Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Gmail Yes 
Google Workspace Yes 
Adobe Marketo Engage No 
Conga Contracts No 
Microsoft 365 No 
Microsoft Outlook No 
Navatar No 
Salesforce No 
Zendesk No 

Pricing Details

$14 per month
Free Trial Yes 
Free Version No 

Pricing Details

$6 per month per user
Personal: Free for life
Team: $8 per user per month
Sales: $16 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 No 
Collaboration Tools No 
Multi-Device Support No 
Reminders No 
Room Booking No 
Scheduling No 
Task Manaagement No 

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management Yes 
Event-Based Notifications No 
Location Tracking Yes 
Team Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database No 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management No 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment Yes 
Data Import/Export No 
Data Mining No 
Data Verification Yes 
Email Integration Yes 
Lead Scoring No 
List Building Yes 
Performance Management Yes 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Email Management

Data Recovery No 
Email Archiving No 
Email Deletion No 
Email Discovery No 
Email Monitoring No 
Email Recall No 
Queue Manager No 
Response Management Yes 
Routing No 
Shared Inboxes No 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting No 

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management No 
Event-Based Notifications No 
Location Tracking No 
Team Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management No 

Alternatives

Alternatives

Boomerang Reviews

Boomerang

Baydin