Cirrus CRM


Features that drive growth and efficiency

Explore how Cirrus CRM combines ease of use, powerful tools, and deep ERP integration to help you strengthen customer relationships and streamline your work.

Features

Cirrus CRM combines powerful tools with ease of use to streamline customer relationships and business processes. With features such as real-time synchronization with ERP, customized quote and order management, data-driven insights, campaign management, up-to-date company information, built-in maps and a user-friendly interface, Cirrus CRM is a complete solution for the entire customer journey. From lead generation to loyalty building – everything is managed seamlessly in a modern and intuitive system.

An interface that everyone can use

Cirrus CRM is designed with a minimalist and intuitive user experience in mind. The interface is easy to use for the entire team, from sales to support, allowing everyone to contribute valuable information.


Intuitive design

Easy to use for the entire organization.


Broad engagement

All employees can contribute to the CRM system.


Efficiency

An interface that saves time and increases productivity.

Everything you expect from a CRM – and then some

In addition to the unique features, Cirrus offers all the basic tools for effective customer management. From customer cards and contacts to pipeline and API – everything is included to simplify your work.


Customer cards and contacts

Keep track of all your relationships


Calendar and sales board

Plan and follow up easily.


Integrations

Sync with Outlook, Google and ERP systems.


API and app

Access Cirrus wherever you are.

Geographic Overview and Analysis

Cirrus CRM includes built-in maps that give you a clear overview of where your customers are located. Use this to create territories, plan routes, or analyze sales data from a geographic perspective.


Visual Territorialization

Create and optimize sales territories based on data.


Customer Proximity

Identify customers close to each other for more efficient meeting planning.


Geographic Analysis

Gain insights into how sales are distributed geographically.

Current company information with Creditsafe

Cirrus CRM is connected to Creditsafe, making it easy to retrieve public company information directly into CRM. Add companies with one click and access financial reports that provide insights into financial statements, trends and historical changes.


Automatic import

Fill in company information without manual work.


Financial insights

Get financial statement data and trends about your customers.


Updated records

Keep your customer records complete and up-to-date.

Track your goals in real time

Cirrus CRM lets you create time-bound goals and campaigns for companies, teams, or individuals. These are visualized on dashboards in real time, providing clarity and engagement for everyone.


Clear goals

Set goals and track progress in real time.


Campaign management

Plan and monitor sales campaigns with simple tools.


Increased transparency

Visualizing goals engages and motivates your team.

Data-driven insights for better decisions

Cirrus CRM analyzes data from your ERP system and gives you business insights that facilitate strategic decisions. Segment customers based on loyalty and purchasing habits, identify new opportunities and optimize your resources where they will be most useful.


Customer loyalty

Understand customer behavior and trends over time.


Prioritization

Identify the customers with the greatest business potential.


Strategic management

Focus resources on the right customers and areas.

Stylish quotes and smooth order management

With Cirrus CRM, you can create professional and corporate templates for quotes and other documents. Customize the templates to reflect your different brands and product lines. Manage the entire flow from quote to order and send documents directly for digital signing – all within Cirrus.


Custom templates

Tailored for your brands and products.


Digital signing

Quick and easy signing directly in CRM.


Smooth workflow

Manage the entire process from quote to order.

Real-time synchronization between Cirrus and ERP

Cirrus CRM is natively integrated with ERP systems, which means that data is synchronized in real time. This ensures that all information is up-to-date and that both quotes and orders always follow customer-specific price lists and price groups from the ERP system. With Cirrus, everything from orders to budget follow-up is handled without changing systems.


Real-time synchronization

Current data for faster and more precise decisions.


Customer-specific prices

Price lists and price groups from the ERP system are applied automatically.


Efficient management

Create orders and follow budgets directly in Cirrus.