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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

Tabillo serves as a web-based Customer Relationship Management (CRM) and Business Productivity Platform designed with an enterprise-level foundation. Currently, we provide straightforward and predictive Sales Automation tools tailored for small and medium-sized enterprises. Many of these businesses struggle with poor communication among teams and inefficient processes due to the high costs and complexity of existing customizable CRM software. In today’s post-PC landscape, companies require a user-friendly, mobile-optimized application platform that is both easily adaptable and affordable. For technology companies, we deliver essential User Engagement metrics within our CRM, empowering clients with deeper insights into how their software is utilized by their customers. This enhanced understanding allows businesses to identify opportunities for upselling and cross-selling, as well as to detect early signs of potential customer churn. In essence, Tabillo is committed to transforming the operational efficiency of smaller businesses through innovative, accessible solutions.

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

Tabillo

Founded

2011

Country

Canada

Website

www.tabillo.com

Vendor Details

Company Name

Xanatek

Founded

1994

Country

United States

Website

www.xanatek.com

Product Features

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Product Features

Insurance Agency

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

Alternatives

Alternatives

Jenesis Agency Management Reviews

Jenesis Agency Management

Jenesis Software