales planning, history of customer interactions. Vendor tracking and score carding. Score carding for internal users especially Sales People. From an IT perspective a Support Module that lets me track support cases and create Activities for Scorecarding. ### 11. Great CRM for our size business. Many options for data analysis and account activity tracking. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2018 **What do you like best about TDF CRM?** Our company has full licenses and 'lite' users which saves us over all full licenses. Developed to integrate and work well with our ERP system. Quite robust and gives everyone a full look at what goes on in each account from orders to activities. Provides a snapshot of what each account manager is doing and how they are performing through scoreboards, etc. so that their managers may easily keep track of what is going on in each territory. **What do you dislike about TDF CRM?** My one complaint is that even with many of the upgrades, it is still slow to load. I believe we are or will be working more on that. Training new users is sometime difficult but internal written procedures are being considered. The drill downs cannot be saved easily and if there is a view with in the drop down, if you save once so as not to lose your work, you cannot use the views for the rest of the drill downs. I sure there has to be a way around this but haven't figured it out yet. **Recommendations to others considering TDF CRM:** Have more than one Administrator trained. Tie goals to adoption. Consider it for all departments. **What problems is TDF CRM solving and how is that benefiting you?** Our field account managers use it extensively and, to a degree, their compensation is dependent on activities and opportunities entered and updated. I use it for most all of my reporting, data mining and analysis since it ties so nicely into our ERP system. Gap analysis and our Product Group settings help us determine if there are any missed opportunities within an account. ### 12. TDF has made our process much simpler. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2018 **What do you like best about TDF CRM?** The main reason for purchasing was the account & contact info, sales info, & activity reporting and these features have exceeded my expectations. The email logging is a feature that I like much more than I thought I would. **What do you dislike about TDF CRM?** I would like for the mobile site to be a more user friendly. It's better than it was, but it's still too cumbersome to be usable on a daily basis. Entering expenses needs to be streamlined a bit as well. **Recommendations to others considering TDF CRM:** If you're using a CRM that came with your P21 ERP, switch to TDF ASAP. **What problems is TDF CRM solving and how is that benefiting you?** Keeping track of customer interaction with our salespeople. Using TDF allows us to retrieve information much quicker & easier than ever before. ### 13. CRM for Industrial Distributor **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2018 **What do you like best about TDF CRM?** CRM offers visibility between departments, as well as allowing us to see trends, and giving us a holistic view of the customer. It is relatively easy to use on a PC. **What do you dislike about TDF CRM?** Currently, TDF is not optimized for mobile. In fact, it is nearly impossible to use in any capacity on a mobile device. With each upgrade, we experience glitches in the user experience that sets back adoption. Support is hit or miss. Sometimes we get a quick & helpful response to our support request, but more often than not tickets remain open without any update for weeks, or you'll get a response that they need to look into it and then you'll never hear back. The lack of consistent support is our #1 complaint with TDF. If TDF can resolve these issues, we would have nothing but positive things to say about the software. **What problems is TDF CRM solving and how is that benefiting you?** Increased communication/visibility, and easier access to information, especially for our sales team. ### 14. Good product, but not intuitive for team members **Rating:** 4.0/5.0 stars **Reviewed by:** Erick S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2018 **What do you like best about TDF CRM?** I like the TdF team, and most of the GUI interface. Everyone with TdF is very positive, friendly, professional, and eager to assist. **What do you dislike about TDF CRM?** Interface is not intuitive for admin tasks, or most end user tasks. Initial adoption and subsequent efforts to engage the user base have not been successful as a result. **Recommendations to others considering TDF CRM:** Integrates well with Epicor's Prophet 21 ERP, great support team. Some bugs still need to be addressed, but those are logged and targeted for future updates. **What problems is TDF CRM solving and how is that benefiting you?** Logging support issues (service team uses the product extensively), it's easy to find details on existing or previous calls to the service team. ### 15. Tour de Force Administrator **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** It seems relatively easy to use once you learn the program. I also like the integration with the other business systems it offers. **What do you dislike about TDF CRM?** The ability to do one thing multiple ways causes a ton of issues for us. It also is additional functionality, that I believe the program does not necessarily need. This creates inconsistencies within the data for us because the end users are all doing things within TdF differently. **What problems is TDF CRM solving and how is that benefiting you?