Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Copy2Contact is utilized by both businesses and individuals to efficiently gather essential information regarding clients and potential leads. Seasoned professionals leverage Copy2Contact to reduce their data entry efforts by an impressive 98% while enhancing their accuracy threefold in everyday operations. This tool seamlessly integrates contacts, leads, appointments, and events into platforms like Microsoft Outlook and Salesforce.com on a PC, as well as into the address book on an iPhone. Users can easily extract contact details from sources such as emails, documents, resumes, and websites. Copy2Contact boasts proprietary technology that streamlines the management of contacts and appointments. By capturing complete contact or appointment information in one go directly from the screen, it eliminates the need for manual retyping, thereby minimizing errors and saving valuable time. This innovative solution effectively operates from various sources, including email signatures and web search results, ensuring it fits smoothly into a professional's daily workflow, enhancing productivity and efficiency even further.
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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$34 per user per year
Free Trial
Yes
Free Version
Yes
Pricing Details
$75 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
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
No
Live Rep (24/7)
Yes
Online Support
No
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Anagram Technologies
Website
www.copy2contact.com
Vendor Details
Company Name
Esotech
Founded
2013
Country
United States
Website
info.tldcrm.com
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
Yes
Contact History
No
Contact Import/Export
No
Customer Pipeline
Yes
Email Marketing
No
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
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