Care of
Product update - Version 2.1 - Care of CRM

New Release - Cirrus 2 version 2.1

Boka en demo!

Release Friday May 17th

We're super excited to finally tell you more about Cirrus 2 version 2.1.
In this update we're introducing new UX design, new features, improved features and new integrations. Questions? Feel free to send us a message in our chat or email customercare@careofcrm.com.

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New menu and responsive design

The reason behind this change was simple for us: The responsive design and the new menu improves the mental model in Cirrus. We’ve decided to visualize the alternatives in the menu for the user by presenting them at all time. By visualizing the menu the process of navigating in Cirrus is speeding up and we’re also cutting down clicks. The responsive design offers a full screen experience in Cirrus and better readability.

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New feature - Opportunity Changes

How about getting to know all the changes in your ongoing deals? What we want to achieve here is a better understanding of every opportunity in the pipeline. A way to visualize all the changes and updates that’s been done with an ongoing opportunity. So - that’s exactly what the new opportunity changes now shows you. What’s been done? Has the potential value been changed? How fast is the deal moving forward? How many interactions has been done during the process? Is the decision date moving forward all the time? All of these questions are now answered. Opportunity changes is included for free to all of our users!

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New feature - Place an order

Yes, you heard that right. Even though a CRM is traditionally not the place for handling order we've introduced the possibility to place an order in Cirrus. This due to a lot of requests from our users. Simply import your products in an Excel from you ERP and get going with placing orders directly in Cirrus. This is an easy way to make life easier for all the salesreps out there, no need for working in two systems (and maybe you'll be able to cut down on licenses there). A placed order can be sent by email to the person who's responsible for invoicing or automatically if integrated with your ERP. Order is an add-on.

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New feature - Prospecting

Want to create a new list with leads or add a new industry of accounts in Cirrus? Look no further. Prospecting in Cirrus is connected directly to Alla Bolags company database. This connection gives you the opportunity to search for and import a lot of companies at the same time. You can narrow your search by using predefined filters like industry, city, number of employees, trend. turnover etc. Your search can be imported as leads or accounts. Prospecting is an add-on.

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Improved feature - KPI and Goals

We’ve expanded the possibilites in KPI and Goals in Cirrus. In KPI it’s now possible to set up key figures connected to specific article groups and order status. We’ve also expanded KPI with the possibility to follow key metrics around leads . In Goals we’ve included the possiblity to select order value. These updates are included for free to all of our users who has the add-on KPI or Goals!

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Improved feature - Push notifications from the App

The app has (as you’ve probably already noticed) been gifted with push notifications. Cirrus will now notify you when your activities are due, time for action! The app is included for free to all of our users. Download it from App store or Google Play.

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New Integration - Zapier

This is BIG news for Cirrus and our users! We're super happy to introduce our connection with Zapier. To simplify things, Zapier is a service that moves info between your web apps automatically. With this integration Cirrus can now be connected with +1500 other apps out there. For example Slack, Google, Zendesk, Dropbox etc. Create a Zapier account and get going right away, no developing skills needed! The Zapier integration is an add-on.

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New integration - Mailchimp

No need for exporting, importing and keeping your email audiences up to date. The connection between Cirrus and Mailchimp let's you create your lists of recipients right where they are, in your CRM! Select the recipients you want by using the filters in Cirrus and save it as a Mailchimp list. All the emailadresses will then transfer to your Mailchimp account without any manual input. And don't worry about keeping the list up to date, Cirrus manages the updates automatically! The Mailchimp integration is an add-on.

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New integration - GetAccept

We’ve partnered up with the swedish e-sign solution GetAccept. The integration we're releasing makes it possible to send your proposals and documents directly from Cirrus through GetAccept, and get them signed directly. GetAccept tracks the recievers actions and provides engagement features like personal videos to get that sign in place faster. The GetAccept integration is an add-on.