Keep customer data up to date. All customer email communication and important attachments sync directly to Salesforce, readily available for activity reporting.
Bi-directional sync for Calendar events including recurring events, historical record sync, custom sync windows, and more.
Never miss an important follow up. Tasks and workflow are automatically synced to Salesforce.
Cirrus Insight syncs emails, tasks, and calendars directly to Salesforce. Removing the need for manual entry, our sync solution automatically enters all email and calendar activity, as well as sales activities and extensive customer engagement data.
Capturing, recording, and storing sales activity directly into Salesforce, Cirrus Insight provides managers with all necessary data needed for accurate forecasts - all while freeing teams from CRM friction.
Ensure there are no gaps in activity or communication with key accounts. Cirrus Insight captures up-to-date information on account coverage the entire organization in order to provide a 360-degree view of the customer.
Cirrus Insight syncs emails, email attachments, calendar events with invitees, and tasks to and from Salesforce.
Cirrus Insight makes it easy to connect through your salesforce credentials. Once you are connected through Salesforce and your email and calendar, you can get started with the sidebar, sync, and calendar sharing tools.
Yes. We do offer plans for enterprise accounts with 500 or more users on sync only.
Cirrus Insight supports all editions of Salesforce including, but not limited to; Professional, Essentials, Enterprise, Unlimited, Developer, and Experience cloud.
Yes. Cirrus Insight provides smart link sync tools that enable the ability to sync activities from the inbox to most recently created or modified related objects such as; opportunities, cases, assets, contracts, campaigns, and more.
Yes. Cirrus Insight will sync activities directly to Salesforce records enabling reportings of customer activities across email, calendar, and tasks. Cirrus Insight also supports enhanced email for reporting on email activities.
Yes. Cirrus Insight is used by many top financial services firms, asset management firms and have been thoroughly reviewed to meet strict security requirements.
Bring your customer and pipeline data to your email inbox.
Share your calendar, book more meetings, and automatically add them in Salesforce.
Sync 100% of your meetings, tasks and emails - no manual data entry.
Collect sales activity and turn it into actionable insights to increase sales.
Know what happens to your attachments after you hit send.
See who opens your emails, link clicks and which web pages they visit for timely, focused follow up.
Multi-touch outreach with a sequence of emails, phone calls, and follow ups.
Personalize and send invites to prospect faster.