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Description
Title 360 CRM is a specialized customer relationship management tool tailored for Title & Escrow businesses, consolidating client, referral, and transaction information into a single platform that seamlessly integrates with prominent closing software like Qualia and Resware, enabling users to gain a comprehensive understanding of relationship profiles, communication history, and order statuses. This platform enhances sales, marketing, and escrow processes by automating routine tasks and notifications, fostering better communication, minimizing manual efforts, and offering insightful dashboards and built-in analytics that help teams pinpoint their best referral sources, monitor pipeline effectiveness, and maximize engagement with essential contacts. Crafted for ease of use with little need for extensive training, Title 360 empowers users to oversee leads, manage follow-ups, track pipeline activities, and monitor document statuses and client interactions through a single, cloud-based interface accessible on various devices. Furthermore, it allows for the customization of workflows, fields, and reports, catering to the specific needs of different businesses and ensuring that every user can tailor the system to their unique operational requirements for maximum efficiency.
Description
This advanced, high-speed software solution stands out for its impressive capabilities. It's designed to be user-friendly for both novices and experienced administrators alike. With integrated document imaging, all files are conveniently accessible with just a single click. By installing it on a server, users can easily retrieve plant data via a web browser. This software is suitable for both smaller organizations and expansive enterprise-level implementations. It ensures secure service provision with comprehensive user tracking and billing features. TitleSCAN Web - Plant is a title search and document imaging application that is set up on a company server, operating entirely through a web browser and eliminating the need for workstation installations. It enjoys widespread adoption across the title industry, serving both direct and agency operations of varying scales, making it capable of accommodating needs from a single county to multiple regions, as well as from a handful of users to large teams that may be spread out over significant distances. Additionally, its seamless document imaging capabilities eliminate reliance on outdated film or fiche systems, streamlining operations for users.
API Access
Has API
API Access
Has API
Integrations
Qualia
ResWare
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
title360crm.com
Vendor Details
Company Name
Paxon
Website
www.titlescan.com
Product Features
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
