Service Companies
Consulting firms, IT services companies, service companies … To manage the needs of your business, you have the choice between general CRM software which does not really meet your needs, or specialized software which you will have difficulty adapting to your needs. Cirrus Shield puts an end to the difficult dilemma by offering a complete solution capable of managing the various business processes of your company while being fully adaptable to your specific needs. With Cirrus Shield, you adopt a pre-packaged solution for your industry while having the freedom to adapt the settings of this solution.
Service Companies
Consulting firms, IT services companies, service companies … To manage the needs of your business, you have the choice between general CRM software which does not really meet your needs, or specialized software which you will have difficulty adapting to your needs. Cirrus Shield puts an end to the difficult dilemma by offering a complete solution capable of managing the various business processes of your company while being fully adaptable to your specific needs. With Cirrus Shield, you adopt a pre-packaged solution for your industry while having the freedom to adapt the settings of this solution.
Automate Appointment Scheduling
With the online appointment scheduling tool, your clients and partners can interactively choose the best time slot for an appointment. You receive the confirmation by email and the appointment is automatically created in Cirrus Shield and in your Outlook or Google Calendar.
Automate Appointment Scheduling
With the online appointment scheduling tool, your clients and partners can interactively choose the best time slot for an appointment. You receive the confirmation by email and the appointment is automatically created in Cirrus Shield and in your Outlook or Google Calendar.
Develop your relational network
The relationship indicator allows you to identify on each contact card the current degree of relationship. Establish your business action plan in order to develop your relationship network and achieve your business development goals. Relationship Mapping reports let you see on which contacts you have to focus on and when.
Develop your relational network
The relationship indicator allows you to identify on each contact card the current degree of relationship. Establish your business action plan in order to develop your relationship network and achieve your business development goals. Relationship Mapping reports let you see on which contacts you have to focus on and when.
Share Information and Promote Pack Hunting
Cirrus Shield makes it easy to share information and taps into the knowledge network of all associates or collaborators, whether you’re in the office on your PC or on the go on your smartphone. With the Outlook connector, you synchronize contacts and appointments between Cirrus Shield and your messaging tool.
Share Information and Promote Pack Hunting
Cirrus Shield makes it easy to share information and taps into the knowledge network of all associates or collaborators, whether you’re in the office on your PC or on the go on your smartphone. With the Outlook connector, you synchronize contacts and appointments between Cirrus Shield and your messaging tool.
Win your Business Opportunities
Get a holistic view of your pipeline and your sales team in a KANBAN view grouping opportunities by stages. You update the opportunity stage by simply dragging and dropping it. On the opportunity sheet, you visualize important information such as the amount, the content of the offer, or the structure of the influences in the decision-making at the customer. You assigned actions to your team directly in the CRM. You generate a personalized quote directly from the opportunity, with one click.
Win your Business Opportunities
Get a holistic view of your pipeline and your sales team in a KANBAN view grouping opportunities by stages. You update the opportunity stage by simply dragging and dropping it. On the opportunity sheet, you visualize important information such as the amount, the content of the offer, or the structure of the influences in the decision-making at the customer. You assigned actions to your team directly in the CRM. You generate a personalized quote directly from the opportunity, with one click.
Customer Feedback Management
Managing the quality of your services is essential when it comes to satisfying your customers. With customer feedback forms integrated into Cirrus Shield, easily measure your customers’ feedback on the quality of your services and on your missions.
Customer Feedback Management
Managing the quality of your services is essential when it comes to satisfying your customers. With customer feedback forms integrated into Cirrus Shield, easily measure your customers’ feedback on the quality of your services and on your missions.
Deploy a Brand Strategy
With marketing campaigns, Cirrus Shield allows you to establish and maintain the relationship with your prospects and customers. Create Newsletter emails, white papers emails or wish cards emails with a native connectors of Cirrus Shield with Marketing Automation tools such as Sendinblue or Mailchimp.
Manage your Marketing Actions
Organize your events and identify who signed up and who attended. Your marketing actions are tracked and their effectiveness are measured in Cirrus Shield.
