Customizable B2B CRM | Tailor-made Modules, Fields & Documents

Why customization is at the heart of your CRM?

A generic CRM tool forces you to adapt your teams to its functioning. The result: difficult adoption, poorly structured data, and wasted time. With Cirrus Shield, it's your CRM that adapts to your reality on the ground — your objects, your fields, your documents, your terminology.

Unlike Salesforce or HubSpot, which require integrators or consultants for any structural modification, Cirrus Shield is designed to be managed independently by your operational teams. No support tickets. No months of waiting.

Business Language

A CRM that speaks your language (modules, fields, processes).

Zero Dependency

No technical service provider required to evolve the tool.

Enhanced Adoption

Fast onboarding thanks to familiar interfaces.

Structured Data

Actionable information from day one.

Learn more

IM

Custom Object

Real Estate Project #402

Property Type Commercial Space

Surface area (sqm) 450 m²

Site Progress (Customized)

Phase 3 / 5 + 15% progress

Foundations Delivery

Step: Architect Validation Edit workflow

On the ground Urgent

Business process created without any code.

100% Flexible Architecture

Custom modules & fields: build your tailor-made CRM

Cirrus Shield offers 15 standard modules (Leads, Contacts, Accounts, Opportunities, Tasks…), all fully configurable. But above all: you can create your own business modules in a few clicks, without any lines of code.

Modules that reflect your reality

Rename existing modules, define their associated process, their icon, and their uniqueness field. Create specific modules for your activity: tenders, partners, projects, contracts...

Intelligent Relations

Manage simple and multiple relationships between modules. Get a 360° view of your B2B interactions without any data duplication.

Company Sheet

Contacts 12

Quotes 5

Tasks 8

Calculated & Roll-up Fields

Create formulas (sums, ratios, margins) and fields that automatically aggregate data from a child module onto the parent sheet.

revenue_formula.js

1 // Sum of revenue from won opportunities

2 let totalRevenue = SUM(

3 [Opportunities.Amount],

4 WHERE [Status] == "Won"

5 );

Over 18 types of fields available

Add exactly the information you need to each module. Text, dates, dropdown lists, relationships, ratings... everything is there.

Form Editor • Drag & Drop

Classic Fields

Email / Tel

⋮⋮

Date & Time

⋮⋮

Advanced Fields

Module Relation

⋮⋮

Attachment

⋮⋮

Partner Name (Text)

User entry...

Linked Company (Relation)

Select a company... ▼

+ Drop a field here

Automated Generation

Generate your business documents in one click

One of the most costly points of friction in B2B is the manual creation of documents. Quotes, contracts, reports — each document takes time and is prone to errors.

Cirrus Shield integrates a powerful engine based on your own Word templates. Your teams generate perfect documents instantly, directly from the CRM record.

See a document example

How does it work?

1

Create your Word template with simple merge fields.

2

Import the template into Cirrus Shield and link it to the relevant module.

3

From a record, click on "Generate". The document completes itself.

4

Download or send the PDF directly from the CRM history.

Concrete B2B Use Cases

Commercial Documents

Quotes and sales proposals
Contracts and legal amendments
Custom purchase orders
Automatic pro forma invoices

Operational Documents

PDF meeting minutes
Internal liaison sheets
Customer certificates and attestations
Activity monitoring reports

Comparison: The Cirrus Shield Advantage

Other CRMs

Salesforce

Requires expensive add-ons (Conga, Docusign Composer).

HubSpot

Limited standard templates, forcing plan upgrades.

Sellsy & Pipedrive

Rigid customization, offering little business flexibility.

VS

#1 Solution

The Cirrus Shield Approach

Native generation, without limits and 100% integrated into your business.

Zero hidden costs (natively included)

Total control over the brand guidelines

Support for complex tables and lists

1-click generation everywhere in the CRM

Total Flexibility

100% Customizable Interface:
your screens, your rules.

Customization doesn't stop at data. Cirrus Shield allows you to define exactly what your users see and can do — for every role, every team.

Screen Editor

Record layout via drag-and-drop (order, tabs).

Quick Creation

Configurable quick create forms per module.

Custom Views

Custom filtered views: list, Kanban, calendar.

External Apps

Tabs integrating external business applications.

Security & Roles

Security profiles and data access hierarchy.

Screen Editor - Prospect

Available Fields

Text Field

Job Title / Position

List Field

Lead Source

Numeric Field

Business Phone

Email Field

Contact Email

Prospect Layout

Text Field (Required)

Company Name

Drop here

URL Field

Website

Quick Creation - Opportunity

Opportunity Name *

Estimated Amount (€)

0.00

Sales Stage

1 - Discovery

Auto-assign to Sales Team

Save Opportunity

Custom Views

My VIP Leads

Filter Active

O

Omega Global SA

Key Account • Revenue > 1M€

VIP Match

T

TechNova Inc.

Hot Lead • Demo Scheduled

In progress

G

Global Industries

Cold Lead • Follow-up in 3 months

Standby

A

Alpha Corp

Standard Lead • Revenue < 50k€

Inactive

External Apps

Mailchimp

Email Campaigns

Connected

Workspace

Docs & Drive

Connected

Office 365

Calendar Sync

Inactive

WordPress

Web Leads

Processing

Security & Roles

System Admin

Full read, write, and delete access.

Sales Manager

Access to sales team data only.

Marketing Team

Access to campaigns and generated leads.

Standard User

Restricted access to own records.

A CRM that adapts to your processes, not the other way around.

Start selling more with Cirrus Shield - 30 days free!