Attach

What Attach does

Attach is a document tracking and sales enablement product operated by CirrusPath, Inc., a privately held Delaware-incorporated software company doing business as Cirrus Insight. Founded in 2011 with Attach launching in 2017, the product enables sales teams to monitor prospect engagement with PDF and document attachments distributed via email, capturing real-time notifications on opens, page-by-page views, forwarding behavior, and viewer details through embedded lead capture forms. Underlying technology centers on document event instrumentation, real-time notification delivery, engagement and drop-off analytics dashboards, and a Gmail Chrome Extension that embeds tracked sharing directly into the existing email workflow. Security features include password protection, time-based expiration, post-send revocation, and download restrictions.

The platform integrates natively with Salesforce CRM (across Sales Cloud, Service Cloud, Financial Services Cloud, and Experience Cloud editions), Microsoft Outlook, and the major cloud storage providers Dropbox, Box, Google Drive, and OneDrive, with Zapier extending reach into adjacent SaaS workflows. Attach is sold under a SaaS subscription model bundled into the Cirrus Insight suite via the Cirrus Flex pricing structure, with a 14-day free trial and self-serve sign-up driving a product-led growth motion and a parallel sales-assisted demo path for enterprise buyers. Target segments are sales reps, marketers, sales leaders, and startups using a horizontal go-to-market spanning SMB through enterprise. The Cirrus Insight platform overall serves 250,000+ professionals across 3,000+ organizations, has been named to the Inc. 5000 list of Fastest-Growing Companies for three consecutive years, and maintains enterprise-grade compliance including SOC 2 Type 1 and Type 2, ISO 27001, GDPR, and CCPA. The company is privately held with minimal disclosed outside capital (approximately $586,000 raised in 2016) and operates with a lean 11-50 person headcount from Raleigh, NC.

Name

Attach

Legal name

CirrusPath, Inc.

Website

https://attach.io

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Attach, a product of Cirrus Insight (CirrusPath, Inc.), is a document tracking and analytics platform that gives sales teams real-time visibility into how prospects engage with shared PDFs and presentations via email. It integrates with Gmail, Outlook, Salesforce, and major cloud storage providers.

Ownership category

akta.pro rank

Product category

Sales Enablement Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketing Automation Platforms & Services (BPAFAFAC)

Keywords

• Document tracking software
• Sales enablement platform
• Document analytics
• Prospect engagement tracking
• Sales productivity tools

Headquarters

HQ city

Stockholm

HQ country

Sweden

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription: Attach is offered as part of Cirrus Insight's suite of sales productivity tools with subscription-based pricing. The product is available through a 14-day free trial and converts to paid plans based on feature usage and seat capacity under Cirrus Flex model.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Attach is a SaaS document tracking and analytics platform that enables sales teams to monitor prospect engagement with shared PDF documents after sending via email. The product captures real-time opens, page views, and forwarding behavior, and provides lead insights, security controls, and performance analytics integrated with Salesforce CRM. It is operated by CirrusPath, Inc. (Cirrus Insight) and distributed via a product-led growth model with a 14-day free trial.

Product overview

Attach is a document tracking and analytics platform for sales teams. The core product enables users to track how prospects engage with shared documents after sending, providing real-time notifications on opens, page views, and forwards. Key features include lead insights capture, Gmail Chrome Extension for workflow integration, security controls (password protection, access revocation, expiration), reminder functionality, and document performance analytics. The platform integrates with Salesforce CRM, cloud storage providers (Dropbox, Box, Google Drive, OneDrive), and workflow tools like Zapier. Attach helps sales teams prioritize follow-ups based on prospect engagement and close more deals through actionable document analytics.

Differentiator

Problem solved

Functional benefit

Products and services

• Attach Document tracking and analytics SaaS platform that enables sales teams to monitor prospect engagement with shared documents, track opens, page views, and forwards, capture lead insights, manage sales collateral in a centralized hub, and sync engagement data to Salesforce CRM.

Quantifiable outcome

• 47% of B2B buyers review three to five pieces of content before contacting a vendor
• +1 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• SalesforcecoreTechnology or IntegrationDeep native integration with Salesforce CRM. Attaches sends viewer engagement and information directly to Salesforce, enabling sales teams to track document activity within their existing workflow. Supports all Salesforce editions including Sales Cloud, Service Cloud, Financial Services Cloud, and Experience Cloud.
• GmailcoreTechnology or IntegrationGmail Chrome Extension allows users to share tracked documents without leaving Gmail, integrating Attach directly into the email workflow.
• Microsoft OutlookcoreTechnology or IntegrationOutlook integration enables document tracking for users of Microsoft email platform alongside Salesforce integration.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• DocSend: DocSend (owned by Dropbox) is the closest direct competitor: shared-document analytics, page-level engagement tracking, and lead capture for sales teams — the same core use case Attach serves.
• PandaDoc: PandaDoc provides document tracking, engagement analytics and e-signature bundled into a proposal workflow — overlapping with Attach's PDF tracking and the sales-collateral use cases Attach targets.
• Yesware: Yesware is an email-productivity and document-tracking tool for sales reps inside Gmail/Outlook — a direct horizontal peer to Attach on attachment and engagement tracking inside the inbox.
• Mixmax: Mixmax layers document tracking, calendar scheduling and sequence automation onto Gmail, competing with Attach for the same sales-rep productivity budget in the email workflow.
• ClearSlide: ClearSlide was the historical category-defining document/email-engagement tracker for sales teams — explicitly referenced in Attach customer testimonials as the benchmark — and remains a head-to-head competitor.

Broad incumbents

• Showpad: Showpad is a broader sales-enablement platform with content management, training, and engagement analytics that overlap with Attach's centralized content hub and document analytics features.
• Highspot: Highspot is an enterprise sales-enablement incumbent with deep Salesforce integration, content analytics and AI-driven recommendations — directly comparable to Attach's content-performance and CRM-sync capabilities.
• Outreach: Outreach is a leading sales-engagement platform; its document/content engagement touches (e.g., Kaia, Outreach Engage) overlap with Attach's territory and represent a potential bundling risk.
• Salesloft: Salesloft is a sales-engagement incumbent that has expanded into conversation intelligence and buyer engagement, competing for the same sales-team budget Attach targets.

Others

• Cirrus Insight: Cirrus Insight is the parent company that operates Attach and bundles it into its sales-productivity suite; included as an internal/ecosystem peer to clarify relationship rather than external competition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/c/cirrusinsight
• LinkedInlinkedin.com/company/attach

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Attach