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Be free from CRM friction and wasted opportunities.

Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to sales cadences, automated tools can help you close deals.

Works with:

Proudly Supporting Over 50,000 Customer Facing Teams Across The Globe

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Make Every Meeting More Meaningful

Meeting AI automates prospect and customer research to ensure you are prepared and can spend time having high-value interactions that drive closed deals.

What are your challenges?

Sending Personalized Mass Emails

Mass Email is an inbox toolset which enables you to use email templates to send personalized emails to a list of contacts.

Scheduling Meetings with Prospects

Scheduling automation makes it easier to customize and share calendar availability with prospects and customers for easy scheduling across your teams.

Researching Prospects

An AI powered tool will aggregate fragmented prospect data from multiple sources into one convenient reference email.

Salesforce Data Accuracy

A sales activity data sync boosts sales process efficiency. This keeps tabs on email threads, calendars, events, and tasks, seamlessly syncing activities with the relevant CRM records.

Get more time to focus on revenue-generating tasks. 

Updating your CRM can be like a ball and chain shackling your time and adding drag to your sales process. Cirrus Insight gives you the freedom and time you need to master your sales process and engage with more customers. 

Work smarter with context to optimize your pipeline.

Without Cirrus Insight

Busy, traditional…

  • Updating activities in Salesforce is time-consuming.
  • Following up with prospects that are not ready to buy.
With Cirrus InsightStar icon

Smart, resourceful, innovative…

  • Automatically sync meaningful activity data into Salesforce.
  • Get data and insights that help you prioritize the right activities.
Without Cirrus Insight

Busy, traditional…

  • Chasing reps to update Salesforce.
  • Lack of visibility on sales activity KPI’s.
With Cirrus InsightStar icon

Smart, resourceful, innovative…

  • Forget unnecessary check-ins and empower your team.
  • Validate forecasts and reports with quality activity data.
Without Cirrus Insight

Busy, traditional…

  • Reactively checking off tasks.
  • Constantly manipulating data leaving little time for strategy.
With Cirrus InsightStar icon

Smart, resourceful, innovative…

  • Predict and illuminate blind spots related to revenue performance during pipeline reviews.
  • Foresee pipeline health and take action.
Without Cirrus Insight

Busy, traditional…

  • Teams and offices widely adopting technologies that are not widely adopted and expensive.
  • Pipeline risk from multiple entries in Salesforce without any clarity on true KPI.
With Cirrus InsightStar icon

Smart, resourceful, innovative…

  • Drive Salesforce adoption by Consolidating your team’s tech stack to reduce integration complexity.
  • Reduce business risk by eliminating missing gaps and reducing duplicate data.
Patrick Armstrong
"Cirrus helps with setting meetings with prospects and connecting all our email conversations into our CRM (Salesforce). It's very helpful with those processes."
Patrick Armstrong , Success Manager
SecureFutures
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Be a Performer: Increase your conversion rate with Sync.

Cirrus Insight monitors reps’ inbox and automatically syncs their emails to the right contact or lead in Salesforce. It also syncs meetings between their calendar and Salesforce so managers can see their meetings directly from Salesforce.
Works with:
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Automate scheduling and have personalized booking pages.

Automate scheduling and let Cirrus Insight sync everything with Salesforce. Capture smart insights on your customer meeting data so you can keep your pipeline healthy.
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A seamless Sidebar experience across all devices, for all users.

The sidebar and mobile interface ensures you’re no more than 1-click away from your next customer workflow. Whether it’s logging an email, task or call in Salesforce, managing your sync settings or sharing your calendar, we’re here to optimize your pipeline.

Why Teams Trust Cirrus Insight

 

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See how to input data into Salesforce from your inbox.

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