Compare Arlo CRM vs. TBW (The Broker's Workstation)

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

A shareable directory page that includes your contact information and territory will increase your visibility. Centralize your rate quoting, no more sharing & emailing spreadsheets. By including all accessories and fuel surcharges, you can save time in maintaining and quoting rates. Find the missing areas in your service area to optimize your rates. Businesses can do business together through connections. You can connect with brokers and freight forwarders if you are a drayage business. To ensure everything runs smoothly, keep track of all your orders. Orders can be placed quickly and easily searched for future reference. Calculate the deductions and advances for all your containers from one place. Only one order is required. All documents that are relevant to your cargo should be entered. Compcare transport software will instantly upload all of your valuable and pertinent information.

Ecommerce is complex. Shipping doesn’t have to be. Shippo helps you grow your business by integrating with your workflows, providing experienced support, and connecting you with easy access to the best rates at the most carriers. >> Easy access to the best rates on the most carriers - Access over 85 carriers worldwide and best rates at each, including regionals others cannot provide. >> The end-to-end shipping platform for every business - Make shipping a seamless part of your business - connect your e-commerce platform or build our implementation-ready API directly into your workflow, fulfill orders quickly with smart defaults and configurable automations, and gain insights that help you ship smarter with analytics and reporting. >> Support every step of the way - Go with confidence thanks to our experienced customer support, implementation and success teams. We have the shipping knowledge to get you started quickly and keep you up and running consistently. >> Grow into the future with Shippo - You will only ship more tomorrow. Shippo is there for you with 99.99% uptime, a modern tech stack, and all the features you need to create a greater brand connection to your customers and scale to match your highest ambitions

Creatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom. Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes. Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem. Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.

Banyan Technology is a leading provider of over-the-road (OTR) shipping solutions, delivering advanced freight management through its LIVE Connect® platform. Designed for Shippers, 3PLs and supply chain partners, LIVE Connect simplifies Truckload (TL), Less-Than-Truckload (LTL), Final Mile and Parcel shipping with real-time rating, execution and visibility. The platform eliminates manual inefficiencies with AI-powered predictive pricing, automated freight auditing and real-time business intelligence dashboards. Seamless TMS and API integrations provide instant carrier connectivity, optimizing cost savings and improving operational efficiency. With 3x more carrier connections than any other provider, businesses gain unmatched flexibility and control over their shipping operations. Since 2001, Banyan Technology has been committed to client-driven innovation, continuously enhancing LIVE Connect to meet evolving industry demands. Headquartered in Cleveland, Ohio, Banyan delivers exceptional service and ongoing support, ensuring businesses ship smarter and more efficiently.

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Service Center by Office Ally is trusted by more than 80,000 healthcare providers and health services organizations to help them take complete control of their revenue cycle. Service Center can verify patient eligibility and benefits, submit, correct, and check claims status online, and receive remittance advice. Accepting standard ANSI formats, data entry, and pipe-delimited formats, Service Center helps streamline administrative tasks and create more efficient workflows for providers.

Everstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.