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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

crm-now’s CRM On-Demand is an ideal solution for small to medium-sized businesses seeking to enhance their sales workflows, track opportunities effectively, and boost customer satisfaction. This web-based CRM platform has been meticulously designed to deliver a comprehensive cloud-based system, ensuring rapid access, user convenience, and robust availability even under heavy user loads, alongside improved browser compatibility. It features interfaces with various standard business applications, facilitating seamless integration into existing business operations. Built on an open-source foundation, crm-now’s system undergoes rigorous testing and implementation, ensuring exceptional user-friendliness and system reliability. With all system software being open to the public, organizations can enjoy the freedom of not being locked into a specific vendor's proprietary system. Moreover, this flexibility fosters innovation and allows businesses to tailor the CRM to fit their unique needs.

Description

We offer a user-friendly platform powered by cutting-edge technology, combined with limitless training and assistance. Our goal is to help you extract the highest possible value from your agency management system. We focus exclusively on small to medium-sized agencies, prioritizing exceptional customer service. Founded by Brent Sheppard, a former insurance agent, Xanatek was born from his recognition of the need for agents to enhance the value they receive from their management systems. He envisioned a straightforward management solution that would come with comprehensive support and training at a competitive price. His mission is to equip small and mid-sized agencies with the tools necessary to operate and expand their businesses effectively while ensuring they receive the support needed to maximize their use of the technology. Since its establishment in 1995, the company has been committed to empowering independent agents through our sophisticated, cloud-based agency management system. With our platform, agency personnel can easily access essential client information, streamlining their operations and improving service delivery. This focus on efficiency enables agencies to thrive in a competitive market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Certificial
Formstack

Integrations

Certificial
Formstack

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$795.00/one-time
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CRM-Now

Founded

2011

Country

Germany

Website

www.crm-now.de/

Vendor Details

Company Name

Xanatek

Founded

1994

Country

United States

Website

www.xanatek.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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