Cirrus Shield helps manage sales, reporting, and customer data with intuitive workflows and strong document controls. While onboarding may take some guidance, it’s worth it for teams that want industry-focused CRM capabilities without relying on developers. It is especially helpful if your process needs structure and scalability.
Cirrus Shield Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Cirrus Shield?
Cirrus Shield is a cloud-based customer relationship management (CRM) and application platform that helps businesses manage sales, marketing, training, and customer relationships. It supports lead tracking, document generation, invoicing, and workflow automation.
Built with a low-code framework, Cirrus Shield allows users to customize modules and build apps without technical expertise, making it ideal for teams with evolving operational needs.
Cirrus Shield Pricing
Cirrus Shield offers different pricing for each module. These are
- Training Organization - Starting from €149/month
- Consulting Firms - Starting from €99/month (free plan available)
- Non-profit - Starting from €99/month
- Event Management - Starting from €99/month
- Real Estate - starting from €99/month (free plan available)
- SMEs - Starting from €49/month (free plan available)
Disclaimer: The pricing is subject to change.
Cirrus Shield Integrations
Cirrus Shield integrates with a wide range of tools, including:
- Google Calendar
- Brevo Marketing Platform (previously Sendinblue)
- Stripe
- Myddleware
- HelloSign
- Mailchimp Software
Who Is Cirrus Shield For?
Cirrus Shield is useful for businesses across various industries and sectors, including:
- Education
- Consultancy
- Real estate
- Non-profit
Is Cirrus Shield Right For You?
Cirrus Shield supports businesses that require configurable workflows, document automation, and CRM modules tailored to specific industries. Its low-code platform allows non-technical teams to build adaptable solutions with ease.
It is ideal for the industries requiring flexibility, process control, and scalability without the overhead of complex development. Still wondering if Cirrus Shield is the right fit for you? Call our support team at (661) 384-7070 for personalized guidance.
Cirrus Shield Features
Cirrus Shield helps manage prospects, score leads, track opportunities, and automate sales pipelines with Kanban views. It includes follow-up scheduling, task management, and centralized lead capture from multiple sources.
See How It WorksThis software generates quotes and invoices from opportunities in one click using customizable templates. It also allows the users to track payment status, use multiple price lists, and automate billing workflows with Stripe payment integration.
See How It WorksUsers can build visual dashboards and reports to analyze KPIs, lead conversion, and sales performance. Reports include filtering, grouping, and segmentation tools across business units and teams.
See How It WorksUsing this tool, businesses can import, deduplicate, and organize customer data using built-in tools or CSV uploads. They can maintain clean records with validation rules, external IDs, and automated batch updates across modules and relationships.
See How It WorksWith Cirrus Shield, companies can build custom apps and CRM modules with a drag-and-drop editor. The platform supports secure hosting, responsive design, workflow rules, and native API integration—no coding required.
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