# Page 3 | Cirrus Insight Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Cirrus Insight the right Integration solution for you? Explore 113 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/130188/Cirrus-Insight/reviews

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Cirrus Insight

4.2 (113)

[View alternatives](https://www.capterra.com/p/130188/Cirrus-Insight/alternatives/)

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Last updated May 11th, 2026

# Page 3 - Reviews of Cirrus Insight

## Showing most helpful reviews

Showing 51-75 of 113 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Managing Partner  
Computer Software  
Used the software for: 1-2 years

### "Review of CI w/Office-Outlook"

May 10, 2019

3.0

Pros

Very convenient to keep working with email, while at the same time entering/checking basic SF lead/contact/task info. That saves time.

Cons

It still does present some functional issues, at least with the Office/Outlook environment 1. UYpon creating a lead it does prompt/prefill contact details, bot somehow I can not use this prefill, so need to retype it all manually 2. It has a button to log a call, but upon clicking this button opens a screen with "new task"? 3. upon the latest update, my Outlook seems to have become much slower to respond (?)

Review Source

KF

Kevin F.  
Customer Care Manager  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Excellent, Reiable Tool for Salesforce"

May 3, 2019

4.0

Salesforce (classic & lightning) Service Cloud - very happy - saves time - easy to use

Pros

\- Reliability (the SF tool for Outlook Email we used to have was broken all the time) - Efficient (easy to move communication, saving lots of time)

Cons

\- Wish the emails went into the Case's Comments section instead of Activities but not a big deal - When adding emails via the plug-in, sometimes I wish it connected info in my email better to case nos. so I wouldn't have to search further. Solution to this = putting my case nos. in email subject lines.

Review Source

RG

Rosa G.  
Senior Operations Manager  
Computer Software  
Used the software for: 2+ years

### "Better tools out there for our purposes"

April 3, 2020

2.0

It helped with transparency and visibility into customer communications but the negatives really outweighed the positives

Pros

Syncing data to Salesforce was essential, updating fields directly from your inbox, seeing if a customer had opened and clicked through

Cons

It CONSTANTLY caused inbox and browser issues. It reached a point where most of our team had to disable it to get any work done.

Review Source

JM

Jason M.  
Director of Business Development  
Computer Software  
Used the software for: 2+ years

### "Makes logging Salesforce activity right from my inbox a breeze! "

January 25, 2017

5.0

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.

Pros

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

Review Source

VR

Verified Reviewer  
Area Sales Manager  
Computer Software  
Used the software for: 6-12 months

### "Good effort, fell short "

August 21, 2018

3.0

Not so hot. Hard to use and have experienced a few bugs.

Pros

I like that you can send out campaigns to many people at once.

Cons

Very difficult to use, flight paths malfunction frequently, can't view templates alone, have to compose an email to edit any templates.

Review Source

VR

Verified Reviewer  
Account Development Manager  
Computer Software  
Used the software for: 6-12 months

### "Cirrus insight "

September 30, 2018

4.0

Pros

I liked how you could see tracking of emails, and create flight plans to reach out to a large amount of prospects

Cons

Wasn’t the most user friendly, but I didn’t get to engage with the software long enough to really dive deep into functionality

Review Source

VR

Verified Reviewer  
Business Development Representative  
Computer Software  
Used the software for: 6-12 months

### "Its fine for what it is"

November 19, 2018

3.0

Pros

The software is easy to use. It is easy to build templates, and to build out flight plans.

Cons

Doesn't always work, and the entire system would sometime shut down. Didnt always talk back to SalesForce like it was supposed to.

Review Source

KA

Kathleen A.  
Researcher  
Government Relations  
Used the software for: 2+ years

### "Simplify Your Life!"

May 10, 2019

5.0

I no longer have to copy and paste correspondence from clients in my Outlook into my CRM. A couple of clicks using Cirrus Insight and it’s done for me! Short and sweet! Move onto next task!

Pros

Citrus Insight allows you to save correspondence in Salesforce in an easy and simplistic manner!

Cons

There’s really nothing not to like about Cirrus Insight!

Review Source

VR

Verified Reviewer  
Managing Director  
Computer Software  
Used the software for: 6-12 months

### "Great tool for Sales People !"

May 3, 2019

5.0

It has great features, I chose CirrusInsights over Salesforce SalesInbox

Pros

integration into Gmail and the attachment tracking

Cons

mobile experience needs some improvement. Attach.io should be included within the Gmail integration

Review Source

DG

Dale G.  
Salesforce Consultant  
Computer & Network Security  
Used the software for: 2+ years

### "Integrate Gmail and Salesforce, DONE!"

December 7, 2016

5.0

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.

Pros

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

Cons

No con's that I have experienced

Review Source

MT

Michael T.  
Ceo  
Computer Software  
Used the software for: 2+ years

### "Great features great value a little buggy tho"

May 10, 2019

3.0

Useful when it works but Frustrating when it doesnt

Pros

Salesforce sync, Gmail contact sync and email tracking and follow ups

Cons

Some features are buggy. Some emails get tracked and some don't event though tracking is always on by default. Google auth keeps dropping.

