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What is Title 360?

Title 360 CRM is a dedicated customer relationship management solution designed specifically for Title and Escrow firms, bringing together client, referral, and transaction details into one cohesive platform that works seamlessly with leading closing software like Qualia and Resware. This integration allows users to achieve a well-rounded view of their relationship profiles, communication logs, and order statuses. By streamlining sales, marketing, and escrow operations through the automation of repetitive tasks and alerts, the platform promotes improved communication, reduces manual input, and provides valuable dashboards and built-in analytics that assist teams in identifying their top referral sources, evaluating pipeline performance, and enhancing engagement with vital contacts. Designed with user-friendliness in mind, Title 360 requires minimal training, enabling users to effectively manage leads, conduct follow-ups, track pipeline activities, and oversee document statuses and client interactions all from a single, cloud-based interface that is readily accessible on multiple devices. In addition, it offers customizable workflows, fields, and reports that can be tailored to meet the diverse requirements of various businesses, ensuring each user can adapt the system to fit their specific operational needs for optimal productivity. Ultimately, Title 360 transforms the way Title and Escrow professionals manage their relationships and operations, paving the way for greater efficiency and success in their workflows.

What is OnFlow?

OnFlow is an all-encompassing hosted solution aimed at simplifying the management of customer relationships, leads, projects, and marketing automation in a cohesive manner. You can easily track your engagements and keep thorough records linked to each individual contact. Custom pipelines allow for straightforward lead tracking and follow-ups, streamlining the process significantly. Your marketing campaigns can be unified with our integrated features for email marketing and automation, making them more effective. Project and task management becomes effortless, as contact information is conveniently stored within a single, organized profile. Active leads can be monitored effortlessly through customized pipelines and an intuitive dashboard. By categorizing your contacts, you can accurately segment your audience to enhance targeted marketing strategies. Furthermore, you can track the time spent on different projects, tasks, and contacts, creating comprehensive reports to help manage budgets effectively. As a hosted platform, OnFlow removes worries related to backups, maintenance, or system uptime, allowing you to concentrate on expanding your business. With these resources available, your organization can boost efficiency and significantly improve overall productivity, ultimately leading to greater success. Embracing such tools not only streamlines operations but also fosters a culture of growth and adaptability within your team.

Media

Media

Integrations Supported

Qualia
ResWare

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Tokara Solutions

Date Founded

2009

Company Location

United States

Company Website

title360crm.com

Company Facts

Organization Name

Webase

Date Founded

2011

Company Location

Netherlands

Company Website

onflow.eu

Categories and Features

Real Estate

Not specified

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Segmentation
Task Management
Territory Management

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