Cirrus Insight

#1 App for Connecting Salesforce and Gmail

4,2 /5 (102 reviews) Write a Review!

Cirrus Insight Overview

What is Cirrus Insight?

Instantly view leads, contacts, activities, cases, opportunities and more right in Gmail. Log emails with a click. Easily create new leads, tasks, and events. Sync contacts and calendars. 30-second install for Chrome or Firefox. 30-day free trial.

Instantly view, update, and create leads, contacts, activities, cases, opportunities and more right in Gmail.
Log emails to Salesforce with a click to any standard or custom object in Salesforce right from Gmail.
Coming Soon! Easily sync contacts and calendars between Google and Salesforce.
Thank you for choosing Cirrus Insight, the #1 app on the Salesforce AppExchange.

Anybody can install Cirrus Insight for free and be up and running in a matter of seconds. You don't have to be a Google Apps admin or a Salesforce admin.

7,500+ users trust Cirrus Insight. Here's what they're saying:

“This app really ties Gmail and Salesforce together perfectly.”

“It's an essential app if you use Gmail and Salesforce.”

“Highly recommended for all Google Apps and Salesforce users.”

Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer.

Cirrus Insight supports Gmail and Google Apps Standard and Enterprise.

Cirrus Insight Overview

Pricing

Starting from
US$27,00/month

Pricing options

Free Trial
Subscription
Value for money

$36/user/mo or $324/user/yr. Volume discounts are available. 50% discount for nonprofits.


Cirrus Insight Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 3 others, India, Japan, Germany
Supported Languages
English

Media

Cirrus Insight video

Cirrus Insight Reviews

Cirrus Insight Reviews

Overall rating
4,2
/
5
Excellent
45

Very good
36

Average
18

Poor
2

Terrible
1

Value for Money
4
Features
4,1
Ease of Use
4,2
Customer Support
4,1
79% recommended this app
Jennie D.

Best tool for Increasing SalesForce Utilization

We have increased our adherence of our sales team for loading email communications and capturing information for Salesforce. Previously we struggled to get our sales team to log communications with prospects and customers consistently. I am a huge proponent of this software!!!


Nitin M.

It helps in adoption of Salesforce !

Get more activities and quicker record addition into salesforce.


Bob S.

A 'good' product when operational, with Cirrus nuisance self-promotion built in for free

Technical support is good at sending 'canned' responses.
I find myself frustrated that cirrus hasn't improved its usability.
Please give me two things every month that make your 'standard' features of Gmail to SalesForce work without me having to invoke extra keystrokes or drag picklists to see all available options.


Brian T.

Best out of all

I have tried multiple email tracking apps and software. I have left Cirrus twice and ended up coming back. Now I will never leave, it is exactly what I need.


Mike H.

Helpful for the Salesforce-foucsed Sales team


Jennie D.
Industry: Automotive
Company size: 11-50 Employees

Best tool for Increasing SalesForce Utilization

Used Daily for 1+ year
Reviewed on 2018/12/27
Review Source: Capterra

We have increased our adherence of our sales team for loading email communications and capturing information for Salesforce. Previously we struggled to get our sales team to log communications with prospects and customers consistently. I am a huge proponent of this software!!!

Pros

I believe that this software increases efficiency and productivity for Sales Teams. I have recommended this software for our company and others because of its ease of use and ability to log emails, set reminders and even schedule meetings within you gmail inbox. You do not even have to log into Salesforce as you can add documents, create notes and complete tasks within your email platform.

Cons

The pros really outweigh the cons for this software. However occasionally the chrome add-on will conflict with other add-ons and there is difficulty with having the software program load up within the email program. However there is always an easy fix and the support is very responsive.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nitin M.
Industry: Market Research
Company size: 10 000+ Employees

It helps in adoption of Salesforce !

Used Daily for 2+ years
Reviewed on 2019/05/10
Review Source: Capterra

Get more activities and quicker record addition into salesforce.

Pros

This tool has helped us increase users adopt salesforce more to put in their activities. Its seamless sync and automated mapping for records to be linked to the right SF records. It helps do everything within inbox than logging in SF, mostly everything!

Cons

Some erratic sync fails due to Google Token refreshes.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Bob S.
Industry: Consumer Goods
Company size: 1 001-5 000 Employees

A 'good' product when operational, with Cirrus nuisance self-promotion built in for free

Used Daily for 2+ years
Reviewed on 2020/09/16
Review Source: Capterra

Technical support is good at sending 'canned' responses.
I find myself frustrated that cirrus hasn't improved its usability.
Please give me two things every month that make your 'standard' features of Gmail to SalesForce work without me having to invoke extra keystrokes or drag picklists to see all available options.

Pros

I like the ability that Cirrus links to SalesForce and Gmail and locates recipients in the SalesForce database and links emails to the Account/Contact activity log

Cons

Cirrus is not reliable in locating related SalesForce contacts and particularly not reliable locating contacts when using the 'Add to SalesForce', 'Custom' option that allows linking an email to a standard related lists such as linking an email to Opportunity or Case- there are many examples of these issues that often I've thought to cut-and-paste and email into a SalesForce activity would be faster.

Another daily pain is when selecting another tab (instance) of Gmail, cirrus presents a sidebar that says, "Let's put this app to work!" When you're ready to go to work, you're required to click the "Continue" button, only to be greeted with another sidebar that says "Get More Done" that 'promotes/sells' cirrus features Book Meeting, Follow-Up Reminders, Sales Email Campaigns, Email Templates.
If you do not select the "Get To Work!" button cirrus is not functional.
Why is a productivity application like cirrus requiring me to tell cirrus separately to "Continue" and "Get To Work" when in fact these are redundant requests causing extra keystrokes? Why does not cirrus just start working for me without having to tell the application to start syncing my email (activities) to Gmail?

