Who Uses Cirrus Insight?

Any company that uses Salesforce for CRM and either Gmail or Outlook/Office 365 as an email client will get tremendous value from integrating the two platforms with Cirrus Insight.

What Is Cirrus Insight?

You work in your inbox, not in Salesforce. No one has to force you to use email. It's easy to use and effective. We think Salesforce should be just as useful and just as simple.

That's why we bring Salesforce into the inbox. To save you time and make you more productive.

Now you can see and update Salesforce as you work. Sync emails to Salesforce, track email opens, create and update Salesforce records, schedule calls and much more.

Try Cirrus Insight free for 14 days!

Cirrus Insight Details

Cirruspath

http://www.cirrusinsight.com

Founded 2011

Cirrus Insight Software - Free from CRM work.
Cirrus Insight Software - Salesforce - Outlook & Gmail integration.
Cirrus Insight Software - Cirrus Insight puts Salesforce in your inbox.
Cirrus Insight Software - Sync it all to Salesforce automatically.
Cirrus Insight Software - A scheduling assistant + calendar sync.
Cirrus Insight video
Play
Cirrus Insight Software - Free from CRM work. - thumbnail
Cirrus Insight Software - Salesforce - Outlook & Gmail integration. - thumbnail
Cirrus Insight Software - Cirrus Insight puts Salesforce in your inbox. - thumbnail
Cirrus Insight Software - Sync it all to Salesforce automatically. - thumbnail
Cirrus Insight Software - A scheduling assistant + calendar sync. - thumbnail

Cirrus Insight pricing overview

See pricing plans

Cirrus Insight does not have a free version but does offer a free trial. Cirrus Insight paid version starts at US$7.00/year.


Starting Price

US$7.00/year See pricing details

Free Version

No

Free Trial

Cirrus Insight deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Windows (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Cirrus Insight Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of CRM Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Batch Processing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Synchronisation
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • Workflow Management

View full list of Contact Management Software

  • API
  • Abbreviation Detection
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Barcode / Ticket Scanning
  • CRM
  • Calendar Management
  • Collaboration Tools
  • Conditional Logic
  • Configurable Workflow
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Quality Control
  • Data Replication
  • Data Retrieval
  • Data Visualisation
  • Database Support
  • Document Management
  • Drag & Drop
  • Electronic Forms
  • Electronic Signature
  • Email Address Extraction
  • Email Management
  • Forms Management
  • Image Capture
  • Mis-Keyed Variation Detection
  • Multiple Data Sources
  • Offline Access
  • Optical Character Recognition
  • Phonetic Variation Detection
  • Real Time Data
  • Real-time Updates
  • Reporting & Statistics
  • Role-Based Permissions
  • Task Management
  • Third Party Integrations
  • Voice Recognition
  • Web Forms
  • Workflow Management

View full list of Data Entry Software

  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Auto-Responders
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Canned Responses
  • Chat/Messaging
  • Click Tracking
  • Contact Database
  • Contact Management
  • Customer Segmentation
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Customizable Fields
  • Data Recovery
  • Drag & Drop
  • Drip Campaigns
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Inbox Management
  • Monitoring
  • Queue Management
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Routing
  • Search/Filter
  • Shared Inboxes
  • Signature Management
  • Social Media Integration
  • Spam Blocker
  • Subscription Management
  • Template Management
  • Third Party Integrations
  • Whitelisting/Blacklisting
  • Workflow Management

View full list of Email Management Software

  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Audience Targeting
  • Auto-Responders
  • Automated Scheduling
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Click Tracking
  • Contact Database
  • Contact Management
  • Customer Segmentation
  • Customisable Branding
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Delivery Tracking
  • Drag & Drop
  • Drip Campaigns
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Geolocation
  • Heatmaps
  • Location Tracking
  • Mailing List Management
  • Monitoring
  • Multi-Campaign
  • Preview Functionality
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Subscription Management
  • Team Management
  • Template Management
  • Third Party Integrations
  • Workflow Management

