Titan
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!
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Plauti
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.
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TaskRay
Experience seamless customer onboarding with our top-tier Salesforce-native application. TaskRay stands out as the premier solution for customer onboarding, and our concise 60-second video highlights four essential steps and best practices that make the process smooth and effective. This unique approach is just one of the many features that distinguishes us in the market. As a leader in Salesforce customer onboarding, TaskRay is a comprehensive tool designed for managing implementation and onboarding workflows. By enhancing operational efficiencies, TaskRay ensures that companies deliver outstanding customer experiences directly within the Salesforce platform. With our solutions, businesses can streamline their processes, resulting in happier customers and more successful onboarding outcomes.
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BidBook
Optimize your bidding, revenue management, and project oversight using BidBook CRM, which effectively nurtures relationships to stimulate demand for new projects. It allows for the submission of proposal estimates and oversees follow-up tasks efficiently. Users can access the estimation queue, work on or upload estimates, and invite vetted suppliers to submit bids for various scopes of work. Furthermore, it facilitates the management of the supplier bidding process alongside the overall budget. The platform also generates comprehensive proposal documentation, encourages team collaboration, and serves as the go-to tool for all incoming bid opportunities. Additionally, it compiles all essential files, drawings, and addendums while delegating bids and estimates to the sales team. Users can monitor project demand, review revenue schedules, and conduct profit analysis, in addition to approving purchase orders and initiating invoices when necessary, ensuring a streamlined workflow throughout the project lifecycle. Ultimately, BidBook CRM enhances overall efficiency and fosters successful project completion.
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