Attach
Identify your most engaged leads and close more deals
About Attach
Attach (by Cirrus Insight) is a sales enablement platform that gives sales teams complete visibility into how prospects interact with shared documents. It transforms static PDFs into trackable assets and delivers real-time notifications when a lead opens, reads, or forwards a file, helping reps prioritize warm leads and time their follow-ups precisely.
Pros & Cons
Pros
- Deep per-page analytics reveal exactly where prospects engage or drop off
- Real-time notifications let reps follow up while interest is still hot
- Solid integrations with Salesforce, Gmail, Outlook, and Zoom
- Security controls (password, expiry, revoke) add peace of mind for sensitive decks
- Now part of the Cirrus Insight suite for broader sales workflow coverage
Cons
- Pricing is high compared to simpler alternatives like DocSend
- Acquisition by Cirrus Insight has made the standalone product direction less clear
- No transparent self-serve pricing page — custom quotes only
- Learning curve for teams without an existing sales enablement workflow
Key Features
Document Tracking
See exactly who opens your documents, which pages they read, how long they spend, and whether they forward the file
Real-Time Notifications
Get instant alerts when a prospect views your shared proposal, pitch deck, or sales collateral
Page-by-Page Analytics
Understand which sections of your content resonate with prospects and which get skipped
Document Security
Add passwords, set expiry dates, and revoke access to sent documents even after they've been shared
Lead Scoring
Identify your most engaged leads automatically based on their document interaction behavior
CRM & Email Integrations
Works with Salesforce, Gmail, Microsoft Outlook, Google Calendar, Zoom, and Microsoft Teams
Branded Viewer
Share documents through a branded viewer that keeps the experience consistent with your company identity
Pricing
- Document tracking and analytics
- Real-time engagement notifications
- CRM and email integrations
- Security controls (password, expiry, revoke)
- Custom pricing based on users and features selected
Best For
Sales Proposal Tracking
Track which prospects actually open and read your proposals so reps can prioritize outreach to warm leads
Pitch Deck Analytics
See which slides of a pitch deck get the most attention to refine your narrative for future meetings
Controlled Document Sharing
Share sensitive contracts and NDAs with passwords, expiry dates, and the ability to revoke access after sending
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