00 00 00

CRM dedicated to the consulting industry

Save 10 hours per week and generate 3x more revenue

Simple and intuitive, Cirrus Shield allows you to optimize the organization of your consulting firm.

C

Manage 100% of your consulting firm’s operations in a single platform

Targeted Emailings

Prospecting Management

Contact Management

Project Management

Quotes and Invoicing

Administrative Management

Timesheet Management

Budget Management

Financial Management

Document Management

Contract Management

Reports and Dashboards

Request a Demo

Discover more features

Data
Import

Data
Export

Sync with your mailbox

Sync with the calendar

API and Integrations

Roles, profiles and groups

Deduplication
tool

Creation of custom fields

Adopt a continuous quality approach

Most consulting firms use outdated tools to manage their business. Cirrus Shield has combined everything into a single tool. Here are the main advantages:

Simplify admin
tasks

 

68% of time saved

Improve your
sales results

 

3x more revenue

Facilitate contact management

 

5x faster

Have visibility on your numbers

 

97% more effective

Marketing and prospecting

Automate appointment scheduling

With the online appointment planning tool, your clients and partners can interactively choose the best time slot for an appointment. You receive confirmation by email and the appointment is automatically created in Cirrus Shield and in your Outlook or Google Calendar.

Develop your relationship network

The relationship indicator allows you to identify the current degree of relationship on each contact card. Establish your commercial action plan to develop your relationship network and achieve your business development objectives. The relationship mapping reports allow you to see which contacts to focus on and when.

Share information and encourage pack hunting

Cirrus Shield facilitates information sharing and allows you to leverage the knowledge network of all associates or collaborators, whether you are in the office on your PC or on the go on your smartphone. With the Outlook connector, you synchronize contacts and appointments between Cirrus Shield and your messaging tool.

Win your business opportunities

Get a global view of your pipeline and that of your sales team in a KANBAN view grouping opportunities by stage. You update the opportunity stage by simple drag-and-drop. On the opportunity card, you can view important information such as the amount, the content of the offer, or the structure of influences in the client’s decision-making process. You assign actions to your team directly in the CRM. You generate a personalized quote directly from the opportunity, in one click.

Customer feedback management

Managing the quality of your services is essential when it comes to satisfying your customers. With customer feedback forms integrated into Cirrus Shield, you can easily measure your customers’ feedback on the quality of your services and on your missions.

Deploy a brand strategy

Carry out email campaigns thanks to Cirrus Shield’s native connectors with Marketing Automation tools such as Sendinblue or Mailchimp.

Manage your Marketing actions

Organize your events and identify the people who have registered and those who have participated. Your marketing actions are tracked and their effectiveness is measured in Cirrus Shield.

Be responsive to incoming requests

GDPR-compliant Cirrus Shield forms are integrated into your WordPress website. They inform you of any new incoming requests.

Request a Demo

Other advantages

Proposal Base
By attaching your commercial proposals to their opportunity, you build up a database of proposal templates that you can profit from when a similar opportunity arises. You don’t start from scratch with each new deal.
Base of profiles to be placed
Have a database of collaborators and their skills. When an opportunity arises, you know precisely the profiles available for the missions and the skills of each one. The collaborator file lists the skills, the history of the projects carried out, the hourly or daily rates and the availability schedule. Your profile database can include external resources on which you can rely when you do not have the resource internally.
Electronic signature of contracts
Once your opportunity is won, you charge the contract in PDF format to Cirrus Shield and click on a button to launch the electronic signature procedure (Yousign). Your client receives an email with the signature link and signs the document online. The status of your contract is automatically updated in Cirrus Shield.
Project management
Cirrus Shield allows you to manage your project in a simple and effective way. You assign tasks in quick creation and keep an overview of who should do what and when, all in a KANBAN board.
Timesheets and budget tracking
The project sheet displays the tasks, milestones and allocated resources. With the timesheet tracking tools (timesheets), your consultants can point each morning and each evening from anywhere, on PC, tablet or mobile phone. The ‘Checkin / CheckOut’ tool of Cirrus Shield facilitates the filling of timesheets.
Invoices in one click
Once the timesheets are completed, you generate your invoices in one click. They can include the information and details of your choice. The cumulative fields calculate on each project the budgeted amount as well as the amount spent.
Online payment
With Stripe integration, Cirrus Shield allows you to accept online payments. Each invoice has a payment link that you can send to your client. Accept credit cards (VISA, MasterCard, American Express), SEPA direct debits or even payments by digital wallet (Apple Pay, Google Pay, Wechat Pay, etc.). The payment made by the client will update the status of the invoice.
Tracking of unpaid invoices
In Cirrus Shield, tracking unpaid invoices is done simply with a filtered view. Updating invoices is done by simple drag-and-drop.
Reports on turnover
The report creation assistant allows you to create custom reports to track your company’s key success indicators. For example, you can list the time spent by project and by resource, display the turnover generated during the current fiscal year, or even track the occupancy rates of consultants.
Share information and collaborate with your clients
With the client portal, Cirrus Shield allows you to provide a secure collaboration environment in which you can: manage project tasks, share documents, quotes, invoices or even give detailed access to timesheets.
Manage sales objectives
Define the sales objectives of your sales teams within Cirrus Shield; the application takes care of the rest and gives a real-time vision of the turnover achieved by each salesperson versus their objective. By aggregating this data, you track your company’s sales performance and are able to better anticipate actions based on your data attainment.

