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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Certificial No 
Formstack No 
Levitate No 

Integrations

Certificial Yes 
Formstack Yes 
Levitate Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$795.00/one-time
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

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 No 
Calendar Management No 
Chat / Messaging No 
Content Management No 
Document Management No 
Employee Directory No 
File Sharing No 
Knowledge Management No 
Surveys & Feedback No 
Task Management No 

No-Code Development

AI-Assisted Development No 
Business Process Automation No 
Collaborative Development No 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop No 
Integrations Management No 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates No 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management No 

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 

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