# Page 4 | Cirrus Insight Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 --- Cirrus Insight 4.2 (113) [View alternatives](https://www.capterra.com/p/130188/Cirrus-Insight/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated May 11th, 2026 # Page 4 - Reviews of Cirrus Insight ## Showing most helpful reviews Showing 76-100 of 113 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JM John M. President Investment Banking Used the software for: 6-12 months ### "Cirrus Insight overpromises and under-delivers" May 22, 2019 2.0 Pros It can sync emails to my CRM but it doesn't do it consistently Cons Very difficult to use. Not intuitive. Customer support is terrible. No training upon initiation. Cannot call anyone for help. Updates are made to Cirrus without coordination with Salesforce which cost our team a ton of time to figure out. Sent me a bill three months early without explanation. Review Source DE Deborah E. Manager, Customer Support Computer Software Used the software for: 2+ years ### "Great deal" October 5, 2016 4.0 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. Pros Ease of install, administration abilities Cons didn't work with all custom fields we needed Review Source JP James P. Account Exec Staffing and Recruiting Used the software for: 6-12 months ### "Cirrus-ly, just use it" January 3, 2020 4.0 Over all I would say Cirrus is one of the better tools I have used for emails. Pros Probably that it combined a couple products that my prior company used all under one roof making my back and forth a little easier. Cons Recently, for over a week they had some really bad connectivity issues where we had to login in several times per day. Review Source VR Verified Reviewer VP - Operations Accounting Used the software for: Less than 6 months ### "Cirrus Insights" January 22, 2016 5.0 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 Review Source FH Fabiana H. Learning and Development Used the software for: 6-12 months ### "Integrate salesforce in your inbox in the easiest way!!!" June 17, 2017 5.0 Pros This is definitely the easiest way to integrate your contacts, inbox and many other different data + features within your organization. Cons No cons! It simply is amazing. Something that might come to my attention is the ease of use. It's not too user friendly at the bery beginning. Review Source LP Lacey P. CRM Coordinator Information Technology and Services Used the software for: 1-2 years ### "Great gmail and salesforce plugin" December 19, 2018 5.0 Pros Easy to log calls, add contacts/leads to Salesforce. Cons Google calendar plugin is a little buggy at times. Review Source LB Laura B. Owner Insurance Used the software for: 1-2 years ### "Fantastic service that makes SF manageable!" May 18, 2019 5.0 Pros Made Salesforce accessible right from my email Cons Don’t really have a con bc to compare it to Review Source NC Nathan C. Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Cirrus for Endeavor" October 5, 2016 4.0 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. Review Source ML Mari L. Manager Used the software for: 1-2 years ### "Average Crm integration" December 14, 2017 4.0 Pros This seemed like a pretty simple and intuitive tool to log calls and to utilize on email campaigns. It seemed to do the job at the time. I actually like it better than Salesforce IQ but I think it's because the company chose to switch up before I fully got to realize the potential. Cons It seemed a little bit clunky and integrating with Salesforce. I don't think it had the best template function built-in and there seem to still have to be a lot of manual resolution of daily tasks that should be automatically completed. Review Source TS Ted S. Investments Advisor Investment Management Used the software for: Less than 6 months ### "A great way to integrate with Salesforce" May 10, 2019 5.0 Cirrus was both professional and extremely helpful during my free trial period. Pros I was having issues linking my IPad Outlook emails to Salesforce. Cirrus has made that a done deal with no effort on my part. Is is a visually attractive integration with many features fully integrated into sales force. Cons There are some administrative challenges (beyond my pay grade) to making everything work in its most beneficial manner. We are not there yet, but...what is working is solving my primary problems. Review Source JD Jake D. Co-Founder and CEO Computer Software Used the software for: 6-12 months ### "ATTACH.IO is a good solution from Cirrus Insight that I would use again" May 14, 2019 5.0 I use it to send a pitch deck to potential investors. I am able to see who is actually looking at the deck and gain useful insight into how they spent their time on the deck. Pros Attach.io works well. It does what I expect it to do and gives me lots of information about who is viewing my documents, when, for how long, and even how much time they're spending on each slide. It is generally designed well. I really like the customized URLs Cons Login via oAuth feels cumbersome and re-asks for permissions to my google account each time. It is slow to use and I often find myself waiting a long time for page refreshes. It is very hard to understand how the attach.io product relates to the other offerings from Cirrus Insight. It is hard (impossible?) to find on their website. In fact, I'm not even sure I'm reviewing the product I'm supposed to be reviewing right now. Review Source JV John V. Membership Data Associate Utilities Used the software for: 6-12 months ### "Makes customer experiences more personable" September 11, 2018 4.0 Pros Cirrus Insights gives my team a more human touch when we interact with customers. It allows us to see emails exchanged between customers and other departments within our company so we have a good starting place for the conversation. It also collects the subject matter of the email so we have an idea of