MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Cirrus Insight Review

Cirrus Insight
Our score: 8.1 User satisfaction: 98%

What is Cirrus Insight?

Cirrus Insight is a tool that helps users to instantly view, create, and update leads, contacts, cases, activities, opportunities and more right in Gmail. Users can log emails with a click, easily create new leads, events, and tasks, and sync calendars and contacts.

You can log emails to Salesforce with a click to any standard or custom object in Salesforce right from Gmail. It is easy to install Cirrus Insight, you don’t have to be a Google Apps or Salesforce admin.

Cirrus Insight supports all editions of Salesforce including Unlimited, Group, Professional, Enterprise, Contact Manager, and Developer. The app also supports Gmail and Google Apps Standard and Enterprise.

Overview of Cirrus Insight Benefits

Salesforce and Inbox Integration

Salespeople work in the inbox. It’s where they send emails to customers, receive proposals and contracts, schedule meetings, and much more. That’s all valuable sales information which rarely gets documented in a CRM platform. Cirrus Insight allows salespeople to view, add, update, and edit Salesforce information where they work: the inbox.

Calendar Sync

Most people schedule meetings in Outlook or Google Calendar. However, just like information in emails, those events rarely get captured in Salesforce. You can now effortlessly keep track of every meeting scheduled in Google or Outlook in Salesforce. Cirrus Insight is a solution that relates events to attendees and records in Salesforce. Not only do you have a record of your meetings, but they’re related to the people you’ve invited as well!

Email Scheduling

Working on cleaning your inbox out late at night or on the weekend but don’t want to send emails out right away? No worries, Cirrus Insight has you covered! With the apps “Send Later” feature, you can schedule emails to go out whenever you’ve seen the highest open rates.

Email and Link Tracking

“Email Tracking” lets you know who opens your emails, what time they open them, and where in the world they are when they’re opened. While open rates provide compelling data, it’s only half the battle. With “Link Tracking”, you now have a better idea of how engaged the reader is. Any time a recipient clicks a link in your email, you’ll receive an immediate notification to keep you in the know.

Follow-up Reminders

We’re all busy throughout the day, and follow-up emails get forgotten. Never again though. With follow-up reminders from Cirrus Insight, you can easily set a time and date to receive a notification when it’s time to follow up on a sales call. You can also have the follow-up reminder-only trigger if there is no response to your initial email.

Overview of Cirrus Insight Features

  • Calendar sync for Google Apps and Salesforce
  • Create new leads and contacts from Gmail
  • Create new tasks and events from Gmail
  • Full-featured free trial
  • Reliable customer support by phone and email
  • Instant Salesforce lookups in Gmail
  • Instantly view Salesforce leads and contacts alongside emails
  • Log calls from Gmail
  • Open contact records in Salesforce with a click
  • Sales context and intelligence right in the inbox
  • Save emails to Salesforce
  • Simultaneously send an email and log it to Salesforce
  • Supports all editions of Salesforce
  • Supports Google Apps and Gmail
  • Supports Firefox and Google Chrome
  • Sync Salesforce contacts with Google Contacts
  • Sync Salesforce events with Google Calendars
  • View and manage cases in Gmail
  • View and manage opportunities in Gmail
  • View open activities and activity history

What Problems Will Cirrus Insight Solve?

1. Access and edit Salesforce without leaving your inbox: Zach, a sales development rep, spends most of his week in the inbox or on the phone selling. When the end of the week rolls around, something known as the ”Friday Fire Drill” occurs. Zach realizes none of the emails, calls, contacts, leads, opportunities, or meetings he’s been working on have been logged to Salesforce. If Zach had been using Cirrus Insight, all of this information could be logged to Salesforce in real-time from the inbox.

Feature: Salesforce and Inbox Integration

2. Sell smarter by having all the necessary information at your fingertips: Colin, another sales rep, communicates with leads and customers either via email or on the phone. Even when he’s on the phone though, Colin has the most recent email correspondence open. After switching to Cirrus Insight, he can now see and edit information in Salesforce without opening a new tab or leaving the inbox. Not only that, Colin’s newfound ability to track opened-emails and clicked-links allows him to sell smarter.

