XILO vs Klipy in September 2026

80% 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

Sales Engagement Software

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85% 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

Klipy

Sales Engagement Software

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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

Klipy transforms chaotic client management into seamless collaboration by turning their inbox into a smart, self-updating CRM. This professional-grade tool automatically captures every email, meeting, and interaction, creating a living, organized timeline for effortless contact management. Designed for agencies handling solo projects or scaling across multiple teams, Klipy’s AI teammates analyze conversations, detect key buying signals, and streamline follow-up actions, saving they hours of manual effort. By uniting communication and task management, Klipy ensures that every team member stays perfectly aligned without endless sync meetings or lost client notes. Its dynamic profiles allow them to step into any conversation with the context they need as if they’ve been there all along. With simple, one-click integrations, Klipy easily connects with its existing tools, building a unified sales and workflow ecosystem. Whether they're scaling operations or managing a growing client base, Klipy is the all-in-one solution to reduce chaos and drive agency success. Read more

Pricing Options

Free Trial Not Available
Offers Custom plan.

Free Trial Available
Starts at $30.00. Offers Free-forever plan.

SW Score & Breakdown

80% 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

67%
Popularity

67%

85% 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

90%
Reviews

60%
Momentum

62%
Popularity

64%

Features

Total Features	4 Features	9 Features
Common Features for All	CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management 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 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 + 6 More - Show Less

Technical Details

Organization Types Supported	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud	SaaS/Web/Cloud
Modes of Support	Online	Online

Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $30.00. Offers Free-forever plan.
Pricing Plans Monthly Plans Annual Plans	XILO Custom	Free Free Starter $30.00 $45.00 per month Professional $99.00 $149.00 per month
	View Detailed Pricing	View Detailed Pricing

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