Review Source

VR

Verified Reviewer  
Managing Partner  
Internet  
Used the software for: 2+ years

### "Excellent SF.com Add On"

May 3, 2019

5.0

Great product. Easy to use. And helps to streamline the salesforce.com process.

Pros

Easy to use and set up. Streamline SF usage.

Cons

Crashes outlook sometimes. Can turn off sometimes and need to reinstall sometimes.

Review Source

ES

Ed S.  
CVO  
Marketing and Advertising  
Used the software for: 1-2 years

### "Natively integrates with Salesforce"

May 24, 2022

5.0

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

VR

Verified Reviewer  
\-  
Real Estate  
Used the software for: 6-12 months

### "Good"

May 10, 2019

5.0

Pros

Easy to use. Good reporting. Intuitive. .

Cons

Difficult login sometimes, would go in a loop

Review Source

CAH

Carlos Andrés H.  
QA Engineer  
Computer Software  
Used the software for: 6-12 months

### "Meetings, journals & assignments. Everything with Cirrus Insight. "

May 2, 2019

5.0

Pros

Cirrus Insight offers every user to connect Salesforce database to your Gmail Inbox in just a few clicks. You can schedule meetings, manage tasks, adding contacts through Gmail and in just minutes you get all of it synchronized with Salesforce. It helps the user to get everything organized especially when you have a team to lead.

Cons

Sometimes Salesforce takes a bit of time to synchronize to Gmail, you'll need a stable internet connection to load the extension correctly.

Review Source

KJ

Kat J.  
Systems Admin  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Left feeling unsatisfied "

May 14, 2019

3.0

Cirrus Insight was supposed to make our messy sales process smoother via email. Not letting emails slip through the cracks. However it was more work and eventually forced us to switch products.

Pros

Cirrus Insight provided at the time what my team thought they needed. It connected to Salesforce and tracked the emails within the product.

Cons

The product was hard to use, very unreliable syncing qualities. It required constant updates and repairs and was far more work then benefit.

Review Source

WN

Will N.  
Sales  
Computer Software  
Used the software for: 6-12 months

### "Cirrus Thoughts"

May 10, 2019

4.0

I like it and will continue to be a champion for this product to our team.

Pros

Cirrus makes my job a lot easier. Specifically involving recording things to SFDC.

Cons

Sometimes it logs me out and I have to re authorize.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing Cirrus Insight

Cheaper.

Review Source

JK

Jessica K.  
Communications & Operations Manager  
  
Used the software for: Less than 6 months

### "Seemed very promising but surprisingly nonresponsive customer support"

August 15, 2017

3.0

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.

Review Source

DJ

David J.  
CEO  
Computer Software  
Used the software for: 6-12 months

### "Great tool to stay on top of mind..."

May 3, 2019

4.0

Pros

Couple of great tools. 1) Email engagement tracking on what links the recipient clicked on so you can provide relevant details to your recipient. 2) Calendar feature to quickly schedule a time to meet or chat without a lot of back and forth.

Cons

A bit buggy. I've noticed that it loses connectivity to Cirrus insight server and errors even when the internet connectivity is all good and working.

Review Source

VR

Verified Reviewer  
Palliative Care Physician  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Great for email templates and communicate quickly"

December 30, 2017

4.0

Pros

It allows you to load templates quickly, send them out fast as well. It is great if you have a lot of people to communicate with to help save time.

Cons

The templates do not load quickly or sometimes will populate incorrectly and the data is incorrect. That means you have to go back and manually correct the information, which defeats the purpose.

Review Source

BB

Barbara B.  
Consultant  
Market Research  
Used the software for: 6-12 months

### "Automate your CRM with Cirrus Insight"

December 21, 2021

5.0

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

JH

Julie H.  
Account Manager  
Human Resources  
Used the software for: 6-12 months

### "Cirrus review"

August 8, 2018

5.0

Cirrus insight takes the guessing away and the tracking is so simple. How could any sale team be without it?

Pros

We use it for email tracking , scheduling meetings, follow up and links to salesforce. You can track emails and see how many times they are opened, including the attachments. Our team relies on cirrus.

Cons

nothing really that I don't like except you always have to make sure it's linked with your email

Review Source

JG

Justin G.  
Sales  
Business Supplies and Equipment  
Used the software for: 1-2 years

### "Great Product, Great Price"

May 3, 2019

4.0

Better transparency is the key here.

Pros

The main purpose (logging emails into salesforce) of this product is very useful & the price is great

Cons

Sometimes it doesn't work properly (glitches), asks me to sign in again, or slows outlook down.

Review Source

CS

Christian S.  
Adventure for the City Assistant Director  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Great When It Works"

March 15, 2019

3.0

Pros

This is great for keeping a record of all emails sent. Which is important for my job.

Cons

I have always had a hard time with Cirrus not working. It often does not sync my emails to Salesforce like I need it to.

Review Source

VR

Verified Reviewer  
Implementation Specialist  
Computer Software  
Used the software for: 6-12 months

### "Great for finding information out about prospects and creating lists"

January 23, 2018

5.0

Pros

I like how easy Cirrus Insight makes it to find information about a company or prospect, and create a list with various prospects that the platform has helped me find.

Cons

Sometimes the information can be incorrect or follow a template for emails that isn't correct. You have to go in and manually change information sometimes.

Review Source

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