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93% 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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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
View Details
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| Description | Zomentum helps one to streamline and accelerate his or her sales growth. The software extends the power of MSP CRM and provides every possible means to convert the leads into clients. The software provides integration with third-party apps such as Autodesk, Etilize, Zapier, etc. to expand one’s business. It allows users sales automation to create dynamic checklists, provides email integration for visibility and accountability of all the emails sent. Along with that, the software provides activities and task management, two-factor authentication, etc. Zomentum allows proposals to be sent as interactive links and live chat for engagement. The software also offers management and personalization and merge tags for personalization. Users can create single instances, insert signatures, get notifications and sign from anywhere with e-Signatures. Zomentum offers real-time reminders and alerts and generate sales reports and provides the ability to see sales progress across team members and maintain and track the entire sales cycle. Users can build, own and manage their sales process by using this software’s ‘360-degree view’ of prospects and clients. 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 |
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| SW Score & Breakdown |
93% 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
|
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
|
| Total Features |
12 Features
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4 Features
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| Common Features for All |
CRM Integration
Call List Management
Call Monitoring
Call Recording
Content Management
Email Automation
Email/Call Sequencing
Inbox Integration
Performance Analytics (Sales)
Sales Activity Automation
Team Management
Workflow Management
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CRM Integration
Call List Management
Call Monitoring
Call Recording
Content Management
Email Automation
Email/Call Sequencing
Inbox Integration
Performance Analytics (Sales)
Sales Activity Automation
Team Management
Workflow Management
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| User Rating |
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Not Available
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| Rating Distribution |
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Not Available
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| Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Zomentum $99.00 $99.00 per month |
XILO Custom |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
+ 2 More
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+ 3 More
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| Videos |
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Not Available |
| Company Details | Located in: San Francisco, California Founded in: 2018 | Located in: San Diego, California |
| Contact Details |
+1 415-903-6721 https://www.zomentum.com/ |
Not available https://www.xilo.io/ |
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