# Cirrus Insight Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 March 13th, 2026 # Reviews of Cirrus Insight Ease of use 4.2 Customer Service 4.1 ## Pros and Cons in Reviews Patti M Customer Success ManagerMedical Practice, 51 - 200 employeesUsed the software for: More than 2 years. “It automatically records meetings, tasks and email communication, allowing us to do our jobs faster and more efficiently. “ January 27, 2025 MD Mark D CInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “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--“ June 29, 2022 MK Melissa K Sales Operations AnalystInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “The ability to create email templates and access them immediately from Gmail also has made this product a win for us.“ January 28, 2025 James G Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “There is no email and workflow tracking ability and the UI is buggy (frequently blocks us out saying our valid subscription has expired).“ October 14, 2021 Zack W PMFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “Cirrus Insight has been a great tool for our organization to maintain complete records of emails with minimal effort!“ January 27, 2025 KO Kayla O Senior Business Partnerships AssociateNon-Profit Organization Management, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ August 11, 2021 SJ Simon J Senior managerComputer Software, 10,001+ employeesUsed the software for: 6-12 months. “It integrates seamlessly with my email, making it easy to track customer interactions.“ July 9, 2024 BB Barbara B ConsultantMarket Research, 10,001+ employeesUsed the software for: 6-12 months. “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.“ December 21, 2021 ## Showing most helpful reviews Showing 1-25 of 113 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Patti M. Customer Success Manager Medical Practice Used the software for: 2+ years ### "An Essential Salesforce Integration Tool" January 27, 2025 5.0 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 Nitin M. Manager, Sales Operations Market Research Used the software for: 2+ years ### "It helps in adoption of Salesforce !" May 10, 2019 4.0 Get more activities and quicker record addition into salesforce. Pros This 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! Cons Some erratic sync fails due to Google Token refreshes. Alternatives considered [Groove](https://www.capterra.com/p/143005/Groove/) Reason for choosing Cirrus Insight better UI, easier to sync and potential to have more functionalities in future. Review Source BS Bob S. VP Innovation Consumer Goods Used the software for: 2+ years ### "A 'good' product when operational, with Cirrus nuisance self-promotion built in for free" September 16, 2020 3.0 Technical support is good at sending 'canned' responses. I find myself frustrated that cirrus hasn't improved its usability. Please give me two things every month that make your 'standard' features of Gmail to SalesForce work without me having to invoke extra keystrokes or drag picklists to see all available options. Pros I like the ability that Cirrus links to SalesForce and Gmail and locates recipients in the SalesForce database and links emails to the Account/Contact activity log Cons Cirrus is not reliable in locating related SalesForce contacts and particularly not reliable locating contacts when using the 'Add to SalesForce', 'Custom' option that allows linking an email to a standard related lists such as linking an email to Opportunity or Case- there are many examples of these issues that often I've thought to cut-and-paste and email into a SalesForce activity would be faster. Another daily pain is when selecting another tab (instance) of Gmail, cirrus presents a sidebar that says, "Let's put this app to work!" When you're ready to go to work, you're required to click the "Continue" button, only to be greeted with another sidebar that says "Get More Done" that 'promotes/sells' cirrus features Book Meeting, Follow-Up Reminders, Sales Email Campaigns, Email Templates. If you do not select the "Get To Work!" button cirrus is not functional. Why is a productivity application like cirrus requiring me to tell cirrus separately to "Continue" and "Get To Work" when in fact these are redundant requests causing extra keystrokes? Why does not cirrus just start working for me without having to tell the application to start syncing my email (activities) to Gmail? Cirrus is counter-productive for a productivity application. Review Source BT Brian T. Regional Managet Computer Software Used the software for: 1-2 years ### "Best out of all" May 3, 2019 5.0 I have tried multiple email tracking apps and software. I have left Cirrus twice and ended up coming back. Now I will never leave, it is exactly what I need. Pros Ease of use, visual inspection of all past emails. Cons Nothing really, maybe the lack of ability to export to Excel. Alternatives considered [Mailsuite](https://www.capterra.com/p/164512/MailTrack/)[Saleshandy](https://www.capterra.com/p/177200/SalesHandy/)[Yesware](https://www.capterra.com/p/136698/Yesware/) Reason for choosing Cirrus Insight The visual representation mostly. Also it is easy to sort. Review Source MK Melissa K. Sales Operations Analyst Information Technology and Services Used the software for: 2+ years ### "So Easy to Use " January 28, 2025 5.0 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 Will G. Client Success Director Computer Software Used the software for: 2+ years ### "I love Cirrus Insight so much, that I gladly put up with its issues" February 21, 2021 4.0 I love Cirrus Insight and feel like it is the best way to ensure