Solutions
BY ROLE
CRM Admin
Account Executives
Sales Operations
Sales Managers
Marketing
BY INDUSTRY
Financial Services
Higher Education
Technology
USE CASES
Book More Meetings
Prospect Smarter
Sales Activity Data
Supercharge Sales Activity
Products
SALESFORCE PRODUCTIVITY
Salesforce Sidebar
Manage your customer and pipeline data directly from your email inbox.
Salesforce Sync
Sync 100% of your meetings, tasks, and emails directly to your CRM – no manual data entry required.
Email Blast
Use high-performing templates and Salesforce merge fields to send personalized emails at scale.
Attachment Tracking
Know what happens to your attachments after you hit send.
SALES ACCELERATION
Smart Scheduler
Instantly route leads to the right team member's calendar using customizable workflow logic.
Calendar Scheduling
Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce.
Buyer Signals
Track, capture, and view all customer touchpoints, including email opens, link clicks, and replies.
Integrations
Integrate with the tools you already to experience enhanced workflows and productivity.
AGENTIC SALES PROCESS
Meeting AI
Automate prospect and customer research to ensure you are prepared to drive better outcomes.
CRM AI
A background assistant that queues up opportunity hygiene for one-tap Salesforce updates.
Discovery AI
A coach that listens in on customer calls and whispers the next-best question in real-time.
See a Platform Overview!
Take Tour
Resources
KNOWLEDGE BASE 2024
I am using this version of Cirrus Insight today.
Cirrus Insight 2024
KNOWLEDGE BASE 2019
I am using Cirrus Insight 2019 today.
Cirrus Insight 2019
BLOG
Sales Automation Tools | Cirrus Insight
by Kristi Campbell
View all Blog Posts >
MASTERING CIRRUS INSIGHT
Get the App, Get the Sidebar, & Get Your Trial Going Here
PARTNER WITH US
Unleash limitless growth opportunities by partnering with Cirrus Insight.
CUSTOMER STORIES
See how we use our own product to streamline our scheduling workflow.
View Customer Stories >
Pricing
Login
Schedule a Demo
Search Results for:
Search
Search
Content Title
Description
Knowledge Base
Filter Knowledge Base by:
All topics
Release Notes
Archive
User Guide
IT & Security
Book More Meetings
Service Accounts
For Admins
Auto-Sync Everything To Your CRM
Sales Leadership
Account Management
Email Campaigns
Sales Activity Data
Salesforce
Serious Insights
office 365
outlook
Search in:
All topics
Getting Started
IT & Security
Admin
Individual Users
Search Results for:
Search in:
All topics
Getting Started
IT & Security
Admin
Individual Users
Content Title
Description
Tags
Chrome
×
Ready to Close More Deals?
.png?width=18&height=18&name=Vector%20(5).png){kind=small}
