Sales management CRM
drive sales and customers
Discover how our sales management CRM structures your sales, centralizes your data and automates follow-ups.
New Lead
LinkedIn • Qualified
Contract Signed
TechSolutions Inc.
154k €
Pipeline
Recent Activity
Sales Pipeline
The sales management CRM designed for your teams
Cirrus Shield is a sales management CRM designed to organize your sales cycles and simplify customer follow-up. It centralizes sales information and offers a fluid interface to manage opportunities without operational overhead.
- Visualize each stage of the cycle through structured pipelines
- Benefit from a clear overview of current opportunities
- Adjust stages according to your sales methods
- Analyze and filter your data to better prioritize
Lead Generation
Structure your prospecting with a sales management CRM
A sales management CRM like Cirrus Shield helps you organize lead generation and follow-up. It automates key steps to feed your pipeline in a fluid and targeted manner.
- Centralization of leads from different channels
- Native connections with your marketing tools
- Prioritization of prospects through scoring
- Follow-up journeys adjusted to your business sector
360-Degree View
A unified vision of your customers with a sales management CRM
With a sales management CRM, you gain access to a complete view of every customer. Cirrus Shield centralizes all interactions to simplify analysis and facilitate quick, informed decisions.
- Detailed tracking of exchanges, actions, and sales
- Real-time data synchronization with your tools
- Clear dashboards for effective management
- Accessible information shared across teams
Automate your processes
A powerful and intuitive workflow engine
A sales management CRM like Cirrus Shield lightens your teams' daily workload by automating recurring tasks. It allows you to streamline operations while focusing on strategic actions.
- Cycle automation, from initial contact to signature
- Fewer manual entries, fewer errors
- Notable reduction in time-consuming tasks
- Intuitive setup based on your business needs
Properties
Configuration of selected node-
Action Type
Generate Invoice
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Template ID
#TPL-2024-EN-V2
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Assigned to
Accounting Department
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Delay
Immediate
Dashboards
Track your performance
Access essential data in real time. Cirrus Shield gathers your indicators into clear dashboards to guide your decisions with precision.
- Overview of key performances
- Dashboards tailored to your tracking goals
- Instant access across all types of devices
- Simplified reading to identify trends
| Category | Value |
|---|---|
| Other | 2 |
| Construction | 6 |
| Consulting | 1 |
| Education | 3 |
| Category | Value |
|---|---|
| Blog | 9 |
| Referral | 4 |
| Social Network | 3 |
| Website | 12 |
| Year | Total |
|---|---|
| 2020 | 45 |
| 2021 | 12 |
| 2022 | 800 |
| 2023 | 35 |
| Status | Qty |
|---|---|
| New | 12 |
| Contacted | 18 |
| Qualified | 24 |
| Won | 8 |
A sales management CRM used by
more than 8,350 companies
Reliability, performance, and security. Join the preferred growth ecosystem for French SMEs.
A sales management CRM designed to support your growth
Gather contacts, opportunities, and actions in a reliable and scalable sales management CRM. Cirrus Shield adapts to your pace and sustainably supports the development of your business.
Real Estate Agencies
Manage mandates, properties, and client relationships with a CRM designed for real estate professionals. Cirrus Shield helps you structure every stage, from prospecting to closing.
Events Sector
Centralize the management of participants, registrations, and logistics with a CRM tailored to the events industry. Cirrus Shield simplifies every step, from planning to event closure.
Consulting Firms
Manage missions, teams, and budgets with a CRM designed for consulting firms. Cirrus Shield centralizes data and automates reporting for precise, real-time tracking.
Training Organizations
Gather learners, trainers, and sessions in a CRM designed for training centers. Cirrus Shield facilitates daily administrative and commercial management.
A sales management CRM that adapts to the way you work
Don’t change your processes for a tool. Cirrus Shield shapes itself to your needs to sustainably support the development of your business.
Adapt your sales management CRM to your industry specificities
Configure your sales management CRM according to your processes. Create dedicated modules and add custom fields (text, date, formula) to organize the data that truly matters for your business.
"We were able to recreate our specific business processes in just a few clicks without any lines of code."
Display your data exactly how you want with your sales management CRM
Instantly access essential information. Centralize your contacts and opportunities in clear, dynamic tables that are fully configurable according to your preferences.
| Contact | Company | Status | Potential Revenue |
|---|---|---|---|
| Alice Dubois | TechFlow | Signed | 12,500 € |
| Marc Leroy | ImmoPlus | In progress | 8,200 € |
| Sophie Martin | Consulting & Co | Negotiation | 24,000 € |
"The clarity of the dashboards has allowed us to better manage our sales activity."
Adapt your sales management CRM display to your usage
Reorganize your sales management CRM interface to reflect your way of working. Adjust views, filters, and columns to make data reading clearer and navigation more intuitive.
Generate your documents easily with a sales management CRM
Create quotes, invoices, and contracts directly from your sales management CRM. Thanks to dynamic templates, client and sales information integrates automatically to save time and make your documents reliable.
"Generating a contract now takes 30 seconds compared to 15 minutes before."