Add custom and required pre-booking questionnaires to better understand the needs of your customers prior to their scheduled meeting.
Share your team’s combined availability with a single calendar link and display available meeting times directly to your email.
Sync all meeting records, customer contact information, and more directly with Salesforce – no more manual data entry.
Unlike other scheduling tools, Team Scheduling is just the tip of the iceberg for Cirrus Insight. Revolutionize your entire sales process with our premium all-in-one solution.
The Buyer Signals feature automatically captures customer touchpoints, tracks client interactions, and uncovers valuable insights in order to identify which prospects are ready to buy. Using the feature’s automated tracking tools, you can even see who has read your emails, clicked your links, and opened your attachments.
Automatically capture and transfer all email, calendar, and sales activity directly to Salesforce with the Sync feature. By seamlessly importing all relevant data from your sales platform, your team will never need to open their CRM again – say goodbye to manual data entry.
Use the Sales Cadence feature to nurture your customer relationships through automated emails, calls, and calendar sequences – personalizable for every customer. With access to metrics like email opens and click-through rates, you can continually improve your sequences and maximize their effectiveness.
By capturing, importing, and storing all sales actively directly into Salesforce, Cirrus Insight provides managers with direct access to the data they need without unnecessary CRM friction. With more complete data, you can generate more relevant reports, produce more accurate forecasts, and make better long-term decisions – all leading to greater profits.
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.