tracking and data entry into Salesforce. Because it does this automatically, and is managed from within Gmail, it makes it super easy to review contacts/accounts/opps and track emails, phone calls and meetings. This more than makes the investment worth it, but the email open/click tracking is also super useful, as is the ability to create follow-up tasks and set delayed send times. The extension seems to be finicky, erroring out on campaigns or requiring sign-in far too often, but it is well worth the thousands of hours I have saved in the last 2+ years from not having to log activity in Salesforce Directly, as well as research clients back and forth from email to SFDC. Cirrus brings it all into Gmail and is a lifesaver. Our Sales and CS teams use it and it is critical to our business. Pros The reason I purchased Cirrus Insight was to allow me to easily track all my emails to Salesforce. Sending emails from Salesforce is a pain and it is not easy to add received emails to the platform. With the Cirrus Insight extension, all my emails (or the ones I choose) are added to Salesforce. And the best part is, it happens within my Gmail Inbox. I do not have to go to Salesforce, but can review emails, opens, clicks, contacts, opportunities, accounts and more all from within Gmail. Cons I feel like the "campaign" function errors out a lot. Its useful, but when sending an email to a large list, I plan on having to send it more than once. Additionally, I feel like I am often getting "disconnected" and have to reauthenticate. I don't know why this is...maybe its my orgs security, but it is annoying and not clear why its happening. Review Source James G. Financial Advisor Financial Services Used the software for: 2+ years ### "Beware of the new Cirrus Insight - severely lacking features" October 14, 2021 1.0 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 Jennie D. OEM Business Development Automotive Used the software for: 1-2 years ### "Best tool for Increasing SalesForce Utilization" December 27, 2018 5.0 We 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!!! Pros I 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. Cons The 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. Review Source Kevin B. Sr. Account Executive Computer Software Used the software for: 2+ years ### "Cirrus is helpful for Gmail when it comes to tracking your email opens and offering reminders." June 6, 2018 4.0 It 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". Pros The 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. Cons In 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. Review Source Heather F. Social Media Strategist & IT Director Used the software for: 2+ years ### "Easy for even the "computer-challenged" to use" May 30, 2018 5.0 It allows for us to easily log emails into SF plus create follow up tasks. The best feature is the "send later" so you can type emails as you're working but send them at a future time! Pros It is easy to use and they are updating and adding features often to stay competitive with Salesforce Inbox. We decided not to switch to SF Inbox because we have had such a positive experience with Cirrus plus Cirrus costs less! Cons We have had little to no issues with Cirrus and when we do have an issue, the resolution is always simple: go to the download page & redownload the application which has always fixed every issue we have had. Nothing else negative comes to mind! Review Source VR Verified Reviewer PM Financial Services Used the software for: 2+ years ### "Simple and Easy Email Archiving" January 27, 2025 4.0 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 JM John M. Planning & Investment Analyst Financial Services Used the software for: 1-2 years ### "Good for big organizations" September 24, 2019 4.0 Cirrus 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. Pros Cirrus 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. Cons Many 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. Review Source VR Verified Reviewer Manager of Marketing and Technology Used the software for: 1-2 years ### "Solid Way To Connect OWA to JobScience/Salesforce" December 19, 2017 5.0 Pros The ability to see data on specific candidates that are in JobScience inside of OWA is great. It gives us an idea of what type of relationsship we may have with client and/or candidate as well as how we have reached out to them. We also use it to import CVs of candidates which has worked very well for us. Cons We have had some issues with mapping CVs to candidate records, but other than that, it has been a great product Review Source VR Verified Reviewer Director, New Business Development Marketing and Advertising Used the software for: 1-2 years ### "Narrow your prospecting funnel" June 19, 2019 4.0 Although imperfect, this was an invaluable tool. Unfortunately several colleagues never bothered to utilize, leading the organization to decide against renewing. Pros Mobile app provides real-time updates showing who where and when my emails were read. This allowed me to focus follow-up efforts on interested prospects. Cons If emails were opened too many times the granular details would no longer be available. Review Source VR Verified Reviewer Director, Sales and Business Development Computer Software Used the software for: 1-2 years ### "Simple email to salesforce capture + email open tracking" October 13, 2017 4.0 Emails automatically logged in Salesforce. Quick responses to opens when applicable. 