Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Certificial
No
Formstack
No
Levitate
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$795.00/one-time
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes