Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes.
Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems.
Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors.
We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense.
Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!
So what’s stopping you? Schedule a demo today.
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KudosCRM
KudosCRM is an advanced AI-driven customer relationship management platform that oversees the entire customer experience in a single solution, encompassing everything from lead generation and qualification to sales execution, delivery, invoicing, customer support, and strategic growth. It integrates various functionalities such as contact management, sales pipelines, deal tracking, revenue forecasting, quote generation, electronic signatures, project management, invoicing, support ticket management, analytics, and automated workflows to enhance business operations.
With KudosCRM, sales teams are empowered to effectively capture and evaluate leads, manage sales opportunities, automate follow-up communications, predict revenue trends, and monitor deals within a unified customer profile. Additionally, the platform allows teams to create and manage quotes, oversee approval processes, gather electronic signatures, convert accepted quotes into actual orders, and facilitate seamless invoicing and product delivery.
The incorporation of intelligent AI capabilities enables users to compose and respond to emails, rephrase and translate text, summarize customer information, extract pertinent details from documents, and implement AI-enhanced actions within their workflows. Furthermore, its intuitive no-code workflow builder allows businesses to streamline repetitive tasks and significantly boost overall productivity while adapting to changing demands.
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Powerlily
Powerlily serves as an integrated solar operating system that consolidates design, proposals, customer relationship management, permitting, field operations, invoicing, and fleet oversight within a unified platform. This system guides customers from initial engagement through design, sales, installation, and ongoing service without the need to recreate the same project across various tools. Teams have the ability to capture and qualify leads, maintain attribution, oversee solar-specific pipelines, and automate follow-ups based on real-time events. The platform's live 3D design feature accommodates roof, ground, carport, and commercial array configurations, incorporating stringing, setbacks, shading considerations, and an extensive 8,760-hour per-panel production simulation. Moreover, its battery analysis capability links usage patterns, tariffs, incentives, and financing options to detailed hour-by-hour storage behavior and overall long-term value. Powerlily also has the capacity to generate editable single-line diagrams, coordinated permit-ready plan sets, customized proposals, e-signatures, invoices, and field schedules from a singular project record, thereby streamlining the entire workflow. This comprehensive approach enhances efficiency and collaboration across all stages of the solar project lifecycle.
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