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. Review Source VR Verified Reviewer Director, Product Marketing Computer Software Used the software for: 2+ years ### "Good point solution, works well, but not as robust as other saleso utbound tools" October 16, 2019 5.0 Great little tool to get started before you use SalesLoft or Outreach.io. Pros It's a simple point solution, mainly used by sales to add things on to emails. Like dripping emails over time, auto-logging to salesforce, delay sending an email. It works well! Cons Much of its functionality has been absorbed into sales outbound tools like SalesLoft and Outreach.io. So rather than needing Cirrus + SalesLoft, we now only need SalesLoft, and have few people using Cirrus. Review Source VR Verified Reviewer Sales Representative Computer Software Used the software for: 6-12 months ### "Simple email tracking that works occasionally " December 15, 2017 3.0 It helps facilitate communications with your prospects, saves time, and is easy to use. Pros I like the fact that you can save your templates, and insert them when you need it. It is very easy to use. Cons It tends not to work a lot of times. The name does not populate correctly, creates issues and does not sync up correctly. It is not very intuitive, a little clunky. Review Source VR Verified Reviewer Program Director Used the software for: 6-12 months ### "I love this overall, however I have had issues with bugs multiple times. " May 22, 2018 4.0 Really helps our team better use salesforce. Pros This has greatly improved how our team uses Salesforce and tracks activities. Its also a great way to keep track of task and contacts. Cons This software is often very buggy, specifically regarding the calendar functions. However, support has been great! Review Source NC Nancy C. Office Manager Non-Profit Organization Management Used the software for: 2+ years ### "Great product" May 3, 2019 5.0 So issues - seamless integration. Would highly recommend. Pros The ease of use and integration with Salesforce. Not having to cut and paste into Salesforce is a definite time saver! Also having the quick access to the database contacts is immeasurable! Cons Pop up slide can be a bit overwhelming but easy to get used to for the access it gives. Review Source EP Emily P. Operations Manager Financial Services Used the software for: 2+ years ### "Great for email tracking" May 10, 2019 5.0 Pros I love Cirrus for email tracking, adding to Salesforce and also using different functions like Send Later. It really helps manage my workflow without adding extra steps. Cons It does seem to have some issues with staying enabled in my gmail. I do have to reconnect and sign in a good amount which sometimes can be a pain. Review Source MI Mike I. Sr. Onboarding Specialist Information Technology and Services Used the software for: 2+ years ### "Great for sales teams" June 6, 2019 4.0 Pros Being able to have emails recorded in salesforce from gmail is huge, seeing opens, tracking clicks, etc. Cons It's apparent it was designed for sales teams. We've tried to utilize it on support side with not so great results. Lots of barriers and manual processes to relate emails to cases. Review Source PM Pete M. Broker | Owner Real Estate Used the software for: 6-12 months ### "Cirrus combined with SalesForce and Gmail" May 14, 2019 3.0 Customer service is very good. Prompt and responsive. Was expecting more out of the product Pros Appeared to be a nice addon to manage my inbox and integrate with SalesForce. However, it does lack Cons \- No ability to change the "from" email address when sending out an email blast to prospects. We offer a few different services and have to be careful where emails are coming from. - "Booking a meeting" from an email is tricky. If you have to change a date/time, my experience is that I have to delete everything and start over. - I actually liked the Boomerang Chrome extension better Review Source SA Susie A. Director of Marketing Commercial Real Estate Used the software for: 6-12 months ### "Cirrus Insight Fills the Gap!" May 10, 2019 4.0 Overall, Cirrus Insight has been the tool our company was searching for. It turned our plain-Jane CRM system into a powerful email and activity tracking system that, now, we can't live without! Pros The Cirrus Insight integration with Salesforce is phenomenal! It bridges the gap between the CRM and activity/email tracking in an easy to use way. Cons There were a few minor glitches when we first installed Cirrus Insight. We didn't have a clear understanding of how to track emails, but once we learned it's been a breeze ever since! Review Source LM Lindsay M. Client Partner Marketing and Advertising Used the software for: 6-12 months ### "Cirrus Insights Review 2019" July 25, 2019 3.0 It's a good tool to track meetings and emails but there are some kinks that definitely need to be worked out! Pros It helps sync meetings, emails and contacts to Salesforce directly through gmail and google calendar! Cons The software is a bit janky and I often run into issues. I'm constantly having to uninstall the plug-in and reinstall and then also un-sync both my emails and google calendar and then re-sync in order for things to function properly Review Source VR Verified Reviewer Sales Director Computer Software Used the software for: 6-12 months ### "Metrics Driven Made Easy " May 10, 2019 4.0 Pros Automation of logging correspondence in SF, being able to add new contacts lead directly from inbox, seeing what Account/products the person emailing me is related to without having to look them up separately in SF. Cons Sometimes glitchy and requires me to have to go back and manually log info. I wish you could delete or merge contacts from the inbox if multiple results show up in a search. 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.