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CRM Sales Management

Turn every lead into a customer

Cirrus Shield centralizes prospecting, opportunity tracking, and conversion in a single CRM, designed for sales teams.

65% Time Saved
Kanban Visual Pipeline
360° Customer View
New Lead
DataSoft SAS
cirrus-shield.com/pipeline
Qualification 2
DS
DataSoft SAS
8 500 €
New
AK
Agence Kreatif
3 200 €
New
Proposal 2
MG
MediGroup
12 400 €
Hot
EL
EcoLogis
5 800 €
Hot
Negotiation 1
FP
FormaPro
18 600 €
Urgent
Won 2
TV
TechnoVert
4 200 €
Signed
CP
ConseilPlus
9 100 €
Signed
The Problem

Sales Disorganization is Expensive

A lead not called back within one hour loses 90% of its conversion chances.

90%

Conversion Lost

if the callback exceeds one hour.

65%

of Sales Time

spent on non-sales tasks.

Silos

Data Scattered Everywhere

Excel, emails, notebooks... nothing is centralized.

The Journey

From Lead to Loyal Customer in 5 Steps

Each step is managed, automated, and measured in Cirrus Shield.

Capture

Forms, import, mobile

1

Qualify

Scoring, auto segmentation

2

Prospect

Tasks, emails, meetings

3

Convert

KANBAN pipeline, 1 click

4

Retain

360° view, CLV

5
Lead Generation

Capture Every Prospect Automatically

Web forms, Excel imports, mobile creation. No lead falls through the cracks.

  • WordPress forms connected to CRM with real-time alerts
  • Native GDPR compliance: opt-in, double opt-in, legal notices
  • Excel import with automatic duplicate detection
  • Lead queues for distribution among sales reps
Contact Form
Incoming Lead
Name
Sophie Martin
Email
s.martin@technovert.com
Company
TechnoVert · 8 sales reps
Message
Interested in a CRM demo for our team.
Lead created in CRM
Email alert → Marc D. (assigned sales rep)
Lead Scoring
Lead Scoring
SM
Sophie Martin 87
PD
Pierre Dubois 62
LB
Luc Bernard 34
Priority: Sophie Martin — contact today
Qualification

Focus Efforts on the Right Prospects

Automatic scoring identifies the most mature leads. Segmentation refines targeting.

  • Automatic maturity score based on customizable criteria
  • Segmentation by industry, company size, geography, source
  • Real-time segmentation dashboards
  • Native connectors for Brevo and Mailchimp for email marketing
Prospecting

Organize Prospecting Without Missing Anything

Tasks, meetings, notes, and emails synchronized on each prospect's profile.

  • Tasks and meetings: list, calendar, or KANBAN view
  • Quick notes + chronological journey view
  • Universal IMAP integration — any email server
  • One-click calling + responsive mobile interface
Prospect Profile · Sophie Martin
SM
Sophie Martin
TechnoVert · Marketing Director
Score: 87
Journey View
Apr 14 · 10:30
Demo meeting scheduled
30 min video call · Link sent
Apr 11 · 14:15
Email: Commercial proposal
Opened 3 times · Attachment downloaded
Apr 8 · 09:00
Discovery call (12 min)
Note: 8 sales reps, needs pipeline + reporting
Apr 5 · 16:42
Lead created via web form
Source: SMB CRM page · Assigned to Marc D.
Pipeline

Control Pipeline in KANBAN Mode

Drag and drop to move opportunities. Targets, forecasts, and conversion in real-time.

Qualification 2
DS
DataSoft SAS
8 500 €
New
AK
Agence Kreatif
3 200 €
New
Proposal 2
MG
MediGroup
12 400 €
Hot
EL
EcoLogis
5 800 €
Hot
Negotiation 1
FP
FormaPro
18 600 €
Urgent
Won 2
TV
TechnoVert
4 200 €
Signed
CP
ConseilPlus
9 100 €
Signed
Customer View

A Complete View of Every Customer

Sales history, operations, contacts, and custom modules on a single profile.

  • Activities: tasks, meetings, notes, opportunities
  • Operations: quotes, invoices, products, contracts
  • Contacts with role and relationship level
  • Calculated fields: cumulative revenue, lifetime value (CLV)
TV
SAS TechnoVert
Customer since March 2024 · Paris
42 800 €
Cumulative Revenue
Sales
Operations
Contacts
Documents
Opportunity Won
SEO Audit · 4 200 €
09/04
Email Sent
Q2 Proposal
07/04
Meeting
CRM Demo · Marie Durand
02/04
Note
Interested in training module
28/03
60 700 € Total Pipeline
42% Conversion Rate
18 days Avg. Sales Cycle
SALES FUNNEL
Leads
248
Qualified
178
Proposal
112
Negotiation
69
Won
42
Reporting

Measure Performance in Real-Time

Custom reports to control pipeline, conversions, and revenue.

  • Conversion rate by pipeline stage
  • Average sales cycle duration
  • Individual sales rep performance
  • Revenue forecasts and cash flow projections
Comparison

Cirrus Shield vs Alternatives

Low-code customization and universal IMAP integration make the difference.

Feature Cirrus Shield Pipedrive HubSpot Sellsy
KANBAN Pipeline
Automatic Scoring Paid Paid
Native Web Forms
Universal IMAP Integration
Partner Portal Paid
Low-Code Customization
360° Customer View Partial Partial
100% French Support Limited

Frequently Asked Questions

Everything you need to know before getting started.

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

Does Cirrus Shield manage lead scoring automatically?

A configurable scoring system assigns a score to each lead based on defined criteria: engagement, profile, and acquisition source. Sales representatives can view this score directly on the lead’s profile.

Does the email integration work with all servers?

Cirrus Shield connects to any IMAP-compatible email server. Exchanged emails are automatically associated with contact records without complex configuration.

Does the prospect → client conversion preserve the history?

The entire history is preserved: activities, notes, emails, and opportunities. All data from the prospect is transferred to the new client record.

Are sales targets tracked in real time?

Each sales representative can be assigned a sales target. Performance vs. target tracking is available in dashboards, with automatic updates as each opportunity progresses.

Is Cirrus Shield accessible from a mobile device?

The responsive interface adapts to all screens. The features are identical on mobile, tablet, and desktop.

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