Feature: Salesforce Inbox Integration and Email/Link Tracking

3. Never miss another meeting/call again: Grant is notorious for missing meetings and forgetting to follow-up with leads. With Cirrus Insight, Grant was able to sync all events between Salesforce and Gmail so he’ll never forget to join or document a call again! In addition, he can now set follow-up reminders that will only appear if the other party hasn’t responded to his email yet. Cirrus Insight allows Grant to capture opportunities that otherwise may have been lost!

Feature: Calendar Sync and Follow-up Reminders

Cirrus Insight Position In Our Categories

Since businesses have specific business-related requirements, it is only prudent they abstain from going for an all-in-one, ”best” software. Be that as it may, it would be hard to find such a software system even among well-known software systems. The sensible step to undertake can be to list the varied vital aspects that call for a investigation including essential features, price plans, skill levels of the users, business size, etc. Thereafter, you should double down on your research exhaustively. Go over some Cirrus Insight evaluations and explore the other software programs in your shortlist in detail. Such detailed product investigation guarantees you circumvent poorly fit software solutions and select the one which includes all the benefits your business requires to achieve growth.

Position of Cirrus Insight in our main categories:

TOP 200

Cirrus Insight is one of the top 200 Sales Software products

If you are considering Cirrus Insight it could also be sensible to analyze other subcategories of Sales Software collected in our database of SaaS software reviews.

Each company has its own characteristics, and might require a specific Sales Software solution that will be fit for their business size, type of customers and staff and even individual industry they support. We advise you don't count on locating an ideal software that will work for each business no matter what their background is. It may be a good idea to read a few Cirrus Insight Sales Software reviews first and even then you should remember what the software is supposed to do for your business and your workers. Do you require an easy and intuitive service with just basic features? Will you really make use of the complex functionalities needed by experts and large enterprises? Are there any particular features that are especially practical for the industry you operate in? If you ask yourself these questions it is going to be much easier to locate a solid app that will fit your budget.

How Much Does Cirrus Insight Cost?

Cirrus Insight Pricing Plans:

Free Trial

Cirrus Insight

$28 per user/month

Other plans

Contact vendor

Cirrus Insight offers the following plan:

Salesforce fully integrated with Gmail, Office 365, and Mobile $28 per user/month ($19 per user/month on annual billing, save 30%).

Community, platform, and portal edition pricing available. Non-profits can get 50% off. Enterprise pricing available. Contact the vendor for more information. You can subscribe for a free 14-day trial on Cirrus Insight’s  website.

User Satisfaction

Positive Social Media Mentions 132
Negative Social Media Mentions 2

We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Cirrus Insight reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Cirrus Insight. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular Cirrus Insight Alternatives

Top Competitors To Cirrus Insight By Price

Trending Sales Software Reviews

Product name:
Score:
Satisfaction:
8.9
91%

Cirrus Insight Comparisons

Cirrus Insight user reviews

Makes me a better sales professional

Read full review >
Janet
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

This is intutive and useful solution

Read full review >
Myra
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 13.09.2019 Company Size: More than 100 Employees Industry: Pharmaceuticals

I love working through Cirrus

Read full review >
Arturo
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.09.2019 Company Size: 1-10 Employees Industry: Computer Software

Give it a try

Read full review >
Elbert
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.09.2018 Company Size: More than 100 Employees Industry: Internet

Excellent system for email tracking

Read full review >
Jackie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 14.09.2018 Company Size: More than 100 Employees Industry: Computer Software

What are Cirrus Insight pricing details?

Cirrus Insight Pricing Plans:

Free Trial

Cirrus Insight

$28 per user/month

Other plans

Contact vendor

Cirrus Insight offers the following plan:

Salesforce fully integrated with Gmail, Office 365, and Mobile $28 per user/month ($19 per user/month on annual billing, save 30%).

Community, platform, and portal edition pricing available. Non-profits can get 50% off. Enterprise pricing available. Contact the vendor for more information. You can subscribe for a free 14-day trial on Cirrus Insight’s  website.

What integrations are available for Cirrus Insight?

