
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.
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Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows.
Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction.
The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.
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Zoey
Zoey gives distributors and manufacturers a B2B ecommerce website, self-service buyer portal, order management system, and native mobile sales app in one platform. Zoey becomes the central operating layer between your sales team, buyers, and back-office systems. Built on B2B-specific commerce logic: customer-level pricing, multi-account management, purchase approvals, net terms, and rep ordering on behalf of buyers.
No-code storefront, no developers required. Inside sales teams manage quotes and approvals from a web dashboard. Field reps, delivery drivers, and trade show teams capture orders from a mobile app that works offline. Supports barcode scanning and AI ingestion converting PDFs and photos into order drafts.
Built-in CRM, order management, quoting, and invoicing, no third-party add-ons. Native integrations: NetSuite, QuickBooks Online, ShipStation. Data mapper connects to any ERP without custom development.
Cut manual order entry, scale without hiring.
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