TD CRM Benefits
Marketing

Drive your business forward with our powerful marketing software designed to increase traffic, and conversions, and scale your inbound marketing campaigns.

Marketing

Drive your business forward with our powerful marketing software designed to increase traffic, and conversions, and scale your inbound marketing campaigns.

Lead Generator

TD CRM provides lead generation features, such as lead capture forms, lead scoring, and lead tracking. It also allows users to automate lead nurturing and follow-up through email and SMS campaigns.

Automated Response

TD CRM provides lead generation features, such as lead capture forms, lead scoring, and lead tracking. It also allows users to automate lead nurturing and follow-up through email and SMS campaigns.

Centralized Chat

TD CRM has a chat function for direct communication between users and clients, with centralized storage for easy access. Automation is supported, enabling users to automate responses and build chatbots.

Mass Text & Email

Our CRM provides mass texting and emailing features. It allows users to send text messages and emails to multiple contacts at once and also provides the ability to create and save templates for future use.

Sales

Take your sales to the next level with our intuitive platform. It helps you gain in-depth insights into prospects, automate mundane tasks, and speed up the deal-closing process.

Sales

Take your sales to the next level with our intuitive platform. It helps you gain in-depth insights into prospects, automate mundane tasks, and speed up the deal-closing process.

Sales Pipeline

TD CRM offers a Sales Pipeline feature to monitor sales progress and stages. You can view, manage deals in one place, create custom stages, automate reminders & generate sales performance reports.

Auto Nurturing

TD CRM includes lead nurturing features, with automated workflows and follow-up sequences to keep leads engaged. Users can create custom lead-scoring rules to prioritize follow-ups based on engagement and behavior

Survey Builder

Our CRM includes Forms & Survey Builder features for creating custom forms to generate leads and collect feedback. Forms can be embedded on websites, customized with notifications, and stored automatically

Auto Calendaring

TD CRM’s automatic calendar scheduling lets users book appointments, meetings, and calls within the platform, syncing with their calendar to streamline scheduling and improve efficiency.

C.M.S

Experience the power of our content management platform built to cater to marketers’ and developers’ needs while delivering a secure, personalized customer experience.

C.M.S

Experience the power of our content management platform built to cater to marketers’ and developers’ needs while delivering a secure, personalized customer experience.

Drag & Drop - Forms & Templates

TD CRM features a user-friendly drag-and-drop editor to create landing pages, forms, and marketing materials without coding knowledge. It simplifies the design customization process, resulting in professional-looking assets.

SEO Tips

With our optimized SEO editor, easily create keyword-rich articles that are easy for readers and search engines to understand. Customize SEO options for categories, keywords, authors, images, videos, and links.

Website Themes

TD CRM provides mobile-friendly website themes with pre-built templates for easy customization, designed for small businesses. This feature helps Houston businesses create professional websites affordably and efficiently.

Auto Workflow

TD CRM offers workflow and collaboration features such as automation and customizable workflows to streamline business processes, and team chat, task assignments, and shared calendars to improve team efficiency.

Automation

Simplify your business processes with our software’s automation capabilities. Create workflows to automate lead nurturing, communication, bookings, and calendar management.

Automation

Simplify your business processes with our software’s automation capabilities. Create workflows to automate lead nurturing, communication, bookings, and calendar management.

Multi-Channel Campaign

TD CRM offers multi-channel automation to streamline marketing and sales across social media, SMS, email, and voice. Create and manage automated workflows to streamline customer engagement and lead nurturing.

Call/Text/Email Automation​

Provides call, text, and email automation features that allow users to schedule and automate their communication with clients and leads, improving efficiency and increasing response rates.

Appointment Automation​

TD CRM automates appointment scheduling by integrating with the user’s calendar, displaying real-time availability, and sending reminders to both user and client.

Auto Reviews Management​

TD CRM features Reviews & Reputation Management, allowing businesses to manage their online reputation on multiple platforms, gather customer reviews, respond to feedback, and track reputation metrics.

Analytics

Leverage insights from your multi-channel ad campaigns to make informed decisions with our all-in-one platform.

Analytics

Leverage insights from your multi-channel ad campaigns to make informed decisions with our all-in-one platform.

Campaign Analysis​

The Smart Campaign Analysis feature of TD CRM analyzes campaign performance data and offers insights to optimize future campaigns, helping businesses to improve their marketing and sales results.

ROI - Campaigns​

TD CRM offers Campaign ROI analysis in its reporting and analytics features, enabling users to track and measure their marketing campaign’s return on investment to optimize their efforts.

Attribution & Traffic Source

Attribution reports are part of the campaign analysis. It can help you understand which channels and touchpoints are driving the most conversions, allowing you to optimize your campaigns and improve your ROI.

Test & Refine

TD CRM offers CALL, TEXT, and EMAIL analytics to track and analyze communication with clients and leads. These help improve outreach and optimize sales and marketing strategies