Capterra Logo
Helping businesses choose better software since 1999

Cirrus Insight vs Lead Gen & CRM (formerly SharpSpring): Which is a better fit?

Updated on February 2nd, 2025
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Key features rated by users
Features selected based on 14,229 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.3
Lead Management
4.0
Sales Pipeline Management
4.5
Reminders
--
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.8
Lead Management
4.7
Sales Pipeline Management
4.7
Reminders
4.7
User satisfaction
4.2
User reviews113
Ease of use
4.2
Functionality
4.1
Value for money
4.0
Customer support
4.1
4.6
User reviews765
Ease of use
4.3
Functionality
4.4
Value for money
4.6
Customer support
4.6
Price starts from
/user
Monthly subscription
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Any company can enhance their meeting automation with Cirrus Insight, whether they use Salesforce or not. Those using Salesforce for CRM will get a ton of value from integrating with Gmail or Outlook.

Constant Contact's Lead Gen & CRM platform helps small B2B businesses get more leads, close faster and focus on what drives results with a unified marketing and sales platform.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-84b116fd-e753-4a04-c4b1-08d994eeebe0
Will G
Client Success Director
5.0

Will G.: Hi. I'm Will. I'm a vice president of Solutions. I give Cirrus a five out of five, and for more reviews like this, hit the link below. So in the past, we've used tools like Mixmax, as well as some of the email sending within salesforce.com. The main issue for us and for me, and why we chose Cirrus, is that those other tools were either way too manual, that was Salesforce or some of the tracking just wasn't quite as user friendly in Mixmax, as it was in Cirrus Insight. So we chose Cirrus Insight because cost-wise, it made a lot of sense. It's not a high cost to get into, and the same goes for onboarding. It's really simple to get started using the tool and it provides a ton of information. The biggest thing for me is it allows me to use all the power of Salesforce data collection, it's opportunity tracking, but to never have to leave Gmail. I don't have to go into the Salesforce experience, which sometimes frankly, is clunky and not user friendly. I can do it all within Gmail and not have to leave the thing I'm most familiar with. So for us, Cirrus Insight was pretty simple. We're a small team, so I believe five seats is what we started with and we set it up. I'm a problem solver, I guess, I'm a software trainer, so I just played around with it for a few minutes, few hours, and then we started rolling out to other folks. It's really simple to use, even the things that don't always make sense, to get started right away, to track emails, to make sure you're seeing opens and clicks, to tie things to opportunities, to log tasks to Salesforce, all of that is virtually plug and play. And so, the setup was literally play around with it a little bit, check out a couple videos or help center articles, and then we rolled it out to the rest of the team. I think for me, the biggest thing when considering Cirrus Insight is to really think about what you need to do and why you're looking at a tool like Cirrus. So for us, the big things were the email tracking, opens and clicks, login everything to Salesforce, being able to see opportunities and tasks from within the Gmail sidebar. So that's what made it worth the purchase for us. The tool does have things like you can send automated campaigns and stuff like that. Those features aren't quite as strong. So if that's the most important thing to you, is sending out a bunch of mass campaigns, probably not the right tool for you. So, I think the big thing is just to understand why you need it. And for us, again, if you're trying to track emails, track tasks, see opportunities and see opens and clicks, all from within Gmail and still have that sync back to Salesforce, then it's a no brainer. It's an awesome product.

How Capterra sources reviews
View all video reviews
video-6295fecf-7134-45bd-5862-08d910eb139a
Josh A
CMO
5.0

