XILO Alternatives and Competitors

AgencyZoom is a sales, marketing, and service automation solution for insurance agencies that want modern, easy-to-use software to help streamline their employees' days and provide a consistent customer experience.

This sales engagement tool is focused on the art of selling. VanillaSoft gathers all the information about leading prospects and clients and puts them into action. It combines unique cadence automation with data management to help boost your sales operation. It offers queue-based routing that allows sales representatives to call the right lead at the correct moment. The engagement platform of Vanillasoft eradicates administrative activities and automates workflows for better practice of sales activities. VanillaSoft is preferred over traditional CRM software as it offers a level of innovation and productivity to the sales teams. With this software, users can monitor the performance of individual team members and assist in additional lessons or training if required. It also features performance visibility that can analyze all call activities very easily and offer better trends for improving the sales process. Sales leaders can also measure the quality of lead channels to enhance the efforts of inbound marketing.

Discover a lead intelligence and sales automation platform that can help to find, engage and convert the perfect prospect into a customer. This platform can handle the entire process, from identifying and assessing ideal prospects, to engaging and converting them into customers. The customer can get detailed insights into each prospect and their buying journey to make sales process more efficient. All of this is accomplished in one platform, making it easy to manage and track the progress.

Engagebay is software for growing businesses to streamline their marketing, sales, and services under one roof. It offers powerful email marketing which lets businesses create fully customizable email marketing communications to send to their target audience. With the use of the software, one can fully automate routine and manual tasks to increase efficiency and nurture their audience in the right way. It also includes a CRM and sales dashboard that helps to organize all potential contacts, track deals, and the sales pipeline without having to use another tool for the same. A helpdesk is also offered as a package, using which customers can reach out to the businesses and get their queries resolved. All of this is provided without compromising on quality for any single tool. Another way to look at it would be to consider it as a cheaper alternative to Hubspot for small- and medium-sized businesses.

BrokerEdge is an advanced insurance broker software that provides core automation and connectivity to brokers, allowing them to stay ahead of customer expectations, manage their commissions, and gain greater operational efficiency in an era of rapid tech developments. By breaking the reliance on excel sheets, BrokerEdge allows brokers to shift their business into a higher gear. This software provides the tools necessary to streamline processes, increase efficiency, and stay relevant in a continuously changing industry.

Salesvue is a robust Salesforce native sales engagement platform that helps companies by improving the efficiency levels of their sales, marketing and client onboarding teams in real-time. The platform comes equipped with a single user interface for appointments, tasks and opportunities, helping brands streamline their regular business deals. Moreover, Sales cadences provided by Salesvue assures a consistent engagement structure, across quarterly customer touchpoints, outbound prospecting or anything in between. In addition, it also saves a lot of time for sales reps with repeatable cadences, automated email options, templates and more in bulk. Businesses depending on the particular can get more out of Salesforce based on inbuilt features like consistency of engagement, key success drivers and conversion rates. Moreover, detailed reports provided by the software promises actionable insights, helping out teams with relevant business opportunities and coaching decisions in real-time.

Quote Roller is a web-based software that helps to create, send, organize, and track business proposals with ease. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Proposals and quotes analytics show you the portions of your pitch that won and lost.

This sales engagement software is easy to use and set up and creates the ideal brand experience for every contract, quote, proposal or agreement that professionals send. It automates approvals, tracks buyer engagement and sales workflows. Sales teams can close more deals faster with this end to end solution. An interesting feature provided by this platform is the predictive sales playbooks that let salespeople walk step by step through content generation activity and customer engagement. Dealhub also provides dynamically generated, deal-specific micro websites that enable salespeople to interact and engage with stakeholders throughout the sales process, e-sign documents and capture feedback. The dashboards of Dealhub allow sales representatives to easily and quickly comprehend deal flows and generate more sales pipelines.

