{"best_for":["Insurance agencies","Health and life insurance agents","Insurance call centers","Remote insurance sales teams"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/tld-crm","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/tld-crm.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-044.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: tld crm (https://aitoolsforbusiness.ai/tld-crm)"},"features":["Integrated VoIP Dialer: A webphone-based dialer that allows agents to make calls and synchronize data within the CRM on a single screen.","Lead Management: Tracks contact information, policies, dependents, and call timelines for insurance prospects.","AI Call QA: Uses AI via TLIntel to support call monitoring and quality assurance for training and compliance.","P2P Messaging: Supports personalized one-to-one SMS and MMS messaging for agent-client communication.","Real-time Salesboards: Provides live dashboards for tracking key performance indicators like call volume and conversion rates.","Compliance Tools: Includes call recording and secure document storage to help agencies meet regulatory requirements."],"freshness_status":"fresh","name":"tld crm","pricing_note":"Pricing is $100 per seat per month with a 15-seat minimum and a $1,000 one-time setup fee. Usage costs include $0.02 per minute for calling, $0.03 for outgoing texts, and $0.02 for incoming texts.","pricing_url":"https://www.tldcrm.com/pricing","primary_category":"Sales","profile_last_verified":"2026-06-07T22:04:21.114Z","secondary_categories":[],"short_description":"TLD CRM is a cloud-based CRM and integrated VoIP dialer designed for health and life insurance agencies to manage leads and communications.","slug":"tld-crm","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/tld-crm","use_cases":["Lead and Policy Tracking: Managing insurance leads and tracking policy details and dependent information in a centralized system.","Outbound Calling: Using the integrated dialer to connect agents with prospects while logging interactions.","Agent Performance Monitoring: Supervising live calls via whisper mode and analyzing call recordings to provide agent coaching.","Client Follow-up via SMS: Sending personalized application reminders and renewal notifications through P2P messaging."],"website_url":"https://tldcrm.com/"}