+
+
Visit Website

About

Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

About

TrueDialog is an enterprise-grade SMS texting platform built for businesses and higher education institutions. TrueDialog is a plug and play business texting solution that comes with dozens of pre-built tools as well as a robust SMS texting API. Its applications include SMS marketing, SMS customer service, emergency alerts, and two-way texting.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Organizations in any industry that run on Salesforce and need forms automation, document generation, eSignatures, web portals, surveys, CLM, and workflow management.

Audience

Businesses, contact centers, and higher education

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per month
Document Studio

Starter - Basic doc generation & eSign from $150/month
Growth - Smart docs & eSign with advanced permissions from $350/month

Experience Studio

Starter - Basic forms and landing pages from $250/month
Growth - Web apps from $450/month
Free Version Supported
Free Trial Supported

Pricing

$79.00/month
Pay as you go - no monthly fee
Small business - $99 per month
Business pro - $375 per month
Enterprise - $899 per month
Custom Enterprise - $2499 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 5.0 / 5
features 4.6 / 5
design 5.0 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • Form Titan is easy to use because it provides complete training about the product. It provides training in the form of documentation, webinars, in person and videos. We attend the training and use the product without any difficulty.
  • I mostly love the Microsoft OneDrive integration features, which allows me to access, share and collaborate on files with our team.
  • I love this product because it helps to manage our workflow effectively. Using this single product, we can handle many tasks efficiently. From document generation to surveys, all the workflows can be managed easily.
  • I love this app because due excellent interface, easy to use. it allows me to quickly create custom docs, forms, apps, e-signatures, and surveys and i can integrate with seamlessly with Salesforce.
  • Form Titan requires no coding experience to integrate and use. Anyone can use it with a small amount of training. we are extremely happy on it.
  • Titan provides round-the-clock online support, so we don’t have to worry much. We can easily communicate and get a quick solution.
  • This product is very much easy to use and excellently interface — a friendly support team to help you.
  • This product is amazing and consistently evolves over time. Its user-friendly interface effortlessly navigates through a complex data model, proving invaluable in addressing our most intricate business requirements.
  • The product is awesome and constantly evolving. Easy to use with complex data model, It helped us to solve very complex business needs.
  • It has everything I need and more. I mostly love the word add-in option, it allows me to build the template VIA Microsoft Word and keep the formatting we are used to.

Pros & Cons from Real Users

Pros

  • As an Engineer in MNC, contacting other MNC for work purposes needs a different kind of attention and helping features from normal SMS. TrueDialog helps a lot in managing company-wise Contacts and documents. A professional messaging app.
  • It is easy to set up, use and manage the application including giving out replies and responses to each text. You can easily keep in touch with customers and other users.
  • * The user interface is easy to understand and helps with using most of the features to their fullest. Their live training session helped me get up and running quickly. Great product and service overall. * I Really like the ability to schedule messages and personalize them for each customer at a mass scale. * Affordable pricing, great support team.
  • It offers a smart SMS sending feature to send mass SMS very easily. Enabling this tool with business is very easy. Integrated with CRM tools. The Mobile version also supported.
  • Excellent pricing Portal UI is easy to use and is deep in functionality API availability Terrific customer service

Cons

  • There is no such con of the TrueDialog but they should move their price to a more reasonable section.
  • It is gonna be a waste of time, energy and resources If the sms is sent to users who do not give importance to text messages.
  • * No big drawbacks as compared to other services with same features.
  • It worked great for me. Nothing to share about cons.
  • Provisioning shortcodes can be slow due to carrier approvals

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Titan
Founded: 2016
Israel
titandxp.com

Company Information

TrueDialog
Founded: 2011
United States
truedialog.com

Alternatives

Alternatives

Categories

App Makers Supported
Customer Feedback Supported
Data Collection Supported
Data Entry Supported
Digital Signature Supported
eCommerce Supported
Forms Automation Supported
Government Supported
Healthcare Supported
Higher Education Supported
HIPAA Compliance Supported
Nonprofit Supported
PDF Supported
Registration Supported
Survey Supported
Website Builder Supported

