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Connect Leads
Instantly to the Right Person's Calendar

Stop making buyers wait. Eliminate the scheduling friction buyers face trying to meet with someone.

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Proudly Supporting Over 50,000 Customer Facing Teams Across The Globe

Why Choose Cirrus Insight

Don't let warm leads slip through the cracks with outdated forms. Automatically route leads that are on your website to the right rep instantly and avoid wasted opportunities.

  • Considerations for rep territory & skillsets
  • Optimize for availability
  • Optimize for utilization
  • Customizable meeting windows

By intelligently connecting customers with the right resources and optimizing scheduling efficiency, Smart Scheduler empowers businesses to expedite order delivery, enhance operational agility, shorten lead time, and drive customer satisfaction.

  • Efficient resource allocation.
  • Real time tracking & visibility
  • Optional or required booking inputs

Allocate resources based on real-time demand and capacity to avoid overutilization or underutilization of team members. Analyze customer scheduling patterns to identify trends and refine your processes.

  • Enhanced matching capabilities
  • Reporting & analytics
  • Easy setup & configuration
  • Integration with email & CRM

Throw away your assignment spreadsheets and manual scheduling processes. Implement a scheduling assistant that automatically matches customers to the right resources through rich assignment logic.

  • Configurable business logic
  • Visibility of every meeting scheduled
  • Factor in existing assignments
  • Real-time administration

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The Power of Smart Scheduler

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Workflow Groups

Organize people and teams based on your customer acquisition, onboarding or retention journey.

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Web Enabled Smart Forms

Present customers or schedulers with form data required to match them to resources based on any criteria.

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Availability Matching

Never have to reschedule by ensuring your customer’s and your people’s availability overlap.

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Utilization Logic

Ensure you always have an even distribution of bookings across the entire pool of people.

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Meeting Form Data

Collect information from your customers dynamically so that you can be better prepared for every meeting.

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Automatic Invites

When customers book, they automatically receive an invite as if a human has scheduled the meeting.

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Meetings Drive Revenue, Make Them Count

Smart Scheduler allows you to intelligently match customers with staff based on personalization criteria, availability, and utilization.
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Cirrus Insight frees teams from CRM friction and wasted opportunities.

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Bring your customer and pipeline data to your email inbox.
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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.

Fill your calendar with more meetings and hit your numbers.

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