By automatically syncing your sales teams’ activities with Salesforce, Cirrus Insights helps CRM admins reduce CRM data entry and friction for sales teams, and also gives CRM admins the data they need to pull reports for managers looking to make forecasts.
All your team’s activities are automatically synced between their inboxes and the permanent record in Salesforce—making life easier for anyone in your organization who needs access to accurate data.
All of the data that goes between your team and Salesforce is encrypted via TLS (Transport Layer Security) ensuring anything that is confidential stays confidential.
Cirrus Insight has passed the Salesforce security review 10 years in a row. It supports 2-factor authorization, OAuth 2.0, and SSO. Rest assured your data is secure.
Bring your customer and pipeline data to your email inbox.
Instantly route leads to the right team member's calendar using customizable workflow logic.
Sync 100% of your meetings, tasks, and emails - no manual data entry.
Collect sales activity and turn it into actionable insights to increase sales.
Know what happens to your attachments after you hit send.
See who opens your emails, link clicks and which web pages they visit for timely, focused follow up.
Share your calendar, book more meetings, and automatically add them in Salesforce.
Communicate with prospects and customers at scale.