Categories

Alumni Management Supported
Customer Service Supported
Higher Education Supported
Mobile Marketing Supported
Registration Supported
SMS Marketing Supported

Higher Education Features

Admissions Management Supported
Alumni Management Supported
Assessment Management Supported
Curriculum Management Supported
Faculty / Staff Management Supported
Financial Aid Management Supported
Fundraising Management Supported
Housing Management Supported
Scheduling Supported
Student Information / Records Supported
Student Portal Supported

Registration Features

Activity Registration Supported
Attendance Management Supported
Badge Management Supported
Calendar Management Supported
Class Registration Supported
Contact Management Supported
Event Registration Supported
Form Builder Supported
Group Registration Supported
Marketing Management Supported
Online Registration Supported
Onsite Registration Supported
Payment Processing Supported
Refund Automation Supported
Self Check-In Supported
Surveys & Feedback Supported

App Makers Features

Collaboration Tools Supported
Compatibility Testing Supported
Deployment Management Supported
Drag & Drop Supported
For eCommerce Supported
Forms Creation Supported
Iteration Management Supported
Mobile Apps Supported
No-Code Supported
Pre-Built Templates Supported
Visual Modeling Not Supported
Web Apps Supported
Workflow Management Supported

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Sentiment Analysis Not Supported
Survey Management Supported
Text Analysis Supported
Trend Analysis Supported

Customer Feedback Features

Alerts / Notifications Supported
Behavior Analytics Supported
Bug Reports Supported
Community Feedback Tools Supported
Live Chat Supported
Negative Feedback Management Supported
Net Promoter Score (NPS) Supported
Screenshot / Screen Capture Supported
Surveys Supported
User Testing Tools Supported
Video Feedback Supported
Visual Feedback Tools Supported
Voice of the Customer (VoC) Supported
Website Feedback Supported

Data Entry Features

Abbreviation Detection Not Supported
Data Capture and Transfer Supported
Data Cleansing Supported
Data Entry Verification Supported
Data Search Flexibility Supported
Duplicate Detection Supported
Flexible Search Supported
Image Entry Supported
Library Conversion Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Supported

Digital Experience Platforms (DXP) Features

Alerts / Notifications Supported
Auto-Tagging Supported
Blogs Supported
Calendar Supported
Content Modeling Not Supported
Digital Asset Management Supported
File Sharing Supported
Form Builder Supported
Forums / Message Boards Supported
Headless CMS Not Supported
Knowledge Base Supported
Performance Monitoring Supported
Personalization / Segmentation Supported
Reporting / Analytics Supported
Surveys / Polls Supported
Templates Supported
User Management / Permissions Supported
Version Control Supported
Wiki Not Supported
Workflow Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Supported
Mobile Donations Supported
Online Donations Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Government Features

Budgeting & Forecasting Supported
Code Enforcement Not Supported
Compliance Management Supported
Fixed Asset Management Not Supported
Inventory Management Supported
License Issuance Supported
Permit Issuance Supported
Purchasing & Receiving Supported
Self Service Portal Supported
Taxation & Assessment Supported
Utility Billing Supported
Work Order Management Not Supported

HIPAA Compliance Features

Access Control / Permissions Supported
Audit Management Supported
Compliance Reporting Supported
Data Security Supported
Documentation Management Supported
For Healthcare Supported
Incident Management Supported
Policy Training Not Supported
Remediation Management Supported
Risk Management Supported
Vendor Management Supported

No-Code Development Features

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Nonprofit Features

Accounting Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Supported
Volunteer Management Supported

Online Form Builders Features

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Supported
Pre-made Templates Supported
Quizzes / Questionnaires Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

PDF Features

Annotations Supported
Convert to PDF Supported
Digital Signature Supported
Encryption Supported
Merge / Append Supported
PDF Reader Supported
Watermarking Supported