** Really the only benefit we've seen as a company is the automatic order creation out of eclipse. This gives the end users a much more complete funnel in tdf. ### 16. Raving Fan of Tour de Force **Rating:** 5.0/5.0 stars **Reviewed by:** Pam C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2018 **What do you like best about TDF CRM?** Integration with our ERP, ability to create our own custom reports/grids, email alerts **What do you dislike about TDF CRM?** Nothing! We are very happy with Tour de Force and its abilities. **Recommendations to others considering TDF CRM:** Have Tour de Force come in person to help go live Annual system reviews are very helpful **What problems is TDF CRM solving and how is that benefiting you?** Integration with our ERP, ability to create custom dashboards for employees and managers ### 17. Deetag Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2018 **What do you like best about TDF CRM?** It is a powerful tool due to the customization capabilities. You don't have to mold your processes to meet the software, you can customize the software to meet your processes most of the time. **What do you dislike about TDF CRM?** The initial set-up is tedious and takes a lot of effort to self learn the tool. As an employee that joined the company after an initial launch (which wasn't very successful) there weren't really ways I could learn the tool easily (ex. Modules, videos, basic step information etc.) this has been improving and has helped. **What problems is TDF CRM solving and how is that benefiting you?** We are able to track the extra activities that need to be or have been already executed, some which may not have a direct monetary value. We are then able to compare the amount of these activities, to the sales of the customer and see if the value is there. ### 18. A full, robust program that is also easily customized to fit different companies' needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis G. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2018 **What do you like best about TDF CRM?** The versitility. There are often various ways one can perform a task. (neither one is wrong.) The Info Center Grid is a very powerful tool in this regard. **What do you dislike about TDF CRM?** They have grown very fast. Some of the newer Support Staff are not as well versed as the Veterans yet. **What problems is TDF CRM solving and how is that benefiting you?** All quotes of a certain size are visible and followed up on in a timely fashion. Therefore, we don't lose quotes due to inattention. New activities and opportunities are emailed to our appropriate team members on a daily basis. This strengthens our "team selling" model. Everybody is up to date. ### 19. TDF Critique **Rating:** 5.0/5.0 stars **Reviewed by:** Marie M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** The information extracted from TDF is awesome; especially when launching an email campaign. The BI has improved drastically allowing us to have confidence in the accuracy of the BI data. The support service is 100% attentive and responsive to our questions and ideas. **What do you dislike about TDF CRM?** Having to wait for changes until the next upgrade. Also, our use of the Lead Module is limited; therefore, we use the Opportunities to track leads. Extracting data for lead follow up is frustrating. **What problems is TDF CRM solving and how is that benefiting you?** We are now relying on TDF for all our BI customer and vendor data as well as CRM information. ### 20. Great CRM Program **Rating:** 4.0/5.0 stars **Reviewed by:** Debbie S. | Corporate Accounts Payable, Wholesale, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2018 **What do you like best about TDF CRM?** Easy to read reports and charts. Connects to our existing ERP program with ease. **What do you dislike about TDF CRM?** Sometimes hard to find what you need. The reports are great but it is not intuitive to find what you are looking for. **What problems is TDF CRM solving and how is that benefiting you?** We are using Tour de Force CRM for our outside sales people. Each sales person was using their own method and then having to key information into our ERP program later. Tour de Force connects to our ERP so they can see history of purchases and notes on customer accounts. It's improving their work flow and methods. ### 21. Satisfied for a first time user of a CRM system. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Textiles | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** Easy to use after initial training. There is logic in how it all intertwines together. Customer service has see great benefit in using the system to keep the sales team aware of what they are doing for their customers. **What do you dislike about TDF CRM?** Our training seemed to be not where it should have been but I think that was an isolated personal issue versus reflection on the company as a whole. **What problems is TDF CRM solving and how is that benefiting you?** communication between departments. We have used TDF in every way we can to centrally keep all communication regardless of which department was the action person. ### 22. New user, some quirks to the web version of the tool, yet overall it provdes useful info. **Rating:** 3.5/5.0 stars **Reviewed by:** Jeff K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** The daily alerts. It provides a nice snapshot of activity for the prior day. **What do you dislike about TDF CRM?** There's 100 ways to find the same specific information. This can be confusing for new and intermitten users. **Recommendations to others considering TDF CRM:** If you don't have a CRM, it's a good product to support basic needs of a sales team. I'm still learning the data analytics piece. **What problems is TDF CRM solving and how is that benefiting you?