Salesinteract is a sales CRM (customer relationship management) software focussing on ease of use and interactiveness. Every user receives a dashboard where they can follow up tasks quickly and share presentations with their relations. There are push notifications for important alerts and events and the user’s relations also get their own dashboards where they can see the files and data shared with them. Salesinteract includes 1-on-1 communication functionalities and offers contact management with automated contact moment scheduling. Multiple users and team members can collaborate and contribute to the project. The product even features contact communication history, collaborated communication history, 10-gigabyte storage, and document tracking and many essential file types are supported. Reporting and analytics provide relevant metrics to the user in preferred layouts. Office 365 integration is provided and live support is accessible on their website.

InsureCRM is a CRM Insurance Software that enables you to go digital and accelerate your insurance business's sales and customer acquisition. It provides carriers, insurers, insurance agencies, brokers, and agents with digital capabilities and smart tools such as automated client contact monitoring on a single dashboard to improve client interactions. With InsureCRM, you can use automation to track your entire sales activity, allowing for improved sales pipeline management and the unlocking of up-selling and cross-selling potential. Through its simple and ready-to-use functionality, InsureCRM supports administration, customer service, underwriting, quotation processing, claim processing, and more, all from a single unified platform. You can use a single screen dashboard to facilitate an improved picture of the effective workflow management operations. The platform offers integration with central processing insurance modules that allows for more efficient prospect and customer interaction. Using an automated insurance CRM platform, you can increase the conversion rate from prospects to customers. With InsureCRM’s mobile-friendly sales software and dashboards, you can get a 360-degree perspective of your insurance company.

SalesHandy is a sales engagement platform that enables sales teams to scale their email outreach operations seamlessly. Campaigns on SalesHandy are the easiest way to schedule and send hundreds (or thousands) of multi-stage automated follow-up emails to your leads at once. Complete with add-ons like email verification and real-time notifications on email opens and clicks, along with customizable tracking links, it’s the most robust platform for sending out bulk sales emails. SalesHandy has one-click integrations with Outlook and Gmail, along with SMTP connections to all other email services.

SalesLoft is a sales engagement platform for revenue teams to engage and communicate better with their customers. It also helps these teams build pipelines, manage deals, and close revenue. Sales development teams can build pipelines by identifying, developing, and qualifying leads. The tool helps to meet and exceed the revenue goals by building momentum. Prospecting and opportunity management enables account executive teams to close more leads. They can execute account-based strategies at scale and improve the buying experience for customers by providing the sales reps with the right information at the right time. SalesLoft works as a single provider for various tools like SalesLoft Mobile, Conversation Intelligence, and comprehensive opportunity management which improve the sales engagement. Customer success teams can then enhance the post-sales experience to maximize customer retention. SalesLoft enables organizations to grow and retain a high performing revenue with tools like Smarter Coaching and CRM Data Quality Improvement. It also helps to align the marketing and sales account-based strategies that ensure unified messages to customers.

Reply is a multi-channel sales engagement platform that allows users to automate personal email outreach, conduct calls, and carry out tasks and close deals successfully. One can easily supercharge the sales team using a few simple techniques, that is, to discover, engage, execute and improve. Users can take help from the Reply’s Chrome extension and revamp productivity, for discovering prospects on-the-go. The software lets users engage with leads via multiple channels like emails, calls, follow-ups, etc., and reach out to their prospects with ease. Apart from this, the software also enables users to speed up the sales workflow and get the best out of their sales efforts. Reply serves to be the backbone and an essential component of the sales department. Users can add people to the task list and even make calls directly from the software. The application also provides analytical reports that offer insights into one’s performance and work progress, thus providing the user with a scope to improve.

Cirrus Insight is a comprehensive CRM solution and sales productivity plugin for Salesforce offering automated tools to drive sales through communication. Its expert services are also trusted widely by companies such as Samsung, Logitech, Kaplan, and Ecolab among others. With comprehensive features, Cirrus Insight delivers unparalleled solutions to businesses facilitating exceptional customer service. Salesforce sidebar lets businesses transfer all their customer and data pipeline to email for easy access. Also, calendar scheduling lets users share their calendars with in-house team members, book meetings, and add them to Salesforce in an instant. With powerful salesforce syncing capabilities, individuals can sync multiple meetings, tasks, assignments, and emails automatically. Moreover, informative analytics features within the same provide detailed sales-related activity, helping users take the right steps to enhance sales. Cirrus Insight lets users track attachments to ensure proper delivery. Furthermore, buyer signals help companies track website visits, follow up on the latest trends and provide offers. Sales cadence enables multi-touch outreach via personalized emails, phone calls, and follow-ups for improved services.

