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Description
Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.
Description
Titan Web serves as a no-code platform and web application creator specifically designed for Salesforce, enabling organizations to develop tailored experiences for customers, employees, partners, vendors, and volunteers across various business processes. Users can create websites, portals, intricate forms, surveys, and workflows while seamlessly interacting with Salesforce data in real time—eliminating the need for syncing delays, CSV files, scripts, or intermediary software. With AI Studio, users can transform a simple prompt into a Salesforce-synced portal that evolves instantly, and the drag-and-drop customization feature empowers teams to adjust layouts, content, logic, visibility, and branding as desired. SmartV enhances security and data access options with features like OTP, two-factor authentication, page-level locks, integration-user validations, SAML2 support, Salesforce identity providers, and the ability to configure public or private pages. Teams also have the flexibility to establish permissions for various user types, develop approval workflows, offer support for non-Salesforce users via SSO portals, upload files and related records, and manage all tasks directly within Salesforce. As a result, organizations can create a cohesive digital environment that meets diverse user needs while maintaining strict security and data management protocols.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Google Drive
No
Google Sheets
No
Microsoft Excel
No
PayPal
No
SAP Cloud Platform
No
Salesforce
No
Slack
No
Titan
No
Integrations
Google Drive
Yes
Google Sheets
Yes
Microsoft Excel
Yes
PayPal
Yes
SAP Cloud Platform
Yes
Salesforce
Yes
Slack
Yes
Titan
Yes
Pricing Details
$69 per month
Free Trial
Yes
Free Version
No
Pricing Details
$250 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Portal
Country
United States
Website
www.joinportal.com
Vendor Details
Company Name
Titan
Country
Israel
Website
titandxp.com/salesforce/cloud-experiences/
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
File Sharing
Audit Trail
No
Chat / Messaging
No
Collaboration
No
Document Management
No
Drag & Drop
No
Electronic Signature
No
Encryption
No
File Synchronization
No
Search
No
User Management
No
Version Control
No
Workflow Management
No
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
No
Decision Tree
No
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
No
Self Service Portal
No
Live Chat
Canned Responses
No
Customizable Branding
No
Geo Targeting
No
Offline Form
No
Proactive Chat
No
Screen Sharing
No
Third Party Integration
No
Transfers / Routing
No
Website Visitor Tracking
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