** -Easy tool for finding account assignments, overall sales info, specific product and vendor sales info per account, rep, etc. ### 23. SVP of Commercial HVAC Sales - CRM User and Manager of Behavior and Expectation with TDF **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** The ability to custom report and follow commercial related projects for workflow and execution. **What do you dislike about TDF CRM?** The bulkiness of the onsite installation and the relative speed when connecting via VPN. **Recommendations to others considering TDF CRM:** Evaluate what you actually need and then explore the level of customization with TDF and understand that they probably meet all your needs. **What problems is TDF CRM solving and how is that benefiting you?** There is a portion of our business that is unlike true distributorship and TDF allows for proper management and execution of our commercial business. ### 24. Corporate Operations Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2018 **What do you like best about TDF CRM?** The team at Tour de Force is responsive to needs; they listen and ask the questions to understand the issue at hand. **What do you dislike about TDF CRM?** Turn-around time on requests can sometime drag out beyond the set service level; although I have seen improvements on this front. **What problems is TDF CRM solving and how is that benefiting you?** We've just recently input sales goals into TdF and are excited to gain greater insight and benefits from it to keep sales and projects on track. ### 25. Vice President of Sales **Rating:** 4.0/5.0 stars **Reviewed by:** John B. | Vice President of Sales, Oil & Energy, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** Epicore integration, desktop version, data analytics **What do you dislike about TDF CRM?** BYOR is very difficult , reporting dashboard are not robust and easy to use. **What problems is TDF CRM solving and how is that benefiting you?** Customer history and better account planning ### 26. Great and powerful tool **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2018 **What do you like best about TDF CRM?** Drill downs are a great help, ability to view customer information from multiple levels great. Ability to track customer via notes, emails etc extremely helpful **What do you dislike about TDF CRM?** Column chooser is very confusing and difficult to use, too many options in many cases that require you to know some sort of cross reference of the field from your system. If not populated then shouldn't show up. **Recommendations to others considering TDF CRM:** Just make sure you map out the fields you need and stress training. **What problems is TDF CRM solving and how is that benefiting you?** Tracking of Opportunities and lost business has been greatly enhanced. Tracking the business process when "courting" a new customer is invaluable. ### 27. Powerful tool for sales **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** Tdf allows us to remove islands of data. **What do you dislike about TDF CRM?** The customer support hierarchy is poor. **Recommendations to others considering TDF CRM:** Think about what you need from Tour de Force, and ask if that is something that can be done. We found there were things we assumed it would do easily that it couldn't and things that we assumed it couldn't but with a few tweaks could. **What problems is TDF CRM solving and how is that benefiting you?** We have been able to remove islands of data and create a complete picture of our customer accounts that are accessible in one place. Having this visibility definitely helps make our sales calls more effective. ### 28. The interface has been difficult to understand for those of us who are not in it all the time. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** Very versatile, and there are a lot of possibilities if you can figure out how to use them effectively. **What do you dislike about TDF CRM?** Non-standard icons are confusing, interface is not intuitive. **Recommendations to others considering TDF CRM:** Get more training, use it regularly, get buy-in from all departments... however, if you already have a system where many of these activities can be done (and it works well enough) the transition to TDF will be difficult. **What problems is TDF CRM solving and how is that benefiting you?** Loading leads - not sure yet how to go about it. I think we would see more benefits if I could learn how to use it more effectively. ### 29. Great product and tied in well with our ERP System (Prelude) **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** The best was that it tied seamless to our ERP System. **What do you dislike about TDF CRM?** initial set up took longer then anticipated **Recommendations to others considering TDF CRM:** Great product but was a difficult to implement due to users not being used to the idea of a CRM **What problems is TDF CRM solving and how is that benefiting you?** Sales people had instant access to their data both historical and new sales orders and quotes. ### 30. TdF review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** ease of use for users. Once they quit trying to double click on an item, it was very easy **What do you dislike about TDF CRM?** user maintenance is a bit clunky. Adding user specific permissions tripped us up the first time or two. **Recommendations to others considering TDF CRM:** It is a cost effective solution, much more so than others we reviewed. **What problems is TDF CRM solving and how is that benefiting you?** task visibility and accountability ### 31. Great fit for sales staff in distribution. **Rating:** 5.0/5.0 stars **Reviewed by:** Kali M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2018 **What do you like best about TDF CRM?** I like that I can create my own views; every sales person operates in a different way. **What do you dislike about TDF CRM?