Sales Engagement

From an email, tap the person’s name. Their name should be in gray, indicating that they aren’t in Salesforce. Then, tap the “+Lead/Contact” box, then tap either “Create Lead” or “Create Contact”. Then, fill out any information that you want. Then tap “Save” in the top right corner of the... Read more

If Cirrus Insight doesn't automatically find a matching lead or contact in Salesforce when opening an email or by placing your cursor over the person's name in the email header, it will automatically perform a "Search by name" and return a list of possible matches below the Create Lead and... Read more

Are there any specific industries that are best suited for this platform, or does it span companies of all types and sizes?

I like Instantly Signals because it helps move prospecting beyond static lead lists by building audiences around signals and events, which makes outreach feel more relevant. The main challenge is the learning curve once you get into Signals, enrichment, credits, and automation options,... Read more

We’ve found Tuco AI easy to use with fast onboarding and very responsive support. It plugs directly into our GoHighLevel setup, so the team can send iMessage and SMS without changing their workflow, and day-to-day lead messaging has been reliable. The only real limitations we’ve run into are... Read more