TitleTap, the leader in turnkey website and marketing tools for attorneys and title agents, today announced the release of a new customer relationship management solution, TitleTap CRM, to help make growth easier for title companies and law firms.
“Managing leads has been a struggle for most title agents and law firms”
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“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 “We commonly hear from clients about their stacks of business cards with post it notes on them or outdated spreadsheets with no real organization or next steps for follow up.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.”
From scanning business cards gathered at an event, to integrating a lead form within a firm’s website, to pulling in details from title production or practice management systems, TitleTap CRM is built to work seamlessly with many of the common business and industry solutions already in use.
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.
To learn more about TitleTap’s offerings, including the new TitleTap CRM, visit TitleTap.com.
About TitleTap
TitleTap is the leader in turnkey website and marketing tools for attorneys and title agents. Founded by experts who thoroughly understand real estate, law, title insurance, marketing and IT, TitleTap helps companies drive more business through subscription-based, turnkey marketing solutions. In addition to its signature Net Sheet Calculator, TitleTap offers customized, optimized website designs, content and social media marketing, and more. TitleTap is part of the ProfitSolv platform of software brands for legal, accounting, and other professional services firms. To learn more, visit TitleTap.com.