--- title: "Cirrus Insight Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Cirrus Insight Software - reviews, pricing plans, popular comparisons to other Integration products and more." source_url: "https://www.capterra.com/p/130188/Cirrus-Insight/" page_type: "product" language: "en" --- # Cirrus Insight Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Cirrus Insight ## What is Cirrus Insight? Cirrus Insight transforms your sales process from reactive to proactive with AI-powered CRM automation and relationship intelligence. For over a decade, Cirrus has connected Gmail, Outlook, and Salesforce to capture every interaction and ensure CRM data is always clean, current, and complete. The platform automates pipeline creation, deal management, and meeting preparation—keeping calendars full, buyer committees engaged, and forecasts accurate. With inbox-native workflows and real-time insights, Cirrus empowers teams to build pipeline faster, manage deals smarter, and win more consistently. Whether you’re an admin, sales leader, or rep, Cirrus aligns your go-to-market motion and fuels predictable revenue growth ## What is Cirrus Insight used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Integration](https://www.capterra.com/integration-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/) Top alternative Featured Overall rating Based on 113 user reviews Reviews sentiment Positive 79% Neutral 17% Negative 4% Starting price $14 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Cirrus Insight?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.cirrusinsight.com&name=Cirrus Insight) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Cirrus Insight 4.2 (113) VS. [4.5 (4,477)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $14 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (106) Ease Of Use 4.4 (4,378) Value For Money 4.0 (89) Value For Money 4.3 (3,509) Customer Service 4.1 (90) Customer Service 4.4 (3,519) ## Cirrus Insight alternatives [4.4 (18,801)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (824)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/130188/Cirrus-Insight/alternatives/) ## FAQs about Cirrus Insight Overview ### Which roles and teams benefit most from Cirrus Insight? Cirrus Insight is most used by sales teams, account managers, and business development professionals who need to track emails, sync Salesforce activity, and manage follow-ups inside inbox workflows. Executives, directors, and firm leaders benefit from better pipeline visibility, while CRM and client-facing teams use it to keep customer records current and communication organized. Answer based on 104 reviews Overview ### What company size and industries is Cirrus Insight built for? Cirrus Insight is for sales teams, leaders, and operations professionals, primarily at small businesses, which make up 77% of reviewers, with strongest adoption in Computer Software at 33%. It also serves midsize businesses at 17% and enterprises at 6%, with additional use in Non-Profit Organization Management and Information Technology and Services. Answer based on 113 reviews Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of Cirrus Insight? Cirrus Insight includes core Salesforce and Gmail or Outlook integration, automatic email logging, email tracking for opens and clicks, and contact, lead, and opportunity updates from the inbox. Differentiator features include Send Later, follow-up reminders, calendar sync with meeting scheduling, and Flight Plans for sales campaigns and cadences. Answer based on 71 reviews Pricing ### How much does it cost and what fees or limitations are included? Cirrus Insight starts at $14/user/month for Salesforce Sync, with Pro at 21/user/month and Expert at 49/user/month, plus a free trial. Reviewers often call the pricing competitive and worth it for saved time, though some small businesses found costs less ideal and noted occasional billing, licensing, or extension issues. Answer based on 14 reviews Integrations ### Which third-party tools and platforms does Cirrus Insight integrate with? Cirrus Insight integrates with Gmail, Google Calendar, Google Workspace, Salesforce Sales Cloud, Salesforce Platform, and Microsoft 365. Reviewer feedback centers on Gmail and Salesforce connections for logging emails, syncing calendars, and managing contacts and meetings, while the catalog data confirms support across both Google and Microsoft productivity environments. Answer based on 82 reviews Getting Started and Support ### What training and onboarding options does Cirrus Insight offer? Cirrus Insight provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars offer guided instruction, while documentation and videos give self-paced reference material for learning product features and setup steps. Answer based on 1 reviews Getting Started and Support ### What customer support options does Cirrus Insight offer, and how do users rate the experience? Cirrus Insight offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as responsive, friendly, and easy to reach, especially for setup and fixes. Still, some report slow follow-up, canned replies, unresolved bugs, and frustration when issues affecting reliability or billing take too long to solve. Answer based on 25 reviews Features and Usability ### How well does Cirrus Insight handle email tracking? Cirrus Insight handles email tracking well for sales teams that work in Gmail and Salesforce. It logs emails, shows opens and clicks, and helps with follow-ups and meeting scheduling. Many users value the inbox-based workflow, though some report buggy behavior, missed tracking events, and occasional sign-in or sync issues. Answer based on 29 reviews Features and Usability ### Is Cirrus Insight easy to use? Cirrus Insight feels easy to use for many Salesforce and Gmail users, especially during daily email logging and follow-up work. Teams