Cirrus Insight Features

Based on 650 Cirrus Insight reviews. Records the rate at which emails are opened.

Records the rate at which links in emails are followed. 651 reviewers of Cirrus Insight have provided feedback on this feature.

Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 576 Cirrus Insight reviews.

As reported in 739 Cirrus Insight reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Allows administrators to schedule out emails in advance. This feature was mentioned in 608 Cirrus Insight reviews.

As reported in 635 Cirrus Insight reviews. Reminds administrators to follow-up on emails based on pre-set reminders.

Based on 485 Cirrus Insight reviews. Allows for the categorization of emails.

As reported in 539 Cirrus Insight reviews. Allows for the creation of templates for frequently-sent emails.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

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.

Automates the entry of collected data.

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.

Tracks and analyzes sales representative performance.

Based on 242 Cirrus Insight reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Based on 306 Cirrus Insight reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Based on 147 Cirrus Insight reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Based on 287 Cirrus Insight reviews and verified by the G2 Product R&D team. 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.

As reported in 53 Cirrus Insight reviews. Integrates with calendar software so users can seamlessly schedule calls.

Based on 196 Cirrus Insight reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Based on 226 Cirrus Insight reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Based on 224 Cirrus Insight reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Based on 174 Cirrus Insight reviews and verified by the G2 Product R&D team. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.

Provides tiebreaking features when leads match to multiple accounts.

Automatically routes matched leads directly to account owners.

Allows users to build custom routing rules.

Allows users to assign leads to selected territories and regions.

Allows users to configure schedules so leads are routed only during working hours.

Allows users to configure service level agreements so leads get matched and routed as fast as possible.

Provides analytics for tracking and monitoring routing.

Provides integrations for CRMs and marketing automation platforms.

Sends an alert to salespeople when a lead is routed to them.

Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.

Based on 33 Cirrus Insight reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

Ability to view multiple calendars at once from within a single window 14 reviewers of Cirrus Insight have provided feedback on this feature.

Provides customizable viewing options (e.g., day, week, month, year) This feature was mentioned in 13 Cirrus Insight reviews.

Based on 14 Cirrus Insight reviews. Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.)

As reported in 14 Cirrus Insight reviews. Ability to manage multiple calendars at a time

As reported in 14 Cirrus Insight reviews. The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar)

As reported in 14 Cirrus Insight reviews. Ability to import events from an existing account or another calendar

Integrates an existing calendar with another software application, such as Microsoft Teams or Slack This feature was mentioned in 14 Cirrus Insight reviews.

As reported in 14 Cirrus Insight reviews. 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)

As reported in 17 Cirrus Insight reviews. Ability to send confirmation and reminder emails & texts

Ability to send automated follow-up emails/texts upon conclusion of appointment 15 reviewers of Cirrus Insight have provided feedback on this feature.

As reported in 18 Cirrus Insight reviews. Receive a notification whenever a customer schedules an appointment

Automatically detects the time zone of both parties to avoid booking mistakes This feature was mentioned in 15 Cirrus Insight reviews.

Ability to set preferred availability to ensure appointments are only booked during approved times 16 reviewers of Cirrus Insight have provided feedback on this feature.

Ability to block off additional time between appointments for travel or preparation This feature was mentioned in 15 Cirrus Insight reviews.

Personalize booking page with custom logos and colors to match branding This feature was mentioned in 12 Cirrus Insight reviews.

Personalize a booking link to share with customers This feature was mentioned in 17 Cirrus Insight reviews.

Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc. 14 reviewers of Cirrus Insight have provided feedback on this feature.

As reported in 11 Cirrus Insight reviews. Provides the ability to be embedded into websites

Integrates with payment processing software to accept payment from customers

Integrates with video conferencing tools to allow for virtual appointments

As reported in 34 Cirrus Insight reviews. This software integrates with Microsoft Teams.

Based on 36 Cirrus Insight reviews. This software integrates with popular email providers.

This software integrates with Zoom. This feature was mentioned in 34 Cirrus Insight reviews.

This software integrates with Google Meet. 34 reviewers of Cirrus Insight have provided feedback on this feature.

Based on 35 Cirrus Insight reviews. This software integrates with Salesforce.

As reported in 36 Cirrus Insight reviews. Provide the ability to create a custom booking page.

Based on 36 Cirrus Insight reviews. Provide the ability to create custom scheduling URLs.

Provide the ability to create a personalized web embed. This feature was mentioned in 34 Cirrus Insight reviews.

Allow users to set automatic working hours. This feature was mentioned in 35 Cirrus Insight reviews.

Automatically update calendars after a meeting has been booked. This feature was mentioned in 34 Cirrus Insight reviews.

Provide the ability to incorporate buffer times, leaving time before and after meetings. This feature was mentioned in 35 Cirrus Insight reviews.

Allows users to generate text based on a text prompt.

As reported in 59 Cirrus Insight reviews. Allows users to generate text based on a text prompt.

Based on 22 Cirrus Insight reviews. Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases