The sales productivity features loved by over 100,000 Cirrus Insight users are available in iOS.
Gain customer intelligence at the conversation level with Salesforce and email merged, unlimited email tracking and more.
"I get to interact with critical Salesforce data and make the updates my manager/me need from where I live...my email inbox (where my customers and prospects talk with me). Great app!" - Lauren K.
Cirrus Insight Mobile is Feature Rich:
# Know exactly when to respond to clients
-- With unlimited email tracking, you’re notified in real-time when your recipients open them and click on embedded links.
# Schedule meetings with one click
--Choose the meeting times that work for you and let your customer book the meeting in one click.
# Make Salesforce work for you
-- Create tasks to never miss a follow up, log calls or emails to any record, and edit/create records in seconds to minimize busy work.
# Access customer details when you need them most
-- Cirrus Insight gives you instant access to your customers Salesforce information so you never miss an opportunity to advance or close a deal.
# Schedule meetings and events
-- You use email to figure out when your customers are available to meet. Now you can easily schedule that meeting in Salesforce without having to leave your inbox.
Installing Cirrus Insight Mobile:
## To connect Cirrus Insight Mobile with Salesforce you need to have an active Salesforce license.
## If you do not have a Salesforce license, enjoy the full inbox and sales productivity features.
## Cirrus Insight works with Gmail, Outlook, Lotus, Yahoo, as well as any other Exchange ActiveSync or IMAP inbox.
With Cirrus Insight for Android, you get the powerful productivity features that make Cirrus Insight one of the highest rated and most used apps. Merge Salesforce with your inbox for client insights at the conversation level, enjoy unlimited email tracking, create/edit records, and do so much more with the world’s only full Salesforce/email integration app for your phone and tablet!
**Free Subscription Includes:
Unlimited Email Tracking--Immediately know when a customer opens your email and clicks on any embedded links so you can quickly follow up at the right time, and with the right message.
Add Emails to Salesforce--You're on the go and you want to save an important conversation with a customer to Salesforce. We've got you covered. When you send or receive email, you can quickly and easily add that email to Salesforce.
Add or Edit Salesforce Records--When you send or receive an email from someone not already in Salesforce, Cirrus Insight allows you to quickly add them as a Lead or Contact. And if the person is already in Salesforce, you have full access to update their records including Accounts, Opportunities, Cases, and Tasks.
Manage Your Inbox--Don't lose a second to poor organization. With a deep list of inbox features including support for labels, folders, archiving, deleting, and marking messages, Cirrus Insight is one of the most robust pure emailing apps on the market.
Contact Insight--Stay on top of client interactions. The contact view aggregates important details such as email history, tracking intelligence, and contact information so you can respond quickly and confidently.
Cloud Attachment Support --With full access to your files and folders in Google Drive, Dropbox, Box, and OneDrive, you can confidently work where ever the road may take you.
**We are rapidly developing more productivity features and look forward to sharing them with you shortly!