like the familiar inbox workflow, simple setup, and quick record updates, but others find the interface less intuitive at first and mention glitches, reconnect prompts, and setup confusion. Answer based on 26 reviews ## Features AI summary Based on 3,048 Integration reviews Not all integration products cover every feature buyers care about most. Here is what Capterra reviewers identify as essential when choosing a solution: - **Third-Party Integrations** (**63%** of reviewers rated this feature as critical) - **Integrations Management** (**59%**) - **Workflow Management** (**48%**) Cirrus Insight supports **Workflow Management**, which can help teams coordinate repeatable processes and keep work moving across connected systems. However, it does not include **Third-Party Integrations** or **Integrations Management**. Instead, it offers **Data Import/Export** (**54%**) and **API** (**52%**), two other features reviewers also rate highly. These options give businesses ways to move data between tools and build custom connections, helping teams maintain data flow and support day-to-day operations more efficiently. Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Email Management 4.4 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Contact Management 4.3 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Email Marketing 4.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Interaction Tracking 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Reporting/Analytics 3.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Cirrus Insight 70 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Entry: The process of entering information or updating records in a computer system or database - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Storage: Store and organize documents in a centralized system - Email Address Extraction: Extract email addresses from multiple data sources - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Monitoring: Ability to oversee and optimize the operations of a mail server - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Field Sales Management: Manage or track sales completed by field teams/employees - For Sales Teams/Organizations: Caters to sales teams - Group Scheduling: Automatically find mutually available meeting time slots across multiple calendars - Image Capture: Process images and automatically scan for data - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Online Booking: Book meetings and appointments through a website or digital platform - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Quotes/Estimates: Generate quotes or estimates for customers - Real-time Scheduling: Based on availability, instantly confirm or deny a request when a new booking is made - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Response Management: Planning and managing of resources and procedures to mitigate the impact of events and incidents - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Website Integration: Seamlessly integrates with 3rd party websites - Whitelisting/Blacklisting: Control system access and/or deliverability for applications and email addresses - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (105) 4.1 Based on 105 reviews ## Pricing Value for money 4.0 (89) Free Trial [View pricing plan details](https://www.capterra.com/p/130188/Cirrus-Insight/pricing/) Salesforce Sync $14.00 Per User,Per Month It includes: - Standard Bi-Directional or One-Way Sync - Sync of Emails, Events and Tasks - Data Stored in Salesforce - Custom Sync Frequency - SmartLink Pro $21.00 Per User,Per Month It includes: - Includes Salesforce Sync AND: - Inbox - Sidebar - Thread-based Sync - Scheduling API - Personal Scheduling Page - Book Meeting Expert $49.00 Per User,Per Month It includes: - Includes Salesforce Sync & Pro AND: - Team Scheduling - Email Blast - Email Templates - Email Tracking - Link Tracking - Smart Scheduler Custom Build your plan It includes: - Pre-Meeting Research - Account Insights - Contact Insights - Automated-AI Meeting Prep Value for money 4.0 (89) 4.0 Based on 89 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (90) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (90) 4.1 Based on 90 reviews ## User reviews Overall rating 4.2 Based on 113 reviews Filter by rating 5(49) 4(40) 3(19) 2(2) 1(3) Mentioned topic Sorted by most recent MK Melissa K. Sales Operations Analyst Information Technology and Services ### "So Easy to Use " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 28, 2025 We've had great customer support and found it very easy to use over the years. It's a plug and play product that keeps Salesforce up to date and allows us to easily make changes right from email. Pros This product helps us sync seamlessly to Salesforce. The ability to create email templates and access them immediately from Gmail also has made this product a win for us. We've been customers for many years and haven't found a more suitable product for all the things we need. Cons The product is better suited to Gmail users. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User PM Financial Services ### "Simple and Easy Email Archiving" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 27, 2025 Cirrus Insight has been a great tool for our organization to maintain complete records of emails with minimal effort! Pros Cirrus Insight has taken a previously manual process and made it automated, simple and painless. Cons Updates sometimes require multiple steps to refresh browser and ensure syncing is uninterrupted. