Attachment Tracking

Know what happens to your attachments after you hit send.

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Manage collateral usage, track how prospects engage with it and understand which collateral helps close deals.

Understand what prospects really want with detailed document analytics

Understand what prospects really want with detailed document analytics

Know who opens your documents, what pages they read and who they forward it to so you can gauge their interest.

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Keep your team using your best marketing and sales collateral

Keep your team using your best marketing and sales collateral

Align your sales & marketing department with a library of approved content, and make sure everyone shares the latest version. Analyze the effectiveness across your team, optimize your content and build winning sales decks.

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Update and take back documents, even after you've hit send

Update and take back documents, even after you've hit send

Send the wrong file? Don’t worry, make changes or swap it with another one even after you’ve hit send. Password protect, set an expiry date or revoke access to make sure your documents don’t fall into the wrong hands.

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Follow up with your prospects based on how they engage with your attachments

Follow up with your prospects based on how they engage with your attachments

Know when to reach out and what to talk about, so you can take the right action and keep your deals moving forward.

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Identify hot and cold prospects based on engagement with your slide decks and proposals

Identify hot and cold prospects based on engagement with your slide decks and proposals

Be smarter with your time, focus on prospects in your pipeline who engage with your content and nudge the ones who don’t.

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Explore more features:

Flight Plans

Drip Campaigns for Salespeople (No Tech Experience Needed)

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Sales Productivity

What Would You Do with A Few Extra Hours Each Week?

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Salesforce Integration

Everything You Need from Salesforce, In Your Inbox

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Enterprise Scheduling

Do You Cringe When Seeing, “What Time Works for You?”

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“After performing more than 100 Salesforce implementations, Cirrus Insight is simply the first app I install when starting a new project. It gets me quick wins with the users and rapidly increases adoption before I do anything complicated. It’s proof that the best solutions are always the simplest to achieve.”

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Track emails, schedule meetings, set follow-ups and more, right from your inbox.

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