TLDCRM
4.7 out of 5 stars
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TLDCRM Reviews & Product Details

TLDCRM Overview

What is TLDCRM?

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!

TLDCRM Details
Website
Discussions
TLDCRM Community
Languages Supported
English, Spanish
Product Description

Total Lead Domination is a SaaS platform for health, life and other ancillary insurance sales. It is tailored for callrooms and call centers that deal with heavy lead volume and includes a VOIP / SIP Service for inbound sales and recordings.

How do you position yourself against your competitors?

With our level of specification in the health and life insurance sales industry, there are currently no competitors that provide a comparable service.

Seller Details
Seller
Esotech Inc.
Company Website
Year Founded
2013
HQ Location
Hialeah, FL
Twitter
@TLDCRM
35 Twitter followers
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
Alexander C.
AC
Overview Provided by:
Alexander Conroy
InsurTech Entrepreneur - Call Centers, CRM & Dialers. Programmer, Philosopher, Gamer & Biohacker. Creator @tldcrm.com
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TLDCRM Screenshots

TLDCRM Demo - Lead Addition Page
TLDCRM Demo - Policy Filter
TLDCRM Demo - Campaign Management Page
TLDCRM Demo - Lead Overview Page
TLDCRM Demo - Lead Management Page
TLDCRM Demo - Vendor Page
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TLDCRM Reviews

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AK
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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?

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 the product:

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 are you solving with the product? What benefits have you realized?

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.

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Adam A.
AA
Founder/CEO
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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?

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 the product:

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 are you solving with the product? What benefits have you realized?

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.

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MD
Director of Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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?

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 the product:

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 are you solving with the product? What benefits have you realized?

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.

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JS
Managing Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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?

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

Recommendations to others considering the product:

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 are you solving with the product? What benefits have you realized?

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

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Karl C.
KC
CFO
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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?

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.

What problems are you solving with the product? What benefits have you realized?

Not really having any problems. Keeps everything organized so problems do not occur. Review collected by and hosted on G2.com.

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Sarah C.
SC
Default Prevention Management
Higher Education
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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?

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

What problems are you solving with the product? What benefits have you realized?

Overall, the system helps us keep our client and lead data organized and efficient. Review collected by and hosted on G2.com.

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Henry W. L.
HL
Webmaster
Entertainment
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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?

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

What problems are you solving with the product? What benefits have you realized?

Keep thorough notes Review collected by and hosted on G2.com.

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DC
IT Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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?

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 the product:

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 are you solving with the product? What benefits have you realized?

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.

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UR
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Easy to navigate though. Very easy to input information and scheduling procedures. Review collected by and hosted on G2.com.

What do you dislike?

Program would sometimes freeze up when an update was needed. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Better control with updates and load time. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Scheduling and recruiting, projecting future sales, and seeing where growth was needed. Review collected by and hosted on G2.com.

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AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The zero learning curved required to use this tool. Review collected by and hosted on G2.com.

What do you dislike?

Can't honestly think of any features that I disliked. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Check out requirements first. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Problems solved was what this was designed to do. Review collected by and hosted on G2.com.

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UR
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like how easy and user friendly it is to use. Review collected by and hosted on G2.com.

What do you dislike?

It doesnt have the fastest process and glitches sometimes. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am solving the staffing problem. Review collected by and hosted on G2.com.

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Ludisley l.
LL
Project Manager
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I have been working with ESOTECH of during almost one year. Total Lead Domination has almost all features to manage Health Insurance Customers. Also, TLD should be guarantees the complete Life Cycle for Sales and Member Retention Program. They provide support in real time, they are absolutely a great team. I would recommended this for all Health Insurance Companies. Review collected by and hosted on G2.com.

What do you dislike?

The TLD need to have more features related with carrier reconciliations, but they are working on a new Module to improve the process. The look and feel of filters on Reports could be better. Also, would be convenient to add charts to reports. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are managing all our customers with Total Lead Domination. We have improved the CPA of our campaigns Review collected by and hosted on G2.com.

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AE
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I have been using TLDCRM for almost 5 years within the health insurance industry. I have been in the insurance call center business for almost 15 years and during that time I have used several different software solutions to help run my businesses. From management and customer service to the insurance agents, the software really does simplify everything needed to run a very complicated business. I would highly recommend TLDCRM to anyone within the call center space. Review collected by and hosted on G2.com.

What do you dislike?

I am unable at this time to find any drawbacks to the software. If there is ever any issue, Alex and Greg are a phone call or email away, and they immediately fix any problems. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would recommend this software very highly to anybody that owns and operates a call center. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

TLDCRM has helped me run my call center businesses much more effectively due to the built in reporting. I am able to determine with the click of a button which vendors I should use and which I should move away from. I am also easily able to keep track of all of the CSR representatives to ensure they are doing their jobs properly on a daily basis, as well as tracking the insurance agents and their sales. Review collected by and hosted on G2.com.

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CT
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It is customizable according to individual who is using. They can have access to limited or all information depending on how you set up Review collected by and hosted on G2.com.

What do you dislike?

No negatives right now. Like the software is easy to use. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I can have at my fingertips my list of clients Review collected by and hosted on G2.com.

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AH
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The ability to access leads and client data quickly and accurately has been key to our success. Review collected by and hosted on G2.com.

What do you dislike?

Currently, the feature for tracking commissions is in progress and we are excited for its integration into the platform. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Its a great platform that offers true support. Highly recommended. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Overall, the system helps us keep our client and lead data organized and efficient. Review collected by and hosted on G2.com.

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AT
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The team always is available to assist with any issues we have and always go above and beyond. Review collected by and hosted on G2.com.

What do you dislike?

Nothing I dislike currently, I am excited to see how far they have come. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our customers are able to manage their lead database and optimizing sales with activity tracking. The tool allows you to manage the end to end sales cycle much more efficiently. Review collected by and hosted on G2.com.

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Kevin R.
KR
Director of Sales
Management Consulting
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I've been working with Esotech for years. The system. Is very user friendly and offers more options than any other platform out there. I will continue to use.and recommend this to all of my colleagues Review collected by and hosted on G2.com.

What do you dislike?

Some more detailed reporting not much needs improvement Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

CPA Review collected by and hosted on G2.com.

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TLDCRM Comparisons

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TLDCRM User Ratings

8.9
Ease of Use
Insurance Agency Management Average: 8.2
9.4
Quality of Support
Insurance Agency Management Average: 8.2
9.4
Ease of Setup
Insurance Agency Management Average: 7.9
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TLDCRM Categories on G2

Insurance Agency Management Software

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