CRM dedicated to consulting professions
CRM dedicated to consulting professions
Save 10 hours per week and generate 3x more revenue.
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
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
Manage 100% of your consulting company’s operations in a single platform.
Manage 100% of your consulting company’s operations in a single platform.
Targeted
email marketing
Prospecting
management
Contact
management
Project
management
Targeted
email marketing
Prospecting
management
Contact
management
Project
management
Quotations and
invoicing
Administrative
management
Timesheet
management
Budget
management
Quotations and
invoicing
Administrative
management
Timesheet
management
Budget
management
Financial
management
Document
management
Contract
management
Reports and
dashboards
Discover more features
Discover more features
Data
Import
Data
Export
Sync with your
mail box
Sync with the calendar
Data import
Data export
Email sync
Sync with the calendar
API and
integrations
Roles, profiles and groups
Deduplication
tools
Creation of customized fields
APIs and integrations
Roles, profiles and groups
Deduplication tool
Custom fields
Adopt a continuous quality improvement approach
Most consulting companies use outdated tools to manage their business activities. Cirrus Shield has combined it all into one tool. Here are the main advantages:
Simplify
administrative tasks
68% time saving
Improve
your business results
3x more income
Facilitate
contact management
5x faster
Having visibility
on your numbers
97% more efficient
Adopt a continuous quality improvement approach
Most consulting companies use outdated tools to manage their business activities. Cirrus Shield has combined it all into one tool. Here are the main advantages:
Simplify
administrative tasks
68% time saving
Improve
your business results
3x more income
Facilitate
contact management
5x faster
Having visibility
on your numbers
97% more efficient
Marketing and
prospection
Automate appointment scheduling
Your clients and partners can interactively choose the best time for an appointment with the online appointment scheduling tool. You receive the confirmation by email and the appointment is automatically created in Cirrus Shield and in your Outlook or Google Calendar
Marketing and prospecting
Automate appointment scheduling
Your clients and partners can interactively choose the best time for an appointment with the online appointment scheduling tool. You receive the confirmation by email and the appointment is automatically created in Cirrus Shield and in your Outlook or Google Calendar
Develop your professional network
The relationship indicator allows you to identify on each contact record the current level of relationship. Establish your sales action plan in order to develop your professional network and achieve your business development goals. Relationship mapping reports allow you to see which contacts to focus on and when.
Develop your professional network
The relationship indicator allows you to identify on each contact record the current level of relationship. Establish your sales action plan in order to develop your professional network and achieve your business development goals. Relationship mapping reports allow you to see which contacts to focus on and when.
Share information and encourage team collaboration
Cirrus Shield facilitates information sharing and allows you to leverage the knowledge network of all partners or collaborators, whether you are in the office on your PC or on the go with your smartphone. You can synchronize contacts and appointments between Cirrus Shield and your email tool with the Outlook connector.
Share information
and encourage
team collaboration
Cirrus Shield facilitates information sharing and allows you to leverage the knowledge network of all partners or collaborators, whether you are in the office on your PC or on the go with your smartphone. You can synchronize contacts and appointments between Cirrus Shield and your email tool with the Outlook connector.
Win your business opportunities
Get a global view of your sales team’s pipeline in a KANBAN view that groups opportunities by stage. By simply dragging and dropping, you can update the stage of the opportunity. On the opportunity sheet, you can see important information such as the amount, the content of the offer, or the influences on the customer’s decision making. You assign actions to your team directly in the CRM. You generate a personalized quotation directly from the opportunity, in one click.
Win your business opportunities
Get a global view of your sales team’s pipeline in a KANBAN view that groups opportunities by stage. By simply dragging and dropping, you can update the stage of the opportunity. On the opportunity sheet, you can see important information such as the amount, the content of the offer, or the influences on the customer’s decision making. You assign actions to your team directly in the CRM. You generate a personalized quotation directly from the opportunity, in one click.
Customer feedback management
Quality management of your services is essential when it comes to satisfying your clients. Measure customer feedback on the quality of your services and your projects with integrated customer feedback forms in Cirrus Shield.
Customer feedback management
Quality management of your services is essential when it comes to satisfying your clients. Measure customer feedback on the quality of your services and your projects with integrated customer feedback forms in Cirrus Shield.
Deploy a Brand Strategy
Perform email campaigns with the native connectors of Cirrus Shield with Marketing Automation tools such as Sendinblue or Mailchimp.
