About Cirrus Insight

Cirrus Insight is a customer relationship management application. It helps users track and sync emails, create and edit Salesforce records, log calls and create email campaigns.

Cirrus Insight’s key features include sales productivity, enterprise scheduling, flight plans, attachment training and tracking, email templates and analytics, scheduling meetings, follow up reminders, drip campaigns and more. Marketers can use the document analytics feature to gain prospect insights and there are predefined email templates to help conduct follow ups. 

It integrates with Salesforce and also supports synchronization capabilities between Gmail, Outlook, Chrome, Firefox, Office 365, iPhone, iPad and android platforms. Cirrus Insight is available o...


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Supported Operating System(s):

Windows 7, Web browser (OS agnostic), Windows 8, Windows 10

104 Reviews of Cirrus Insight

Average User Ratings

Overall

4.19 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(45)

45

4 stars

(38)

38

3 stars

(18)

18

2 stars

(2)

2

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 104 results

December 2018

Jennie from DataOne Software

Verified Reviewer

Company Size: 11-50 employees

Industry: Automotive

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

3.0

Functionality

5.0

December 2018

Best tool for Increasing SalesForce Utilization

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.

May 2019

Nitin from Nielsen India Pvt Ltd

Verified Reviewer

Company Size: 10,000+ employees

Industry: Market Research

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

May 2019

It helps in adoption of Salesforce !

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.

Reasons for Choosing Cirrus Insight

better UI, easier to sync and potential to have more functionalities in future.

February 2021

Will from MetaCommunications

Verified Reviewer

Company Size: 51-200 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2021

I love Cirrus Insight so much, that I gladly put up with its issues

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.

September 2020

Bob from Evo America, LLC

Company Size: 1,001-5,000 employees

Industry: Consumer Goods

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

3.0

Customer support

1.0

Functionality

3.0

September 2020

A 'good' product when operational, with Cirrus nuisance self-promotion built in for free

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.

February 2021

Kayla from GlobalGiving

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

3.0

February 2021

Decent but not the best way to log emails

I log emails once and week and stay logged out of the software the rest of the time. This makes it easier to deal with my Gmail, and to not get slowed down when sending emails with this extra step, which can be glitchy at times.

Pros

It functions - it allows us to log emails so that they are visible in Salesforce. This in turn makes it possible to know when we last spoke with a partner and where we might have left off. It's particularly helpful if we're switching who owns a client account or if someone is out of the office.

Cons

I dislike how it can slow down my Gmail, how I need to log in by connecting with Salesforce periodically, and how easy it is to accidently log emails that were personal or that I didn't intend to log. I wish it were easier to find the contact to connect to the email - the software isn't always smart enough to know which email address to populate.