Cirrus Shield’s modules enable you to manage your various processes: Prospects, Contacts, Accounts, Tasks, Activities, etc. All these modules are fully configurable. Customize the names of these modules and their properties, such as the process associated with them, the date field where applicable, the field that defines their uniqueness, and even the icon that represents them. And if you need to add modules, it’s just a few clicks away.

Modules can be linked together using relationship-type fields, such as the contact account field, which links a contact to a company. Cirrus Shield offers single relationships or multiple relationship fields: the account field in the contact module can point to a company module or to another partner module, for example.

Cirrus Shield offers two types of calculated fields: formula fields, which you can easily create using the formula creation wizard, such as the sum of two fields, and cumulative fields, which allow you to aggregate data from one module to a parent module, such as the total billed to an account at the account master level.

You can set up drop-down list fields with your choice of values on your modules. Drop-down fields can be single-choice or multiple-choice. Date or date/time fields are also available, with the option of defining a field as the object’s date field, which will be used in particular in route views.

With over 18 custom field types, Cirrus Shield lets you customize your environment to suit your needs. Field types such as the following are available: email, phone, text, evaluation icon..

In Cirrus Shield, tabs can display data from a module or an external application, enabling you to integrate your business applications within Cirrus Shield for a seamless user experience. Tabs can be grouped into different applications, each with specific access rights. This means you can create an HR application accessible only to certain users, and another CRM application accessible only to your sales teams.

The layout of your CRM screens can be configured by drag-and-drop, allowing you to define the list and order of fields to be displayed, either on the page or in tabs.

Quick-creation forms are available in the application to enable you to quickly create recordings without leaving your work screen, keeping you in the same stream of thought. The fields on these forms can be set for each module, so that you can define the fields that are most important to you.

Cirrus Shield lets you create document templates with merge fields. This is the case, for example, for quotations and invoices, but not only: our customers also use this functionality to generate training certificates, kitchen liaison sheets and contracts. Templates are to be created in Word format with merge fields. The document generated in Cirrus Shield completes the merge fields with data from your CRM.

Cirrus Shield’s filtered views let you display a segment of your data defined according to your criteria. You can create as many filtered views as you like to focus on a specific dataset. Define filter criteria for all data in the module or associated modules, then select the columns to be displayed and the chart format. Cirrus Shield’s filtered views come in 5 display formats: list, map, large map, KANBAN or calendar.

Each Cirrus Shield user is linked to a profile and a hierarchical position. Profiles enable you to customize your users’ rights: data creation rights, export rights, filtered view creation rights, read/write/delete rights per module… and positions enable you to limit access to data by establishing a hierarchy in which any user can see his data as well as the data of those below him in the hierarchy. Cirrus Shield also lets you create groups to manage matrix organizations, with group members able to share data regardless of their position.

You can customize your Cirrus Shield environment by adding your logo, setting the currency, language, main time zone and security rules.. You can also customize the user interface graphics by importing your own CSS file: colors, fonts, etc.