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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

eXcediant is a software firm focused on catering to the requirements of the land title sector. Our mission is to develop affordable yet powerful and highly customizable software that efficiently handles consumer complaint tracking for compliance with ALTA Best Practice Pillar 7, in addition to offering a robust sales CRM tailored for title insurance agencies. With over 20 years of collective expertise in technology and customer satisfaction within the land title industry, our software is designed with the needs of title agents in mind. We are committed to providing an industry-leading solution that empowers title agents to transform customer frustrations into positive feedback and satisfaction. Our innovative customer complaint management system is crafted to help your title agency thrive and succeed, ensuring that your clients will value the simplicity and effectiveness of eXcediant's tool. We eagerly anticipate the opportunity to support your agency's growth with our comprehensive solution. With eXcediant, you’re not just managing complaints; you’re enhancing relationships with your customers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Qualia
ResWare

Integrations

Qualia
ResWare

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$25 per month
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

eXcediant

Country

United States

Website

www.excediant.com

Product Features

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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