Need custom and tailor-made modules?

Contact us
See our prices

Cirrus Shield integrates natively with a set of applications that is regularly enriched through the REST API.

T2S Consulting


Cirrus Shield is a powerful and easy-to-use solution that allows us to manage all of our marketing and sales activities. Thanks to Cirrus Shield, we identify more prospects and are more responsive in tracking opportunities.​

Thierry Hachem​
CEO


Client for 6 years ⭐ ⭐ ⭐ ⭐

Tailored Pricing

Select the version best suited to your needs.

Request a Demo
See plans and prices

STANDARD

99€ Excl. VAT/mnth

for 2 users

+ 49€ Excl. VAT per additional user per month

PROFESSIONNEL

149€ Excl. VAT/mnth

for 2 users

+ 75€ Excl. VAT per additional user per month

Quels sont les avantages d’un What are the advantages of a CRM for a consulting firm ?

At this stage, you would be forgiven for thinking that only your company will benefit from using a CRM. The truth is that the advantages impact everyone… (except your competitors!)

Your clients

By letting automations take over, communications are delivered on time. Your teams can focus on maintaining client relationships.

Your future clients

Prospects can easily find your offers. Your online application process is optimized for greater accessibility. Everything happens at a rapid pace; you won’t lose any prospects on your radar.

Your employees

Dedicate time to value-added tasks such as managing marketing campaigns, improving projects, and prospecting

Youragency
A CRM for a consulting firm like Cirrus Shield ensures a quality approach for your business.

You !
You now work with maximum efficiency. You monitor your company’s performance on the go and you plan for the future.

Questions fréquemment posées 

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

What is a CRM for a consulting firm?

A CRM for a consulting firm is used by consulting firms to manage their entire business. The tool manages sales, marketing, and projects, and provides you with reports to track your company’s key figures and generate more clients. Cirrus Shield CRM aims to automate administrative tasks related to your business as much as possible. This means fewer Excel files, less administrative time, and a better customer experience.

How much does a management system for my company cost?

The pricing for a management software for a consulting firm depends on several factors:

  • The level of functionality and custom development you need

  • The number of users requiring access

  • The implementation package

Most project management software on the SaaS market is sold as an annual license with implementation fees. The price of a Cirrus Shield license is €50 ex. VAT per month, while implementation fees vary according to your needs (between €1980 and €9870, for the first year only).

What return on investment (ROI) can I expect from your CRM?

The return on investment from Cirrus Shield generally comes from:

  • Time and resource savings thanks to more efficient work.

  • Increased revenue generated from selling more projects.

The final ROI also depends on the integration of the CRM within your organization and your company’s position before implementation.

How long will it take for Cirrus Shield to provide a return on investment?

You can expect to see time savings from Cirrus Shield as soon as your team is operational. Benefits like reusable document templates, automated communications, instant reports, and self-service online registration are all valuable time-savers that can have an immediate impact on your daily work. After the implementation period, depending on the time savings you achieve and the impact this has on your sales and marketing efforts, it is not uncommon to expect a full return on investment within the following few months.

What is the implementation package?

You should be perfectly clear that you will not be left on your own when your allocated implementation hours have been used up. Cirrus Shield’s consultants and experts have built a proven process that defines what you can expect from us at different time scales throughout a project. Once the implementation is complete, you are about halfway on your journey towards optimization, and the support team is always available to help and guide you.

What does implementing a CRM for my consulting firm involve?

The implementation period will involve a number of meetings with a designated consultant who will introduce you to the system, involve your colleagues, and require that certain tasks (such as data transfer) be completed between sessions. All of this is generally done remotely and will follow deadlines according to a predefined plan.

How long does it take to implement the software for a consulting firm?

The duration depends on the following factors:

  • The time you and your team are able to dedicate to the integration.

  • The extent of the required data migration.

  • The level of customization required.

As standard, Cirrus Shield offers an implementation period of 60 man-days. This tends to be for longer implementations for the reasons mentioned previously. The reality is that you can be operational much sooner, but this depends on the availability of both parties, effective communication, and a certain level of technological proficiency!

What happens after the CRM implementation?

Rest assured, you will not be left on your own when your allocated implementation hours have been used up. Cirrus Shield’s consultants and experts have built a proven process that defines what you can expect from us at different time scales throughout a project. Once the implementation is complete, you are about halfway on your journey towards optimization, and the support team is always available to help and guide you.

We hope we’ve helped you learn more about CRMs for your consulting firm and their potential to transform the work of consulting providers. We have tried to answer some of the most common questions, but if you haven’t found the answer, you can schedule a call with one of our experts.

If managing your processes is a priority that your consulting firm is considering, you can request a demo.