Smart Scheduler
Route leads to the right team member's calendar using customizable workflow logic.
Ranking recognition
What it does
Route leads to the right team member's calendar using customizable workflow logic.
- Book more meetings
- Prospect smarter
- Sales activity data
- Supercharge sales activity
- Category
- CRM and revenue operations
- Users
- Sales teams, Financial advisors, CRM administrators, Marketing teams
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Product insights
Evidence for this product in each industry and task.
Documented workflow
“Meetings Drive Revenue, Make Them Count Smart Scheduler allows you to intelligently match customers with staff in real-time based on personalization criteria, availability, and utilization. Turn Form Fills Into Meetings…”
Read product documentation
Meetings Drive Revenue, Make Them Count Smart Scheduler allows you to intelligently match customers with staff in real-time based on personalization criteria, availability, and utilization. Turn Form Fills Into Meetings…
Read source · www.cirrusinsight.com ↗Important Details About Default Attribute Behavior Overview Create a schedule workflow with multiple potential hosts that will automatically route bookers to the appropriate host and ensure the best match possible. Take…
Read source · www.cirrusinsight.com ↗Use high-performing templates and Salesforce merge fields to send personalized emails at scale. Attachment Tracking Know what happens to your attachments after you hit send. SALES ACCELERATION Smart Scheduler Instantly route…
Read source · www.cirrusinsight.com ↗
Pricing
- Free trial$0
- Per seat$20.00/user/month
Prices as published by Cirrus Insight, checked Nov 2026.
Security and compliance
As reported by Cirrus Insight. Ask for audit reports before you buy.
- SOC 2Compliant
- ISO/IEC 27001Compliant
- TLS encryption
- OAuth 2.0 authentication
- Third-party security audits
- All PII encrypted
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