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
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 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.