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Manage your customer and pipeline data directly from your email inbox
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Sync 100% of your meetings, tasks, and emails directly to your CRM – no more manual data entry required
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Send personalized emails using a library of high-performing Salesforce templates
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Instantly route leads to the right team member's calendar using customizable workflow logic
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Book More Meetings
Introducing One Click Booking
Cirrus Insight has introduced One Click Booking to simplify your day-to-day scheduling workflows by eliminating friction during the booking process.
Customize scheduling availability for each day of the week
Cirrus Insight's scheduling features now give users the ability to customize their availability for each day of the week.
SMS Meeting Reminders Configuration
Cirrus Insight's scheduling features now support SMS meeting confirmation and reminders, designed to automate the reminder experience.
Prevent Double Bookings with New User Settings
Cirrus Insight's scheduling features now have a dedicated settings page in the User Dashboard, along with a new setting that prevents double bookings.
Sales Managers & Admins | Smart Scheduler Custom Attributes & Forms
This Knowledge Base article provides a detailed overview of custom attributes and forms within Smart Scheduler. Best for sales managers and admins.
Sales Managers & Admins | Smart Scheduler Overview and Set Up
This Knowledge Base article provides an in-depth overview and set up guide of Smart Scheduler for sales managers and admins.
How do I use Scheduling from the Sidebar?
Use Scheduling from the Sidebar to share a personalized scheduling experience so prospects can easily choose a meeting time that works for both of you.
How do I set up and use Team Scheduling?
Use Team Scheduling to create a calendar that shows your shared availability with one or more colleagues.
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