[ Cirrus ... Reviews ](https://www.g2.com/products/cirrus-insight/reviews) [ Cirrus ... Reviews ](https://www.g2.com/products/cirrus-insight/reviews) # Cirrus Insight Features ##### ## Analytics (3) Open Rates Records the rate at which emails are opened. Link Activity Records the rate at which links in emails are followed. Attachment Activity Records the rate at which email attachments are opened or downloaded. Show More ##### ## Customizations (5) Email Platform Integration Syncs information from other software such as contacts, emails and calls to reduce manual data entry. Email Scheduling Allows administrators to schedule out emails in advance. Notifications Reminds administrators to follow-up on emails based on pre-set reminders. Email Categorization Allows for the categorization of emails. Templates Allows for the creation of templates for frequently-sent emails. Show More ##### ## Lead Facilitation (3) Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Performance Analysis (1) Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Integrated Workflows (5) Task Management Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. Email Tracking/Automation Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. Other Outreach Options Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. CRM Integration Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. Calendar Integrates with calendar software so users can seamlessly schedule calls. Show More ##### ## Repeatability and Reportability (4) Content Management Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. Workflow Management Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. Workflow Performance Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. Sales Coaching and Insights Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. Show More ##### ## Matching (2) Priority Matching Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information. Account Tiebreakers Provides tiebreaking features when leads match to multiple accounts. Show More ##### ## Routing (4) Match and Route Automatically routes matched leads directly to account owners. Multi-Objects Allows users to build custom routing rules. Territories Allows users to assign leads to selected territories and regions. Working Hours Allows users to configure schedules so leads are routed only during working hours. Show More ##### ## Platform Operations (5) Service level Agreements Allows users to configure service level agreements so leads get matched and routed as fast as possible. Analytics Provides analytics for tracking and monitoring routing. Integrations Provides integrations for CRMs and marketing automation platforms. Alerts & Notifications Sends an alert to salespeople when a lead is routed to them. AI Lead Matching & Routing Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads. Show More ##### ## AI and Automation (1) Machine Learning Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. Show More ##### ## Calendar View (2) Multi-Calendar View Ability to view multiple calendars at once from within a single window Customizable Viewing Provides customizable viewing options (e.g., day, week, month, year) Show More ##### ## Shared Calendar (2) Calendar Collaboration Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.) Multiple Calendar Management Ability to manage multiple calendars at a time Show More ##### ## Integration (3) Sync Multiple Calendars The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar) Import Events Ability to import events from an existing account or another calendar Software Integrations Integrates an existing calendar with another software application, such as Microsoft Teams or Slack Show More ##### ## Notifications (4) Customized Calendar Notifications Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email) Confirmations & Reminders Ability to send confirmation and reminder emails & texts Appointment Follow-Up Ability to send automated follow-up emails/texts upon conclusion of appointment Scheduling Notifications Receive a notification whenever a customer schedules an appointment Show More ##### ## Settings (3) Time Zone Detection Automatically detects the time zone of both parties to avoid booking mistakes Availability Settings Ability to set preferred availability to ensure appointments are only booked during approved times Blocked Time Settings Ability to block off additional time between appointments for travel or preparation Show More ##### ## Personalization (2) Branding Personalize booking page with custom logos and colors to match branding Links Personalize a booking link to share with customers Show More ##### ## Integrations (9) Multi- Calendar Integration Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc. Website Integration Provides the ability to be embedded into websites Payment Acceptance Integrates with payment processing software to accept payment from customers Video Conferencing Integrates with video conferencing tools to allow for virtual appointments MS Teams Integration This software integrates with Microsoft Teams. Email Integration This software integrates with popular email providers. Zoom Integration This software integrates with Zoom. Google Meet Integration This software integrates with Google Meet. Salesforce Integration This software integrates with Salesforce. Show More ##### ## Branding & Customizatio (3) Custom Booking Page Provide the ability to create a custom booking page. Personalized Links Provide the ability to create custom scheduling URLs. Personalized Web Embed Provide the ability to create a personalized web embed. Show More ##### ## Automatic Rules & Configurations (3) Set Working Hours Allow users to set automatic working hours. Automatic Updates Automatically update calendars after a meeting has been booked. Buffer Times Provide the ability to incorporate buffer times, leaving time before and after meetings. Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Salesforce AppExchange Apps (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Engagement (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - AI Sales Assistant (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Calendar (1) Cross-system Integration Works across multiple software systems or databases Show More ## Top-Rated Alternatives [ ![Vendasta Yesware](https://images.g2crowd.com/uploads/product/hd_favicon/ecdb7315988c58d7ce846031f6cf9c9c/vendasta-yesware.svg "Vendasta Yesware") Vendasta Yesware 4.4/5 (799) ](https://www.g2.com/products/vendasta-yesware/reviews) [ ![Revenue Grid](https://images.g2crowd.com/uploads/product/hd_favicon/0c666d9110dda2b1c2d72c4c8858991e/revenue-grid.svg "Revenue Grid") Revenue Grid 4.6/5 (575) ](https://www.g2.com/products/revenue-grid/reviews) [ ![Salesloft](https://images.g2crowd.com/uploads/product/hd_favicon/2d02119c72d837152a0d46213a959f70/salesloft.svg "Salesloft") Salesloft 4.5/5 (4,153) ](https://www.g2.com/products/salesloft/reviews) [ View All Alternatives ](https://www.g2.com/products/cirrus-insight/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Calendar View](/glossary/calendar-view-definition) What is calendar view and why is it important as a software feature? Read further to learn more about calendar view and how calendar software implements this feature. [Machine Learning](/glossary/machine-learning-definition) What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features. 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