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New Analytics Module

Reliable data for
solid decisions

Business management software directly integrated into your CRM. Reports, dashboards, and KPIs in one place.

Making the right decisions at the right time is every sales manager's challenge. Without reliable, real-time data, team meetings are based on impressions. Cirrus Shield centralizes your data through a single interface on PC, tablet, or smartphone.

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Issue #2

Managing blindly slows down
your growth

Many companies have the data. What they lack is the ability to break down silos to transform information into strategic decisions.

Disconnected Data Silos

CRM, ERP, marketing tools... Each team has its own numbers. No one has the global view.

Time wasted manually consolidating these sources is a direct loss of value.

Static Dashboards

Managing with manual Excel files means making decisions based on yesterday's numbers. Without real-time data, reactivity is impossible.

Approximate Visibility

Which salesperson is performing? Which segment is converting? Without data, management relies on gut feeling.

The Hidden Cost of Inefficiency

A sales director often spends more than an hour a week consolidating data for their weekly meeting. This time is not being invested in strategy.

Integrated Solution

Management software native to your CRM

Cirrus Shield eliminates data silos. Management and CRM become one on a single platform, without any external connectors.

Unified intelligence

Effective management software does not work in a silo. Sales interactions, opportunities, and campaigns feed your reports natively.

Zero connectors required
CRM
MANAGEMENT

Standard Reports

Instantly visualize your conversion rates and performance with pre-configured indicators right from connection.

Immediate Start

Customization

The No-Code assistant allows you to build any analysis on all CRM fields in just a few minutes.

Zero Developers

Multi-support

Access your data in real-time on desktop, tablet, or smartphone, while respecting your access rights.

Everywhere in Real-Time
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Phase 04

Sales Reports

Track your pipeline at every stage

Deal tracking is at the heart of sales management. Cirrus Shield provides several dedicated reports, each answering a specific question for the sales manager or director.

Current Opportunities

A complete view of the pipeline by sales rep, month, or quarter. The go-to tool for preparing meetings.

Won and Lost

Quantify generated revenue and identify causes of failure to adjust your sales practices.

Best Sellers

Identify top-performing references and anticipate demand to adapt your offer in advance.

Business Intelligence

Prospecting Reports

Stop guessing where your customers are coming from. Cirrus Shield transforms your prospecting data into actionable dashboards to optimize your sales ROI.

Leads by Source

Analyze exactly where every lead originates. Identify at a glance whether your investments on LinkedIn, trade show participations, or partners are generating the expected volume.

lead_attribution.view
Last 30 Days ▾
↑ 14% vs last period
Total Leads Generated 1,482
Avg. Cost Per Lead €42.50
SEO & Organic Search ↑ 8%
667
LinkedIn Campaigns ↑ 22%
474
Partner Network ↓ 3%
266

Sales Rep Performance

Avoid bottlenecks. Track your team's workload in real-time to ensure no prospect remains unanswered for more than 24 hours.

sales_capacity_monitor
Active Team 4 / 5
Avg Response 1.2h
JD
Jean Dupont
Senior Account Exec
Resp: 2.5h Win: 28%
14 Leads
SM
Sophie Martin
Account Executive
Resp: 45m Win: 32%
6 Leads
ML
Marc Lefebvre
SDR
Resp: 1.1h Win: 15%
4 Leads

Conversion & Segmentation

Focus on performance. Compare your conversion rates by market segment (SME vs. Enterprise) to refine your targeting strategy.

roi_segmentation_matrix
By Industry By Company Size By Region
78%
Global Conv. ↑ 4.2%
IT / Tech ↑
84.2%
Pipeline: €1.2M
Finance ↑
68.5%
Pipeline: €850K
Marketing Reports

Measure every campaign in numbers

Marketing generates data. The challenge is knowing which data to leverage and how to connect it to the sales pipeline. Cirrus Shield connects emailing tools to the CRM to centralize campaign analysis directly within the management module.

Campaign Tracking

For emailing campaigns performed with a tool connected to Cirrus Shield (Brevo, Mailchimp, etc.), reports provide a synthetic view of opens and clicks. For trade shows, the report lists generated prospects and simplifies post-event follow-up.

Live Tracking
⚡
✉️
Total Recipients 24.5K
Conversion Rate
5.7% ↑ 1.2%
Opened
10.2K
Clicked
4.4K
Converted
1.4K

Response by Segment

Certain segments respond better to specific messages. This report identifies response rates per target. Teams adjust their approach based on observed results without waiting until the end of the quarter.

Engagement by Target
MD
Marketing Directors
68.4%
CF
CEO / Founders
42.1%
SO
Sales Operations
28.5%

Shift into high gear

Centralize your data and transform your marketing campaigns into true acquisition engines for your sales teams.

Connect my marketing tools
Marketing Reports

Measure every campaign in numbers

Marketing generates data. The challenge is knowing which data to leverage and how to connect it to the sales pipeline. Cirrus Shield connects emailing tools to the CRM to centralize campaign analysis directly within the management module.

Campaign Tracking

For emailing campaigns performed with a tool connected to Cirrus Shield (Brevo, Mailchimp, etc.), reports provide a synthetic view of opens and clicks. For trade shows, the report lists generated prospects and simplifies post-event follow-up.

