Care of
Add-Ons

Upgrade your Cirrus CRM
with Add-ons

Our Add-Ons

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Goals and KPI

All businesses have Goals and KPI’s that they want to follow up on in real time.

For example, you can create a goal where a department will conduct a certain number of meetings within a certain time frame. You can also track the total order value for specifics regions, how many customer meetings the company has scheduled, etc.

Goals can be set for activities, orders and opportunities. KPI’s can be set for activities, opportunities, leads and orders.

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Leads

Leads is the add-on for those wanting a more efficient workflow in their CRM.
With this add-on you can easily process leads without having to fill up Cirrus with unqualified and irrelevant customers.

Easily convert a lead into a prospect and get started on a sales project just as quickly.
Piece of cake!

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Project

This add-on will give you endless possibilities!
With Projects you can follow complex processes where several people, businesses and activities are linked together. Our customers have found their own areas of use for

Projects and linked them to their unique business. For example to follow consulting assignments, development projects, delivery projects, internal projects, contracts etc..

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Object

Get a complete customer overview by including information about your capital goods into the CRM system. This add-on will make proactive sales easier and reduce the risk of missing business opportunities.

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Order

With the Order add-on you can create orders in Cirrus or provide Cirrus with order data from your ERP-system.

Order also allows your team to have easy access to the customer’s order history, directly via their account.

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Quote

With this add-on in Cirrus you can easily create the quote directly in your opportunity and then download it to send to your customer, or directly for e-sign with solutions like GetAccept.

By specifying which articles the quote/sales project consists of, the total value of the opportunity is also updated which gives you a very clear picture of how much you have in the pipeline.

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Activity Analysis

The activity analysis helps you get a better and deeper insight into your teams daily activities.

For example, the analysis will tell you how much effort you put into different customer groups, how working methods differ between different regions and get a quick overview of which of your sellers are most active.

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Pipeline Analysis

The pipeline analysis is an important tool for sales people who are constantly working towards optimizing their business processes. This add-on will help you get an overview of your pipeline, a deeper insight to your opportunities and information about why you win or lose deals.

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Lead Analysis

Are you frequently working with leads and wish to analyze the outcome? Would you like to keep track of where your prospects derive from? Or do you wish to ensure that your marketing strategy is working and check where and if you need to make adjustments?

If the answer is yes, Leads Analysis is for you.

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Sales Analysis

In this add-on you can track the buying patterns of your customers. Who buys what? What does the buying trend look like compared to previous periods? Where do certain products/services work best for you geographically? Which items are sold by each sales rep? How do the team follow their budget? etc.
“The sky is the limit”, basically!

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Integrations

Cirrus CRM works with your existing tools and workflows.

Integrate with Fortnox, Visma, Alla Bolag, Mailchimp, GetAccept, Microsoft Exchange/Office 365, Zapier and more.

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Can’t find what you’re looking for?

No worries. We offer helping hands for free. Reach out and we’d be more than happy to help you forward.

Contact our team

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Get to know Cirrus CRM

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Customer Stories

Without our users Cirrus would be nothing. Learn more about what our users have to say about Cirrus CRM.

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Book a demo

Cirrus CRM has everything that you need, and if you need that little extra we can customise it to fit your organisation precisely.

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