TLDCRM Reviews & Product Details

Total Lead Domination (TLD) CRM is specially geared for the insurance sales industry, originally starting with health and life. TLD is the most effective software solution for your sales operation or call center. We have developed our system based off of numerous call center's workflows and continue to add major features and conveniences into the system weekly. The purpose of the CRM is to assist an agency with the following goals: Sales, Communications, Retention, Commissions & Customer Service. We provide the most robust lead consumption, management and distribution tools you would ever need. Our dynamic report column builder is quick, easy and even FUN to use. We provide your CRM, Dialer and VoIP services you can use with our free softphone! Experience the benefit of a fully managed call center solution. Our experts in the insurance industry, sales and call center management are here to help you every step of the way. We solve the big problems and the small problems in ways that are intuitive and easy to use. Ever have trouble integrating with lead vendors? Done at the press of a button. Tired of reuploading leads into your Dialer or manually sending to others? Done automatically after setting up our relay campaigns. Tired of not knowing what your CPA (Cost per Acquisition) is? Or how much to pay your agents? Done automatically with simple to configure vendors and product data. Worried about COMPLIANCE, data access and protection? DONE! Our system is a completely customized query service with baked in protections for PCI, PHI and sensitive company information. Fast, efficient and secure! You will be amazed at how fast our platform runs! Less clicks, and less loading time means more time for sales! Let us take away the tech headaches that come with running a call center, all you need to do is deal with your agents and make the sales. We backup your data, your recordings and give you peace of mind at the end of every day. Give us a try, schedule a demo, let us walk you through all the solutions we have created to problems you don't even realize you have yet. We are in there, in the thick of it with you. Let us lead you through the sales battle and dominate the competition!

Seller

Esotech

Discussions

TLDCRM Community

Languages Supported

English, Spanish

Overview by

Alexander Conroy (InsurTech Entrepreneur - Call Centers, CRM & Dialers. Programmer, Philosopher, Gamer & Biohacker. Creator @tldcrm.com)

Pricing

Pricing provided by TLDCRM.

Agency

$75.00

per user per month

View More Pricing Information

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TLDCRM Media

This page allows the user to keep track of all leads in the system.

This section allows the user to edit and manage vendors.

This page allows the user to manage and log the details of a campagin.

This section allows the user to manage a current lead.

This page is used for entry of new leads.

This addition to the software allows the user to filter through specific aspects of different policies.

G2 reviews are authentic and verified.

Here's how.

Verified User in Insurance

Mid-Market (51-1000 emp.)

1/28/2026

"All Client Info in One Place for Easy Call & Lead Tracking"

4/5

What do you like best about TLDCRM?

Having all the client info in one place makes it easy to track and manage calls and leads. Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

The site can be closed accidentally quite easily. Review collected by and hosted on G2.com.

Adam Z.

Analyst

Small-Business (50 or fewer emp.)

4/19/2022

"Hands Down The Best CRM I've Ever Used"

5/5

What do you like best about TLDCRM?

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. Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

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. Review collected by and hosted on G2.com.

Anne K.

Enterprise (> 1000 emp.)

7/23/2020

"Customer service relationship system for your comfort"

4/5

What do you like best about TLDCRM?

This is a system for customer service relationships, I really like it is economical, profitable and sustainable, sincerely a marvel of the internet, it has VPoi calls

they are of excellent performance and functionality. Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

The truth is a system with very few failures, so far I have not found any fault that bothers me about the system, it is completely comfortable, and competitive. Review collected by and hosted on G2.com.

Recommendations to others considering TLDCRM:

If I recommend it, it is cheap, it is comfortable, and the learning curve is totally short, it will not be a waste of your investment. Review collected by and hosted on G2.com.

What problems is TLDCRM solving and how is that benefiting you?

He helped us with the sale of our services, making the tasks of the representatives easier, as well as the support is also wonderful thanks to the system, for sales it is great and practical. Review collected by and hosted on G2.com.

Adam A.

Founder/CEO

Marketing and Advertising

Small-Business (50 or fewer emp.)

10/9/2019

"The holy grail of contact center systems! "

5/5

What do you like best about TLDCRM?

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. Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

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. Review collected by and hosted on G2.com.

Recommendations to others considering TLDCRM:

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 Review collected by and hosted on G2.com.

What problems is TLDCRM solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.

Martin D.

Director of Operations

Small-Business (50 or fewer emp.)

4/29/2019

"Great CRM and More!"

5/5

What do you like best about TLDCRM?

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. Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

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. Review collected by and hosted on G2.com.

Recommendations to others considering TLDCRM:

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. Review collected by and hosted on G2.com.

What problems is TLDCRM solving and how is that benefiting you?

CRM, ACD, OB Dialer, Lead Management, complete sales funnel management from lead to prospect to customer to service....it's all there! Review collected by and hosted on G2.com.

Jorge S.

Managing Director

Small-Business (50 or fewer emp.)

4/29/2019

"Sierra Insurance "

5/5

What do you like best about TLDCRM?

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 . Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

Customer summary calculations for premium based on product disposition. Review collected by and hosted on G2.com.

Recommendations to others considering TLDCRM:

If you have a call center, this is the right CRM to use. It's easy to use and admin give you great support.

TLD integrates perfectly with our dialing software Vicci.

Thump up for sure! Review collected by and hosted on G2.com.

What problems is TLDCRM solving and how is that benefiting you?

Portfolio management is great. Review collected by and hosted on G2.com.

Karl C.

CFO

Small-Business (50 or fewer emp.)

4/29/2019

"Best Dialer on the market"

5/5

What do you like best about TLDCRM?

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. Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

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. Review collected by and hosted on G2.com.

Sarah C.

Default Prevention Management

Higher Education

Enterprise (> 1000 emp.)

7/26/2018

"Great Provider "

3/5

What do you like best about TLDCRM?

There's a logical progression and it's easy to follow. It's also very easy to see everything on the reports using the filters as needed. Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

I am unable at this time to find any drawbacks to the software. Review collected by and hosted on G2.com.

Henry W. L.

Webmaster

Entertainment

Small-Business (50 or fewer emp.)

7/9/2018

"Very adaptable "

5/5

What do you like best about TLDCRM?

This software is very adaptable to the zoom text software that we use. Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

Theres nothing we dont like. It's so good Review collected by and hosted on G2.com.

David C.

IT Manager

Mid-Market (51-1000 emp.)

7/31/2017

"Excellent CRM / addon to any dialer"

5/5

What do you like best about TLDCRM?

The best item is how everything flows. The sales table to the customer table, etc. There's a logical progression and it's easy to follow. It's also very easy to see everything on the reports using the filters as needed. Review collected by and hosted on G2.com.

What do you dislike about TLDCRM?

It should allow you to customize the color scheme so that it can match a company's colors, which just makes it flow better inside the company. Review collected by and hosted on G2.com.

Recommendations to others considering TLDCRM:

Never assume that something can't be done - offer suggestions, and smile when they are added as enhancements. Review collected by and hosted on G2.com.

What problems is TLDCRM solving and how is that benefiting you?

Sales tracking, customer tracking, reporting on who's talking to who, and how many leads they are taking. We are realizing that some agents are burning leads and it wasn't apparent before hand. Some aren't dis-positioning correctly, so we can't get credits back from the vendor, nor can we truly evaluate a vendor since it's not being handled right. The software has helped us to manage our data better and more efficiently. Review collected by and hosted on G2.com.