Portals vs. ClientZen

With the trust of over 25 million users globally, Jotform serves as a comprehensive platform that enhances data gathering, automates workflows, and facilitates online sales without requiring any coding skills. Utilizing Jotform’s intuitive drag-and-drop Form Builder, companies can easily design personalized forms and surveys to gather leads, contact details, payments, appointments, and e-signatures. Users can select from a library of more than 10,000 templates tailored for various purposes, such as feedback forms or event registrations, or opt to create their own unique forms from the ground up. The platform’s sophisticated features, including conditional logic, autoresponders, and compatibility with over 200 integrations, significantly optimize operational processes. Moreover, Jotform's AI-driven Agents provide immediate customer support by assisting users during the form submission journey, addressing inquiries, and ensuring a seamless experience, which minimizes the reliance on manual support. With the addition of Jotform’s Store Builder, businesses can establish an online storefront to market products, services, and subscriptions, as well as collect donations and process payments through a wide array of over 30 payment gateways. Furthermore, tools like the Approvals feature, PDF Editor, and Report Builder empower organizations to convert gathered data into insightful actions and streamline workflows for enhanced productivity. This multifaceted approach makes Jotform a vital resource for businesses seeking to improve their operational efficiency and customer engagement.

Collaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!

An all-in-one platform designed for managing omni-channel experiences goes beyond simple surveys. Elevate your experience management initiatives with this comprehensive solution that integrates all touchpoints into a seamless omni-channel approach, consolidating data for efficient analysis. You can create tailored email surveys that not only increase open rates but also allow customization of the subject line, body text, and sender email address. Enhance your branding by white-labeling your emails for a consistent look and feel. To gather feedback effortlessly, distribute a scannable QR code that respondents can easily access to participate in your survey. Generate several distinct survey links to facilitate sharing, which can be monitored to assess their performance effectively. With the option to white-label your surveys using a custom domain, your brand identity remains intact throughout the survey process. Additionally, you can engage customers directly by embedding surveys on your website, whether as a popup card, chatbot, or inline element. Our mobile SDK further simplifies the process, enabling you to quickly design surveys and gather valuable insights on the go. This flexibility ensures you can adapt your approach based on various customer interactions and preferences.

Provide live chat assistance on your website using the collaboration platforms you're already familiar with, such as Microsoft Teams, Google Workspace, Slack, and Zoom. Easily create AI chatbots powered by ChatGPT with just a single click, ensuring that your chatbots can step in whenever your agents are not available. You can also develop chatbots for WhatsApp, SMS, and Messenger that can seamlessly transfer conversations to human agents when necessary. There's no requirement to master new software for customer support. This approach allows you to connect with prospective customers at the moment they seek assistance, boosting your chances of closing more deals and enhancing your online revenue potential. By streamlining customer interactions, you can foster better relationships and drive overall business growth.

Pylon serves as a comprehensive support platform tailored for contemporary B2B enterprises. We equip post-sales teams with essential tools such as ticketing software, an omnichannel approach for B2B communications (including Slack Connect and Microsoft Teams), an interactive chat widget, a robust knowledge base, an AI-powered support bot, along with customer marketing and account management solutions. Our platform is designed specifically to address the unique needs of B2B businesses, enabling you to assist customers on their preferred channels while facilitating various support tiers. Our AI feature can generate support articles derived from previous issue resolutions, while our Triggers help formalize workflows and business processes. Additionally, with Macros, you can efficiently handle frequent inquiries. Engagement tracking allows for the dissemination of updates, newsletters, and new feature announcements to your clients. All customer information is meticulously organized and accessible in one centralized location, providing stakeholders with a comprehensive view of their team's ongoing concerns. If you're considering utilizing Slack for customer support, we would love to connect, as our users typically manage over 180 customer channels. The integration of these tools not only enhances communication but also streamlines the support process, leading to higher customer satisfaction and improved operational efficiency.

Harness the ability to design, manage, and implement email signatures for your organization while also launching a fresh marketing avenue through top-tier email signature management solutions. Exclaimer stands at the forefront of email signature software, offering you total oversight and guaranteeing that your brand consistently shines in its best light. Regardless of whether you utilize Office 365, Google Workspace, or Exchange, we are equipped to revitalize your email sign-off and enhance your professional communication. By leveraging our expertise, you can elevate your brand's image and ensure consistent representation across all email correspondence.

In just one minute, you can set up your international phone number, with options available for over 120 countries and 1,000 cities. This service allows you to redirect your calls to any global number seamlessly. With advanced scheduling features, you can manage call routing based on your business hours and preferences, directing calls to your main office during operational times and to voicemail when closed. You also have immediate access to comprehensive data regarding calls made to your TollFreeForwarding number, which can assist in analyzing customer call behavior for better outbound sales and follow-up strategies. Additionally, you can record your calls, whether in full or in segments, for easy tracking and review. These recordings are stored in call detail records, which can be accessed, downloaded, or played back whenever necessary for reference. By leveraging this functionality, you can enhance your communication efficiency and better serve your clientele.

Fathom serves as a complimentary AI meeting assistant that swiftly captures, transcribes, and summarizes meetings held on platforms such as Zoom, Google Meet, or Microsoft Teams, allowing participants to concentrate on the discussions rather than jotting down notes. This intelligent assistant is designed to enhance productivity and efficiency by providing concise summaries in less than 30 seconds while integrating seamlessly with your CRM for effortless follow-up actions. Among its standout features are real-time transcription, the ability to highlight key moments, and options for sharing clips, making it an excellent choice for teams aiming to optimize their meeting processes and minimize administrative burdens. Additionally, Fathom's user-friendly interface ensures that users can easily navigate its functionalities, further streamlining the meeting experience.

We collaborate closely with you to ensure that your email providers refrain from delivering spam to your inbox. Within just a few weeks, our clients have reported their open rates skyrocketing to more than double! Recipients who are highly engaged tend to open emails and actively scroll through the content as they read. This engagement should occur for nearly all opened emails, provided that the information is concise enough to fit within a single page. When a recipient retrieves an email from the spam folder, it indicates to the inbox provider that they believe an error has occurred. Furthermore, if someone shifts an email from the promotions tab to the primary inbox, it signals to the provider that their sorting method may not align with user preferences. Such actions suggest that those emails, along with others like them, should be directed straight to the main inbox. This behavior demonstrates genuine interest in the content of the email, leading inbox providers to interpret it as "This message is of utmost importance; please ensure it is not categorized as spam." As a result, building a positive relationship with your email recipients can significantly enhance your overall engagement rates.

CallTrackingMetrics stands out as the sole SaaS platform that integrates call tracking and conversion intelligence to enhance contact center automation, leading to a more tailored experience for customers. Discover which marketing initiatives are driving leads or conversions, and leverage that information to create automated call flows that enhance your contact center operations. With our comprehensive suite of phone, text, online, and live chat tools, you can achieve seamless communication across your entire organization. More than 100,000 users around the globe rely on CallTrackingMetrics to streamline communications for their sales, marketing, and service teams, ensuring efficiency and effectiveness in their outreach efforts. Our call tracking capabilities include dependable dynamic number insertion (DNI) for precise session-level attribution, as well as local and toll-free tracking numbers, which offer omnichannel attribution across calls, texts, and form submissions. Additionally, our contact center solutions feature a user-friendly browser-based softphone, along with intelligent routing options to optimize call management. Embracing these advanced features can significantly elevate your organization's customer interaction strategy.