Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.
$15
per month
Smith.ai
Score9 out of 10
N/A
Smith.ai is a call answering platform for businesses of all sizes. The AI Receptionist from Smith.ai handles call scenarios, such as qualifying leads, answering questions, and scheduling appointments 24/7. Smith.ai Virtual Receptionists aim to maximize meaningful interactions, with the goal of moving a business forward with a professional human touch. With its integration ecosystem of over 7,000 platforms — like HouseCall Pro, ServiceTitan, MyCase, and HubSpot— call data flows directly into a…
$95
per month
Pricing
Cirrus Insight
Smith.ai
Editions & Modules
Starter
$27
per user/month
Closer
$45
per user/month
Rainmaker
$72
per user/month
Starter
$95
per month
Basic
$270
per month
Pro
$800
per month
Enterprise
Custom
Offerings
Pricing Offerings
Cirrus Insight
Smith.ai
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
$500 per installation
No setup fee
Additional Details
Pricing based on annual billing.
All plans include:
- Lead screening
- Lead qualification
- Appointment booking
- Intake
- Call transfers & routing
- Live agents on standby 24/7
- Instant call summaries
- Bilingual English/Spanish call handling
- Comprehensive dashboard with rich business insights
- Dedicated phone number
- Phone and e-mail support
Additional features available:
- Integration with CRM software - including ServiceTitan, HubSpot, and Clio), Zapier, Slack and others
For someone who uses both Gmail and Salesforce as part of their main role, this software is an invaluable connector for them both. Some of the features are also not Salesforce specific - such as the Meeting Scheduler, which has proved invaluable to me, and I would recommend to any Gmail user who frequently set up meetings (either internally or externally).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Smith.ai Website Chat is an excellent solution for law firm owners that want a cost-effective strategy to capture lead information from website visitors. Our website generates hundreds of visitors each day and over 7,000 visitors per month. I strategically have placed the online chat feature on the contact page on our website to engage with only those potential clients that are serious about retaining our services and making a purchasing decision. I have priced this type of online chat service with several other providers (Ngage, Apex Chat). Some of these providers charge as much as $35 or hire per qualified lead. Smith.ai comes in at approximately $8-$15 per chat session with a potential lead and even offers some flat rate options. There can be further cost savings if only the chatbot feature is used without live agent support. In this option, a website visitor can engage with a chatbot using Automated questions and answers without the need for live agent support. My firm beta tested this product in of it itself and it generated several thousands of dollars in revenue. The customer support has also been exceptional. All the representatives at Smith.ai have been responsive to customer service questions and implementation of the product. Capturing leads with the chatbot feature and the live agent support has even been more profitable. Based on our CRM data, website chat leads generated over $127,500 of revenue for our firm and engaged with 230 potential clients in just the past 12 months.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Log email to Salesforce. You click one button and it logs for you. This is easier than adding the BCC email address that Salesforce provides as a way to log email.
Track views and engagement on these emails. It's nice to know if the email was opened and if links were clicked.
Update quick fields in Salesforce directly from their inbox using Cirrus. This prevented reps from needing to click into Salesforce, wait for it to load, then update fields like the phone number or name.
If the rep did need to open Salesforce, Cirrus provides a quick button to navigate to the Lead/Contact/Opportunity page quickly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Outlook for Mac could use some work as an add-on because it's hard to read sometimes on my laptop. It's not a sidebar, like the Windows functionality, so it's harder to read.
Doesn't always find an opportunity, even though I know it's in our Salesforce system.
Randomly shuts down and doesn't log in properly at times. I've had to remove and re-download more than once.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is the best google to salesforce integration on the market. support is incredibly responsive and very helpful. They are constantly adding new features, and the current feature set is well beyond anything else that is currently offered in the market
Very easy to use. Everything opens in a familiar interface right inside the google apps sidebar. It brings in salesforce records, so as long as you know google apps / gmail and salesforce you'll be all set. It's point and click.
Smith.ai Live Website Chat allows you to provide a script for when they answer prospective clients. The script is customizable as your needs change. However, the script only goes so far, as they do not know your business personally. Once they do go through that script, they send you an email with the caller's contact information so you can reach out personally if they seem interested. They do so with efficiency.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Smith.ai pays for itself if we can help one site visitor move down our lead funnel to being a client. We have averaged over 50+ new leads each month since implementing the chat and with a close rate for becoming new clients that is double what our advertising PPC new client closing rate has been.
The plugin is installed inside your internet browser as an extension/add-on. It can be found in most add on stores and is easy to install. Usually just a few clicks. It handles authorization for you once you sign in, and then takes care of all the rest. It couldn't be easier to get working right out of the box. You're up in running in less than 5 minutes.
Yesware regularly sent me alerts that my emails had been opened by someone who I hadn't sent them to, from locations they couldn't possibly have been. I also don't recall its Salesforce activity logging working as smoothly, though I last used Yesware more than 12 months ago so my memory isn't as fresh as it could be
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Came down to pricing. Smith.ai Live Website Chat did not have the same level of customization and support as other alternatives but there are enough customization and tools that it was clear it would solve the problems and at a good price.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Positive - Smith.ai has easily saved me $25k+ in receptionist costs. They probably helped me land another $50k in new business I would otherwise not have brought in the door because they immediately grabbed the client on our website so they didn't get away or have to wait 2 days for a call back. Great ROI (100 to 1 ROI is probably not an exaggeration for my law firm).
