Best For

Any company that uses Salesforce for CRM and either Gmail or Outlook/Office 365 as an email client will get tremendous value from integrating the two platforms with Cirrus Insight.

Product Details

You work in your inbox, not in Salesforce. No one has to force you to use email. It's easy to use and effective. We think Salesforce should be just as useful and just as simple. That's why we bring Salesforce into the inbox. To save you time and make you more productive. Now you can see and update Salesforce as you work. Sync emails to Salesforce, track email opens, create and update Salesforce records, schedule calls and much more. Try Cirrus Insight free for 14 days!

Contact Details

Cirruspath

http://www.cirrusinsight.com

Founded in 2011

Located in United States

Cirrus Insight Pricing Overview

Cirrus Insight pricing starts at $27.00 per month, per user.There is not a free version of Cirrus Insight.Cirrus Insight does offer a free trial.See additional pricing details for Cirrus Insight below.

Starting Price

  • $27.00/month/user
  • $27.00 per month when billed annually.

Free Trial

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Cirrus Insight Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Cirrus Insight Reviews

Showing 5 of 99 reviews
Overall
4.2/5
Ease of Use
4.2/5
Customer Service
4.1/5
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Nitin M.
Manager, Sales Operations
Market Research, 10,001+ employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
May 10, 2019

“It helps in adoption of Salesforce !”

OverallGet more activities and quicker record addition into salesforce.
ProsThis 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!
ConsSome erratic sync fails due to Google Token refreshes.
Reviewer Source 
Source: Capterra
May 10, 2019
John M.
Planning & Investment Analyst
Financial Services, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
5/5
Value for Money
3/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
September 24, 2019

“Good for big organizations”

OverallCirrus Insight has saved us a lot of time since our team has implemented it and has done wonders for our calendar and contact integration with our CRM. While the basic features can be found for free on some platforms, the powerful, unique features are worth the subscription.
ProsCirrus Insight is great for large organizations, particularly those running large CRM databases. The integration with Gmail allows for users to be more productive and to stay on one screen rather than switching tabs within a browser or perhaps across browsers. The integration is robust and features such as email sync, calendar sync and campaigns are very useful. Email templates also save a lot of time. The calendar scheduler is among the top features as well. Very powerful.
ConsMany of the powerful features Cirrus Insight provides are not suited for a small organization, particularly those who do not launch large marketing campaigns. There are several features that are great in a vacuum but that our team is simply too small to leverage. No fault of Cirrus Insight; it is simply a suitability comment.
Reviewer Source 
Source: Capterra
September 24, 2019
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Jennie D.
OEM Business Development
Automotive, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
3/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 27, 2018

“Best tool for Increasing SalesForce Utilization”

OverallWe 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!!!
ProsI 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
December 27, 2018
Mike H.
Director Of Business Development
Insurance, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: GetApp
November 2, 2018

“Helpful for the Salesforce-foucsed Sales team”

ProsCirrus 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)
ConsSome 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.
Reviewer Source 
Source: GetApp
November 2, 2018
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Kevin B.
Sr. Account Executive
Computer Software, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
June 6, 2018

“Cirrus is helpful for Gmail when it comes to tracking your email opens and offering reminders.”

OverallIt logged all of my outbound emails to Salesforce, tracked my email opens, provided analytics on the email opens/clicks/replies, as well as offered great functionality to stay on top of your work like "Send Later" or "Remind Me Later".
ProsThe best thing about Cirrus is how you can have the software remind you of particular emails down the line. I used this feature every day to make sure I can remain adequately organized.
ConsIn my experience, Cirrus has never been able to log inbound emails into Salesforce. Because of this, you always feel as if you're missing a part of the conversation. This may simply be standard in this industry segment, but it would be much more convenient to have a unique task for every outbound AND inbound email.
Reviewer Source 
Source: Capterra
June 6, 2018