XILO vs Revenue Grid in July 2026

77% 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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91% 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

Revenue Grid

Sales Engagement Software

4.6 485 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	Revenue Grid is a guided intelligence operation and revenue generation platform that provides step-by-step guidance to the sales team leading them to drive in more revenue with less guesswork and better consistency. Contextual and actionable notifications provided by the platform turns out to be of great use, helping the entire sales team with the discovery of loopholes and adequate actions. Also, businesses can depend on the same to manage operations, track changes and streamline shifts as per convenience. At present more than 25000 companies across different geographical backgrounds depend on Revenue Grid for their regular business operations, helping them remove guesswork, schedule unified and organized sales approaches, get access to real-time signals and gain visibility into accurate pipelines as well. Deal guidance, sales forecasting, automated data capture, Gmail integration and sales coaching are some of the exclusive benefits provided by the software. Read more
Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	77% 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 60% Popularity 67%	91% 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 98% Reviews 60% Momentum 68% Popularity 67%
SaaSworthy Awards	Not Available	# 5 Fastest Growing

Features

Total Features	4 Features	12 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 Monitoring Allows you listen to all inbound and outbound calls. 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. Email/Call Sequencing Arranges email and call lists into different segments or sequences that maintain data in a systematic manner. Inbox Integration Integrates with your email inbox and assembles all the sales activities into one unified place. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. 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 Monitoring Allows you listen to all inbound and outbound calls. 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. Email/Call Sequencing Arranges email and call lists into different segments or sequences that maintain data in a systematic manner. Inbox Integration Integrates with your email inbox and assembles all the sales activities into one unified place. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. 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 + 9 More - Show Less

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	Online	Online

Reviews & Ratings

User Rating	Not Available	4.6/5 485 user ratings
Rating Distribution	Not Available	Excellent 71.3% Very Good 23.1% Average 3.9% Poor 1% Terrible 0.6%
Review Summary	Not Available	Revenue Grid is a popular tool among users, primarily for its seamless integration with Outlook and Salesforce, enabling efficient email tracking, logging, and task creation. Users appreciate the time-saving benefits and the ability to manage sales processes more effectively. However, some users report occasional synchronization issues and find the interface could be more intuitive and offer greater customization options. Additionally, a few users express concerns about potential privacy issues related to email tracking.
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Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	XILO Custom	Salesforce Data Auto-Capture Custom Sales Sequences Custom Revenue Intelligence Custom Full Revenue Grid Platform Custom Custom Requests Custom
	View Detailed Pricing	View Detailed Pricing

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