View full list of Email Tracking Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Audio File Management
  • Audio/Video Recording
  • CRM
  • Calendar Management
  • Call Recording
  • Campaign Management
  • Chat/Messaging
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Customisable Branding
  • Customisable Templates
  • Document Management
  • Document Storage
  • Email Management
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • For Sales Teams/Organizations
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Meeting Management
  • Microsoft Outlook Integration
  • Performance Management
  • Personalisation
  • Prospecting Tools
  • Real Time Notifications
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Onboarding & Training
  • Sales Trend Analysis
  • Scheduling
  • Social Media Integration
  • Task Management
  • Template Management
  • Third Party Integrations
  • User Management
  • Video Support
  • Workflow Management

View full list of Sales Content Management Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Templates
  • Engagement Tracking
  • For Sales Teams/Organizations
  • Goal Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Meeting Management
  • Opportunity Management
  • Performance Management
  • Pipeline Management
  • Presentation Tools
  • Prioritisation
  • Proposal Management
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Sales Onboarding & Training
  • Sales Reports
  • Sales Trend Analysis
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Training Management
  • Workflow Management

View full list of Sales Enablement Software

  • Auto-Dialer
  • Business Process Automation
  • Calendar Management
  • Campaign Management
  • Communication Management
  • Content Management
  • For Sales Teams/Organizations
  • Lead Generation
  • Performance Management
  • Prospecting Tools
  • Reporting/Analytics
  • Sales Pipeline Management
  • Strategic Planning
  • Workflow Management

View full list of Sales Engagement Platform Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Proposal Generation
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of Sales Force Automation Software

  • Access Controls/Permissions
  • Activity Dashboard
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Calendar Management
  • Call Logging
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Customisable Branding
  • Customisable Reports
  • Data Import/Export
  • Document Management
  • Electronic Signature
  • Email Management
  • Email Templates
  • Event Triggered Actions
  • File Sharing
  • Goal Setting / Tracking
  • Interaction Tracking
  • Kanban Board
  • Lead Management
  • Lead Scoring
  • Leaderboards
  • Live Chat
  • Mobile Access
  • Mobile App
  • Process/Workflow Automation
  • Product Catalogue
  • Prospecting Tools
  • Reminders
  • Reporting/Analytics
  • Revenue Management
  • Sales Pipeline Management
  • Search/Filter
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Transfers/Routing

View full list of Sales Tracking Software

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Application Management
  • Automated Scheduling
  • CRM
  • Configurable Workflow
  • Dashboard
  • Data Aggregation and Publishing
  • Data Capture and Transfer
  • Data Connectors
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Mapping
  • Data Storage Management
  • Data Synchronisation
  • Data Visualisation
  • Data Warehouse Software
  • Database Support
  • Document Management
  • Drag & Drop
  • ERP
  • ETL Tools
  • Email Management
  • Integrations Management
  • Metadata Management
  • Mobile Access
  • Monitoring
  • Multiple Data Sources
  • Point of Sale (POS)
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Sales Management
  • Search/Filter
  • Social Media Integration
  • Third Party Integrations
  • User Management
  • Web Services
  • Workflow Management

View full list of System and Data Integration Software

Cirrus Insight Alternatives

More Cirrus Insight alternatives

Cirrus Insight Reviews for UK Users

Read all 104 reviews

Average score

Overall
4.2
Ease of Use
4.2
Customer Service
4.1
Features
4.1
Value for Money
4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >10,001
Jennie D.
Jennie D.
OEM Business Development
Automotive, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 27/12/2018

"Best tool for Increasing SalesForce Utilization"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 27/12/2018
Nitin M.
Nitin M.
Manager, Sales Operations
Market Research, 10,000+ Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 10/05/2019

"It helps in adoption of Salesforce !"

Comments: 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

Reasons for Switching to Cirrus Insight: better UI, easier to sync and potential to have more functionalities in future.

  • Reviewer Source 
  • Reviewed on 10/05/2019
Bob S.
VP Innovation
Consumer Goods, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 16/09/2020

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

Comments: 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.

  • Reviewer Source 
  • Reviewed on 16/09/2020
Brian T.
Regional Managet
Computer Software, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 03/05/2019

"Best out of all"

Comments: 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: Yesware, SalesHandy and MailTrack

Reasons for Switching to Cirrus Insight: The visual representation mostly. Also it is easy to sort.

  • Reviewer Source 
  • Reviewed on 03/05/2019
Will G.
Will G.
Client Success Director
Computer Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 21/02/2021

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

Comments: 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.

  • Reviewer Source 
  • Reviewed on 21/02/2021