TLDCRM Reviews

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.

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.

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.

CRM, ACD, OB Dialer, Lead Management, complete sales funnel management from lead to prospect to customer to service....it's all there!

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.

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.

Never assume that something can't be done - offer suggestions, and smile when they are added as enhancements.

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.

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 .

Customer summary calculations for premium based on product disposition.

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!

Portfolio management is great.

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.

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.

We are managing all our customers with Total Lead Domination. We have improved the CPA of our campaigns

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.

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.

Not really having any problems. Keeps everything organized so problems do not occur.

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.

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.

I would recommend this software very highly to anybody that owns and operates a call center.

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.

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.

I am unable at this time to find any drawbacks to the software.

Overall, the system helps us keep our client and lead data organized and efficient.

The ability to access leads and client data quickly and accurately has been key to our success.

Currently, the feature for tracking commissions is in progress and we are excited for its integration into the platform.

Its a great platform that offers true support. Highly recommended.

Overall, the system helps us keep our client and lead data organized and efficient.

It is customizable according to individual who is using. They can have access to limited or all information depending on how you set up

No negatives right now. Like the software is easy to use.

I can have at my fingertips my list of clients

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

Some more detailed reporting not much needs improvement

CPA

This software is very adaptable to the zoom text software that we use.

Theres nothing we dont like. It's so good

Keep thorough notes

The team always is available to assist with any issues we have and always go above and beyond.

Nothing I dislike currently, I am excited to see how far they have come.

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.

Easy to navigate though. Very easy to input information and scheduling procedures.

Program would sometimes freeze up when an update was needed.

Better control with updates and load time.

Scheduling and recruiting, projecting future sales, and seeing where growth was needed.

The zero learning curved required to use this tool.

Can't honestly think of any features that I disliked.

Check out requirements first.

Problems solved was what this was designed to do.

I like how easy and user friendly it is to use.

It doesnt have the fastest process and glitches sometimes.

I am solving the staffing problem.