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Cirrus Insight

Cirrus Insight

Starting at $15 per month
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Overview

What is Cirrus Insight?

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…

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Recent Reviews

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Cirrus Insight has been widely used by various departments to enhance the productivity and efficiency of their email management and …
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Pricing

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Starter

$27

Cloud
per user/month

Closer

$45

Cloud
per user/month

Rainmaker

$72

Cloud
per user/month

Entry-level set up fee?

  • $500 per installation
    Optional
For the latest information on pricing, visithttps://www.cirrusinsight.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $15 per month
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Product Demos

#MWD22 Cirrus Insight Demo Jam Presentation

YouTube

Demo e mail campagne merge fields Cirrus Insight

YouTube

106 Miles: Demo night with Cirrus Insight

YouTube

Webinar - Integrating Office 365 & Salesforce with Cirrus Insight

YouTube

Cirrus Insight Puts Power of Salesforce Right Inside Gmail Inbox

YouTube
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Product Details

What is Cirrus Insight?

Cirrus Insight is a plugin for Gmail and Outlook for salespeople. The vendor says it's an all-in-one sales productivity platform with world-class Salesforce integration. 250,000 people use Cirrus Insight and its sister products Attach.io and Assistant.to to work faster and smarter from the inbox and calendar. Cirrus Insight was ranked #41 on the Inc. 500 list of fastest-growing companies in 2016.

Cirrus Insight Features

  • Supported: Email tracking & open alerts
  • Supported: Attachment tracking
  • Supported: Personalized scheduling pages
  • Supported: Mail merge email campaigns
  • Supported: Follow up reminders
  • Supported: Document management
  • Supported: Email nurturing campaigns
  • Supported: Event scheduling pages
  • Supported: Save and share telephone scripts
  • Supported: Individual and team metrics

Cirrus Insight Screenshots

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Cirrus Insight Competitors

Cirrus Insight Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish

Frequently Asked Questions

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.

Cirrus Insight starts at $15.

Yesware, Groove, a Clari company, and Marketo Sales Connect are common alternatives for Cirrus Insight.

The most common users of Cirrus Insight are from Small Businesses (1-50 employees).

Cirrus Insight Customer Size Distribution

Consumers10%
Small Businesses (1-50 employees)25%
Mid-Size Companies (51-500 employees)40%
Enterprises (more than 500 employees)25%
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Comparisons

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Reviews and Ratings

(50)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Cirrus Insight has been widely used by various departments to enhance the productivity and efficiency of their email management and customer relationship management processes. One of its key use cases involves linking the Outlook email system with Salesforce, allowing users to seamlessly connect emails to specific contacts, organizations, projects, and files/records. This integration solves a long-standing problem by enabling the inclusion of email attachments within Cirrus Insight, streamlining communication and record-keeping.

Sales Development Representatives and Outbound Account Executives heavily rely on Cirrus Insight to log their representative activities in Salesforce. They utilize its features to schedule reminder notifications for unengaged emails, book meetings, manage delivery times, and track email engagement. The sales team benefits from Cirrus Insight's ability to create and update leads and opportunities without leaving their inbox, simplifying their workflows significantly.

Additionally, Cirrus Insight is leveraged company-wide for email tracking, seamless attachment of emails and activities to Salesforce records, and the creation of contacts directly from the inbox. Its integration with Gmail facilitates efficient email management for users. The forward-looking approach of Cirrus Insight is appreciated by users who have experienced positive updates throughout their journey with the product, resulting in significant time savings and increased efficiency.

Moreover, regional representatives find value in using Cirrus Insight to streamline their processes. They leverage its capabilities to effortlessly add project contacts to Salesforce, simplify adding new contacts and companies, track new opportunities, and document cases. The commercialization team relies on Cirrus Insight for launching and monitoring email campaigns, effectively tracking opens, deletes, and clicked links.

Sales representatives across various teams highly benefit from Cirrus Insight's ability to log emails to Salesforce, track email engagement metrics accurately, and swiftly update quick fields within their inbox.

Overall, Cirrus Insight serves as a valuable asset to sales reps, marketing teams, account managers, customer success teams - enabling them to log activities into Salesforce efficiently while attaching them to relevant opportunities. The tracking features within Cirrus Insight aid in determining email engagement and reducing false flags for users.

Clear and clean interface: Many users have mentioned that they find the interface of Cirrus to be clear and clean, which makes it incredibly easy to use for any type of user. They appreciate the simplicity and intuitive design, allowing them to navigate through the product without any confusion or difficulty.

Customizable according to Salesforce needs: Numerous reviewers have expressed their appreciation for Cirrus' ability to be customized according to their specific Salesforce needs. This flexibility allows users to tailor the product specifically to their preferences, ensuring a seamless integration with their existing workflows and processes.

Immediate updates from Salesforce: Users have praised Cirrus for its immediate synchronization with Salesforce. Any updates made in Salesforce are quickly reflected in Cirrus, eliminating the need for manual synchronization or waiting time. This real-time data availability ensures that users always have access to the most up-to-date information within both platforms.

Difficult to Read on Mac: Several users have found Outlook for Mac difficult to read on their laptops because it lacks a sidebar like the Windows version. This limitation affects the usability and overall experience of the software.