Josh A.: My name is Josh. I'm the founder and CMO, and I give SharpSpring a five out of five. If you want more reviews like this, you can click below. Prior to using SharpSpring. I was using a few different tools. I was using Pardot, Pipedrive, ActiveCampaign and MailChimp. The reason that I was looking to change solutions is because those solutions... Well, it depends on the solution. For Pardot, it wasn't really easy to use. It required more of a professional kind of Pardot expert, and we didn't always have one around. For Pipedrive, it was more of a CRM, so it wasn't really a fully functional marketing or sales automation software. It really just kind of kept track of your leads. With ActiveCampaign, I felt like their tool's on a good track, but not nearly as refined as what I later found with SharpSpring. Soon as I saw SharpSpring, I realized there was a lot more functionality and capability and that it was more refined than ActiveCampaign. And the last one that I would explain would be MailChimp, and MailChimp really worked well as a good email marketing tool, but it wasn't a holistic kind of complete marketing and sales automation tool. So those are the reasons, those are the tools that I use prior to SharpSpring. The reason I chose to use SharpSpring and [inaudible 00:01:21] SharpSpring is because it's so robust. I feel like the team at SharpSpring does a good job of continually adding new features, and plus, they have a very solid base, a good foundation of features already in place. It allows us to do both marketing and sales automation, all in one software, which is a huge convenience. I don't have to worry about connecting different pieces of software. For the most part, it all works together in one tool. And it's very affordable, knowing that you get all those different tools in one place as well. If there's a capability that it doesn't have, then it works really well with APR so you can, you can kind of make up a gap for anything that you don't find built-in to SharpSpring by default, which makes it just a very robust and powerful tool. Yeah. SharpSpring, as far as integration goes, was very easy to integrate and stand up. That part was really quick. I would say there's a little bit of a challenge in just being able to customize the software. And it's probably a challenge to customize and integrate software in general, when you're dealing with any sales and marketing automation tool; every company has very specific needs. I know quite a few companies that actually use SharpSpring, so I've been able to see this firsthand. But everyone has different needs and different capabilities, so getting it just right takes a lot of work and a lot of refinements. I think it's important for companies to know that from the start. What I will say is the SharpSpring does a really good job of giving you options and flexibility in their solution set so that you can make sure that everything gets set up to the way that you like. It just may take a little while to get there as you're figuring out exactly how to harness their tools and harness their setup options, to get it set up exactly how your organization wants. When someone is considering to look to integrate SharpSpring or to choose a similar like sales and marketing automation tool, there's a few things that I'd recommend. Foremost is, I would recommend creating a very clear set of use cases. For me, a use case is just how you're going to use the software, so if you can come up with all of the core reasons that you're going to be able to use the software and want to use a software, define those at the very beginning before you even start your search. So that makes your search a lot easier; if you're asking questions, you'll know what to ask. You'll know what are must haves, what are not. And then as you are getting sold on the software or going through the sales process, you can ask to make sure that all those things can be accomplished with the software and what type of time and cost to expect with a software. Now with SharpSpring, for the most part, everything is built into the same price. There's no major ad-ons, so that's a huge advantage, but in general, it's just nice to know what exactly it is that you really need in your software and for your solution before you get into the sales process.

How Capterra sources reviews
View all video reviews
User interface
130188 video thumbnail}
1 Video
136480 video thumbnail}
1 Video
130188
5 screenshots
No screenshots provided by vendor
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Cirrus Insight

25/37
  • Customer Journey Mapping
  • Customizable Reports
  • Data Security
  • Drag & Drop
  • Forecasting
  • Lead Generation
  • Lead Qualification
  • Lead Scoring
  • Multi-Channel Communication
  • Sales Reports
  • Segmentation
  • Third-Party Integrations
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
  • Task Management
  • Territory Management
  • Workflow Management
See All features
Hide CRM Software Features -

Lead Gen & CRM (formerly SharpSpring)

Top Features
26/37
Show CRM Software Features +

Cirrus Insight

--

Lead Gen & CRM (formerly SharpSpring)

Cirrus Insight
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Lead Gen & CRM (formerly SharpSpring)
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Cirrus Insight
  • By Cirruspath
  • Located in United States
  • Founded in 2011
Lead Gen & CRM (formerly SharpSpring)
  • By Constant Contact
  • Located in United States
  • Founded in 1998
Need a Little Help?

Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.

Recommendations

Products similar to those you're currently comparing: