Titan Portals vs. 360 InstantDocs

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!

Plauti is a data quality platform built natively for CRM, designed for organizations that want tight governance, strong security, and practical control over the accuracy of their customer data. Unlike solutions that move data to external servers or require separate platforms, Plauti runs entirely inside your existing CRM infrastructure, so no data leaves your system and no additional security perimeter is introduced. For Salesforce customers, Plauti covers the end-to-end data quality lifecycle: Prevent duplicates at the source: Real-time alerts notify users of potential duplicates as they enter records, helping sales, marketing, and service teams keep data clean from the start. Protect against hidden duplicates: Detect duplicates created by imports, integrations, and APIs to keep inbound data streams aligned with your standards. Remediate at scale with batch jobs: Run configurable batch processes to find, review, and merge existing duplicates across large data volumes, with full audit trails that support compliance, internal controls, and reporting. Verify contact information: Check email addresses and phone numbers before they’re saved to reduce bounce rates, improve campaign performance, and support more reliable outreach. All of this operates on Salesforce’s own infrastructure, using your existing permissions, roles, and security model. There is no separate user login, no data sync lag to manage, and no additional compliance gap to justify to auditors or security teams. For Microsoft Dynamics 365, Plauti focuses on robust duplicate prevention and control. Admins can configure real-time alerts, leverage API-based detection, run batch processes, and apply cross-entity matching rules to keep accounts, contacts, and leads aligned and consolidated. Plauti is built for CRM admins, data stewards, and operations teams who need immediate, self-service control over data quality—without waiting for developers, complex projects, or long IT ticket queues.

Declarative Webhooks is a powerful no-code integration solution that enables Salesforce users to effortlessly configure two-way connections with external systems using an easy point-and-click interface, eliminating the need for custom coding. It functions like having Postman directly embedded in Salesforce, providing rapid and user-friendly API integration capabilities accessible to admins and non-developers alike. As a fully native Salesforce solution, Declarative Webhooks integrates tightly with platform features such as Flow, Process Builder, and Apex, allowing users to extend and automate their workflows seamlessly. The platform supports configuring webhook triggers and actions that facilitate real-time data synchronization and event-driven communication between Salesforce and third-party applications. A standout feature is the AI Integration Agent, which can automatically build integration templates by interpreting API documentation links, greatly reducing setup complexity and time. This intelligent automation removes the need for extensive developer involvement, empowering business users to manage integrations independently. Declarative Webhooks is ideal for businesses seeking faster, more efficient integration methods without sacrificing reliability or scalability. By embedding integration functionality natively within Salesforce, it maintains full compatibility with the platform’s security and governance standards. The solution streamlines integration projects, enabling organizations to connect critical systems and automate processes with minimal effort. Overall, Declarative Webhooks transforms how Salesforce users build and manage integrations, making it faster, easier, and more accessible than ever before.

ScreenMeet provides a comprehensive range of secure, web-based tools for remote assistance and screen sharing, aimed at improving customer service and IT support. Its features include remote desktop access, live audio and video support, co-browsing, and asynchronous screen recording, enabling agents to provide seamless assistance to both customers and employees. Additionally, it seamlessly integrates with leading ITSM, CRM, and contact center platforms such as ServiceNow, Salesforce, and Microsoft Dynamics 365, ensuring a cohesive support experience. Tailored for large enterprises, ScreenMeet prioritizes security, scalability, and flexibility, making it an excellent choice for businesses looking to enhance support efficiency and boost customer satisfaction. By leveraging these tools, organizations can create a more connected and responsive service environment.

Introducing an innovative board portal and collaboration solution tailored for boards and senior executives. Discover how Nasdaq Boardvantage streamlines board activities by eliminating paper usage and significantly reducing meeting preparation times. You can effortlessly schedule both single and multi-day meetings in just seconds, while also adding relevant details, attaching important documents, tracking attendance, and even setting up remote meetings. To ensure data protection, the platform employs encryption alongside multiple layers of security to maintain confidentiality, integrity, and availability of information. Additionally, you can swiftly generate and distribute evaluations for boards and committees, as well as handle Conflict of Interest inquiries and general surveys. The platform allows for efficient management of files, contacts, and signatures while fostering collaboration through features like notifications, annotations, and the ability to conduct unanimous consent votes, along with e-signatures and secure in-app email communication. It is designed for accessibility on various devices, including smartphones, tablets, and desktops, ensuring a seamless synchronization experience both online and offline. Overall, Nasdaq Boardvantage enhances the efficiency and security of board operations significantly.

Knak is the leading no-code platform for building high-impact emails and landing pages at scale. Did we mention no-code? Designed for self-sufficient marketing teams, Knak removes creative and technical bottlenecks with easy-to-use templates, brand controls, and deep integrations with enterprise MAPs like Marketo, Salesforce, and Eloqua. Cut production time, reduce costs, and drive campaign results faster — without compromising quality or compliance. Join global brands that rely on Knak to turn marketing strategy into execution, effortlessly.

Cerberus FTP Server offers a dependable and secure solution for file transfers, tailored specifically for the needs of IT specialists. With support for various protocols including SFTP, SCP, FTP/S, and HTTP/S, it seamlessly integrates with Active Directory and LDAP for authentication. Running as a Windows service with native x64 support, Cerberus also comes equipped with a comprehensive suite of integrity and security features. Additionally, it provides a user-friendly management interface that facilitates control over user permissions and file operations, ensuring a streamlined experience for administrators. This makes it an ideal choice for organizations prioritizing security and efficiency in their file transfer processes.

The Resco Mobile App Development Toolkit serves as a no-code solution for crafting tailored mobile business applications that enhance platforms such as Microsoft Dynamics 365, Power Platform, Business Central, and Salesforce. This toolkit is particularly beneficial for partners and independent software vendors (ISVs), allowing them to develop scalable, white-labeled applications suited for various sectors, including utilities, energy, construction, and field services. Featuring offline capabilities and secure data synchronization, users can create mobile solutions geared towards inspections, asset management, and work orders, among other functionalities. The intuitive drag-and-drop interface simplifies the customization process, enabling users to design workflows, forms, and dashboards without requiring programming skills. This development toolkit not only facilitates the creation of specialized mobile solutions that expand CRM and ERP functionalities but also addresses the unique requirements of frontline employees. By delivering branded applications and modernizing field operations, businesses can potentially unlock new revenue opportunities and provide clients with dependable, sector-specific mobile technology. Resco's adaptable and robust toolkit presents a significant opportunity for growth and innovation in mobile app development.

CallHub is an all-in-one digital outreach platform helping political campaigns, nonprofits, advocacy groups, unions, and businesses connect with their audiences at scale through calls, texts, email, and automation. Built for both high-volume and personalized engagement, CallHub offers Predictive, Power, and Auto Dialers with AI-driven Smart Insights that analyze call sentiment in real time. Features like Dynamic Caller ID, Spam Shield, and SHAKEN/STIR compliance boost call deliverability and answer rates. On the messaging front, CallHub enables Peer-to-Peer Texting, Text Broadcasts, and Text-to-Join campaigns with SMS/MMS support, link tracking, and automated responses. Workflow automation ties all channels together, while the mobile app makes it easy for volunteers to join and manage campaigns on the go. Seamless integrations with NationBuilder, NGP VAN, Salesforce, and Blackbaud keep your data unified and up to date. Compliant with SOC 2, ISO 27001, GDPR, and TCPA, CallHub is trusted by over 200,000 campaigns worldwide, powering 1B+ calls and 750M+ texts to date.

CapLinked gives organizations a more controlled way to manage confidential documents, share files, and collaborate on important business projects. Known as The Deal Room That Works, CapLinked combines virtual data rooms, document management, permissions, file tracking, and secure collaboration in one web based workspace. Teams use CapLinked for due diligence, mergers and acquisitions, fundraising, audits, licensing reviews, asset sales, legal projects, board materials, and other situations where sensitive information needs to be shared with the right people. Instead of relying on email attachments, open folder links, or scattered document storage, administrators can organize files, manage access, limit downloads, apply watermarks, set expiration rules, and monitor activity. CapLinked also gives external reviewers a cleaner experience. Buyers, investors, attorneys, accountants, advisors, partners, and internal decision makers can review documents in a professional environment, while project owners maintain visibility into access and engagement. This helps reduce version confusion, manual follow up, and uncertainty during complex reviews. From boutique firms to Big Four consultants, global enterprises, and growing teams, CapLinked helps organizations move sensitive work forward with clarity, accountability, and control. Learn more at caplinked.com.