Live Tracking
⚡
✉️
Total Recipients 24.5K
Conversion Rate
5.7% ↑ 1.2%
Opened
10.2K
Clicked
4.4K
Converted
1.4K

Response by Segment

Certain segments respond better to specific messages. This report identifies response rates per target. Teams adjust their approach based on observed results without waiting until the end of the quarter.

Engagement by Target
MD
Marketing Directors
68.4%
CF
CEO / Founders
42.1%
SO
Sales Operations
28.5%

Shift into high gear

Centralize your data and transform your marketing campaigns into true acquisition engines for your sales teams.

Connect my marketing tools
Analytics Module

A dashboard for every need

A report answers a specific question. A dashboard aggregates multiple indicators to provide an overview. Cirrus Shield offers two types of dashboards that adapt to work contexts.

Group the most relevant charts by theme: sales, marketing, customer service. The number of dashboards is unlimited. Each department builds their own.

Sales Department Dashboard
Edit
Revenue Generated
1.2M 14%
New Leads
284 8%
Conversion Rate
32% 0%
Target Achieved
75% 2%
Revenue by Sector
1.2M
Top Sales Reps
J. Dupont
450k
S. Martin
350k
A. Leroy
250k
M. Blanc
400k
Monthly Evolution
Recent Won Opportunities
Client
Sales Rep
Date
Amount
TechCorp Inc.
Jean Dupont
Today 10:45
+ 45 000 €
Logistique Pro
Sophie Martin
Yesterday 14:20
+ 12 500 €
Alpha Finance
Marc Blanc
Oct 12
+ 85 000 €

Within a work view (prospecting, billing, customer follow-up), a contextual dashboard displays indicators related to that specific activity. Decision-making accelerates without changing screens.

Prospecting My Active View
Filter
TG
Thomas Girard TechCorp Inc.
In Progress
15 000 €
ML
Marie Lambert Finances SA
Qualified
4 500 €
PD
Paul Dubois Logistique & Co
Follow-up Needed
22 000 €
SJ
Sophie Joly Retail Plus
New
8 000 €
View Indicators
Active Leads
24
View Potential
49.5K €
Pipeline by Stage
New
12
In Progress
8
Qualified
4
Next Actions
Call Thomas Girard Today 14:00
Send quote Paul Dubois Tomorrow
See dashboards in demo
Customer Testimonials

What Our Users Say

Over 8,300 users manage their business with Cirrus Shield. Among them are independent trainers, service SMBs, and multi-site sales teams.

"

"Cirrus Shield is the backbone of our company. The tool helps us manage all our processes, our trainer database, and the sales side. We were won over by the low-code approach."

WB
William Berdugo Founder of Mill-Forma
"

"In less than a month, everything was operational. All data is recorded automatically. The time savings are real."

KK
Kamel Kajout CEO of Graines de Réussite
"

"Before, everything was done manually. Today, automations and centralization free up time in our daily operations."

LR
Léandra Röttger Authentic Talent Consulting
"

"The support and precision of the team's explanations demonstrate a high level of professionalism."

EC
Edmond Chidiac Founder of Silcom
Join 8,300+ Users — Start Free Trial

Frequently Asked Questions

Everything you need to know about the management software

Qu’est-ce qu’un CRM et pourquoi est-il essentiel pour votre entreprise ?

What is the difference between a report and a dashboard in Cirrus Shield?

A report answers a specific question: how many opportunities are in progress, which sales representative has the best conversion rate, or which leads come from the website. A dashboard groups several reports into a thematic overview. Both are complementary and fully customizable without a developer.

Do you need technical skills to create a personalized report?

No. The report creation assistant operates in low-code mode. Filtering criteria, groupings, and charts are configured simply by selecting options within the interface.

  • Zero Coding: No lines of code are required.

  • User-Friendly: The interface is designed for non-technical users to get started in just a few minutes.

  • Visual Configuration: Everything is handled through intuitive menus and drag-and-drop actions.

Can reports be restricted based on user profiles?

Yes. Each user only sees the data corresponding to their specific access level. This ensures both data security and relevance for each team member:

  • Sales Representatives: View only their own personal opportunities and leads.

  • Managers: Access the aggregated data and performance metrics for their entire team.

  • Executives/Management: Benefit from a global, company-wide overview for strategic decision-making.

Furthermore, export rights (the ability to download or share data) can also be configured per user profile to maintain strict control over sensitive information.

Can data be exported to a Business Intelligence tool?

Yes. All reports can be exported in Excel format, allowing the data to be processed in any BI tool such as Power BI, Tableau, or Google Looker Studio.

For more advanced integration needs:

  • Open API: An open API is available to connect Cirrus Shield directly to any third-party system.

  • Automation: This allows for seamless data synchronization between your CRM and your analytical tools.

  • Flexibility: You can choose between manual exports for one-off analyses or automated connections for real-time dashboards.

Is the dashboard accessible from a smartphone while on the go?

Yes. Cirrus Shield reports and dashboards are accessible from any device: PC, tablet, or smartphone.

  • Responsive Design: The display automatically adapts to any screen size for an optimal viewing experience.

  • Mobile Productivity: Field sales representatives can access their key performance indicators (KPIs) while traveling, without needing to be in the office.

  • Real-Time Data: Stay updated with live data wherever you are, ensuring you can make informed decisions on the move.

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