Titan CLM Integrations

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!

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Create custom forms, collect and pre-fill data, use conditional logic, and automate business processes with our drag-and-drop Salesforce forms builder. Titan Forms works with any object and is the only product on the market with real-time Salesforce integration. Get Salesforce forms and custom web portals with Titan’s simple drag-and-drop builder. Unlike other form tools for Salesforce, our product is very flexible! Titan enables you to read and write from multiple objects in real-time. You will be able to add any logic and work with any data structure: one-to-many, many-to-many, junction objects, lookup fields, formulas, list views, and related lists. Titan is the only product that gives you the power to edit bulk records, use grid views, and upload files. With us, you can design forms with complete freedom without writing any code.

Discover Salesforce’s secret weapon and dominate the market with Titan’s powerful point-and-click document generation. Propel your deals to success and automate any process you like using absolutely no code. Streamline complex document flows between patients, doctors, and providers for better healthcare experiences. Manage seamless document creation and management flows between customers, employees, partners, and vendors. Use Titan to simplify document management between students, educators, and partners for better educational experiences. Optimize complex document creation and management flows between customers, employees, and business partners. Optimize complex document flows between employees, partners, and vendors for engaging brand and marketing experiences.

Titan Web is an all-in-one solution to perform any business process you want. Build custom web pages and portals with Titan’s simple drag-and-drop builder. Create websites, customer portals, partner portals, complex forms, and surveys on a single Salesforce-integrated platform. Titan Web is fully accessible and meets all requirements outlined in section 508. Our web app is 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Create secure, user-friendly healthcare experiences that connect patients, doctors, and providers for improved support and care. Deliver personalized financial planning, and top-tier wealth management, and get happier clients with Titan Web. Streamline the education experience to connect students, alumni, teachers, and institutions. Create and manage campaigns, channels, ecommerce websites, and customer relationships easily and efficiently.

Effortlessly streamline any business process at speed and scale using Titan’s no-code workflow tool for Salesforce. Build flexible and robust business processes with zero code using Titan Flow. Connect payment providers, cloud-based storage, and much more. Our flows are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Titan’s OCR feature enables you to upload and process any doc you can think of to create Salesforce records in seconds. Create, route, update, execute, and report on approval processes in Salesforce with Titan Flow. You’re spoilt for choice with Titan’s wide range of storage integration options. Automatically merge any file in any format you can think of using absolutely no code with Titan for Salesforce. Scan barcodes with ease and push them to Salesforce to automate business flows. Design and execute any approval process you can think of to connect users both in and out of Salesforce.

Design dynamic, responsive Salesforce signing processes with Titan’s simple drag-and-drop builder. Titan eSignatures are fully accessible and meet all requirements outlined in section 508. 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Sign, seal, and deliver agreements in minutes with everything tracked from Salesforce using Titan’s no-code eSignature solution. Create and track personalized quotes with intuitive drag-and-drop software for faster signing and smoother deals. Notify your salespeople and management team every time someone views, voids, or signs a document and easily track the entire signing process in Salesforce. Titan Sign also updates Salesforce records with data coming from the document or input fields once signing is completed. Even though Salesforce is a revolutionary tool, it does not have an out-of-the-box option for initiating and triggering signing processes.

Design dynamic, responsive Salesforce surveys with Titan’s simple drag-and-drop builder. Send out customer satisfaction surveys to find out what customers love about your product or service, and where you can do better. Quality feedback can take your product to the next level. Find out what customers think about your product and take requests for in-demand features. Keep your ear close to the ground with market research surveys so you can stay up-to-date with current trends, learn more about customers, and set pricing the smart way. With NPS surveys you can gauge customer loyalty, identify your weaknesses, and view easy-to-understand metrics on how your customers feel about you. Send out surveys to easily collect data on leads. Ask questions to find out the personal information and preferences you need to know. This way you can target new leads on an individual basis.