Manage your marketing activities
Organize your events and identify people who have registered and those who have attended. Your marketing actions are tracked and their effectiveness is measured in Cirrus Shield.
Be responsive to incoming requests
Cirrus Shield RGPD-compliant forms are integrated into your WordPress website. They notify you of any new incoming request.
Deploy a Brand Strategy
Perform email campaigns with the native connectors of Cirrus Shield with Marketing Automation tools such as Sendinblue or Mailchimp.
Manage your marketing activities
Organize your events and identify people who have registered and those who have attended. Your marketing actions are tracked and their effectiveness is measured in Cirrus Shield.
Be responsive to incoming requests
Cirrus Shield RGPD-compliant forms are integrated into your WordPress website. They notify you of any new incoming request.
Other benefits
Proposal database
By attaching your business proposals to their respective opportunity, you build a database of proposal templates that you can leverage when a similar opportunity arises. You no longer start from scratch with each new business opportunity.
Profile base to be placedAccess the database of employees and their skills. When an opportunity arises, you have a clear understanding of the available profiles for the mission and the skills of each team member. The employee record lists skills, the history of projects completed, hourly or daily rates, and availability schedule. Your profile database can include external resources that you can rely on when you don’t have the necessary internal resources available.
Electronic signature of contractsOnce your opportunity is won, you can upload the contract in PDF format to Cirrus Shield and click on a button to start the electronic signature process (Yousign). After initiating the electronic signature process using Yousign, your client will receive an email containing a link to sign the PDF contract online. The status of your contract is automatically updated in Cirrus Shield.
Project managementCirrus Shield enables you to manage your project in a simple and effective way. You can quickly assign tasks and keep an overview of who is responsible for what and when, all in a KANBAN dashboard.
Timesheets and budget trackingThe project record displays the tasks, milestones, and allocated resources. Through the timesheets tracking tools, your consultants can log their working hours every morning and evening from anywhere, on PC, tablet or mobile phone. The “CheckIn / CheckOut” tool of Cirrus Shield facilitates the timesheets filling.
Invoicing with just one clickOnce the timesheets are completed, you can generate your invoices in just one click. These can include the information and details of your choice. The cumulative fields calculate the amount budgeted and the amount spent on each project.
Online paymentCirrus Shield allows you to accept online payments with the Stripe integration Each invoice has a payment link that you can send to your customer. Accept credit cards (VISA, MasterCard, American Express), SEPA direct debits or digital wallet payments (Apple Pay, Google Pay, Wechat Pay, etc.). The payment made by the client updates the status of the invoice.
Follow-up on unpaid billsIn Cirrus Shield, tracking of unpaid invoices can be done easily in a filtered view. Invoice updates are made with a simple drag-and-drop in Cirrus Shield.
Revenue ReportsCirrus Shield’s report allows you to create custom reports to track key success indicators for your business. For instance, you can list the time spent by project and resource, display the revenue generated during the current fiscal year, or track the consultants’ utilization rate.
Share information and collaborate with your clients.Through the customer portal, Cirrus Shield allows you to have a secure collaboration environment in which you can: manage project tasks, share documents, quotes, invoices, or even provide access to timesheet details.
Manage sales goalsSet your sales team’s sales targets in Cirrus Shield and the application takes care of the rest, providing a real-time view of the revenue achieved by each salesperson compared to their target. By aggregating this data, you can track your company’s sales performance and better anticipate actions based on how well you are achieving your goals.
Other benefits
Proposal database
By attaching your business proposals to their respective opportunity, you build a database of proposal templates that you can leverage when a similar opportunity arises. You no longer start from scratch with each new business opportunity.
Profile base to be placed
Have the base of collaborators and the skills of each one. When an opportunity arises, you have a clear understanding of the available profiles for the mission and the skills of each team member. The employee sheet lists skills, the history of projects completed, hourly or daily rates, and availability schedule. Your profile database can include external resources that you can rely on when you don’t have the necessary internal resources available.
Electronic signature of contracts.
Once you win your opportunity, you can upload the contract in PDF format into Cirrus Shield and click on a button to launch the electronic signature process (using Yousign). After initiating the electronic signature process using Yousign, your client will receive an email containing a link to sign the PDF contract 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 efficient way. You can quickly assign tasks and keep an overview of who is responsible for what and when, all in a KANBAN dashboard.
Timesheets and budget tracking.
