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Custom modules
Cirrus Shield’s modules for managing processes like Prospects, Contacts, Accounts, Tasks, and Activities are fully configurable. You can customize their names and properties, including the associated process, date fields, uniqueness fields, and icons. Adding new modules can be done in a few clicks.
Relationships between modules
Modules can be linked using relationship-type fields, such as linking a contact to a company. Cirrus Shield offers simple or multiple relationship fields, allowing a contact’s account field to point to a company module or a partner module.
Calculated fields
There are two types of calculated fields: formula-type fields created with a wizard (e.g., the sum of two fields) and cumulative fields that aggregate data from a child module to a parent module (e.g., total amount invoiced on an account).
Dropdown lists and date fields
You can configure single-choice or multiple-choice dropdown list fields with your own values. Date and date/time fields are also available and can be set as the object’s primary date field for use in journey views.
Other types of custom fields
With over 18 types of custom fields available, you can tailor your environment to your needs with fields for email, telephone, text, rating icons, and more.
Custom tabs and applications
Tabs in Cirrus Shield can display data from a module or an external application, allowing you to integrate your business applications for a seamless user experience. Tabs can be grouped into different applications with specific access rights, such as creating an HR application accessible only to certain users and a CRM application for your sales teams.
Page templates
The layout of your CRM screens is configurable via drag-and-drop, allowing you to define the list and order of fields on a page or within tabs.
Quick creation forms
These forms are available within the application to let you quickly create records without leaving your work screen. The fields in these forms can be configured for each module so you can define what is most important to you.
Document templates
Cirrus Shield allows you to create document templates with merge fields. This is used for quotes and invoices, but clients also use it to generate training certificates, liaison sheets with kitchens, or contracts. The templates are created in Word format with merge fields, and the document generated in Cirrus Shield completes these fields with your CRM data.
Filtered views and data segmentation
You can display a segment of your data according to your criteria. It’s possible to create as many filtered views as you need to focus on a specific dataset. You can define filtering criteria for a module’s entire dataset, then select the columns and chart format to display. Cirrus Shield offers 5 display formats: list, card, large card, KANBAN, or calendar.
Security profiles and data sharing rules
Each user is linked to a profile and a hierarchical position. Profiles let you customize user rights, such as data creation, export, filtered view creation, and read/write/delete rights by module. Positions limit data access by establishing a hierarchy where users can see their own data and the data of those below them. Cirrus Shield also allows the creation of groups to manage matrix organizations, letting group members share data regardless of their position.
Customization of your environment
You can customize your Cirrus Shield environment by adding your logo and defining the currency, language, main time zone, and security rules. It is also possible to configure the user interface’s graphical charter by importing your own CSS file for elements like colors and fonts.
