| TLI has designed and built a very simple yet customizable CRM. Although the customization means that you can add any features you like; out of the box the CRM comes with the following features. |
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| Manage Users |
- Easily add and delete users from the system
- Provide different permission levels of access from view only right up to full control of information
- Unlimited number of access level
- Provide time zones on a user by user basis
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Lead Lists
- Upload lead lists as batch files for ease of entry
- Assign lists to users on a list by list and user by use basis
- Ability to have individual users delete duplicate contacts (based on permission level)
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Lead Search-
Search by
- Company
- City
- State/Province
- Phone Number
- Primary Contact
- Lead List
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Contacts
- Allows users to see a list of just those contacts that belong to them
- Search by the criteria in Lead Search or by filters specific to the contacts and disposition settings
- Option to allow for deletion of individual leads to be toggled on or off
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Owned Leads
- Takes users to a pre-populated page that has the leads owned by that user Can sort by last call, task and contact
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Tasks and Calendar
- Allows users to track tasks and input directly from contact screen to schedule and follow up on calendar items
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Reports
- Prepopulated reports that track dispositions by user
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