Features

  Companies & Contacts

Streamlined Company & Contact Management: Effortlessly monitor leads and accounts, whether you're in the B2B or B2C realm of the title and escrow industry. TitleInsight seamlessly captures data at both the Company and Contact levels, ensuring you have comprehensive access to vital account information. Gain instant access to crucial data points, such as key contacts, communication history, and team members linked to each account, providing you with a comprehensive overview of every contact.

  Deals & Sales Pipeline

Efficient Deal Management & Sales Pipeline Insights: Our cutting-edge deal tracking tool and sales pipeline dashboard offer you an up-to-the-minute, all-encompassing perspective of your sales operations. With our intuitive Reports & Dashboards, you can effortlessly gain precise insights into your sales activities.

 Reporting

Comprehensive Reporting: Gain valuable insights into your sales team's performance throughout the entire sales cycle with our robust reporting features. Track system usage for each team member to identify areas where additional training may be beneficial. Plus, take advantage of extra customization options within the application to optimize its use, aligning it seamlessly with your everyday business operations.

  Task & Event Tracking

Effortless Task & Event Management: Our robust task and event tracking feature empowers you with complete transparency into the time you and your team invest in serving your customers. It provides management with valuable insights into quality, satisfaction, and responsiveness, while ensuring your team remains meticulously organized from start to finish when closing deals and efficiently managing customer support expenses.

  Import & Export

Effortless Data Import & Export: TitleInsight sets the bar high when it comes to importing and exporting data bulk data. Import order & customer data on a schedule from RamQuest or SoftPro or any of a number of operating systems with our seamless migration capabilities. Plus, you have the freedom to export your customer data from TitleInsight whenever you need it.

  Alerts & Reminders

Proactive Alerts & Timely Reminders: Plan ahead for marketing events and upcoming meetings, and let TitleInsight do the rest with its automatic email notifications. Our smart notification rules are designed to keep both managers and the sales team ahead of their schedules, ensuring regular and timely customer interactions.

  Backup & Security

TitleInsight lets you export data anytime and you can always get a complete snapshot of your data. TitleInsight also uses industry standard 128-bit SSL encryption and utilizes the most secure data centers in the world. Overwritten and accidentally deleted data can easily be recoverd with our real-time continually running data backups.

  Marketing Campaigns

Strategic Marketing Campaigns: Tailor your marketing campaigns with precision using customer profiles and historical data. Seamlessly execute email campaigns by integrating with your preferred Automated Marketing Platform, or effortlessly create and schedule up to 12 customer touchpoints right within TitleInsight