Title Insight Customer Dashboard
One of the main advantages of a CRM system (customer relationship management) is the central database housing all relevant customer data. Until now, there have not been many choices for Title Companies, so many have been forced to keep critical customer data in disparate Excel spreadsheets, or antiquated databases. Data stored this way is typically difficult to access throughout the company, and doesn’t help in analyzing and improving your business.
Title Insight is a Title industry-specific CRM database, designed by and for Title and Escrow companies. The customer dashboard in Title Insight is one example of the powerful data views available when you have all the data you need in one central database.
No more scrambling to assemble reports or spreadsheets from multiple locations, with Title Insight you have a 360 degree view of clients instantly!
Click here for more information on the dashboard.
Download our free whitepaper: Six Performance Indicators Every Title & Escrow Company should Monitor