Client Relationship Management Software Designed To Help Grow Title Agents & Law Firms

TitleTap CRM is an intuitive, real estate law and title agent specific client relationship management software (CRM) designed to help you grow your business. Easily organize and track prospective clients while keeping your current clients engaged and coming back for services. From scanning business cards gathered at an event, integrating with your website to pulling in details from your Title Production or Practice Management systems, TitleTap CRM is built to work seamlessly with many of the common business and industry solutions you already use. Remove the heavy lifting from all the follow up activities, know what step you and your team are at with each marketing task per customer, and pull custom reports at your fingertips to see which relationships are bringing you business.

Modern Marketing Automation Tools

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Automated Workflows & Reporting: Create a more efficient and effective marketing process by using automated workflows. From lead to successful client, you’ll be able to track the progress of every contact at a glance. View reports of your productivity as well as any team members, look at open and closed orders by customer, and monitor new leads in a single tool with TitleTap CRM.

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Email Drip Campaigns: Be your clients’ first choice for title, settlement and legal services by staying top-of-mind. With TitleTap CRM, you can establish automated email drip campaigns that send personalized messages directly to multiple contacts. Keep your leads warm with customizable emails and guide them on the journey to becoming happy, returning clients.

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Text Messaging Campaigns: Nearly 98% of all text messages sent by title agents and law firms to their clients and prospects are read. Everybody is on their phones. If you want to get in front of prospective clients, make sure you’re where everybody is at by sending automated text messages. Text messaging automation is built directly into TitleTap CRM. This allows you and your staff to build text messages from your computers and send them directly to multiple contacts.

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Streamline Your Client Intake Process

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Save Time on Data Entry: TitleTap CRM handles tedious client data entry tasks automatically so your staff can focus on transactions and client priorities. No more stacks of business cards and post it notes, TitleTap CRM works with tools like BizConnect (free business card scanner), to make the task of organizing contacts and creating next steps with One-Click. Save money and time by letting TitleTap CRM manage your data entry.

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Customize Online Forms: Build intuitive and mobile-friendly lead intake forms for your prospects. TitleTap CRM forms fit your company’s needs with customizable branding and field properties. It’s easy to build custom intake forms for any event or activity you might have, to ensure you’re gathering the right information from clients every time.

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Create Content with AI: TitleTap CRM has an AI Content Writer built into it to easily craft email templates for campaigns. Have pre-made emails created in seconds!

See how TitleTap CRM can help you grow your title agency or law firm and maintain strong client relationships, contact your customer success representative for pricing or to schedule a demo.
(877) 493-5553