their interests. Cons The only current drawback to this software is that you cannot send a whole email chain to salesforce, you have to log one email at a time. Review Source ID Ian D. Account Manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Great piece of equipment that works alongside office 365 to log all calls, emails etc" October 4, 2017 5.0 seamless links with Salesforce 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 Review Source CG CYNTHIA G. DIRECTOR Higher Education Used the software for: 2+ years ### "GREAT PRODUCT" October 5, 2016 5.0 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. Review Source DC(A Dennis Cole (IT Admin) Used the software for: ### "Productivity through the roof!" October 2, 2012 4.0 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. Review Source ID Ian D. President Marketing and Advertising Used the software for: 6-12 months ### "valuable product but inconsistency is a big issue" May 3, 2019 3.0 good tool just needs to be tightened up (more consistent) Pros key service offerings: notifications about who's viewing, analytics on engagement, ability to re-upload new versions Cons many many times document upload takes a long long time or doesn't work. when i want to sent a document it's often blocked me. also, currently, "now viewing" notification emails are taking many days (up to 7 days) to come through which is also impacting my outreach Review Source VR Verified Reviewer Business Development Manager Cosmetics Used the software for: Less than 6 months ### "Great support, but the program code is unstable" May 3, 2019 3.0 Cirrus has helped share our correspondence with clients among colleagues, and help keep track of a conversation, as well as easily convert leads. There support has been very good, but their ability to solve the issues facing me swiftly is lacking. Pros I liked the functionality promised and the ease of syncing correspondence with salesforce profiles Cons The bugs present in the syncing, e.g. the fact that my tracking feature is still broken after 3 months of being a customer Review Source ST Seth T. Prospect Research Manager Philanthropy Used the software for: Less than 6 months ### "Great Tool to integrate Salesforce & Gmail" October 24, 2019 4.0 Don’t know if a better easier tool that combines something people are used to using (Gmail) instead of trying for them to adopt into Salesforce. It gives our organization a lot more tracking. Pros Love that it integrates with Gmail. Which is a system that all our Reps already used. We love how it can create an event or task right there in Gmail. Cons The connection to Gmail breaks often and people end up not realize their emails/calendars are not being synced. Review Source JG John G. Founder Information Technology and Services Used the software for: 6-12 months ### "Great for sharing documents" May 14, 2019 4.0 Pros I've tried other products for sharing sensitive documents and Cirrus' Attach.io service is by the far most advanced from what I can tell. Unlike other products that simply share the documents as images which makes it easy for knowledgeable viewers to copy/download, Attach.io's technology actually recreates the document into an HTML document which makes it a little more difficult for viewers to copy/download information. Cons The billing and licensing processes/tools seem to be more complicated than they should be. I've had several issues in the past where billing lapsed and I had to navigate their license manager numerous times, which didn't seem to work. I eventually had to work directly with Customer Support to figure it all out. Review Source AR Alon R. VP Computer Software Used the software for: Less than 6 months ### "Horrible customer service with a lot of bugs" December 3, 2019 1.0 Very bad, this isnt how you treat customers Pros Nothing there are a lot of other good competitors out there Cons Their support isn't responding on time, had 2 very crucial bugs and no one replied or took action Review Source FE Faith E. Assistant Manager Design Used the software for: Less than 6 months ### "One-Way Connections" March 11, 2019 4.0 Pros This software is easy to understand and set up. It works well with Salesforce for my company to keep track of meetings and our scheduling! The customer support responds quickly and efficiently answers all questions. Cons When linked with Google for Gmail and google calendar, it needs to be refreshed multiple times a week. It often disconnects without warning. Review Source LM Luis M. Account Executive Used the software for: Less than 6 months ### "Easy to use tool that helps me keep track and follow up with prospects over email communications" June 5, 2018 5.0 Pros What i like the most is that it lets me track my emails sent also helps me organize different ways to communicate with clients Cons One of the things that I don't like about the is that it changes the view with the Gmail account. But once you get acostumed to the different view it is easy to use. Review Source KT Kelly T. Senior Operations Sales Coordinator Used the software for: 6-12 months ### "Cirrus Insight Runs My Email" October 24, 2016 5.0 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! Review Source SD Sujay D. Strategic Accounts Director Information Technology and Services Used the software for: Less than 6 months ### "A must have for any sales professional who uses G-Suite + Salesforce" May 10, 2019 5.0 It's been amazing - optimized my communications significantly Pros Seamless integration of workflows between gmail and salesforce Cons The mail merge capability could be enhanced, however, it's based off of the salesforce tools. Further development there would be great. Review Source C Christina Used the software for: ### "Cirrus = so helpful! " October 12, 2012 4.0 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 Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.