Cirruspath

Cirrus Insight

4.5 / 5 19 reviews

Who Uses This Software?

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.


Average Ratings

19 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $19.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Cirruspath
  • www.cirrusinsight.com
  • Founded 2011
  • United States

About Cirrus Insight

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. Thats 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!


Cirrus Insight Features

  • Appointment Reminders
  • Automated Scheduling
  • Calendar Management
  • Group Scheduling
  • Meeting Room Booking
  • Multi-Location
  • Online Scheduling
  • Payment Processing
  • Recurring Appointments
  • Reservations
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management
  • Data Recovery
  • Email Archiving
  • Email Monitoring
  • Queue Manager
  • Response Management
  • Routing
  • Shared Inboxes
  • Signature Management
  • Spam Blocker
  • Whitelisting / Blacklisting
  • 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 Recently Reviewed!

Simple email to salesforce capture + email open tracking

Oct 12, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ability to see when and where people are opening emails. Reliability with emails logged to salesforce, especially by my team members.

Cons: Hard to tell when it isn't working, not the easiest to customize. Would like to see high priority open alerts.

Overall: Emails automatically logged in Salesforce. Quick responses to opens when applicable.

2fb9f47a79c6a0ad20c607674ca7b9f5

Best Sales Side Automation for Sales Reps connected to Salesforce CRM

Oct 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ability to update Salesforce leads, opportunities and events from gmail. Also the built in calendar function and meeting scheduling is seamless across Gmail and Salesforce. Eliminates double entry in the crm , calendar meetings and your daily email communications. Saves time and provides real-time opens and reads on the mobile interface. The new Flight Plans option allows for sales automation and cadence set up for sequence follow ups and lead and prospect nurture. Very strong for any salesrep to set up their own cadences as well as group cadences defined by Sales Leadership. Deep functionality for affordable user pricing. If your moving into sales automation it is a must have for reps to save time and manage productivity. The ability to add leads and prospects to Flight Plan (Cadence) or remove is extremely easy for anyone to take advantage of.

Overall: Seamless integration to Gmail, Salesforce and Meeting Requests for Calendar invites. Better sales cadence outreach functionality, easy management of sales campaigns, visibility to the sales process through Cirrus Insight Flight Plans. Saves rep time and double entry of key information around the sales process with Salesforce CRM. Allows our sales team to spend time on key leads that are ready to engage.

Great piece of equipment that works alongside office 365 to log all calls, emails etc

Oct 04, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: the seamless link with outlook 365 allows you to monitor all your emails and seamlessly link them to Salesforce and other applications

Cons: the support could be better although not sure who this will lie with. This could be a link with the Salesforce application or something else

Overall: seamless links with Salesforce

Seemed very promising but surprisingly nonresponsive customer support

Aug 15, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Pros: The integration with Salesforce in theory should make this such a time saver. No more manual data entry of contacts or of emails received/sent as Activities in Salesforce. Fairly intuitive to use.

Cons: There were some bugs with some of the custom aspects of our Salesforce instance. That's fine. But I was on a trial and was ready to sign on for the service b/c it seemed so promising, but the customer service to try to resolve the bugs was surprisingly bad. I don't know if they were just stumped or what, but I followed up several times to try to get a sense of their progress, and they just never replied. They had been friendly at first, but perhaps the problem was bigger than they felt our business was worth, so they never followed up. It bummed me out not to be able to continue with them, but if they don't put on their best show of customer support before I'm even a customer, I couldn't trust they'd do their best when I was.

Makes logging Salesforce activity right from my inbox a breeze!

Jan 25, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use, UI, and streamlined ability to update records and activity in Salesforce

Overall: As a season sales leader, the Cirrus Insight tool provides my team considerable ROI in keeping them within their Inbox and streamlining Salesforce updates. Gone are the days of spending an hour at the end of your day to log all of your sales activity and opportunity updates. The accuracy of my reports, pipelines, and forecasts have all drastically increased as a result of the Cirrus tool. When transitioning accounts, a sales rep can very easily view detailed notes and account activity captured by the CIrrus tool to seamlessly maintain account/sales momentum.

Integrate Gmail and Salesforce, DONE!

Dec 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Makes it easy to integrate Salesforce and Gmail. Makes me so much more efficient.

Cons: No con's that I have experienced

Overall: Cirrus Insight makes it easy to log emails, create leads, contacts and other records in Salesforce, right from your Gmail inbox. This increases the amount of data and the quality of data in your Salesforce Instance.

Recommendations to other buyers: Get it, you won't regret it.

Cirrus Insight Runs My Email

Oct 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: Cirrus Insight makes emailing people faster, more efficient, and more expeditious. I love being able to add a lead to Salesforce right from an email and track all email communication using Cirrus Insight. I frequently schedule meetings using the calendar sync feature which looks professional for the recipient and is less work on my end scheduling and drafting up meeting times!

makes my life easy

Oct 06, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Cirrus Insight takes all the hard work out of keeping my database up to date. I have a lot of companies and they have a lot of turnover so this helps to keep everything updated. Love it.

Great deal

Oct 05, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Ease of install, administration abilities

Cons: didn't work with all custom fields we needed

Overall: The features in this product were great, but lacked in a couple areas needed for our customer support department. Our sales team is pretty happy with it, though.