Be Responsive to Incoming Requests
GDPR compliant Cirrus Shield forms are integrated into your WordPress website. They inform you of any new incoming request. Your sales teams access this request directly in Cirrus Shield and can enrich the information with the notes taken during the recall.
Deploy a Brand Strategy
With marketing campaigns, Cirrus Shield allows you to establish and maintain the relationship with your prospects and customers. Create Newsletter emails, white papers emails or wish cards emails with a native connectors of Cirrus Shield with Marketing Automation tools such as Sendinblue or Mailchimp.
Manage your Marketing Actions
Organize your events and identify who signed up and who attended. Your marketing actions are tracked and their effectiveness are measured in Cirrus Shield.
Be Responsive to Incoming Requests
GDPR compliant Cirrus Shield forms are integrated into your WordPress website. They inform you of any new incoming request. Your sales teams access this request directly in Cirrus Shield and can enrich the information with the notes taken during the recall.
Other Advantages
Base of proposal By attaching your business proposals to their opportunity, you build a base of proposal templates that you can use when a similar opportunity arises. You no longer start from scratch with each new business.
Base of Profiles to be Placed Have the base of collaborators and the skills of each. When an opportunity arises, you know precisely the profiles available for the mission and the skills of each. The employee file lists skills, the history of completed projects, hourly or daily rates and the availability schedule. Your profile base can include external resources that you can rely on when you do not have the internal resource.
Electronic signature of Contracts Once your opportunity has been won, you load the contract in PDF format into Cirrus Shield and click a button to launch the electronic signature procedure (Yousign). Your client receives an email with the signature link and signs the document online. The status of your contract is automatically updated in Cirrus Shield.
Project Management Cirrus Shield allows you to manage your project in a simple and efficient way. You assign tasks in quick creation and keep an overview of who needs to do what and by when, all in a KANBAN dashboard.
Timesheets and budget tracking The project card displays the tasks, milestones and allocated resources. With the timesheets tracking tools, your consultants can clock in every morning and every evening from any location, on PC, tablet or mobile phone. Cirrus Shield’s “CheckIn / CheckOut” tool makes it easy to fill in timesheets.
One-click Invoices Once the timesheets are completed, you generate your invoices in one click. These can include the information and details of your choice. The cumulative fields calculate on each project the amount budgeted as well as the amount spent.
Online Payment With Stripe integration, Cirrus Shield allows you to accept payments online. Each invoice has its payment link that you can send to your customer. Accept credit cards (VISA, MasterCard, American Express), SEPA direct debits or payments by digital wallet (Apple Pay, Google Pay, Wechat Pay, etc.). The payment made by the customer updates the status of the invoice.
Monitoring of Unpaid Bills In Cirrus Shield the tracking of outstanding payments is simply done in a filtered view. Updating invoices is done by dragging and dropping.
Turnover Reports The report creation wizard allows you to make bespoke reports in order to track the key indicators of your business success. For example, you can list the time spent by project and by resource, display the turnover generated during the current fiscal year, or even monitor the occupancy rate of consultants.
Share information and Collaborate with your Customers With the Customer Portal, Cirrus Shield allows you to have a secure collaboration environment in which you can: manage project tasks, share documents, quotes, invoices or even provide access to timesheet details
Manage sales Targets Define the sales objectives of your sales teams in Cirrus Shield, the application does the rest and gives a real-time view of the turnover achieved by each salesperson versus their goal. By aggregating this data, you track your company’s sales performance and are able to better anticipate actions based on how well you are achieving your goals.
Cirrus Shield CRM vous permet d’intégrer toutes les applications que vous utilisez au quotidien
Passez moins de temps à gérer votre logiciel, et plus de temps à gérer votre business
STARTER
25€HT/mois
+ 25€ per additional user
PREMIUM
50€HT/mois
+ 50€ per additional user
STARTER
25€HT/mois
+ 25€ par utilisateur supplémentaires
PREMIUM
50€HT/mois
+ 50€ par utilisateur supplémentaires
