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Quotes & Invoices

Product and service management

Manage your quotes

Managing Invoices

Customizable quotes and invoices

Online payment

Monitoring of unpaid bills

Management and monitoring of results

Quotes & Invoices

 

Products and services management

Manage your Quotes

Managing Invoices

Customizable quotes and invoices

Online payment

Monitoring of unpaid bills

Management and monitoring of results

Products and services management

Products and Services Catalog

In order to manage all the properties of your products or services, Cirrus Shield allows you to customize the product module and its fields. Then integrate your entire product base easily by importing your excel file with the import wizard.

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Price Lists

Cirrus Shield allows you to create different price lists in order to manage differentiated pricing depending, for example, on sales territories, target customers or partners. Select which products you want to add to the price list and associate a price with them. These lists are then available on the quotes and invoices.

Inventory and Replenishment

Using the cumulative fields feature, Cirrus Shield can automatically calculate inventory for each product, identify products with stocks below the reorder point, and display all of this information in a report. Edit an order form in a few clicks in order to restock your stocks with your suppliers. The quantities ordered are also reported at the level of each product

Manage your Quotes

One-Click Quote

Generate a quote from your opportunity in one click. The quote will include all information from your opportunity such as customer information, products and amounts.

One-Click Quote

Generate a quote from your opportunity in one click. The quote will include all information from your opportunity such as customer information, products and amounts.

Customized Quotes

With the document generation functionality, Cirrus Shield allows you to create a quote template that’s customized to your company’s corporate branding using a Word document. Use merge fields in your template and import the model into Cirrus Shield. The merge fields will be automatically filled in when the quote is generated.

Customized Quotes

With the document generation functionality, Cirrus Shield allows you to create a quote template that’s customized to your company’s corporate branding using a Word document. Use merge fields in your template and import the model into Cirrus Shield. The merge fields will be automatically filled in when the quote is generated.

Multiple Quote Templates

You can create as many quote templates as needed, for example if you have multiple brands or need to have custom quote templates that are specific to your offers.

Multiple Quote Templates

You can create as many quote templates as needed, for example if you have multiple brands or need to have custom quote templates that are specific to your offers.

One-Click Data Completion

With configurable data completion buttons, Cirrus Shield lets you fill quote or invoice information such as billing address, delivery address, contact information in one click. Your sales team can spend more time selling and less time completing data in the CRM.

One-Click Data Completion

With configurable data completion buttons, Cirrus Shield lets you fill quote or invoice information such as billing address, delivery address, contact information in one click. Your sales team can spend more time selling and less time completing data in the CRM.

Process View

Quickly get a view on the status of your quote with the Process view in the right panel. To update the quote status, just click on the right status.

Process View

Quickly get a view on the status of your quote with the Process view in the right panel. To update the quote status, just click on the right status.

Track your Company’s Quotes

Whether in a filtered view or in a report, tracking your company’s quotes is easy. With Cirrus Shield, you get an overview on the quotes by stage and can follow up with prospects to win new customers and increase your conversion ratios.

Track your Company’s Quotes

Whether in a filtered view or in a report, tracking your company’s quotes is easy. With Cirrus Shield, you get an overview on the quotes by stage and can follow up with prospects to win new customers and increase your conversion ratios.

Managing Invoices

From quote to invoice in one click

Did you win a quote? The corresponding invoice is generated in one click. All of the information in your quote is included in the invoice: name and address of the customer, products, prices and discounts. With Cirrus Shield, you remain efficient. All the time.

Process View

Get a clear view on the payment status of your invoice with the Process View in the right panel and update the invoice status with one click.

Customized Invoices

Create invoice templates that meet your company’s corporate branding. Use merge fields in your template and import the template into Cirrus Shield. Upon generating the invoice, merge fields are automatically filled with the right data.

Monitoring of unpaid bills

Filtered views allow you to follow unpaid invoices in order to make the right reminders at the right time.

Online Payment with Stripe

Get your customers to pay your invoices online by clicking on a link you send them. Cirrus Shield is integrated with one of the major players in online payments: Stripe. Your customers can use any of: credit card (VISA, MasterCard, American Express), SEPA direct debit or digital wallet (Apple Pay, Google Pay, Wechat Pay, etc.) . As soon as the payment is made by the customer, the status of your invoice in Cirrus Shield is automatically updated

Online Payment with Stripe

Get your customers to pay your invoices online by clicking on a link you send them. Cirrus Shield is integrated with one of the major players in online payments: Stripe. Your customers can use any of: credit card (VISA, MasterCard, American Express), SEPA direct debit or digital wallet (Apple Pay, Google Pay, Wechat Pay, etc.) . As soon as the payment is made by the customer, the status of your invoice in Cirrus Shield is automatically updated

Management and monitoring of results

With Cirrus Shield’s report and dashboard creation wizard, you can carry out all the follow-up reports on your invoicing: evolution of your turnover overall or by product line, best-selling products, invoicing by customer , cash flow forecasts … Cirrus Shield adapts to your needs.

Customized Pricing

Select the edition that best suits your needs. Cirrus Shield updates with new features rolled out regularly as well as support are included in all editions.

STARTER

 

15€HT/mois

+ 15€ par utilisateur supplémentaires

PREMIUM

 

25€HT/month

+ 15€ per additional user

Customized Pricing

Select the edition that best suits your needs. Cirrus Shield updates with new features rolled out regularly as well as support are included in all editions.

STARTER

 

15€HT/month

+ 15 € per additional user

PREMIUM

 

25€HT/month

+ 15€ per additional user