Survey Features

Custom Survey URLs Supported
Data Analysis Tools Supported
Email Marketing Supported
Mobile Survey Supported
Offline Response Collection Supported
Paper Survey Not Supported
Question Branching Supported
Question Library Supported
Site Intercept Survey Not Supported
Skip Logic Supported
Supports Audio / Images / Video Supported

Website Builder Features

Auto Update Supported
Content Import / Export Supported
Drag & Drop Supported
Invoices Supported
Landing Pages / Web Forms Supported
Newsletter Management Supported
Online Booking Supported
Online Store Builder Supported
Pre-built Templates Supported
Real Time Editing Supported
SEO Supported
Survey Builder Supported
White Label Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Higher Education Features

Admissions Management Supported
Alumni Management Supported
Assessment Management Not Supported
Curriculum Management Not Supported
Faculty / Staff Management Not Supported
Financial Aid Management Supported
Fundraising Management Supported
Housing Management Not Supported
Scheduling Supported
Student Information / Records Not Supported
Student Portal Not Supported

Registration Features

Activity Registration Supported
Attendance Management Not Supported
Badge Management Not Supported
Calendar Management Not Supported
Class Registration Supported
Contact Management Not Supported
Event Registration Supported
Form Builder Not Supported
Group Registration Supported
Marketing Management Supported
Online Registration Supported
Onsite Registration Not Supported
Payment Processing Not Supported
Refund Automation Not Supported
Self Check-In Not Supported
Surveys & Feedback Supported

Alumni Management Features

Event Management Supported
Fundraising Management Supported
Jobs Board Supported
Mailing List Management Supported
Member Accounts Supported
Member Communities Supported
Member Directory Supported
Member Portal Not Supported
Membership Management Supported
Website Management Not Supported

Customer Service Features

Alerts / Escalation Supported
Appointment Management Supported
Call Center Management Supported
Email Management Not Supported
Knowledge Base Not Supported
Live Chat Supported
Performance Metrics Supported
Queue Management Supported
Self Service Portal Supported
Social Media Integration Not Supported
Surveys & Feedback Supported
Virtual Assistant Not Supported
Workflow Management Not Supported

Mobile Marketing Features

Channel Attribution Supported
Contextual Targeting Supported
Coupons Not Supported
Email Marketing Not Supported
Engagement Monitoring Supported
In-App Marketing Not Supported
Location-Based Marketing Not Supported
Push Notifications Supported
Text Messaging Supported
Text-to-Win Not Supported

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Supported
Mobile Coupons Supported
Mobile Keywords Supported
Polls / Voting Supported
Reporting/Analytics Supported
Scheduled Messaging Supported
Shortcodes Supported
Text-to-Win Supported

Integrations

Salesforce Supported
Adobe Acrobat Sign Supported
Adobe Analytics Supported
AdvancedBOL for SAP Logistics Supported
Amp Impact Supported
Constant Contact Supported
Eloqua Not Supported
Gemini Testing Supported
GlobalSign Supported
Google Drive Supported
IBM Managed Services for SAP Applications Supported
Mailchimp Supported
NMI Gateway Supported
Nexus Not Supported
Salesforce Experience Cloud Supported
Twilio Supported
WordPress Supported
Zapier Supported
Zapier Canvas Supported

Integrations

Salesforce Supported
Adobe Acrobat Sign Not Supported
Adobe Analytics Not Supported
AdvancedBOL for SAP Logistics Not Supported
Amp Impact Not Supported
Constant Contact Not Supported
Eloqua Supported
Gemini Testing Not Supported
GlobalSign Not Supported
Google Drive Not Supported
IBM Managed Services for SAP Applications Not Supported
Mailchimp Not Supported
NMI Gateway Not Supported
Nexus Supported
Salesforce Experience Cloud Not Supported
Twilio Not Supported
WordPress Not Supported
Zapier Not Supported
Zapier Canvas Not Supported
Claim TrueDialog and update features and information
Claim TrueDialog and update features and information