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Knowledge Base

Release Notes

Cirrus Insight releases updates on a weekly basis, adding lots of new value and fixes. Come back every Friday and check this month's release for the latest updates.

77 articles

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Book More Meetings

Getting meetings in the calendar can be a logistical nightmare. We have a number of ways to ease the process.

15 articles

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IT & Security

Resources to help IT departments implement Cirrus Insight and review resources around security requirements.

15 articles

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Personal Scheduling

Personal Scheduling includes your own personal calendars, access to your teammate's calendars and the ability to create team schedules when you need to book a meeting with more than one of your teammates, accessible all through the Sidebar.

14 articles

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Sync

Use Sync to automatically capture calendar events, emails and tasks between your email account and Salesforce. Sync is highly customizable to save you time while ensuring the right content is in the right place.

11 articles

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Service Accounts

Learn about Service Account setup, benefits, and best practices for managing integrations.

6 articles

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Email Blast

Use templates and send emails en mass directly from your inbox with Email Blast. Supports custom signatures, full Salesforce template access, contact sources from Salesforce user lists, csv import, and more! Integrates with Buyer Signals.

4 articles

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Buyer Signals

Get real time feedback when prospects and clients are opening your emails and interacting with links. Includes Reply Tracking and email Reminders.

3 articles

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Smart Scheduler

Looking for a round robin scheduling solution that does more than simple matching? Look no further than Smart Scheduler. Supports custom attributes and advanced routing logic. Includes webhook and UTM support so your marketing and sales teams can capture any and all relevant details about meeting booked with Smart Scheduler.

3 articles

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Thread-Based Smart Link

Get email thread continuity even when object relationships change, ownership changes, or there are multiple owners involved.

3 articles

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Meeting AI

Automatically generate pre-meeting research to help your team prepare for high quality discussions with prospects.

2 articles

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Sidebar

Spend less time in Salesforce and more time curating powerful emails using our Sidebar, complete with email filing, scheduling, Salesforce object creation and editing, Buyer Signals, Reply Tracking, Reminders and more!

1 article

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