Cirrus Insight

About Cirrus Insight
Cirrus Insight empowers individuals, teams, and organizations with a robust suite of Salesforce productivity and meeting automation tools. By seamlessly integrating with Gmail and Outlook, users are able to automatically sync all activity data to Salesforce, send personalized emails at scale, and track email interactions directly from their inbox. Cirrus Insight even eliminates scheduling friction with a complete arsenal of scheduling automation features; from 1:1 meetings, to sharing your combined team's availability, to intelligently matching buyers with staff based on personalization criteria, booking meetings has never been easier. Cirrus Insight is proudly supporting over 50,000 active users across the globe in their efforts to drive revenue and growth.
Key benefits of Cirrus Insight
Automatically sync your calendar, email & more to Salesforce. Connect buyers instantly to the right person's calendar. Book more quality meetings with frictionless scheduling. Effortlessly send personalized mass emails from your inbox. Manage Salesforce® data from your Outlook or Gmail inbox.
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Reviews
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- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Helpful for the Salesforce-foucsed Sales team
Reviewed on 2018/11/02
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.
- Industry: Financial Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
How Cirrus is embedded into our business process
Reviewed on 2019/05/03
Cirrus is a fundamental part of our business process. We easily record All our important emails,...
Cirrus is a fundamental part of our business process. We easily record All our important emails, write file notes and tasks all within our email. All this is achieved within our email system without having to login Salesforce.
Pros
Cirrus allows us to easily assign important emails to our contacts and opportunities to meet our legislated record keeping requirements.
Cons
Each email needs to be individually checked at the close of a deal to ensure it has been allocated to the client and opportunity. A bulk process function would save even more time.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
It's a worth while email tracking software that can be utilized for sales and service teams.
Reviewed on 2018/03/29
Email tracking, syncs email activities to Salesforce, schedule follow up reminders.
Email tracking, syncs email activities to Salesforce, schedule follow up reminders.
Pros
I like that it is very easy to sync with Salesforce CRM. I can even create new contacts or accounts from my Gmail through Cirrus.
Cons
Sometimes, I notice that Cirrus does not accurately track opens on emails i send out. I also have to manually click a button to make sure an email thread is properly added to the appropriate contact/account record in Salesforce.
- Industry: Nonprofit Organization Management
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
I loved them when I had them
Reviewed on 2019/05/03
I could youse templates to have a call to action from my clients - then click a button to have them...
I could youse templates to have a call to action from my clients - then click a button to have them book a time. sometimes I would send the email later with the scheduling tab. It made me look professional and I really was able to stead ahead of the client vs play catch-up
Pros
It seamlessly integrated with my Gmail account and my calendars. It worked well- people understand how to use it and the software was always correct it never malfunctioned
Cons
sometimes when you started up your computer you would have to manually sink everything.
- Industry: Higher Education
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Powerful tool for syncing communications to Salesforce
Reviewed on 2019/05/03
Pros
Cirrus Insight is a very powerful tool. It quickly and easily links your email communications to Salesforce. It is also a faster way to access records and involves a lot less clicks than the Salesforce interface.
I also use and appreciate the scheduling tool and follow-up reminder alerts.
Cons
Cirrus Insight can be a little opaque. For instance, when you restart your browser, CI will fail to load in Gmail. There is nowhere to “turn it on;” you just have to refresh the tab and wait for it to appear. This is not a regular occurrence, but when it happens, it’s annoying.
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$14.00/month
- Pricing model: Subscription
- Free Trial: Available
Starting at $10/user/mo paid annually. Volume discounts are available.
Q. Who are the typical users of Cirrus Insight?
Cirrus Insight has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Cirrus Insight support?
Cirrus Insight supports the following languages:
English
Q. Does Cirrus Insight support mobile devices?
Cirrus Insight supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Cirrus Insight integrate with?
Cirrus Insight integrates with the following applications:
Google Workspace, Microsoft 365, Salesforce Platform, Salesforce Sales Cloud
Q. What level of support does Cirrus Insight offer?
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.
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