G2 Vendor Directory

TLDCRM vs. AgencySmart

A side-by-side comparison based on G2 review data.

MetricTLDCRM

by Esotech

AgencySmart

by AgencySmart

Overall rating4.74.8
Review count1939
Ease of use8.99.8
Ease of setup9.59.6
Quality of support9.39.7
Meets requirements9.19.8
NPS68.42105389.473684
Small Business57.9%94.9%
Mid-Market21.1%2.6%
Enterprise21.1%2.6%
Total page views394343
Total LLM citations765918

TLDCRM

Total Lead Domination (TLD) CRM is specially geared for the insurance sales industry, originally starting with health and life. TLD is the most effective software solution for your sales operation or call center. We have developed our system based off of numerous call center's workflows and continue to add major features and conveniences into the system weekly. The purpose of the CRM is to assist an agency with the following goals: Sales, Communications, Retention, Commissions & Customer Service.

Pros

  • Tracking
  • Data Management

AgencySmart

AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable.

Pros

  • Ease of Use
  • Training Support
  • Activities Management
  • Tracking
  • Navigation Ease
  • Simple