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Patti M. Customer Success Manager Medical Practice ### "An Essential Salesforce Integration Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 27, 2025 We've used Cirrus Insight at our company for many years and we really couldn't do our jobs without it. The team at CI is innovative, responsive to client needs and keeps getting better with time. We absolutely love it. Pros CI seamlessly interfaces with Salesforce, allowing us to view client information and history right from our email sidebar. It automatically records meetings, tasks and email communication, allowing us to do our jobs faster and more efficiently. The support team is also amazing and readily available for any issue or question. Cons Sometimes it documents too much, causing more data storage in Salesforce. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SJ Simon J. Senior manager Computer Software ### "Boost Your Sales Productivity" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 9, 2024 Pros It integrates seamlessly with my email, making it easy to track customer interactions. I can see email opens and clicks directly in my inbox. Cons Finding specific email tracking data can take a few extra clicks. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. YY Yanyu Y. Senior Data Scientist Information Technology and Services ### "All the tools necessary to boost business and strengthen client connections are included" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 14, 2023 We can track subscriber activity inside email campaigns thanks to this handy tool. Having better synchronization with my customers and a solid plan for my email marketing services has made me very happy. Users get access to in-depth statistics and data on the platform, making evaluating marketing and sales performance easier. This allows for deliberation based on solid evidence. This application has my highest recommendation for its extensive client and event monitoring. Pros The application is used for effective customer management since it synchronizes with Salesforce to make it easy to include campaign goals. It can be used quickly and easily because of its intuitive design, getting this kind of help is easy, and the open lines of contact with higher-ups are a huge plus. Thanks to this product's use, our sales and customer-relationship management operations have been more streamlined. Our company's productivity has increased, and our relationships with current and potential customers have strengthened thanks to our successful efforts to integrate internal processes. Cons Several fundamental features of Cirrus Insight may benefit from frequent updates to enhance essential tools; however, these improvements are rarely released. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MD Mark D. C Insurance ### "No support- synch issue 30 days - no answer- " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 29, 2022 not enjoyable Pros never liked it but it was functional before they were bought out Cons use to have to log in daily to make sure it was even active- now that doesn't seem to be an issue but will not synch my salesforce calendar to google calendar & after a full month of back and forth with tech support they have come up with NOTHING-- I canceled Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ES Ed S. CVO Marketing and Advertising ### "Natively integrates with Salesforce" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 24, 2022 It's been positive Pros Ability to integrate natively with Salesforce and sync our Calendar, Inbox and Tasks Cons Took some time to figure out how to setup with Salesforce Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BB Barbara B. Consultant Market Research ### "Automate your CRM with Cirrus Insight" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 21, 2021 Pros Having the link between Gmail and Salesforce is great! Not having to save emails and contacts, easy peasy Cons Sometimes Cirrus glitch in my Gmail. Despite being connected on Salesforce, it seems it's not and half of my email page is Cirrus trying to reconnect. Annoying. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. James G. Financial Advisor Financial Services ### "Beware of the new Cirrus Insight - severely lacking features" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 October 14, 2021 We were happy customers with the old version of cirrus insight but the significant downgrade in features, stability and functionality of the new version leaves a lot to be desired. Simple things we liked in the old version are gone such as a little green button in the inbox next to an email address when they were synced in salesforce through to the ability to remind us if someone has not opened an email after a set period of time after sending. All these functionality plus a lot more are now gone. Pros The old cirrus insight was great, we could track emails, set reminders and had salesforce CRM integration. But now that it's unsupported, it's slow and unusable in normal business application Cons They stopped supporting the old Cirrus Insight and released a new version which took away many of the features that made Cirrus good. There is no email and workflow tracking ability and the UI is buggy (frequently blocks us out saying our valid subscription has expired). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KO Kayla O. Senior Business Partnerships Associate Non-Profit Organization Management ### "Glitchy Gmail compatibility" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 August 11, 2021 Pros The basic feature of logging emails into a Salesforce CRM is functional. Cons My team uses this software and at any given time, it’s not working for at least one of us. Ever since they upgraded their app, it hasn’t worked hardly at all. I like the idea of Cirrus, but it’s a pain, with no native nudges to remind users, lots of overzealous email logging, and very little training and troubleshooting available. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/130188/Cirrus-Insight/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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