Cirrus Insights frees you up to be a high-performer.
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.
View your calendar: Meeting Types, description of your calendar, availability, and time zone.
See your assigned work: Salesforce tasks, opportunities, cases, and any other record type.
See the Compact Layouts set up in your Salesforce and define which fields to display.
Start your day fully organized. Cirrus Insights makes it easy to create, edit, and manage your pipeline without leaving your inbox.
Cirrus Insights lets you create, manage and track your opportunities right from your inbox. Make the most of your opportunities.
Cirrus Insight can find publicly available information about your prospects, pulling data from social profiles and other sources so you can personalize your approach, outwit your competition, and close more sales.
Bring your customer and pipeline data right to your email inbox.
Intelligently route leads to the right team member's calendar using customizable workflow logic.
Sync 100% of your meetings, tasks, and emails - no manual data entry.
Automate prospect and customer research to ensure you are prepared to drive better outcomes.
Know exactly what happens to your attachments after you hit send.
See who opens your emails and clicks your links for timely, focused follow up.
Share your calendar, book more meetings, and automatically add them in Salesforce.
Communicate with prospects and customers at scale.