Cirrus Insight for Gmail
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.94%
- cirrus4×2.35%
- cirrus insight3×1.76%
- insight3×1.76%
- activity2×1.18%
- cirrus insight supports2×1.18%
- data2×1.18%
- gmail2×1.18%
- inside2×1.18%
- insight supports2×1.18%
- revenue2×1.18%
- supports2×1.18%
Agentic Drawdown - AI Capital Call Automator for PE & VC (ILPA Compliant)
Manual Excel capital calls expose Private Equity and Venture Capital fund managers to rounding errors, compliance gaps, and audit risk. Agentic Drawdown eliminates these with deterministic, Salesforce-native fund administration automation on Agentforce 5 Agent Actions power a 7-step workflow with Human-in-the-Loop checkpoints: • Extract Funding Request — Natural-language intake with ILPA category breakdown, excuse rights, and targeted call support • Calculate ILPA Allocations — Penny-perfect pro-rata math using Decimal arithmetic. Handles Gross Up, inside/outside commitment tracking, and remainder correction • Submit & Process Approval — Designated approver enforcement via Apex authorization and Validation Rules • Draft & Distribute Notices — Per-LP ILPA Excel (.xlsx) generation with draft emails via the Command Center LWC Key differentiators: — Full ILPA compliance with deal transparency and fee methodology disclosure — Dual-denominator pro-rata logic for LP excuse rights — Zero external dependencies — no callouts, no data leaves Salesforce — Audit-grade security with immutable timelines and record locking Built for PE & VC teams who demand precision in every drawdown
Top keywords
- ilpa4×2.65%
- capital2×1.32%
- compliance2×1.32%
- draft2×1.32%
- drawdown2×1.32%
- excel2×1.32%
- excuse2×1.32%
- excuse rights
