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Overview
Attach helps sales teams track document engagement, control content distribution, and gain real-time insights into client interactions for more effective follow-ups. Although it offers limited advanced analytics, it supports sales reps, marketers, and startups in prioritizing leads, optimizing collateral usage, and improving sales communication efficiency across teams.
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Starting Price
Custom
Attach Specifications
- Contact Management
- Activity Tracking
- Reporting And Analytics
- Email Integration
What Is Attach?
Attach by Cirrus Insight is a sales enablement platform that gives sales teams complete visibility into how prospects interact with their documents. Attach, the document-tracking power behind Cirrus Insight, transforms static PDFs and provides real-time notifications when files are opened. Businesses benefit from detailed page-by-page analytics, allowing reps to identify which content resonates and time their follow-ups perfectly, solving the hurdles of sales ghosting by revealing exactly when a lead is engaged and ready to buy.
Attach Pricing
Attach pricing is based on the number of users and selected features. Pricing starts at $316/month for one user with three selected features. This pricing structure enables users to customize their plans based on their team members and selected features.
Disclaimer: The pricing is subject to change.
Attach Integrations
Attach offers integrations with the following apps:
- Salesforce
- Gmail
- Microsoft Outlook
- Microsoft Teams
- Zoom Meetings
- Google Calendar
Who Is Attach For?
Attach is ideal for a wide range of industries and sectors, including:
- Financial services and banking
- Retail
- Travel and leisure
- Marketing
- Higher education
- Technology
- Energy and utilities
Is Attach Right For You?
Attach is the premier choice for sales professionals who need to regain control over their collateral after hitting send. Its standout ability to swap out live documents or password-protect them after delivery ensures sensitive data remains protected. The platform is SOC 2 Type I and Type II compliant, reflecting strong controls around security, availability, and data handling. It empowers teams to focus on the most engaged prospects by bridging the gap between sending a proposal and closing the deal, making it well-suited for businesses optimizing their sales cycle through document intelligence.
Still unsure whether Attach software is the right choice? Connect with our customer support staff at (661) 384-7070 for further guidance.
Attach Features
Salesforce Sync
This feature allows users to automatically sync emails, calendar events, and tasks directly to Salesforce. It eliminates manual data entry, ensures accurate reporting, and provides managers with real-time visibility into team activities, helping sales teams stay aligned and customer data stay up to date.
Buyer Signals
Users can track email opens, link clicks, and replies in real-time to gain actionable insights. This feature highlights engaged prospects, enabling timely follow-ups, prioritizing high-value leads, and supporting more informed decision-making throughout the sales cycle to drive pipeline growth.
Smart Scheduler
Attach intelligently routes leads to the appropriate team member based on availability, skills, and territory. It reduces scheduling friction, sends automatic invitations and reminders, and streamlines meeting allocation to improve conversion rates, resource utilization, and overall sales productivity.
Calendar Scheduling
The software provides an easy way to share availability and book meetings directly from email. It syncs calendars, supports team scheduling, and automates invitations, reducing back-and-forth, improving meeting attendance, and helping sales professionals connect with prospects more efficiently.
Meeting AI
This feature delivers pre-meeting research and insights directly to users’ inboxes. It analyzes Salesforce activity, public data, and trusted sources to provide key contact and company details, helping sales teams prepare effectively, engage meaningfully, and drive better outcomes during customer meetings.
Pros And Cons of Attach
Pros
Shared documents can be password-protected
Documents can be viewed on any device
Document access can be revoked anytime
Cons
The upload process has too many steps
Data privacy concerns with third-party cloud access
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Frequently Asked Questions
Who are the typical users of Attach?
Attach features are mainly used by organizations across multiple industries and sectors, including marketing, travel and leisure, energy and utilities, retail, higher education, financial services and banking, and technology.
What level of support does Attach offer?
Attach provides support via phone, live chat, contact form, and a knowledge base.
Does Attach offer an API?
Yes, Attach offers an API.
What types of pricing plans does Attach offer?
Attach price starts from $316/month for one user with three selected features and is based on the number of users and chosen features, allowing users to customize their plans according to their team members and specific feature selections. Get in touch for a personalized Attach cost estimate.
What other apps does Attach integrate with?
Attach integrates with Microsoft Outlook, Salesforce, Zoom Meetings, Google Calendar, Gmail, and Microsoft Teams.
What language does Attach support?
Attach primarily supports the English language.
Does Attach have a mobile app?
Yes, Attach has a mobile app for iOS users.