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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
View Details
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Description | Engineer of an efficiency apparatus that helps clients in recollecting people in their expert lives. The organization's product scans the schedule for data about individuals and afterward populates all relevant social data, for example, profiles and meeting accounts, permitting clients to rapidly acquire data on individuals they've met.Clay outputs your schedule consequently to gather individuals you've met and will meet. We then, at that point, mysteriously populate all their significant social data including their profile and your gathering history. There's no requesting email access and no work to do after import. Simple.Next time you meet somebody, Clay urges you to take notes during or after the gathering so you can recollect every one of the little subtleties and spotlight on building significant associations.Clay returns listed items in a split second across every one of the people you've recorded. It's likewise sufficiently shrewd to deal with looking through across normal industry titles and terms. You won't ever sit around attempting to recall everything. Read more | XILO as a sales and quote automation platform for independent insurance agencies, helps them get rid of manual data entry. The software is capable of auto populating client related information besides automating their follow ups. Smart integrations within the platform enable users to push relevant information within Raters, Acord forms, AMS’s, CRMs and more. A dashboard within the particular helps business houses monitor the productivity levels of their agents besides looking after client pipeline from time to time. Insurance agencies get to offer the best quoting experience to their clients with customizable forms. They can even embed the particulars within their website to offer a robust online experience. The software offers real-time integration with external portals like WordPress, Quote Rush, Salesforce, Vertafore, HawkSoft, QQCatalyst, Estated and more. XILO offers a comprehensive set of insurance management tools, enabling insurance agencies to offer a robust and comprehensive experience to their individual clients. Read more |
Pricing Options |
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SW Score & Breakdown |
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
Total Features |
6 Features
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4 Features
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Common Features for All |
CRM Integration
Call List Management
Email Automation
Email/Call Sequencing
Performance Analytics (Sales)
Sales Activity Automation
Workflow Management
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CRM Integration
Call List Management
Email Automation
Email/Call Sequencing
Performance Analytics (Sales)
Sales Activity Automation
Workflow Management
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Free Free Starter $97.00 $129.00 per month Explorer $262.00 $349.00 per month Pro $525.00 $700.00 per month |
XILO Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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+ 6 More
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+ 3 More
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Company Details | Located in: New York, NY | Located in: San Diego, California |
Contact Details |
Not available |
Not available |
Social Media Handles |
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