With Email Sync, you can eliminate data entry and always have the emails you need in Salesforce. Cirrus Insight syncs your emails automatically from your inbox to Salesforce, no matter what platform you’re using.
Automatically keep track of who you’ve met with and when. Events sync between Salesforce and your calendar, so you only have to keep up with one. We also relate events to attendees' records in Salesforce, giving you a detailed record of meetings and who they're related to.
You can create and edit cases, contacts, events, leads, opportunities, tasks, and custom objects all from your inbox. No more back and forth. Goodbye copy and pasting!
Inbox Apps for Cirrus Insight allows you to bring your favorite Salesforce AppExchange apps right into the inbox including Salesforce Chatter, TaskRay, Geopointe, Taskfeed and more. We also support your Salesforce customizations, including custom objects and fields.
See when, where, and on what device your emails are being read and their level of engagement. Test which emails see better conversions, make necessary adjustments, and see your productivity skyrocket!
You can book a meeting with a single email. Select the times you're available, then the recipient can pick the time that’s best for them. The meeting will be added to both your calendars.
Send up to 500 unique emails at a time from Gmail with Email Campaigns. With deep Salesforce integration, you can send out templated, personalized messages to a list of leads or contacts from your inbox.
. Quickly set follow-up reminders so nothing falls through the cracks. Reminders also go into Salesforce as tasks, so you’ll have a record of the follow-up.