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Description
Our cloud-based, enterprise-level appointment scheduling and visitor management platform combines on-location and digital channels. It provides self-service booking and curbside pick up, online and physical queuing as well as callback requests, wait time tracking, virtual meeting support, and contact center integration.
This personalized experience, whether in person or digitally enhances client engagement, increases revenue generating opportunities and balances workforce staffing. It also provides key insights that organizations can't capture using their CRMs or calendars. We are the frictionless layer that sits on top of all those technology pieces, allowing for meaningful connections through a simpler engagement process.
Description
Our comprehensive workflow guides your contacts from initial lead to sale and even through renewals, providing you with clear insights into actions taken by your team, complete with thorough auditing capabilities. You can meticulously manage what your agents can access, safeguarding your data by granting sensitive permissions only to those who truly require it, utilizing our preset roles or customizable permissions. Arrange meetings with agents for both in-home and office visits! Effortlessly oversee callbacks and appointments using our user-friendly Calendar feature. You can also create events, invite clients, and monitor attendance, among other functionalities! This system isn't limited to just call centers; through our "My Business" section, agents can take charge of their own portfolio, managing leads, policies, callbacks, and appointments. If you have confidence in your team, empower them with autonomy! TLDialer seamlessly integrates with our Hosted VICIDial service, allowing agents to operate from a single interface where data updates automatically. Our VICI Servers ensure that your system remains current and efficient at all times, enhancing productivity across the board. Additionally, the streamlined approach fosters improved communication and collaboration among team members.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Cisco Webex
Yes
Facebook
Yes
Gmail
Yes
Google Analytics
Yes
Google Calendar
Yes
Google Hangouts
Yes
Microsoft 365
Yes
Microsoft Outlook
Yes
Postmark
Yes
Salesforce
Yes
Integrations
Cisco Webex
No
Facebook
No
Gmail
No
Google Analytics
No
Google Calendar
No
Google Hangouts
No
Microsoft 365
No
Microsoft Outlook
No
Postmark
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$75 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Coconut Software Corporation
Founded
2007
Country
Canada
Website
www.coconutsoftware.com
Vendor Details
Company Name
Esotech
Founded
2013
Country
United States
Website
info.tldcrm.com
Product Features
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
Yes
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
Yes
Mobile Access
Yes
Multi-Location
Yes
Online Booking
Yes
Online Payments
Yes
Recurring Appointments
Yes
Room Booking Management
Yes
Customer Experience
Action Management
No
Analytics
Yes
Customer Segmentation
No
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
No
Multi-Channel Collection
Yes
Sentiment Analysis
No
Survey Management
Yes
Text Analysis
No
Trend Analysis
Yes
Visitor Management
Alerts/Notifications
Yes
Badge Management
No
Document Management
No
ID Scan
No
Pre-Registration
Yes
Registration Management
Yes
Self Check-in
Yes
Visitor Tracking
Yes
Watch List
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