Recommendations to other buyers: doing a great job

Cirrus for Endeavor

Oct 05, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: I use it for one main function, to load emails in Salesforce. While I thought templates could be really interesting, everytime I've used it it's been a bit clunky. It's also been difficult to add members to Campaigns - though this is probably more a testament to how we structure our data rather than Cirrus.

GREAT PRODUCT

Oct 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: USE IT WITH SALESFORCE. USER SAVES CORRESPONDENCE FROM POTENTIAL PROSPECTS AND SAVE IT IN SALESFORCE. THE EXPERIENCE IS SEAMLESS AND USER FRIENDLY. IT CAN ALSO BE CONFIGURED WITH CUSTOM OBJECTS. THE MOBILE APP IS VERY USEFUL FOR TRAVELING MARKETING FOLKS WHO TOUR THE COUNTRY TO HOLD EVENTS AND ATTRACT NEW PROSPECTS. SERVICE IS GREAT. INVITED THEM TO TBSR AND WERE VERY ACCOMMODATING TO HIGHER ED SPECIFIC CLIENTS.

Best on the Market

Oct 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Great functionality, well supported. Sales and implementation teams are efficient and effective. Would highly recommend this app.

Cirrus Insights

Jan 22, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I have been using Cirrus Insights for about 5 months and really enjoy the overall ease of the program. The primary use is to take emails of prospective customers and integrate it into SalesForce which takes much less time than entering the information into SalesForce manually. I've also lately utilized the new calendar invite tool which sends an email to a contact showing the available times for a meeting and the individual can simply click the time that works for them and the meeting is created.

Pros: The ease of use of the program and the calendar invitation tool are the highlights They keep rolling out new functionality on a regular basis.

Cons: No issues to date, they are very responsive when I have questions or if functionality isn't working appropriately

Very Helpful Tool

Dec 11, 2012
4/5
Overall

Comments: I find Cirrus Insight to be quite useful in managing my work and tracking correspondence for various projects. It's a relatively small number of clicks to ensure that my emails are tagged to the correct projects in Salesforce, and thus makes my life much easier in terms of managing work. If I could change anything it would be expanding the Add functionality; currently you have the option to tag a contact and then one more level (account, project, etc), but adding a few more drop downs to allow for additional tags would be really helpful.

Very useful

Dec 10, 2012
4/5
Overall

Comments: I have been using Salesforce for about a year and a half and Cirrus for a year. I think that this last tool complements very well what I do in g-mail and Salesforce. Cirrus makes it easy (just one click) to relate your e-mails to your Salesforce contacts and accounts and to see if one g-mail contact exists in Salesforce. The only thing I would like them to continue improving is how all their tools show themselves in the g-mail screen. Sometimes it is difficult to manage the multiple scroll bars that appear; also the contact creator for Salesforce that appears in g-mail does not show properly. Therefore, I think that Cirrus can be perfected and they have already improved a lot and I am sure they will continue to do so.

Cirrus increased my productivity

Dec 05, 2012
4/5
Overall

Comments: I cannot tell you how annoying it was to submit emails to Salesforce and then have to go in individually to attach it to an object. TERRIBLE waste of time. Thanks to Cirrus I can easily submit. Now we have to take care in our naming conventions for custom objects so I can know what one to attach it to. Maybe Cirrus can add more than one field to display when searching?

Spoiled by Cirrus

Dec 05, 2012
4/5
Overall

Comments: Using Cirrus has saved me enormous amounts of time for logging emails against my contacts, accounts, and opportunities. Its fairly user-friendly interface lets me log correspondence instantaneously so that I don't forget about logging emails. There are still some quirks, though: when I have multiple gmail accounts open, the app sometimes gets confused about which account to attach to. I don't always see the option to log an email - sometimes I need to close my email or log out of Cirrus and open it up again. Despite some of the bugs, the advantages are overwhelming!

Cirrus = so helpful!

Oct 11, 2012
4/5
Overall

Comments: Cirrus is fantastic and has cut my time logging meeting, conversation, and task updates in half. The plug-in is easy to install and intuitive to understand. I love the easy Add to Salesforce button - and that you can tag emails to certain contacts within accounts, or to certain meetings/opportunities (sales goals). Sometimes if colleagues forward me email chains, and I don't know who 3rd parties are, their emails and accounts pop up in Cirrus for a quick frame of reference and links to additional background - awesome! Only complaint is that the new Cirrus patch makes contacts popup in Cirrus every time you are composing a new mail and/or open a new mail. I don't love having to click the close icon every time, but I'm assuming they will fix this! Cheers, A Happy Cirrus User

Productivity through the roof!

Oct 02, 2012
4/5
Overall

Comments: Being an IT Administrator, I'm constantly looking at different ways to help my users gain productivity and integration with our other services. As a nonprofit, the price for this app cannot be beat. The ability to be able to have Cirrus Insight right inside the Gmail interface has not only increased productivity, but has taken less time to train people on how to track emails and attach to different records within Salesforce. I've given this service 4/5 because though it is a great app, it still has plenty of room to grow and improve. If I could, I would give this app 4.5/5. The communication between Cirrus and myself has always been prompt and forthcoming of solutions. Their suggestion forum and feature request is taken with great seriousness and is key to their success. I already have 95% of my Salesforce users using this application, and will soon have 100%. I look forward to the developments that Cirrus brings out in the coming months/years. I am quite satisfied with this app and will use it for as long as Salesforce is around.