Never miss a follow-up opportunity
Easily set up automated email sequences that send personalized emails at the right time in the sales process to nurture and follow up with every prospect. Reporting tools help you understand what’s working and what can be improved.
The power of the CRM where you work.
Cirrus Insight keeps advisors and support staff out of Salesforce. It frees their time to nurture clients while keeping sales data going into Salesforce. Sync meetings, emails, contacts, tasks, calls with notes, and custom objects automatically.
Track every single meeting
Staff can book meetings sharing a single link. All meetings are synced into Salesforce. Everyone can stay in sync and see who’s engaging with customers and how many times they are meeting.
Find any email, meeting or call—instantly
Cirrus Insight makes it easy to see exactly what has happened in every customer relationship. See the full timeline of meetings, calls, emails and more—and immediately know what has to happen next with Buyer Signals.
Help your team drive software sales.
Know who opens your emails and attachments and when.
Ensure advisors focus on the right activities.
Nothing drops through the cracks.
No Credit Card Required
Braintree quantifies the savings from Cirrus Insight
Braintree: A Paypal Company is a payment processor. They act as a middleman between apps like Uber, airbnb, Draft Kings, Grubhub and banks. If you want to accept payments from Paypal, Bitcoin, Vemno, Apply Pay, Android Pay, or plain-old credit and debit cards, then you’ll want to use Braintree.
On average, each sales rep at Braintree saved 4 hours each week using Cirrus. All those hours add up, and based on the paid work-time that was saved by each sales rep- they saved 16 hours each month. That means the investment of $19 each month for Cirrus had a return on investment of 2,413%! For the cost of $228, Braintree saw a return of $5,273 per month.
Cirrus Insight Frees Teams from CRM Friction and Wasted Opportunities
Salesforce Sidebar
Bring your customer and pipeline data right to your email inbox.
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.
Meeting AI
Automate prospect and customer research to ensure you are prepared to drive better outcomes.
Attachment Tracking
Know exactly 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.
