Maximize Client Focus.
Minimize
Salesforce Time
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Meet with More Clients Faster
Enhance scheduling efficiency, expedite client meetings, and provide an exceptional experience to clients. By implementing Cirrus Insight, you are delighting your clients with the seamless user experience they expect and deserve.
Consolidate All Your Client Information In One Place
To generate quality relationships with your clients, you need to keep track of all the information that they rely on you to know. Never miss a key piece of information by automatically syncing all your emails directly to Salesforce.
Ensure Security & Compliance At Stage Of The Client Lifecycle
Cirrus Insight allows a firm’s operational workflow to be streamlined and dissolves the risk for gaps within the firm’s operation.
Security is important. That is why we take measures, such as adhering to SOC 2 Type 1 compliance, to ensure our system is secure and holds data compliance to a high standard.
Cirrus Insight keeps your data secure, and takes customer protection measures adequate for the leading financial organizations in the United States and globally.
Manage Your Clients from Your Inbox (Not Salesforce)
Cirrus Insight lets you create, edit, and track your sales activities from your inbox. Stay focused on your goals with client data at your fingertips. There’s no need to open Salesforce. Ever.
Effortlessly Sync All of Your Data to Salesforce
Cirrus Insight is always running in the background, it captures all of your advisor's engagement and sales activity in Salesforce. Everything syncs without trivial data entry.
Instantly Connect Leads to the Right Person's Calendar
Shorten your time to revenue by automatically scheduling web visitors with advisors who generate revenue outcomes.
Remove Scheduling Friction to Book More Meetings
No more trading back and forth emails to find a time that works for everyone. Easily share your unique calendar link and sync all events directly to Salesforce.
Send Personalized Emails at Scale with Ease
Use high-performing email templates to send mass emails directly from your inbox to prospective clients faster and fill your pipeline.
Cirrus Insight Frees Teams from CRM Friction and Wasted Opportunities
Salesforce Sidebar
Bring your customer and pipeline data to your email inbox
Smart Scheduler
Intelligently route leads to the right team member's calendar using customizable workflow logic.
Salesforce Sync
Sync 100% of your meetings, tasks, and emails - no manual data entry.
Analytics
Collect sales activity and turn it into actionable insights to increase sales.
Attachment Tracking
Know what happens to your attachments after you hit send.
Buyer Signals
See who opens your emails and clicks your links for timely, focused follow up.
Calendar Scheduling
Share your calendar, book more meetings, and automatically add them in Salesforce.
Email Blast
Communicate with prospects and customers at scale.
