Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
Minimize lost opportunities by engaging in the right tasks with the appropriate individuals. Leveraging automated tools, from interpreting buyer signals to establishing effective sales cadences, can significantly boost your deal closures. To enhance your email experience, consider acquiring the essential features for Gmail or Outlook. Cirrus Insight offers a comprehensive solution that seamlessly integrates with Salesforce, bringing all necessary information directly to your inbox. By incorporating a bit of automation into your sales workflow, you can bypass the tedious task of manually documenting activities in Salesforce. The repetitive nature of data entry, copying, pasting, and navigating between various applications can be a significant drain on your efficiency. By optimizing your time, you can focus on high-value activities rather than being bogged down by administrative tasks. Managing your CRM shouldn't feel like a burden slowing you down; with Cirrus Insight, you can gain the flexibility and time needed to refine your sales strategy and connect with a greater number of potential customers. Updating your Salesforce activities can consume a lot of your time, especially when trying to follow up with leads that may not be immediately interested in making a purchase, thus highlighting the need for a more efficient approach.
Description
Routine serves as a comprehensive work operating system designed to assist individuals and teams in organizing and managing their tasks with maximum efficiency. It brings together various elements of work—such as tasks, meetings, tickets, and clients—into a graph-based unified workspace, which consolidates data from third-party services like GitHub, Salesforce, HubSpot, and Slack, thus offering a seamless way to cross-reference information. This integration of existing tools allows Routine to enhance and connect fragmented data, enabling users to monitor projects, collaborate effectively, and make informed decisions without the need to toggle between multiple applications. Additionally, its approach prioritizes data-driven strategies and a local-first model, ensuring that users can access and utilize information efficiently, even in the absence of cloud connectivity. With Routine, the workflow becomes more streamlined, fostering productivity while reducing the chaos typically associated with juggling numerous tools.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Salesforce
Conga Contracts
Dropbox
GitHub
Gmail
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Marketo
Microsoft 365
Integrations
Salesforce
Conga Contracts
Dropbox
GitHub
Gmail
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Marketo
Microsoft 365
Pricing Details
$14 per month
Free Trial
Free Version
Pricing Details
$10/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cirrus Insight
Founded
2011
Country
United States
Website
www.cirrusinsight.com
Vendor Details
Company Name
Routine
Founded
2020
Country
France
Website
routine.co
Product Features
Calendar
Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement
Email Tracking
A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Intelligence
CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting
Product Features
Calendar
Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management