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Cirrus Insight VS FirstStep

Compare Cirrus Insight VS FirstStep and see what are their differences

Pipedrive
Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. featured
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Cirrus Insight logo Cirrus Insight

Respond to Customers Faster and Update Salesforce from Your Inbox with Cirrus Insight. Start your free 14-Day trial today! No Credit Card Required.

FirstStep logo FirstStep

Download FirstStep, an investment account that is smarter and friendlier than your bank. Open an account in minutes, invest your spare change into global ETFs, manage your money on the go, create multiple accounts to reach saving goals for yourself.
  • Cirrus Insight Landing page
    Landing page //
    2022-10-12

  www.cirrusinsight.comSoftware by Cirruspath, LLC

  • FirstStep Landing page
    Landing page //
    2023-09-26

Need help saving? FirstStep helps you automatically save and invest your loose change.

FEATURES - Open an account in minutes - Set a goal and track your progress - A professional investment account - Build a personalised and invest in Tech, Ethical, Asia and Health trends - Automatically invest loose change from everyday purchases - Set recurring deposits as low as $5 - Check your account value from anywhere in the world - Withdraw to your bank account at any time - Automatic spend categorisation (Beta) - Timely investment notifications - Fast and friendly support via chat - Tips and tricks to help you become a pro with money

EXPERT INVESTMENT MANAGEMENT - through a safe and secure platform - 256-bit encryption to keep your information safe and secure - automatic portfolio rebalancing - automatic dividend re-investment - diversified portfolio across hundreds of Australian and international companies, corporate and government bonds

FEATURED IN - The Sydney Morning Herald - The Age - Startupsmart - Startup Daily

Cirrus Insight videos

+ Add

Salesforce CRM inside of Email: Video Review of Cirrus Insight by Nancy Nardin

More videos:

  • Review - Cirrus Insight for Google Calendar - Gmail
  • Review - Cirrus Insight Puts Power of Salesforce Right Inside Gmail Inbox

FirstStep videos

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Category Popularity

0-100% (relative to Cirrus Insight and FirstStep)

Cirrus Insight

FirstStep

CRM
100 100%
CRM
0% 0
Automated Investment
0 0%
Automated Investment
100% 100
Music Player
100 100%
Music Player
0% 0
Robo-Advisor
0 0%
Robo-Advisor
100% 100

User comments

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What are some alternatives?

When comparing Cirrus Insight and FirstStep, you can also consider the following products

Yesware - Sell smarter with email tracking and more

Stockspot - Australia's largest digital investment adviser. We help you build and manage a personalised portfolio tailored to your financial situation and goals. It's professional investment advice without the high costs of seeing a human adviser.

Outreach - Outreach Is Your Sales Communication Platform

Raiz - Invest spare change automatically from everyday purchases into a diversified portfolio.

Groove Music - All your tunes, all in one place, on all your devices Enjoy all the music you love in one simple...

QuietGrowth - QuietGrowth is a digital investment management service or robo advisor. It manages the investments of clients to achieve risk-optimised returns over the long-term.

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