The Salesforce-first form solution for nonprofits

Most nonprofits don’t have a problem with their forms. They have many. Grant applications live in one tool, program registrations in another, and surveys somewhere else entirely. Each disconnected tool adds processing complexity and creates another chance for data to escape your CRM.

Titan builds your forms, portals, documents, and e-signatures directly into Salesforce. There's no intermediary platform, no nightly sync, and no reconciliation step. If it happened on the form, it happened in Salesforce.

Top Titan features for nonprofits:

• Online Forms & Applications

  Build grant applications, program registrations, referrals, and more that map to your Salesforce objects. Conditional logic, save-and-resume functionality, and file uploads are built in from day one.

• Document Generation & Merge

  Use your live Salesforce data to generate grant agreements, award letters, receipts, contracts, and more on demand or automatically.

• Surveys & Scorecards

  Get a complete picture of your events and programs with reviewer scores, program evaluations, and feedback captured in structured Salesforce records.

• Accessibility & Compliance

  Deliver on accessibility and privacy standards with all constituent data housed safely in Salesforce.

• Titan AI Studio

  Prompt core experiences using AI that understands your Salesforce model, then refine it using the Titan Builder. All with zero AI surcharges.

• Constituent & Grantee Portals

  Give external users, including applicants, grantees, members, and volunteers, can submit materials, check their status, and complete reports without requiring additional Salesforce licenses.

• E-Signature

  Route agreements to the right signer with legally binding signatures, document versions, and signature dates recorded in Salesforce.

• Payments & Online Giving

  Accept donations, fees, and payments through your existing processor, tying the transaction to the right record the moment it clears.

• Consolidated Data Reports

  Get real-time visibility across applications, documents, signatures, and payments using Salesforce’s winning reporting dashboards.

CauseMic works exclusively with nonprofits, not just to implement technology but to support the full user experience. As your Titan partner, we’ll help your team define the best Salesforce data model for your use case, then build the front-end experience that feeds it.

• Titan Implementations

  We design and build Titan forms, portals, documents, and signature flows matching Salesforce data models that are customized for your organization.

• Form & Application Migrations

  Are you moving off Submittable, FormAssembly, Formstack, JotForm, Google Forms, or a folder of PDFs? We’ll migrate your historic data to Titan, keeping the links and relationships intact.

• Grant Program Management

  We pair Titan with the Outbound Funds Module and Nonprofit Success Pack so you can track a grant’s lifecycle from application to disbursement and final reporting all in one place.

• Grantee, Member, & Volunteer Portals

  Our secure, branded, mobile-friendly portals let your community complete their part of the process and view their status without having to engage busy staff.

• Document Automation & E-Signature

  Paperwork shouldn’t slow your mission down. We’ll build your system to generate the documents you need using live Salesforce data, then route them to the right person automatically.

• Payments & Online Giving

  We’ll eliminate the need for manual gift reconciliation using donation, registration, and payment pages that map transactions to the right constituent every time.

• Integrations & Data Architecture

  We integrate Titan and Salesforce with your accounting system, email platform, and larger tech stack, building the objects and automations to keep it running smoothly.

• Training & Onboarding

  Titan is no-code by design, which means your team can own it from day one. We’ll partner with them every step of the way to make sure they know how.