Moxo vs. Surefire CRM Comparison Chart

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Engage is a pre-built, intelligent, cloud contact center platform that transforms customer service. Built for for Amazon Connect and powered by AWS, Engage combines voice and digital communication channels to improve operational efficiency and deliver valuable insights, Engage uses Generative AI to enhance customer service interactions and create personalized experiences that cater to the changing needs of businesses and their customers. Engage is a Contact Center as a Service (CCaaS), meaning we take care of all updates and improvements with no hardware or expensive agent licenses. Our consumption-based pricing caters to businesses of all sizes. Engage includes Voice, Email, SMS and Facebook Messenger, Instagram DM (Direct Message), Twitter DM (Direct Message), WhatsApp, WeChat LINE, and Web Chat.

Everything you need to deliver personalized customer experiences, all on one powerful platform. Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy to deliver digital-first engagement with the widest breadth of communication channels. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips, integrating data from CRM, payment systems, service ticketing, and more. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications. Twilio Flex powers over half a million agents today and is accelerating digital transformation by freeing companies from the limitations of legacy call centers. Find the documentation, sample code, and developer tools needed to tailor your contact center to your business’s unique needs.

Birdeye is the leading reputation, social media, and customer experience platform for local businesses and brands. Over 150,000 businesses use Birdeye’s all-in-one platform to effortlessly manage online reputation, connect with prospects through digital channels, and gain customer experience insights to grow sales and thrive. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR. Learn more at birdeye.com.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

Trusted by more than 25+ million users worldwide, Jotform is an all-in-one platform that offers powerful tools for effortless data collection and management, including its popular drag-and-drop Form Builder. Create digital forms and surveys for your business without any coding to collect leads, contact information, files, appointments, payments, e-signatures, and whatever else you need. Build your own form from scratch, or customize 10,000+ ready-made templates for contact forms, order forms, feedback surveys, registration forms, and much more. Go beyond the basics with advanced features like conditional logic, autoresponder emails, and 200+ integrations with popular apps. Make the most of your data by turning responses into personalized PDFs with Jotform PDF Editor, visual reports with Jotform Report Builder, or tasks in an automated approval flow with Jotform Approvals. Create an online store with Jotform Store Builder — no coding required.

Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting into our software to bring our clients the latest, most current technical features available on the LMS market.

We give organisations a digital workplace to call home. At Claromentis, we've expanded the capabilities of the traditional intranet, empowering people to access information, communicate and collaborate with their coworkers, streamline business processes, learn new skills, and integrate their third-party apps, all within a single space. Our digital workplace software is designed to connect teams to their work and each other, regardless of their location. So whether your teams are office-based, 100% remote, or somewhere in between, our software unifies all the tools they need do their job productively. We're trusted by leading brands worldwide, including household names like Virgin Care, Legal & General, and Crabtree & Evelyn; non-profits such as SeriousFun Children’s Network; and innovative tech companies like Boost.ai.