** Haven't found many negatives yet, it sometimes is sticky though. **What problems is TDF CRM solving and how is that benefiting you?** TDF gives full visibility of Accounts to the appropriate users, as well as integrates seamlessly with Outlook, ERP's, 3rd party resources, etc. ### 32. Excellent Support **Rating:** 4.0/5.0 stars **Reviewed by:** Brent K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** Support tech was quick and patient. We were infected with ransomware and tech corrected problems quicker than our IT consultants would have been able to do. **What do you dislike about TDF CRM?** I do not have any issues with support. **What problems is TDF CRM solving and how is that benefiting you?** Tracking and costing of design hours, forecasting, prompt alerts and reports about sales data ### 33. TdF From Business Systems Analyst POV **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** I like the ease of finding what you need to find and the user friendly interface. **What do you dislike about TDF CRM?** Being a SQL query writer, i dislike that i cannot right click and find out where certain items are pulling from. **What problems is TDF CRM solving and how is that benefiting you?** Keeping track of salesman statistics, soon to be quoting. ### 34. Great intuitive system for sales team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** The system is pretty intuitive to use once you learn the basics. Even some of our veteran salesman are using it daily. **What do you dislike about TDF CRM?** Each time we have upgraded to newer versions we end up losing functionality on some other key features despite correcting some issues from the previous versions...just seems that there are always lots of unanticipated bugs with each upgrade. **What problems is TDF CRM solving and how is that benefiting you?** It allows me as a manager solid visibility into what my team is doing and what progress is being made at different accts. ### 35. Decent technical aspects, overly out of date interface **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** I truly struggle to say there is anything that I like **What do you dislike about TDF CRM?** The interface is very 'clunky' and outdated. The menus are all convoluted and it is near impossible to get any older members of the workforce to adopt the technology due to the nature of the product. The same challenge exists with younger members of the workforce because of solutions like Salesforce and Azure being streamlined for the user experience **What problems is TDF CRM solving and how is that benefiting you?** It does provide a single location to store sales records. ### 36. TdF CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Machinery | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2018 **What do you like best about TDF CRM?** TdF CRM is a great product for the small to mid-market manufacturing space. Their price point is well positioned against the big competitors. Support is very personalized. Product is very customizable. **What do you dislike about TDF CRM?** Like many software companies, challenges are occasionally met with 'that will be fixed in the next release' or 'we've submitted that for enhancement in one of our future releases'. **What problems is TDF CRM solving and how is that benefiting you?** The greatest benefit is managing accounts within our sales department. Some automated workflows we've created give visibility that was not previously available. ### 37. Great tool for coaching others in my organization. **Rating:** 5.0/5.0 stars **Reviewed by:** Tim G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2018 **What do you like best about TDF CRM?** Alerts and BYOR capabilities are my top items. **What do you dislike about TDF CRM?** Too many ways to do things. Would like a clearer path to execute certain things. **Recommendations to others considering TDF CRM:** Top Down Use and involvement is a must. **What problems is TDF CRM solving and how is that benefiting you?** Remote access to information was a large probelm and that has been solved. ### 38. Venturing out of our comfort zone **Rating:** 4.0/5.0 stars **Reviewed by:** Ken G. | Commercial Projects Sales Specialist, Wholesale, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** We have found the control of our critical data to be very calming. **What do you dislike about TDF CRM?** the mobile version is not as user-friendly as the desktop model. **What problems is TDF CRM solving and how is that benefiting you?** tracking the trends of a client helps sales keep the commitments going. ### 39. Marketing Specialist **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2018 **What do you like best about TDF CRM?** It is the most user friendly software that we have found. We appreciate the amazing customer service and staff at Tour de Force. **What do you dislike about TDF CRM?** Sometimes the software can be a bit overwhelming to new users, but after appropriate training user adoptablity rates go up. **What problems is TDF CRM solving and how is that benefiting you?** We are using the software to ease the communication process between inside staff and outside sales time. ### 40. Overall very good CRM program **Rating:** 3.5/5.0 stars **Reviewed by:** Tim R. | CRM Administrator, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** the amount of data and the ability to slice and dice it how we want. **What do you dislike about TDF CRM?** lacks some basic functions and overall user friendliness out of box is a bit weak. **What problems is TDF CRM solving and how is that benefiting you?** business intelligence ### 41. Powerful Tool **Rating:** 3.5/5.0 stars **Reviewed by:** Bill P. | VP Business Development, Logistics and Supply Chain, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** Ability to search and filter On and column easily and quickly. **What do you dislike about TDF CRM?** The screen and features are not intuitive across the formats **What problems is TDF CRM solving and how is that benefiting you?** CRM information and access while out of the office. ### 42. ERP Integration and Data Analytics **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2018 **What do you like best about TDF CRM?** The ability to customize the integration stands out as one of the best features. **What do you dislike about TDF CRM?** The speed of TdF Web can be very slow at times. **What problems is TDF CRM solving and how is that benefiting you?** The standardization and centralization of customer information from call reports completed by outsides sales. Already we can identify at-risk accounts. We can now measure the data that only existed in a word doc. and similar formats. ### 43. Beneficial to Our Sales Force **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** TDF has really made a difference in the way that our Sales Force runs now. It has made their jobs much easier with it's ease of use and accessibility. **What do you dislike about TDF CRM?** Haven't heard complaints as of yet, just a matter of getting everyone on board **What problems is TDF CRM solving and how is that benefiting you?** Customer relationships are much easier to maintain and information is readily available when needed. ### 44. TDF is a useful CRM tool that can continue to improve to be more user friendly. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** TDF allows you to have access to useful information pertaining to your company. **What do you dislike about TDF CRM?** TDF is sometimes very slow and is not always user friendly. You have to open/click several windows to get the information you are looking for. Makes it a little confusing. **Recommendations to others considering TDF CRM:** Not sure. **What problems is TDF CRM solving and how is that benefiting you?** Data for customers. ### 45. Sales Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2018 **What do you like best about TDF CRM?** integration into MRP. , availability of Mobile **What do you dislike about TDF CRM?** time to load from remote location. Need to continue to simplify cost and execution of support - getting better... **Recommendations to others considering TDF CRM:** Not perfect, but better than others I have seen. Some other faster, but likely not as much information **What problems is TDF CRM solving and how is that benefiting you?** Sales Planning, Product history information ### 46. Good potential, if used correctly **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2018 **What do you like best about TDF CRM?** I like the different screens and grids and the fact that they are customizable **What do you dislike about TDF CRM?** the integration roadblocks with our current system **What problems is TDF CRM solving and how is that benefiting you?** integration with our current ERP system is a problem. Data doesnt cross over smoothly. ### 47. TDF review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2018 **What do you like best about TDF CRM?** Views - the ability to create, manipulate and download (with permissions) **What do you dislike about TDF CRM?** BYOR. Unusable. You should really look at licensing a third party reporting tool (Pentaho, Tableau, etc) **What problems is TDF CRM solving and how is that benefiting you?** Tracking sales opportunities, sales information, using group summaries ### 48. Great System **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about TDF CRM?** Integration of our ERP sales data, there. **What do you dislike about TDF CRM?** All desktop features are not yet available in the web **Recommendations to others considering TDF CRM:** EXCELLENT support and implementation team!!! **What problems is TDF CRM solving and how is that benefiting you?** n/a ### 49. TDF Review **Rating:** 4.0/5.0 stars **Reviewed by:** Carol C. | Operations Manager, Industrial Automation, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2017 **What do you like best about TDF CRM?** All information is registered in one location, contacts, emails, events, activities, etc. **What do you dislike about TDF CRM?** I wish there was a handbook that we could refer back to for help navigating. **What problems is TDF CRM solving and how is that benefiting you?** Activity logs and mileage reporting ## TDF CRM Discussions - [Do I need an implementation partner to implement Tour de Force CRM and BI and integrate with my ERP?](https://www.g2.com/discussions/no-additional-systems-needed-to-implement-and-integrate) - 1 comment, 1 upvote - [What all does Tour de Force offer?](https://www.g2.com/discussions/our-versatility) - 1 comment, 1 upvote - [Which ERPs does Tour de Force integrate with?](https://www.g2.com/discussions/erp-integration-e24936f0-0bd7-4883-bb36-851051de0e77) - 1 comment, 1 upvote - [What makes Tour de Force different from other CRM systems?](https://www.g2.com/discussions/differentiating-factors-0d58c540-6427-42b0-8bf7-b2d24a72983d) - 1 comment, 1 upvote - [View TDF CRM pricing details and edition comparison](https://www.g2.com/products/tdf-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-29+22%3A22%3A54+-0500&secure%5Bsession_id%5D=54861b8a-e6d8-42a1-b8cb-8cacca969642&secure%5Btoken%5D=dbb61c9a423a271265fb05594b06d2ce247924046abb4ca89598b7bbbeefc8be&format=llm_user) ## TDF CRM Integrations - [Epicor Eclipse](https://www.g2.com/products/epicor-eclipse/reviews) ## TDF CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top TDF CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,647 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,246 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,461 reviews)