About 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.

Pricing starting from:

US$27,00/month

  • Free Trial
  • Subscription

Key benefits of Cirrus Insight

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.

Devices

Business size

S M L

Markets

Australia, Canada, China, Germany, United Kingdom and 3 others, India, Japan, United States

Supported Languages

English

Pricing starting from:

US$27,00/month

  • Free Trial
  • Subscription

Features

Total features of Cirrus Insight: 33

  • API
  • Access Controls/Permissions
  • Automated Scheduling
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Contact Management
  • Contract/License Management
  • Customizable Branding
  • Document Storage
  • Email Management
  • Email Marketing
  • Field Sales Management
  • Interaction Tracking
  • Lead Management
  • Location Tracking
  • Marketing Automation
  • Mobile Access
  • Multi-Location
  • Online Booking
  • Opportunity Management
  • Performance Metrics
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Social Media Integration
  • Task Management
  • Team Management
  • Territory Management
  • Workflow Management

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Reviews

Overall rating

4,2 /5
(104)
Value for Money
4/5
Features
4,1/5
Ease of Use
4,2/5
Customer Support
4,1/5

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Showing 5 reviews of 104
Jennie D.
Overall rating
  • Industry: Automotive
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best tool for Increasing SalesForce Utilization

Reviewed on 2018/12/27

We have increased our adherence of our sales team for loading email communications and capturing...

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.

Nitin M.
Overall rating
  • Industry: Market Research
  • Company size: 10 000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

It helps in adoption of Salesforce !

Reviewed on 2019/05/10

Get more activities and quicker record addition into salesforce.

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.

Will G.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

I love Cirrus Insight so much, that I gladly put up with its issues

Reviewed on 2021/02/21

I love Cirrus Insight and feel like it is the best way to ensure tracking and data entry into...

I love Cirrus Insight and feel like it is the best way to ensure tracking and data entry into Salesforce. Because it does this automatically, and is managed from within Gmail, it makes it super easy to review contacts/accounts/opps and track emails, phone calls and meetings.

This more than makes the investment worth it, but the email open/click tracking is also super useful, as is the ability to create follow-up tasks and set delayed send times.

The extension seems to be finicky, erroring out on campaigns or requiring sign-in far too often, but it is well worth the thousands of hours I have saved in the last 2+ years from not having to log activity in Salesforce Directly, as well as research clients back and forth from email to SFDC. Cirrus brings it all into Gmail and is a lifesaver. Our Sales and CS teams use it and it is critical to our business.

Pros

The reason I purchased Cirrus Insight was to allow me to easily track all my emails to Salesforce. Sending emails from Salesforce is a pain and it is not easy to add received emails to the platform.

With the Cirrus Insight extension, all my emails (or the ones I choose) are added to Salesforce. And the best part is, it happens within my Gmail Inbox. I do not have to go to Salesforce, but can review emails, opens, clicks, contacts, opportunities, accounts and more all from within Gmail.

Cons

I feel like the "campaign" function errors out a lot. Its useful, but when sending an email to a large list, I plan on having to send it more than once.

Additionally, I feel like I am often getting "disconnected" and have to reauthenticate. I don't know why this is...maybe its my orgs security, but it is annoying and not clear why its happening.

Bob S.
Overall rating
  • Industry: Consumer Goods
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

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

Reviewed on 2020/09/16

Technical support is good at sending 'canned' responses.
I find myself frustrated that cirrus...

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.

Kayla O.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Decent but not the best way to log emails

Reviewed on 2021/02/05

I log emails once and week and stay logged out of the software the rest of the time. This makes it...

I log emails once and week and stay logged out of the software the rest of the time. This makes it easier to deal with my Gmail, and to not get slowed down when sending emails with this extra step, which can be glitchy at times.

Pros

It functions - it allows us to log emails so that they are visible in Salesforce. This in turn makes it possible to know when we last spoke with a partner and where we might have left off. It's particularly helpful if we're switching who owns a client account or if someone is out of the office.

Cons

I dislike how it can slow down my Gmail, how I need to log in by connecting with Salesforce periodically, and how easy it is to accidently log emails that were personal or that I didn't intend to log. I wish it were easier to find the contact to connect to the email - the software isn't always smart enough to know which email address to populate.

Showing 5 reviews of 104 Read all reviews

Cirrus Insight FAQs

Below are some frequently asked questions for Cirrus Insight.

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.

We do not have any information about Cirrus Insight features

Cirrus Insight has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Cirrus Insight supports the following languages:

English

Cirrus Insight supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Cirrus Insight integrates with the following applications:

Google Workspace, Microsoft 365, Salesforce Sales Cloud

Cirrus Insight offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Cirrus Insight.