Hawksoft's agency management system


HawkSoft is a well-known industry standard AMS and CRM. XILO was one of the first systems to integrate quoting data into their AMS. Typically our customers will use the AMS integration to push data from XILO Forms into their system.

How it works

In order to connect to HawkSoft, your Customer Success Manager needs to turn on the integration as there is no activation needed. Once a XILO Form is submitted, you will be prompted to download a file you can upload into HawkSoft. This file will automatically create a new Prospect in HawkSoft with all the quoting data that was submitted.

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