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Ratings and Reviews 0 Ratings
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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 Pete REI Software?
Pete® REI Software is an all-encompassing CRM solution designed expressly for real estate investors, assisting them in streamlining their processes from the first interaction to finalizing deals with specialized tools tailored for investment activities. Users can capture leads from various sources, track the development of deals and pipeline phases, automate follow-up communications via email, phone, and SMS workflows, and handle documents with e-signatures and images efficiently within one cohesive platform. It also incorporates a built-in phone and SMS feature, eliminating the need for separate applications, while delivering real-time analytics and customizable dashboards that help users monitor critical performance indicators, thus enabling smarter decision-making. The software's scalable capabilities cater to both individual investors and larger teams, enhancing overall flexibility. Furthermore, automating workflows reduces the burden of repetitive tasks and ensures consistent follow-ups, while centralized task management promotes improved collaboration among team members and integrated communication features keep both leads and clients engaged throughout the investment process. In essence, this platform not only streamlines operations but also empowers investors to concentrate on scaling their businesses effectively. As a result, they can achieve greater success and build stronger relationships with their clients.
Integrations Supported
Qualia
ResWare
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$219 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Tokara Solutions
Date Founded
2009
Company Location
United States
Company Website
title360crm.com
Company Facts
Organization Name
Pete REI Software
Company Location
United States
Company Website
peterei.com
Categories and Features
Categories and Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation