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Apollo.io logo

Apollo.io

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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

XILO logo
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94% 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

Yesware logo
Sales Engagement Software

4.4 1,612 user ratings

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Overview

Description 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 Yesware is an all-in-one emailing and sales toolkit software solution that provides a comprehensive array of features for your sales team to monitor email outreach activity, quickly test what works and what doesn't, and share the data with the rest of the team so they can get better results quicker. It eliminates the need of manually organizing your outreach or using spreadsheets drags down and allows your sales staff to focus on creating connections and completing transactions. With Yesware, you can see if prospects have received and opened their emails, and whether or not they should follow up. You can determine which emails are effective or when a lead is interested. You can also determine how much follow-up is required for each client to seal the deal. Users can use attachments, images, links, and merge fields to enhance their emailing strategy. The platform enables you to save your best-performing emails as templates for your entire team to utilize. Additionally, you can make use of Yesware’s library of ready-to-use messages for every stage of the sales process. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $15.00.
SW Score & Breakdown

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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    74%
  • Reviews
    60%
  • Momentum
    64%
  • Popularity
    71%

94% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    93%
  • Reviews
    92%
  • Momentum
    67%
  • Popularity
    93%
SaaSworthy Awards
Not Available
# 4 Highly Rated # 4 Fastest Growing

Features

Total Features
4 Features
10 Features
Common Features for All
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Call List Management Maintains a systematic order of all the important phone numbers of clients.
    Call Recording Facility to record calls with a set of conditions and compliance
    Content Management Helps you to create and customize your contents to make user and SEO friendly
    Email Automation Automates the emailing process by sending out targeted messages to clients based on time and specific actions.
    Inbox Integration Integrates with your email inbox and assembles all the sales activities into one unified place.
    Performance Analytics (Sales) Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance.
    Sales Activity Automation Allows sales executives to set up and send follow up messages to the customers automatically.
    Team Management Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time.
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
  • + 1 More - Show Less
    • CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Call List Management Maintains a systematic order of all the important phone numbers of clients.
      Call Recording Facility to record calls with a set of conditions and compliance
      Content Management Helps you to create and customize your contents to make user and SEO friendly
      Email Automation Automates the emailing process by sending out targeted messages to clients based on time and specific actions.
      Inbox Integration Integrates with your email inbox and assembles all the sales activities into one unified place.
      Performance Analytics (Sales) Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance.
      Sales Activity Automation Allows sales executives to set up and send follow up messages to the customers automatically.
      Team Management Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time.
      Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
  • + 7 More - Show Less
  • Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Online
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    Not Available
    4.4/5 1,612 user ratings
    Rating Distribution
    Not Available
    • Excellent

      56.1%
    • Very Good

      29.5%
    • Average

      10.7%
    • Poor

      2%
    • Terrible

      1.7%
    User Sentiments
      Not Available

      Email Tracking, Email Templates, Salesforce Integration, Reminders

      Inaccurate Email Open Tracking, Limited Mail Merge Functionality, Lack of Mobile App, Occasional Software Glitches & Bugs

    Review Summary
    Not Available

    Users find Yesware easy to use, praising its intuitive interface, seamless integration with email platforms, and user-friendly features. They appreciate the ability to track email opens, clicks, and replies, as well as schedule emails and set reminders. The customizable templates and analytics dashboard are also highly valued. However, some users have encountered issues with the mobile app, reporting occasional glitches and limited functionality compared to the desktop version. Additionally, a few users have expressed concerns about the pricing structure, suggesting that it may not be suitable for smaller businesses or individuals with limited budgets.

      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Available
    • Starts at $15.00.
    Pricing Plans
    Monthly Plans Annual Plans

    XILO Custom

    Pro $15.00 $19.00 per user / month

    Premium $35.00 $45.00 per user / month

    Enterprise $65.00 $85.00 per user / month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Export
    + 3 More
    Tracking
    + 5 More
    Videos Not Available Video Thumbnail
    + 3 More

    Vendor information

    Company Details Located in: San Diego, California Located in: Boston, MA Founded in: 2010
    Contact Details

    Not available

    https://www.xilo.io/

    Not available

    https://www.yesware.com/

    Social Media Handles

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