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What is Xanatek?

At our company, we provide an intuitive platform driven by the latest technology, along with unlimited training and support. Our primary objective is to help you maximize the value derived from your agency management system. We specialize in serving small to medium-sized agencies, where exceptional customer service is our foremost priority. Established by Brent Sheppard, a former insurance professional, Xanatek emerged from his understanding of the necessity for agents to enhance the value they gain from their management systems. He aimed to create a simple management solution that would include extensive support and training at an affordable price. His vision is to empower small and mid-sized agencies with essential tools enabling them to operate efficiently and grow their businesses effectively, while also ensuring they have the necessary support to fully utilize the technology. Since its inception in 1995, our company has been dedicated to empowering independent agents through our advanced, cloud-based agency management system. With our platform, agency teams can easily access vital client information, facilitating smoother operations and enhancing service delivery. This emphasis on operational efficiency not only helps agencies succeed but also positions them to excel in an increasingly competitive landscape. Thus, our ongoing commitment to innovation and customer satisfaction remains at the core of everything we do.

What is CRM-Now?

CRM-Now’s CRM On-Demand presents a perfect solution for small to medium businesses aiming to improve their sales processes, efficiently monitor opportunities, and enhance customer satisfaction. This cloud-based CRM platform has been thoughtfully crafted to provide a thorough online system, guaranteeing quick access, ease of use, and strong performance even during peak usage times, while also improving browser compatibility. It boasts integrations with various standard business applications, allowing for smooth incorporation into current business practices. Built on an open-source framework, CRM-Now’s system is subjected to extensive testing and implementation, ensuring outstanding usability and reliability. With all software being publicly accessible, organizations benefit from the flexibility of avoiding confinement to a single vendor's proprietary solution. This adaptability not only encourages innovation but also enables companies to customize the CRM system according to their specific requirements, ensuring a more tailored experience for users. Ultimately, CRM-Now’s offering stands out as a versatile tool that can evolve alongside a business’s growth and changing needs.

Media

Media

Integrations Supported

Certificial
Formstack
Levitate

Integrations Supported

API Availability

API Availability

Pricing Information

$795.00/one-time

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

Xanatek

Date Founded

1994

Company Location

United States

Company Website

www.xanatek.com

Company Facts

Organization Name

CRM-Now

Date Founded

2011

Company Location

Germany

Company Website

www.crm-now.de/

Categories and Features

Insurance Agency Management

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

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Marketing Automation Integration
Mobile Access
Segmentation
Task Management
Territory Management

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