Last Updated
Overview
TLDCRM streamlines insurance sales operations with a fully integrated CRM, dialer, and VoIP system built for call centers. It drives performance at scale with real-time reporting, workflow customization, and expert support. While occasional interface freezes may occur during updates, its powerful tools and continuous feature enhancements ensure lasting operational efficiency.
Overall Rating
Based on 11 users reviews
4.7
Rating Distribution
Positive
91%
Neutral
9%
Negative
0%
Starting Price
Custom
TLDCRM Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Email Integration
What Is TLDCRM?
Built specifically for health and life insurance sales, Total Lead Domination CRM (TLDCRM) combines a powerful CRM and dialer solution tailored for high-performing call centers, particularly those in health and life insurance sales. Backed by over a decade of industry experience, this platform supports sales operations with customizable workflows, scalable accounts, and advanced technology updates. Its cloud-based data security and responsive support ensure reliability. TLDCRM software delivers the tools and infrastructure needed to streamline operations, improve performance, and stay competitive in fast-paced insurance sales.
TLDCRM Pricing
The TLDCRM cost breakdown is as follows:
- Agency Plan (CRM and Dialer): $100/month/seat
- One-time Onboarding/Setup Fee: $1000
Disclaimer: The pricing is subject to change.
TLDCRM Integrations
TLDCRM offers integration options with various platforms, including:
- OnScript AI
- Blacklist Alliance
- Balto software
- Klaviyo
- KLaunch
- OutboundANI
- Contact Center Compliance
Who Is TLDCRM For?
TLDCRM is an industry-specific solution that serves insurance agencies, particularly in health and life insurance, and for high-capacity call centers.
Is TLDCRM Right For You?
TLDCRM is a fully integrated CRM system designed around real-world workflows in health and life insurance. This platform supports sales, communication, retention, commissions, and service goals while simplifying lead management, reporting, and VoIP. Its constant updates and industry expertise make it a strong choice for scalable, intuitive call center operations.
Are you still unsure about TLDCRM? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.
TLDCRM Features
TLDialer
The feature supports high-volume operations by merging CRM and dialer tools into one screen. It ensures accurate syncing of dispositions and call records while delivering crystal-clear conversations through advanced web phone features built into TLDCRM.
Lead Management
The platform’s lead management tool organizes contacts, dependents, notes, and policies. Every interaction is logged on to a personalized timeline. Moreover, it enables thorough recordkeeping and better visibility of agent activity within the TLDCRM environment.
Data Management
The software includes a real-time sales board and advanced filters for building custom reports. All business information remains securely stored across multiple backups. Also, its reporting engine simplifies tracking key data across departments and campaigns.
Account Customization
TLDCRM adapts to various business models by allowing selective access, user-based pricing, and product configuration. Its supported branding elements and third-party integrations enhance workflow efficiency, made possible through the flexibility of its robust API framework.
Workforce Management
Workforce management with TLDCRM is streamlined through roles, permissions, and group segmentation. Agencies and teams can be structured for operational clarity, ensuring each user functions within clearly defined access levels across the TLDCRM system.
Pros And Cons of TLDCRM
Pros
Customizable reporting features with a dynamic column builder
Intuitive navigation with logical workflow progression
Offers frequent enhancements based on user feedback
Cons
Some limitations are tied to the use of the Vici dialer
Software may temporarily freeze during updates
TLDCRM Reviews
Total 11 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars82%
4
Stars9%
3
Stars9%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“I have used a bunch but this one tops the list”
Pros
Tracking my business is not a problem anymore with this CRM. Also there are so many powerful tools to explore the data and plus I get access to the API which allows me to view the data in whatever way suits me best. And the team at TLD is always quick to assist with any questions, help us troubleshoot and build custom reports when needed. They constantly add new features based on our requests. Besides the reporting side, the dialer functionality and the ability to track agents calls are also quite helpful.
Cons
I have had no complaints at all. Anytime I have run into an issue or needed help, they have been quick to resolve it. I can usually message them and get a response within minutes.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Enterprise, 500+ employees
“Helps you keep customers happy without the stress”
Pros
This system is great for managing customer relationships. Plus I love how affordable, efficient and sustainable it is. Honestly it is one of the best tools I have come across on the internet especially with its VPoi calls that deliver excellent performance and functionality.
Cons
Honestly this system has been very reliable. I have not come across any problems that really bother me as it is smooth, comfortable and competitive.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Marketing and Advertising, 11-50 employees
“Finally found the one that gets everything right”
Pros
The 24/7 live support is unmatched for dialer systems. TLD offers a complete contact center solution with the lead developer always available for any issue, big or small. Also I can easily contact them via Slack for everything from simple questions to complex system customization requests. This level of customer service is essential in the call center industry where every second counts and most of the time, our concerns are handled directly by the system's lead architect.
Cons
There are a few minor issues but the only one I can think of is that the telephony side of the system, Vici can sometimes limit certain features.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What level of support does TLDCRM offer?
TLDCRM software provides support through phone and email.
What language does TLDCRM support?
TLDCRM supports various languages, including English, Spanish, Vietnamese, and Portuguese.
What other apps does TLDCRM integrate with?
TLDCRM provides partner integration options with a range of platforms, including OnScript AI, Blacklist Alliance, Balto, Klaviyo, KLaunch, OutboundANI, and Contact Center Compliance.
Does TLDCRM have a mobile app?
No, TLDCRM does not offer a mobile app.
Does TLDCRM offer an API?
Yes, TLDCRM provides API access.
Who are the typical users of TLDCRM?
TLDCRM is specifically used by health and life insurance agencies and call centers.
What types of pricing plans does TLDCRM offer?
The TLDCRM price begins with the Agency Plan, which includes CRM and dialer access, at $100/seat/month. There is also a $1000 one-time setup fee. Get a custom cost estimate specific to your needs.