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

101 Reviews of Cirrus Insight

Average User Ratings

Overall

4.21 / 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

(36)

36

3 stars

(17)

17

2 stars

(2)

2

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 101 results

May 2019

Brian from WTS

Verified Reviewer

Company Size: 51-200 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Best out of all

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.

Reasons for Choosing Cirrus Insight

The visual representation mostly. Also it is easy to sort.

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.

May 2019

Amanda from DojoMojo

Verified Reviewer

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

2.0

Functionality

2.0

May 2019

We use it reluctantly because it fulfills our basic needs but it doesn't give us joy

Not optimal and there are services that are much better but since our team doesn't need the extra bells and whistles services like Salesloft offers we just stick with this because it's slightly cheaper. :(

Pros

Emails logged to Salesforce, Team templates (although they are annoying to upload), Send later, set reminders.

Cons

-Slows Gmail inbox -Sometimes prevents emails from being sent if Cirrus is glitching -Uploading templates is clunky in salesforce and the way it pulls fields from Contact reports isn't user-friendly -Sometimes the reminders don't log properly into Salesforce -Customer support isn't proactive and sometimes takes multiple outreaches to identify a problem -Our plan isn't large enough for us to have a dedicated account manager so it feels unwelcoming -Overpriced -Having to sign long contracts feels disingenuous.

September 2019

John from Birchfield Partners LLC

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

5.0

September 2019

Good for big organizations

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.

November 2018

Mike from Excel Impact, LLC

Verified Reviewer

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: GetApp


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

November 2018

Helpful for the Salesforce-foucsed Sales team

Pros

Cirrus is the best integration between Gmail and Salesforce that I have found - bar none. If that is what you need more than anything - then this product will fit that perfectly. It allows all emails to auto sync to the correct salesforce account/contact. The sidebar is useful to quick note taking within the client's profile, as well as looking up previous outreach efforts or existing business. It's very easy to setup and can be a big help for a sales team. Additionally, the meeting setup is the best I have seen and very simple to use (integrates into your google calendar as well)

Cons

Some key features like templates are extremely lacking - to the point that I needed additional tools to supplement Cirrus's weak areas. The templates can only be those within salesforce, and the populated values in the templates can only be values stored in salesforce - which can very much limit the usability. Additionally, open-email tracking doesn't seem to be the most reliable compared to other similar products.