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 workflows 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.
With over 3,000 accounts and 10 years of experience, Cirrus Insight understands no two organizations are the same. Developed with flexible tools capable of adapting to any company’s needs, our flagship product provides thoughtful solutions to solve even the most complex workflows - no matter how sophisticated the environment.
Connect one or many instances of Salesforce to one or many email services all through one powerful Salesforce sync tool that is flexible enough to provide the controls you need so all the activity data you require is synced to and from Salesforce while leaving out the data you don’t and making it easy to set up the sync options based on how your organization operates.
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.
Bring your customer and pipeline data to your email inbox.
Instantly 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.
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.
Share your calendar, book more meetings, and automatically add them in Salesforce.
Communicate with prospects and customers at scale.
Cirrus Insight syncs emails, email attachments, calendar events with invitees, and tasks to and from Salesforce.