XILO vs Cirrus Insight in April 2026

75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

XILO

Sales Engagement Software

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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Cirrus Insight

Sales Engagement Software

4.2 1,935 user ratings

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Overview

Description	XILO as a sales and quote automation platform for independent insurance agencies, helps them get rid of manual data entry. The software is capable of auto populating client related information besides automating their follow ups. Smart integrations within the platform enable users to push relevant information within Raters, Acord forms, AMS’s, CRMs and more. A dashboard within the particular helps business houses monitor the productivity levels of their agents besides looking after client pipeline from time to time. Insurance agencies get to offer the best quoting experience to their clients with customizable forms. They can even embed the particulars within their website to offer a robust online experience. The software offers real-time integration with external portals like WordPress, Quote Rush, Salesforce, Vertafore, HawkSoft, QQCatalyst, Estated and more. XILO offers a comprehensive set of insurance management tools, enabling insurance agencies to offer a robust and comprehensive experience to their individual clients. Read more	Cirrus Insight is a comprehensive CRM solution and sales productivity plugin for Salesforce offering automated tools to drive sales through communication. Its expert services are also trusted widely by companies such as Samsung, Logitech, Kaplan, and Ecolab among others. With comprehensive features, Cirrus Insight delivers unparalleled solutions to businesses facilitating exceptional customer service. Salesforce sidebar lets businesses transfer all their customer and data pipeline to email for easy access. Also, calendar scheduling lets users share their calendars with in-house team members, book meetings, and add them to Salesforce in an instant. With powerful salesforce syncing capabilities, individuals can sync multiple meetings, tasks, assignments, and emails automatically. Moreover, informative analytics features within the same provide detailed sales-related activity, helping users take the right steps to enhance sales. Cirrus Insight lets users track attachments to ensure proper delivery. Furthermore, buyer signals help companies track website visits, follow up on the latest trends and provide offers. Sales cadence enables multi-touch outreach via personalized emails, phone calls, and follow-ups for improved services. Read more
Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $7.00.
SW Score & Breakdown	75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 74% Reviews 60% Momentum 64% Popularity 71%	94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 95% Reviews 96% Momentum 66% Popularity 88%
SaaSworthy Awards	Not Available	# 2 Highly Rated # 9 Fastest Growing

Features

Total Features	4 Features	11 Features
Common Features for All	CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management Call List Management Maintains a systematic order of all the important phone numbers of clients. Call Monitoring Allows you listen to all inbound and outbound calls. Content Management Helps you to create and customize your contents to make user and SEO friendly Email Automation Automates the emailing process by sending out targeted messages to clients based on time and specific actions. Email/Call Sequencing Arranges email and call lists into different segments or sequences that maintain data in a systematic manner. Inbox Integration Integrates with your email inbox and assembles all the sales activities into one unified place. Performance Analytics (Sales) Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance. Sales Activity Automation Allows sales executives to set up and send follow up messages to the customers automatically. Team Management Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time. Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization + 1 More - Show Less	CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management Call List Management Maintains a systematic order of all the important phone numbers of clients. Call Monitoring Allows you listen to all inbound and outbound calls. Content Management Helps you to create and customize your contents to make user and SEO friendly Email Automation Automates the emailing process by sending out targeted messages to clients based on time and specific actions. Email/Call Sequencing Arranges email and call lists into different segments or sequences that maintain data in a systematic manner. Inbox Integration Integrates with your email inbox and assembles all the sales activities into one unified place. Performance Analytics (Sales) Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance. Sales Activity Automation Allows sales executives to set up and send follow up messages to the customers automatically. Team Management Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time. Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization + 8 More - Show Less

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows
Modes of Support	Online	Online
API Support	NA	Available

Reviews & Ratings

User Rating	Not Available	4.2/5 1,935 user ratings
Rating Distribution	Not Available	Excellent 50.5% Very Good 32.8% Average 9.2% Poor 2.4% Terrible 5.1%
User Sentiments	Not Available	Seamless Salesforce Integration, Efficient Email Tracking, Convenient Meeting Scheduling, Useful Email Templates Frequent Disconnections, Occasional Software Glitches, Inaccurate Email Tracking, Slow Loading Times
Review Summary	Not Available	Cirrus Insight has received mixed feedback from users, with some highlighting its ease of use and seamless integration with popular platforms, while others have expressed concerns about its occasional glitches and lack of certain advanced features. Reviewers also mentioned that the pricing structure can be confusing and that customer support can be slow to respond at times. Additionally, some users have found the interface to be outdated and in need of modernization.
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Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $7.00.
Pricing Plans Monthly Plans Annual Plans	XILO Custom	Starter $7.00 $7.00 per month Pro $16.00 $16.00 per month Expert $27.00 $27.00 per month
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