  • Pardot
  • Marketo
  • Eloqua
  • Hubspot
  • Zendesk
  • Internet Creations
  • Ambition
  • Assistant.to
  • RingLead
  • ScheduleOnce
  • Drawloop
  • EchoSign
  • ServiceMax
  • Propertybase, and many more

Cirrus Insight average rating:

Average score
5/5 (11 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Eugene

PROS: The highlight of Cirrus Insight is you can use the Gmail add-on to add emails directly to Salesforce. You can use the sidebar to complete multiple tasks easily including add/complete tasks, and view email tagging info, opportunity details, and contact info. You can also use the sidebar to schedule emails to be sent at a specific time and date.

CONS: Sometimes, the email tracking is inaccurate. I wish Cirrus can tell me when an email is opened and who opened it. I send messages to multiple recipients, and the app only notifies me that an email is opened and not who opened it.

Reviewed 2 years ago

Read full review >

The least favorable review

Molly

PROS: The Salesforce integration and templates help to save lots of time. You don’t have to log email activity in Salesforce as the application automatically does it for you. The pricing is affordable compared to similar email tracking systems.

CONS: There are a host of glitches: Analytics from templates are unreliable. For example, one template says it has a 188% open rate. There is delay in getting open/click notifications. The software has bugs and I have suffered long outages too. I have to reload Gmail for the plugin to appear when composing an email. Finally, the app lacks a click to call feature.

Reviewed 2 years ago

Read full review >

More reviews from 11 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Makes me a better sales professional

Read full review >
Janet
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: I can easily access my Salesforce info without leaving Gmail. Cirrus Insight helps me track all my emails and saves lots of time. It has boosted my sales skills and helps me understand how often I contact clients.

CONS: The popups continue to stay in the window after they have been selected and you have to reload the page to get rid of them. It would be great to be able to do a big data migration of the email data I have before I started using Cirrus Insight.

What do you think about this review? Great Poor

This is intutive and useful solution

Read full review >
Myra
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 13.09.2019 Company Size: More than 100 Employees Industry: Pharmaceuticals

PROS: Cirrus is easy to install, it is clean and it allows easy navigation of all email functions. It enhance our productivity thanks to the connection with Salesforce. I am able to log my gmail emails into Salesforce effortlessly. We are able to track numerous project interaction streams without any efforts and to track opens of the emails. This is very important because it helps us to be more focused on those who are interested in our orders in other words on those who frequently open our email letters.

CONS: Sometimes the functionality of the program breaks down especially when we have new contact, account or even opportunity that is not within SF. Sometimes I cannot add new contact from Cirrus into SF especially when I want to add new contact and account at the same time. Sometimes when I cannot attach a document into Salesforce file I get notified that there are some capacity issues without further information on how to resolve this kind of issue.

What do you think about this review? Great Poor

I love working through Cirrus

Read full review >
Arturo
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.09.2019 Company Size: 1-10 Employees Industry: Computer Software

PROS: First of all, I like its customer service, it’s one of the best. Secondly, I use Gmail version of Cirrus and I can say that this tool provides me with fast and easy access to all SF data, I can easily add new contacts, accounts and cases without closing my emails. There are great set of features within this tool, starting from email tracking, mass email to access to SF templates and many other.

CONS: For those with multiple Gmail accounts the tool is enabled automatically for all signed-in accounts, it would be great if we could only load desired Gmail accounts.

What do you think about this review? Great Poor

Give it a try

Read full review >
Elbert
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.09.2018 Company Size: More than 100 Employees Industry: Internet

PROS: Cirrus allows me to add emails into Salesforce by using its Gmail add-on functionality. With its sidebar I can easily complete numerous tasks with one click add/complete tasks. I am able to keep track of contact information, opportunity details and email tagging information. There is even an option to schedule for sending email at specific time and date.

CONS: In my experience, I have found out that the email tracking is not as intuitive as it should be, because I don’t get real notification about emails, it doesn’t show you when the email was open and who opened the email. Because when sending for e.g. 10 emails to 10 different people I get notification that the mail was opened but there is no information who really opened.

What do you think about this review? Great Poor

Excellent system for email tracking

Read full review >
Jackie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 14.09.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: The email tracking is excellent and it is accurate as well. You can quickly open a contact or lead record in Salesforce directly from your Gmail inbox and also automatically log emails into Salesforce. The “Book a Meeting” feature offers good potential and this also goes for the integrated apps roadmap.