Issues with Finding Opportunities in Salesforce: Some reviewers have experienced difficulties in finding opportunities within the Salesforce system, even though they know they exist. This issue can cause frustration and hinder productivity for users who rely on this feature.

Random Shutdowns and Login Problems: Users have reported instances where Outlook for Mac randomly shuts down and fails to log in properly, requiring them to uninstall and re-download the application. This inconsistency in performance can be disruptive and time-consuming for users trying to access their emails efficiently.

Users recommend trying Cirrus Insight as it is considered one of the better Salesforce integrated email apps. They suggest using it for tracking sales team activities and replacing other tools for meeting scheduling and email templates. Users also find Cirrus Insight essential for capturing customers and improving the work environment. They believe it is a great tool for understanding customer reactions and improving work across all types of organizations, as it is easy to use and integrates well with CRM systems like Salesforce. Users highly recommend attending online seminars to learn more about Cirrus Insight's capabilities. Additionally, users praise the mobile application, which is loved by many. Another recommendation from users is to walk through all setup steps in the sidebar, as this adds lots of value to Salesforce CRM. Finally, users suggest considering ZynBit for gaining insights on customer communications and scheduling appointments, praising its efficient support.

Attribute Ratings

Reviews

(1-21 of 21)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
Well-suited:
  • Sales, customer support, or other functions in which you need to quickly log emails to Salesforce
  • Functions in which it's important to know exact open and click rates for your email
  • Organizations with high tech proficiency so you can easily troubleshoot and learn how to use a tool that offers many settings.
Not well-suited:
  1. Organizations with low tech proficiency, or for people who are overwhelmed with multiple software add-ons
Jeff Bramhall | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
I think the use cases where it would be useful are:
- a sales team who is email heavy
- an organization who can elaborate the value they want to achieve from email tracking and automation software
Successful implementation of the tool also requires that you set standards within your organization so you can easily transfer knowledge.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's great for people who are regularly in their email inbox but need to interact with Salesforce data or create Salesforce data easily from their inbox. Cirrus Insight also makes it easy to log emails into Salesforce. It works both with Outlook and Gmail.
Sasha Chait | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Cirrus is a great solution if you want to make it easy for users to access Salesforce (for both viewing and adding information) from their inbox. Doing this is a great way to see your database actually be used and see results from that.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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).
Jason Miller | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I believe Cirrus Insight is a must have for sales teams of all shapes, sizes, and industries. If your sales team has email and a CRM it is a must have if you value data integrity and sales activity being captured in your CRM.
Pedram Mizani, MD, MHSA | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
My client located in Miami scheduled an appointment with me and got a Madrid time zone Calendar item. We checked her calendar setting and it was on EST correctly. Another client in India was able to schedule a Sunday meeting with me, whereas my calendar does not allow for that to happen.
Beth Lee 763-478-9600 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
If your users are field based, Cirrus Insight offers a mobile app, which our users love. Because of this tool, our Regional Representatives are finally inputting valuable contacts and interactions into salesforce.
Blake Cohen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Anyone who sends and receives a lot of emails and works primarily out of Salesforce can see good benefits from Cirrus, especially if your company follows the motto of "If it's not in Salesforce, it doesn't exist." On my heavier days, it easily saved me half an hour of manually logging all my emails. It's also useful if you need to track opens, link clicks, and attachment downloads.
Kelsie Hamilton | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
It's well suited if you're a Windows user. They're still working on the Mac updates. It's very helpful if you want to integrate more of your emails into your Salesforce system and want to capture all of that more accurately. For our organization, capturing conversations and documents is very vital, so it made a lot of sense. We're a small team and it works well for us, but I think it could work just as properly for a larger team too. It's less appropriate if you don't really care about the email to Salesforce functionality or haven't really thought about it before. For us, it was a huge gap and need and it really addressed it.
September 15, 2017

Cirrus(sly) Awful

Graham Hill | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
For logging emails it's great. It's fluid and it syncs everything I send with Salesforce. IF all you're interested in is tracking emails, this tool works well. The flight plan feature is underdeveloped and doesn't work well/at all most of the time.

There are much better options out there, I don't recommend.
Dailius Wilson | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
I feel that Cirrus Insight adds alot of value to our function but at the same point has some clear flaws which make it hard to recommend. The product, especially for Gmail - reminds me of something that has moved out of the Beta stage too early in product development. If they gave the app a solid overhaul and improved the reliability of the features I could see my feedback improving
Score 10 out of 10
Vetted Review
Verified User
Cirrus Insight is most suited for sales professionals communicating via email. Especially, those in outbound prospecting roles. There's no excuse not to log your activity in Salesforce since it's as easy as clicking a button.
Chad Griffeth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Different roles have different benefits to the use of Cirrus in our organization. I have not expanded the use of Cirrus as much as I would like and it would be helpful for Cirrus to create some fact sheets on how they might benefit different roles in an organization (Customer Service, Marketing, etc.).
Craig Grella | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
If you are looking for a way to integrate google apps and salesforce, this is the single best tool available on the market. For the price at which it is being offered, it will pay for itself in just a few days. You will become more efficient using it, and that extra time saved will make you more profitable as well.
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