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Average Ratings 0 Ratings

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ease
features
design
support

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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

Forge enduring connections that stand the test of time through the power of data intelligence and multi-faceted marketing approaches. The evolving landscape of CRM emphasizes Relationship Engagement, and Usherpa exemplifies simplicity in this domain. With our seamless and reliable platform combined with advanced data intelligence, we unlock opportunities that are worth your investment. When equipped with the right resources, fostering repeat business and securing lifelong referrals becomes a straightforward endeavor. Usherpa is the ultimate CRM solution you will ever need. Say goodbye to the bland and uninspiring content of the past; Usherpa delivers tailored, localized, and automated narratives crafted by industry experts that truly resonate with your leads, clients, and partners, ensuring meaningful and productive relationships endure. Eliminate any anxiety regarding your success! Usherpa’s user-friendly CRM showcases opportunities in an accessible format, providing all the essential tools to keep you on your clients' radar, attract referrals, and expand your business. Moreover, Usherpa designs a marketing strategy that aligns seamlessly with your workflows, ensuring your sales pipeline remains consistently full and vibrant. This approach not only streamlines your processes but also enhances your ability to connect with your audience in a genuine way.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axis LMS
Qualia
ResWare
Sales Boomerang
TrustEngine
Zapier

Integrations

Axis LMS
Qualia
ResWare
Sales Boomerang
TrustEngine
Zapier

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

Usherpa

Founded

2008

Country

United States

Website

usherpa.com

Product Features

Product Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Alternatives

Alternatives

Landtech Reviews

Landtech

AccuTitle
TitleExpress Reviews

TitleExpress

First American Professional Real Estate Services