TLDCRM Reviews

Pros

Pretty simple interface, and the couple of times I had questions or need helped, it’s been easy to get in contact with the support team

Cons

N/A

Pros

Unmatched Customization & Agility: The platform is essentially built by its users. The development team takes direct feedback and rolls it into your instance or system-wide. You will never hear "that can't be done" or get up-charged for a "premium package" feature. Top-Tier Data Security & Compliance: Their data storage and compliance infrastructure go way beyond standard CRM platforms. With Triple-Location Cloud Backups, built-in HIPAA/PCI compliance, strict IP address whitelisting, granular access logging, and PII auto-redaction during call transcription, your data is incredibly secure. Built for Enterprise & Large Accounts: Managing high-volume lead flows is effortless. Features like SSN cross-checking, real-time data syncing to prevent double leads, and advanced data hygiene filters ensure compliance with TCPA and carrier rules without sacrificing system speed. True Industry Experts, Not Just a SaaS Vendor: The team actually understands the insurance space. They offer tailored, custom build-outs and personal support rather than treating you like a standard ticket number or locking you into rigid corporate contracts. Empowering Support Team: Instead of keeping you dependent on them for every minor change, their friendly support staff actively teaches your team how to manage your own backend workflows, updates, and custom reports. All-in-One Tech Stack: Having the TLDialer natively built into the CRM eliminates the technical headaches, data delays, and dropped dispositions that come with trying to bridge a separate CRM and dialer together.

Cons

No Native Mobile App: The platform is strictly cloud-based and optimized for desktop/browser access. If your agents or managers rely heavily on a dedicated mobile app to work on the go, this could be a drawback. The System is Highly Detailed: Because the platform is so incredibly customizable and feature-dense, there can be a slight learning curve for completely new staff members who are used to basic, rigid software. (Though their hands-on training support mitigates this heavily).

Pros

not much to be honest, the customer service is quick to respond but if the UI was more intuitive and actually made sense i wouldnt even need customer service.

Cons

it feels old and the user interface is atrocious setup is overly detailed and unclear, fields have indescript titles/names that make it hard to know what to enter. There is no detailed training for each thing an admin might need to do like just getting users set up. They speak in jargon. I'm very much regretting choosing them. feels like windows 97, gross

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.

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.

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.

Pros

I love the level of detail this system lets me add to the fields. Also it is great for keeping track of all business activities, enrollment dates and reminders for when to contact clients for renewals.

Cons

At first I was not fond of how detailed it was. It felt like a lot to handle initially. But after getting used to it I cannot imagine using anything else.

Pros

The system is simple to use and very user friendly. Plus their customer and admin support is top notch and they are always prompt. As a telemarketing insurance agency this is by far the best CRM we have used.

Cons

No cons to share from our side as the system does a great job calculating customer summaries for premiums based on the product disposition.

Pros

We have been using TLD with the new Vici dialer integration for a few months now and we are really impressed. Also the features are insightful, reporting is flexible and the system is reliable. We are quite happy with this solution.

Cons

The only downside I can think of is that I wish we had this sooner. TLD has completely transformed our business and saved us thousands each month by replacing other third party tools with TLD's integrated features.

Pros

Navigation now is so simple. Also it is pretty simple for us to input data and manage scheduling procedures.

Cons

Occasionally the program would freeze when it needed an update which annoyed me a little.

Pros

The system follows a logical flow and is easy to navigate. Also it is quite simple for us to view everything in the reports with the option to filter as needed.

Cons

Right now I honestly cannot find any drawbacks to the software.

Pros

TLDCRM software integrates seamlessly with the zoom text software we use which makes everything work smoothly.

Cons

There is nothing I dislike about it. It is just so good.

Pros

There is absolutely no learning curve with this tool. As I find it ready to use from the get-go.

Cons

I honestly cannot think of any features I dislike.

Pros

I really like how simple and user friendly the system is. Overall it is a joy to use.

Cons

The process is not the quickest and I noticed occasional glitches but that's about it.