Outreach is one of the leading sales engagement apps. It delivers insights and performance resulting in client satisfaction and acceleration of revenue. Outreach boosts the productivity of sales teams by prioritizing and automating all customer touchpoints throughout the sales process, empowering them to book more meetings, drive more pipeline and exceed revenue growth. Outreach provides an integrated view of all prospect-related information by placing actionable data intelligence at the fingertips of sales representatives. Every year, thousands of customers rely on Outreach to improve collaboration between sales and marketing and transform the sales process. A unique feature of Outreach is the email and call sequencing where the dashboard shows sequences that help sales reps to monitor and understand their campaign status whether they are using cold calling or email as a technique. The coaching analytics feature of outreach is another interesting feature that allows sales managers to review the performance of their sales reps and determine whose performance is the best from top to bottom. Some of its other features include Salesforce integration, data management, lead scoring and many more.

This is one of the leading sales engagement platforms trusted by over 40,000 sales professionals. Groove is built for both inbound and outbound sales teams. It helps sales representatives to spend more time closing deals by streamlining each stage of the sales process. A minimum of 5 users are required in your sales team and Groove specializes in helping salespeople engage in accounts, boost revenue and grow the pipeline. It ensures that campaigns are not only timely but also maintain quality communication. With Groove, salespeople can build multi-step campaigns called “Flows” which gives a better view of which prospects are responding. This feature also ensures that you deliver the right message to the right recipient at the right time. In addition, it also sends follow up messages to the leads and collaboration of the entire team. Groove helps in finding the right solutions to fix errors by providing valuable insights into the system. This also includes templates for call scripts and emails and other sales activities. Overall, this is a well-liked and widely used platform for sales management.

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.

Outplay is a versatile sales building and engaging platform, developed specifically for the efficient management of goals, objectives, and sales team of your enterprise to close more deals quickly. It provides multi-channel tools and features that assist you in engaging your buyers via phone, email, text, SMS, Twitter, or Linkedin. Outplay is a smart platform that helps you in engaging pre-qualified leads and prospects by using a simple dialer from within your browser. It enables content management, call monitoring, team management, and call recording- all from a single place. It additionally assists the user in automating their emails, sales activity, CRM, and inbox for smooth functioning of the workflow. Users can obtain their in-depth performance analytics and stats to manage and plan their future moves with Outplay. It is an advanced platform that can be integrated with Zapier, Salesforce, Pipedrive, and many other softwares for improved functioning.

In a ready-to-send format, Autobound is a B2B sales intelligence start-up that offers "top-of-funnel" outbound sales enablement as a one-stop shop.Autobound suggests personalized emails to send at the right time, to the right prospect by analyzing millions of data points on the target buyers.This B2B sales intelligence start-up can generate pipelines by sparking conversations and helps you in creating new relationships with ease, analyze data and extract actionable insights of the target buyers, and suggests highly actionable feed of who is most likely to be your next customer.Benefits of using Autobound to t includes corporate initiatives that put in the right place at the right time, it analyzes previous data from salesforce to reference the existing relationships while building new ones, targets companies based on highly customizable job openings, based on the competitive and complimentary products, it will target your buyers, and the users can build their own insights. Autobound helps you to share experiences with sellers so that you don’t be a stranger.

Mixmax is professional productivity software that is specially designed for Gmail. This sales management platform helps users convert prospects into paying customers through 1:1 interaction. It upgrades email applications’ functionality and empowers users to generate revenue at every step of their business journey. Mixmax offers a wide variety of features that help users enhance their business communication strategy and automate functions as well. Moreover, businesses can depend on the same to share their calendars, stay organised and involve teams in all changes. Admins can even track emails in a precise way and monitor the readability metrics in an efficient manner. Moreover, with the ability to schedule email sequences, Mixmax lets users send personalised emails, share to-do lists, promotions, and more in an instant. The platform is TrustArc Certified besides being compliant with GDPR policies and SOC 2 Type 2 metrics,