Cirrus is counter-productive for a productivity application.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Brian T.
Industry: Computer Software
Company size: 51-200 Employees

Best out of all

Used Daily for 1+ year
Reviewed on 2019/05/03
Review Source: Capterra

I have tried multiple email tracking apps and software. I have left Cirrus twice and ended up coming back. Now I will never leave, it is exactly what I need.

Pros

Ease of use, visual inspection of all past emails.

Cons

Nothing really, maybe the lack of ability to export to Excel.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mike H.
Industry: Insurance
Company size: 2-10 Employees

Helpful for the Salesforce-foucsed Sales team

Used Daily for 6-12 months
Reviewed on 2018/11/02
Review Source: GetApp

Pros

Cirrus is the best integration between Gmail and Salesforce that I have found - bar none. If that is what you need more than anything - then this product will fit that perfectly. It allows all emails to auto sync to the correct salesforce account/contact. The sidebar is useful to quick note taking within the client's profile, as well as looking up previous outreach efforts or existing business. It's very easy to setup and can be a big help for a sales team. Additionally, the meeting setup is the best I have seen and very simple to use (integrates into your google calendar as well)

Cons

Some key features like templates are extremely lacking - to the point that I needed additional tools to supplement Cirrus's weak areas. The templates can only be those within salesforce, and the populated values in the templates can only be values stored in salesforce - which can very much limit the usability. Additionally, open-email tracking doesn't seem to be the most reliable compared to other similar products.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
8/10
Based on 102 user ratings
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Cirrus Insight Pricing

Cirrus Insight Pricing

Starting from
US$27,00/month
Free Trial
Subscription
Value for money

$36/user/mo or $324/user/yr. Volume discounts are available. 50% discount for nonprofits.

$36/user/mo or $324/user/yr. Volume discounts are available. 50% discount for nonprofits.

Value for Money
4/5
Based on 102 user ratings
Compare value for money rating with alternatives
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Cirrus Insight Features

Cirrus Insight Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4,1/5
Based on 102 user ratings
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Categories

Additional information for Cirrus Insight

Additional information for Cirrus Insight

Key features of Cirrus Insight

  • Calendar sync for Salesforce and GoogleApps
  • Create new leads and contacts from Gmail.
  • Create new tasks and events from Gmail.
  • Full-featured free trial.
  • Great customer support by email and phone.
  • Instant Salesforce lookups in Gmail.
  • Instantly view Salesforce leads & contacts alongside emails.
  • Log calls from Gmail.
  • Open contact records in Salesforce with a click.
  • Sales context and intelligence right in the inbox.
  • Save emails to Salesforce.
  • Simultaneously send an email and log it to Salesforce.
  • Supports Gmail and Google Apps.
  • Supports Google Chrome and Firefox.
  • Supports all editions of Salesforce.
  • Sync Salesforce contacts with Google Contacts.
  • Sync Salesforce events with Google Calendars.
  • View and manage cases in Gmail.
  • View and manage opportunities in Gmail.
  • View open activities and activity history.

Benefits

Installs in seconds into Chrome or Firefox. Anybody who uses Salesforce and Gmail can be up and running in less than a minute. Cirrus Insight is easy to use with an intuitive interface. It's conveniently located to the right of emails so you can instantly view and interact with Salesforce leads and contacts right alongside emails.

Cirrus Insight FAQs

Cirrus Insight FAQs

Below are some frequently asked questions for Cirrus Insight.

Q. What type of pricing plans does Cirrus Insight offer?

Cirrus Insight offers the following pricing plans:

Starting from: US$27,00/month

Pricing model: Subscription

Free Trial: Available

$36/user/mo or $324/user/yr. Volume discounts are available. 50% discount for nonprofits.

Q. What are the main features of Cirrus Insight?

Cirrus Insight offers the following features:

  • Calendar sync for Salesforce and GoogleApps
  • Create new leads and contacts from Gmail.
  • Create new tasks and events from Gmail.
  • Full-featured free trial.
  • Great customer support by email and phone.
  • Instant Salesforce lookups in Gmail.
  • Instantly view Salesforce leads & contacts alongside emails.
  • Log calls from Gmail.
  • Open contact records in Salesforce with a click.
  • Sales context and intelligence right in the inbox.
  • Save emails to Salesforce.
  • Simultaneously send an email and log it to Salesforce.
  • Supports Gmail and Google Apps.
  • Supports Google Chrome and Firefox.
  • Supports all editions of Salesforce.
  • Sync Salesforce contacts with Google Contacts.
  • Sync Salesforce events with Google Calendars.
  • View and manage cases in Gmail.
  • View and manage opportunities in Gmail.
  • View open activities and activity history.

Q. Who are the typical users of Cirrus Insight?

Cirrus Insight has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

Q. What languages does Cirrus Insight support?

Cirrus Insight supports the following languages:

English

Q. What type of pricing plans does Cirrus Insight offer?

Cirrus Insight has the following pricing plans:

Subscription

Q. Does Cirrus Insight support mobile devices?

Cirrus Insight supports the following devices:

Android, iPhone, iPad

Q. What other apps does Cirrus Insight integrate with?

Cirrus Insight integrates with the following applications:

Bullhorn Jobscience, Conga, Google Workspace, Marketo Engage, Microsoft 365, Salesforce Sales Cloud, Zendesk

Q. What level of support does Cirrus Insight offer?

Cirrus Insight offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials