4.8 out of 5 stars
(18 Ratings)
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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4.9 out of 5 stars
(378 Ratings)
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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Sign.Plus
5.0 out of 5 stars
(1 Rating)
Sign.Plus is a legally-binding electronic signature solution, designed to make workflows faster for businesses of all sizes, from large enterprises to SMEs and even individuals.
Sign.Plus Features:
• Fill, sign, and send PDF documents, contracts, leases, NDAs, agreements, and more.
• Extremely easy-to-use eSignature solution available on multiple platforms, including web, mobile, Google Workspace, and more.
• Monitor the progress of your signature requests in real-time.
• Reusable templates to send out frequent documents to different recipients.
• Certificate of completion that contains a tamper-proof audit report with details about the signers.
• Set up a team and add your employees to your team.
• Compliant with electronic signature regulations such as ESIGN, eIDAS, ZertES, and more.
• Compliant with the world’s strictest data regulations such as ISO 27001, SOC2 Type 2.
• Data encryption in transit and at rest.
• Data residency
Learn more about Sign.Plus