Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record.
Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer.
Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale.
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Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.
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Referral Factory
Referral Factory helps companies of all sizes, from large corporates to mid-market companies or multi-location businesses across any industry.
Launch a white-labeled referral program. Promote it, track every referral, and automate rewards. No developers needed.
Create referral links in one click (or let customers self-sign up), collect referrals via lead forms, widgets, pop-ups, sticky bars, QR codes, landing pages, and email campaigns.
Automated emails that trigger on key actions (new referral, conversion, reward due).
Advanced referral tracking shows who referred whom, who has converted, and who to reward, with real-time analytics.
Give your customers a branded referral portal to track referrals and rewards.
Integrates with 8,000+ apps (HubSpot, Salesforce, Stripe, Intercom, Zapier) plus API and webhooks.
200+ rewards (gift cards, Stripe credits, PayPal) or issue custom rewards.
GDPR, SOC 2, ISO 27001 compliant.
Plans from $95/month with 24/7 support.
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