Average Ratings 3 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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Description

Minimize lost opportunities by engaging in the right tasks with the appropriate individuals. Leveraging automated tools, from interpreting buyer signals to establishing effective sales cadences, can significantly boost your deal closures. To enhance your email experience, consider acquiring the essential features for Gmail or Outlook. Cirrus Insight offers a comprehensive solution that seamlessly integrates with Salesforce, bringing all necessary information directly to your inbox. By incorporating a bit of automation into your sales workflow, you can bypass the tedious task of manually documenting activities in Salesforce. The repetitive nature of data entry, copying, pasting, and navigating between various applications can be a significant drain on your efficiency. By optimizing your time, you can focus on high-value activities rather than being bogged down by administrative tasks. Managing your CRM shouldn't feel like a burden slowing you down; with Cirrus Insight, you can gain the flexibility and time needed to refine your sales strategy and connect with a greater number of potential customers. Updating your Salesforce activities can consume a lot of your time, especially when trying to follow up with leads that may not be immediately interested in making a purchase, thus highlighting the need for a more efficient approach.

Description

Transform the chaos of daily emails into streamlined workflows by managing your Email, Tasks, and Teamwork all within your Gmail Inbox. Sortd reimagines your Gmail experience into a vibrant workspace designed to enhance your productivity and make life easier. It operates on the most dependable platform available... your Inbox. While there are plenty of email applications out there, you already rely on Gmail, which is why Sortd was specifically developed to integrate seamlessly with it. Say goodbye to the hassle of switching between multiple apps throughout the day. Sortd Boards offer an ideal solution for emails that you typically mark as unread, enabling you to create as many boards as necessary to structure your work according to different contexts. Your Inbox was never intended to serve as a To-Do list, but with Sortd, you can start each day fresh, prioritize which emails to address, and tackle your tasks without distractions. Additionally, you can easily return tasks and emails to your Inbox when they require your attention or follow-up, ensuring that nothing slips through the cracks. This innovative approach helps you maintain focus and efficiency in your daily workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Workspace
Conga Contracts
Marketo
Microsoft 365
Microsoft Outlook
Navatar
Salesforce
Zendesk

Integrations

Gmail
Google Workspace
Conga Contracts
Marketo
Microsoft 365
Microsoft Outlook
Navatar
Salesforce
Zendesk

Pricing Details

$14 per month
Free Trial
Free Version

Pricing Details

$6 per month per user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cirrus Insight

Founded

2011

Country

United States

Website

www.cirrusinsight.com

Vendor Details

Company Name

Sortd

Founded

2017

Country

United States

Website

www.sortd.com

Product Features

Calendar

Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Management

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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