The project sheet displays tasks, milestones and allocated resources. Through the timesheets tracking tools, your consultants can log their working hours every morning and evening from anywhere, on PC, tablet or mobile phone. The “CheckIn / CheckOut” tool of Cirrus Shield facilitates the timesheets filling.
Invoices in just one click
Once the timesheets are completed, you can generate your invoices with just one click. These can include the information and details of your choice. The cumulative fields calculate the amount budgeted and the amount spent on each project.
Online payment
Through the Stripe integration, Cirrus Shield allows you to accept online payments. Each invoice has a payment link that you can send to your customer. Accept credit cards (VISA, MasterCard, American Express), SEPA direct debits or digital wallet payments (Apple Pay, Google Pay, Wechat Pay, etc.). The payment made by the client updates the status of the invoice.
Follow-up on unpaid invoices
In Cirrus Shield, tracking unpaid invoices is simple and easy with a filtered view. Invoice updates are made with a simple drag-and-drop in Cirrus Shield.
Revenue Reports
The reporting feature allows you to create custom reports to track your company’s key success indicators. For instance, you can list the time spent by project and resource, display the revenue generated during the current fiscal year, or track the consultants’ utilization rate.
Sharing information and collaborating with clients
Through customer portal, Cirrus Shield allows you to have a secure collaboration environment: You can manage project tasks, share documents, quotations, invoices, or even provide access to timesheet details.
Sales target management
Define the sales objectives of your sales teams in Cirrus Shield, the application takes care of the rest and gives a real time view of the turnover achieved by each sales person versus their objective. By aggregating this data, you can track your company’s sales performance and better anticipate actions based on how well you are achieving your goals.
Do you need personalized and customized modules?
Do you need personalized and customized modules?
Cirrus Shield integrates a set of applications regularly enriched through API REST
Cirrus Shield integrates a set of applications regularly enriched through API REST
Tailor-made pricing
Select the version that best suits your needs
STANDARD
99€ Excl.Tax/month
For 2 users
+49 € Excl.Tax per additional user
per month
PROFESSIONNEL
149€ Excl.Tax/month
For 2 users
+ 75€ Excl.Tax per additional
user per month
Tailor-made pricing
Select the version that best suits your needs
STANDARD
99€ Excl.Tax/month
For 2 users
+49 € Excl.Tax per additional user
per month
PROFESSIONNEL
149€ Excl.Tax/month
For 2 users
+ 75€ Excl.Tax per additional
user per month
What are the advantages of a CRM for a
consulting firm ?
What are the advantages of a CRM for consulting firms ?
At this stage, you might be forgiven for thinking that only your company will benefit from using the CRM. The truth is that the benefits impact everyone… (except your competitors!)
Your customers
By letting the automations take over, communications are delivered on time. Your teams can focus on maintaining relationships with customers.
Your future clients
Prospects can easily find your offers. Your online application process is optimized for accessibility. Everything is happening at a fast pace, you are not losing any prospects on your radar.
Your employees
Spend time on value-added tasks such as managing marketing campaigns, improving projects, and prospecting.
Your customers
By letting the automations take over, communications are delivered on time. Your teams can focus on maintaining relationships with customers.
Your future clients
Prospects can easily find your offers. Your online application process is optimized for accessibility. Everything is happening at a fast pace, you are not losing any prospects on your radar.
Your employees
Spend time on value-added tasks such as managing marketing campaigns, improving projects, and prospecting.
Your agency
A CRM for consulting firms like Cirrus Shield ensures a quality approach for your company.
You !
You work now with maximum efficiency. You monitor your company’s performance regurarly.
Your agency
A CRM for consulting firms like Cirrus Shield ensures a quality approach for your company.
You !
You work now with maximum efficiency. You monitor your company’s performance regurarly.
Frequently asked questions
Frequently asked questions
We hope we’ve helped you learn more about CRM for your consulting firm and its potential to transform the lives of consulting providers. We’ve tried to answer some of the most common questions we face, but if you haven’t found the answer, you can schedule a call with one of our expertsIf managing your processes is a priority that your consulting firm is considering, you can book a demo
We hope we’ve helped you learn more about CRM for your consulting firm and its potential to transform the lives of consulting providers. We’ve tried to answer some of the most common questions we face, but if you haven’t found the answer, you can schedule a call with one of our expertsIf managing your processes is a priority that your consulting firm is considering, you can book a demo