CONS: Cirrus Insight can make a lot of improvements. It can make the Campaign feature more powerful. It would be great to have multiple steps in a campaign. I would also like to be able set a reminder to answer an email later instead of having to make do with just the “Send Later” feature. The “Book a Meeting” feature can be improved to enable users to view multiple calendars and send to multiple recipients.

What do you think about this review? Great Poor

Great app for email management

Read full review >
Eugene
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.09.2018 Company Size: More than 100 Employees Industry: Internet

PROS: The highlight of Cirrus Insight is you can use the Gmail add-on to add emails directly to Salesforce. You can use the sidebar to complete multiple tasks easily including add/complete tasks, and view email tagging info, opportunity details, and contact info. You can also use the sidebar to schedule emails to be sent at a specific time and date.

CONS: Sometimes, the email tracking is inaccurate. I wish Cirrus can tell me when an email is opened and who opened it. I send messages to multiple recipients, and the app only notifies me that an email is opened and not who opened it.

What do you think about this review? Great Poor

I highly recommend Cirrus

Read full review >
Gwen
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.05.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: There are great options within Cirrus like ability to track emails. Also, you can quickly open a lead or contact record within Salesforce from our Gmail and to log emails into SF automatically. I really like the “Book a Meeting” option and the roadmap for all integrated apps.

CONS: They could improve the Campaign feature to be more robust. Also, I’d like to have numerous steps within a campaign, to set a reminder to respond to an email instead of using only the “Send Later” option. In addition, they could expand the potential of “Book a Meeting” functionality, they could add overview of multiple calendars and sending to multiple attendees when scheduling meeting.

What do you think about this review? Great Poor

I’ve been using Cirrus from the start

Read full review >
Marta
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.04.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: Cirrus is great tool that enables you to easily follow the workflow within Salesforce and to get more done directly from your inbox. I have been using this app from the very beginning and I really like its development and growth from basic tool to intuitive and user-friendly solution. I’m amazed of the follow-up features and I really like using them all.

CONS: This a must have tool within my work, there are no dislikes.

What do you think about this review? Great Poor

Good app for essential tasks

Read full review >
Molly
3/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 21.02.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: The Salesforce integration and templates help to save lots of time. You don’t have to log email activity in Salesforce as the application automatically does it for you. The pricing is affordable compared to similar email tracking systems.

CONS: There are a host of glitches: Analytics from templates are unreliable. For example, one template says it has a 188% open rate. There is delay in getting open/click notifications. The software has bugs and I have suffered long outages too. I have to reload Gmail for the plugin to appear when composing an email. Finally, the app lacks a click to call feature.

What do you think about this review? Great Poor

This is extremely helpful tool for all Salesforce users

Read full review >
April
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.01.2018 Company Size: 11-50 Employees Industry: Information Technology and Services

PROS: We use Cirrus software for many years by now and it is great tool for those who want to put all their activities logged in Salesforce. It saves us lot of time on a daily basis. I personally love its auto-log feature because it keeps all mu email activity tasks updated into SF. I like that I don’t have to remember to log to SF button into Outlook. Also, it provides me with access to Salesforce Lead and Contact record and we don’t have to switch back and forth with SF when we add or update a record. There is even an email tracking feature that allows you to monitor each activity.

CONS: I had some issues with this product but its customer service was extremely helpful and they have done everything to meet our business needs.

What do you think about this review? Great Poor

This tool is extremely useful because it integrates with Salesforce

Read full review >
Van
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.12.2017 Company Size: 11-50 Employees Industry: Information Technology and Services

PROS: I simply like this solution! Its basic functionality is great and extremely easy to set up. It offers lot of things like ability to send calendar openings to all your contacts and to select what works best for them and to automatically show what you want/need into your calendar. It notifies you when there is no contact so you can create it in less time even when the contact doesn’t have accounts. You can modify and fill extra fields as well.

CONS: Because of the styling of the buttons some functions cannot be easily found.

What do you think about this review? Great Poor
women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Reviewed By Jenny Chang
Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.