Page Inspect

AI-Powered Sales & CRM Tools | Cirrus Insight

<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=2732602&amp;fmt=gif">



- Solutions

BY ROLE

CRM Admin

Account Executives

Sales Operations

Sales Managers

Marketing

BY INDUSTRY

Financial Services

Higher Education

Technology

Energy & Utilities

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.

Conversation Intelligence Cirrus captures what's said, and organizes every conversation to help you act on what matters.

See a Platform Overview!

Take Tour
- Resources

KNOWLEDGE BASE

I am using this version of Cirrus Insight today. Cirrus Insight

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

Introducing Conversational Intelligence: Capture What's Said. Act On What Matters. See How It Works

# CRM is was Broken

We are redefining the customer relationship management experience with AI-driven tools to help you book more qualified meetings, execute better meetings, all while capturing your sales activity without manual data entry.

Schedule a Demo 30 Min Live With An Advisor Start a Free Trial No Credit Card Required

Works with:

### Proudly Supporting Over 50,000 Customer-Facing Teams Across the Globe

## Accelerating Sales Requires More Than Ever Before

From basic sidebar and sync tools to Salesforce in the early 2010s to advanced AI workflows today, you’ve likely tried it all. And where has that got you? Or is your team, like most sales teams today, struggling to hit quota attainment numbers? It’s time you transformed your sales motion with a thoughtful, buyer-first approach.

Imagine a world where sales reps can orchestrate the entire sales process with one tool to book more qualified meetings, execute better meetings, and remove manual data while capturing key customer activity data into the CRM without leaving their inbox.

Book More
Qualified Meetings Execute
Better Meetings  Remove
Data Entry  Analyze Customer
Relationship Activity

**Smart Scheduler**

## Book More Qualified Meetings

❌ **Problem**

Traditionally, prospects and customers have to fill out multi-field forms and then wait for someone to follow up to book a meeting. This causes form abandonment and decreased form to meeting conversion rates.

✨ **Solution**

Intelligently match prospects and customers with resources in real time based on personalization criteria, availability, and utilization. Increase speed to lead and eliminate scheduling friction.

Explore Smart Scheduler

## **Meeting AI**
## Execute Better Meetings

❌ **Problem**

Traditionally, sales reps and analysts spent hours scouring Google, LinkedIn, Salesforce, client websites, email, CRMs, and other tools to gather crucial information to prep for sales meetings.

✨ **Solution**

With Meeting AI, sales representatives can save hours per day on research and preparation tasks, leading to increased closing rates, improved efficiency of meeting agendas, and streamlined workflows.

Explore Meeting AI

## **Salesforce Sync**
## Remove Data Entry

❌ **Problem**

Research tells us that 64% of a sales professional’s time is spent on non selling tasks. Some of the biggest time sucks include constantly entering data into the CRM, copying and pasting, and toggling between applications.

✨ **Solution**

Reclaim time for actions that provide value, not busy work. Cirrus Insight automatically syncs your valuable customer data into the CRM to remove manual data entry and provide critical insights. Also providing sales leadership with better insights for performance coaching, decision-marking and revenue forecasting.

Explore Salesforce Sync

## **Buyer Signals**
## Analyze Customer Relationship Activity

❌ **Problem**

Without clear insights into prospect behavior, sales reps often rely on guesswork. This uncertainty leads to missed opportunities, delayed follow‑ups, and stalled deals.

✨ **Solution**

Buyer Signals transforms uncertainty into clarity. It automatically tracks every touchpoint—email opens, link clicks, and replies—to reveal which prospects are truly engaging. Become empowered to follow up at peak engagement moments.

Explore Buyer Signals

## **Exceptional Experiences at Every Touchpoint**

#### **Seamless Customer Experience**

Overlay meeting availability across the team to make it simple to book key activities like customer training and onboarding meetings.

#### **Streamlined Sales Experience**

Automate tasks that do not accelerate the sales process. Remove manual data entry and provide sellers with the customer and prospect data they need.

#### **Powerful Mobile Experience**

Manage all of your customer data, contacts, and opportunities while on the go. Bring the full power of Salesforce to your mobile device.

## **Solutions for Every Role**

#### **CRM Admins**

Free up customer-facing teams by automatically syncing their activity data to Salesforce.

Learn More

#### **Sales Leaders**

Eliminate busy work for your team and increase pipeline conversions while mitigating friction and risk.

Learn More

#### **Account Executives**

Overcome CRM friction so you can focus on having quality meetings, closing deals, and hitting your KPI's.

Learn More

#### **Sales Operations**

Optimize the way you get data into Salesforce to better uncover activity trends and increase pipeline revenue.

Learn More

"Cirrus helps with setting meetings with prospects and connecting all our email conversations into our CRM (Salesforce). It's very helpful with those processes."

**Patrick Armstrong** , Success Manager
SecureFutures

## **Key Statistics to Unlocking Growth & Success**

## 60%

More meetings booked weekly when using AI tools.

## 11.5 hours

Saved on admin work per week when using AI sales tools.

## 2 min

Is how often users are interrupted, on average, via meetings, emails & chats.

## **Elevate Your Sales Experience**

**Cirrus Insight named an Enterprise High Performer for 2025.**

Cirrus Insight empowers teams with Salesforce productivity and meeting automation tools. See how over 250,000 users optimize their pipelines.

## **Cirrus Insight Frees Teams from CRM Friction and Wasted Opportunities**

#### Salesforce Sidebar

Bring your customer and pipeline data right to your email inbox.

#### Smart Scheduler

Intelligently route leads to the right team member's calendar using customizable workflow logic.

#### Salesforce Sync

Sync 100% of your meetings, tasks, and emails - no manual data entry.

#### Meeting AI

Automate prospect and customer research to ensure you are prepared to drive better outcomes.

#### Conversation Intelligence

Capture what's said. Act on what matters.

#### Buyer Signals

See who opens your emails and clicks your links for timely, focused follow up.

#### Calendar Scheduling

Share your calendar, book meetings, and automatically add them in Salesforce.

#### Email Blast

Communicate with prospects and customers at scale.

### Drive Revenue with Our Powerful Sales Tools

Take me to Features

## **Accelerate Your Sales Funnel With Cirrus Insight**

#### Meetings Drive Revenue

30 Min Live With An Advisor

Get a Demo

#### Deliver on Growth

No Credit Card Required

Try for Free

### Features

- All Features
- Salesforce Sidebar
- Salesforce Sync
- Smart Scheduler
- Calendar Scheduling
- Meeting AI
- Conversation Intelligence
- AI Agents
- Buyer Signals
- Email Blast
- Attachment Tracking
- Integrations

### Solutions

- Account Executives
- Sales Managers
- Sales Operations
- CRM Admins
- Marketing
- Financial Services
- Higher Education
- Technology
- Energy & Utilities
- Selecting a Salesforce Email Integration
- Salesforce for Gmail
- Salesforce for Outlook

### Resources

- Pricing
- Knowledge Base
- Support
- Blog
- Partner Success
- Vs. EAC
- Vs. Salesforce Inbox
- Vs. Yesware
- Vs. Revenue Grid
- Vs. LinkPoint 360
- Vs. Calendly
- Vs. Chili Piper

### Company

- About
- Contact
- Schedule a Demo
- Product Feedback
- What's New
- Product Betas
- Customer Referral
- Write For Us
- Careers
- Terms
- Trust, Privacy & Security
- Cookie Settings

- LinkedIn link
- Youtube link

© Copyright 2025 Cirrus Insight® All rights reserved
Raleigh, NC a Cirruspath, Inc. company






×

## **Ready to Close More Deals?**