TitleTap Launches AI-powered Title Industry CRM
October 15, 2024
TitleTap released a new customer relationship management solution to help make growth easier for title companies and law firms.
TitleTap CRM handles a wide range of tasks, including connecting to tools that scan business cards, integrating lead forms within a firm’s website and pulling in details from title production or practice management systems. The solution is built to work with many of the common business and industry solutions already in use.
“Managing leads has been a struggle for most title agents and law firms,” said TitleTap General Manager Dean Collura. “We commonly hear from clients about their stacks of business cards with post it notes on them or outdated spreadsheets with no real organization or next steps for follow up. TitleTap CRM is a solution tailored specifically for title agents and law firms, not only with its capabilities, but also with a ‘done-for-you’ onboarding approach to simplify the product’s setup and ongoing use.”
Collura said TitleTap CRM eliminates the heavy lifting from follow-up activities by automating tasks and sending individual or team reminders of next steps. Custom reporting and analytics show at a glance which relationships are generating business and which need attention.
The system’s AI capabilities make writing emails and follow-up campaigns a one-click process. Other features include two-way texting, internal team messaging, document storage and more.
Contact ALTA at 202-296-3671 or [email protected].