# Cirrus Insight Reviews **Vendor:** Cirrus Insight **Category:** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) **Average Rating:** 4.2/5.0 **Total Reviews:** 1,510 ## About Cirrus Insight From CRM hygiene to AI-orchestrated selling, Cirrus is uniquely positioned to fuel your end-to-end sales engine. For over a decade, we’ve been listening, logging, and capturing the relationship history inside Gmail, Outlook, and Salesforce, so your CRM has the clean, complete data it needs to work. Cirrus automates pipeline creation, actively manages deals, and equips every meeting with prep and follow-up without pulling reps out of their inbox. The result is a sales organization that’s proactive instead of reactive: calendars stay full, buyer committees stay engaged, and forecasts reflect reality. Whether you’re an admin, sales leader, rep, or advisor, Cirrus keeps the GTM motion aligned and your CRM pristine, so you can predict, prioritize, and win faster. What Cirrus does best: Build Pipeline: Intelligent scheduling and instant lead routing/assignment to keep calendars full and funnels fresh. Manage Pipeline: Always-on CRM hygiene, a pipeline health view, process guidance, buyer-committee mapping, and real-time engagement signals so no deal goes dark. Win Every Meeting: Automated pre-meeting briefs, live coaching and nudges and proposals/ROI builders for momentum in every interaction. Sell Smarter: Analytics and forecasting powered by trustworthy data, plus relationship and deal intelligence that surface what truly drives revenue. Teams choose Cirrus because we have Salesforce data you can trust, AI that actually performs because it’s trained on clean historical context, and inbox-native workflows for Gmail and Outlook that reps love and adopt. ## Cirrus Insight Pros & Cons **What users like:** - Users value the **seamless Salesforce integration** of Cirrus Insight, enhancing CRM adoption and streamlining workflows effectively. (17 reviews) - Users appreciate the **seamless calendar scheduling** in Cirrus Insight, enhancing efficiency and streamlining sales pipeline management. (15 reviews) - Users appreciate the **seamless integration** of Cirrus Insight with Outlook and Gmail, enhancing CRM productivity and event syncing. (14 reviews) - Users love the **ease of use** of Cirrus Insight, enjoying its user-friendly features for seamless data integration. (13 reviews) - Users value the **convenient calendar integration** of Cirrus Insight, enhancing their efficiency in managing appointments and tasks. (12 reviews) - Users value the **seamless integration** of Cirrus Insight with Salesforce and Outlook, enhancing their productivity and insights. (12 reviews) - Features (11 reviews) - Time-saving (11 reviews) - Users love the **seamless CRM integration** with Cirrus Insight, simplifying email management and syncing with Salesforce. (10 reviews) - Easy Integrations (10 reviews) **What users dislike:** - Users find the **missing features** in Cirrus Insight limiting and desire more customization options and admin controls. (8 reviews) - Users find the **learning curve challenging** , as navigating settings and adapting features requires extra effort and time. (6 reviews) - Users find the setup process **not intuitive** , requiring excessive customer support and leading to frustration with functionality. (6 reviews) - Users are disappointed with the **poor customer support** , experiencing slow responses and a lack of transparency for inquiries. (6 reviews) - Users report **slow loading** times with Cirrus Insight, particularly during initial sync and sidebar operations. (5 reviews) - Slow Performance (5 reviews) - Calendar Issues (4 reviews) - Call Issues (4 reviews) - Login Issues (4 reviews) - Users express frustration with **sales issues** , particularly regarding the complex cancellation process and lack of support. (4 reviews) ## Cirrus Insight Reviews ### 1. Excellent Cirrus Insight Team Support Managers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2026 **What do you like best about Cirrus Insight?** Cirrus Insight is an essential tool for our Programs team to see recent communications with our clients. Also, the support we've received from Chris Braun and Jon Harris trying this version of Cirrus and getting set up has been fantastic - they have both been wonderful to work with! **What do you dislike about Cirrus Insight?** Historically, we have run into some occasional sync issues with Cirrus but Insight has been running smoothly for us! **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus helps our team see each other's most recent communications with families. It helps keeps everyone up to speed on what our families need! **Official Response from Ryan O'Connor:** > Thank you for the thoughtful review! We’re so glad Cirrus Insight is helping your team stay connected and up to date with client communications. We’ll be sure to pass along your kind words to Chris and Jon, they’ll really appreciate it. Thanks again for your support! ### 2. Cirrus Insight **Rating:** 5.0/5.0 stars **Reviewed by:** Christy S. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Still loving it and how my clients can sign up for times to chat. **What do you dislike about Cirrus Insight?** Any kinks seem to be worked out and it's going smoothly! **What problems is Cirrus Insight solving and how is that benefiting you?** I no longer write notes since a short subject line populates in my CRM from my email. I also love that I can see when a customer has read my email, open attachments, or reviewed links I've sent. **Official Response from Ryan O'Connor:** > Thank you, Christy, for the kind words and continued support! We’re so glad Cirrus Insight is helping streamline your workflow and making client communication easier. We appreciate you being a valued user! ### 3. Helpful Daily Updates Based on My Calendar **Rating:** 4.5/5.0 stars **Reviewed by:** David J. | Salesforce Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Cirrus Insight?** I like the daily updates that they give me about what to expect in my day based on my calendar invite. **What do you dislike about Cirrus Insight?** We are currently having an issue with the "file email" button missing. We have been working with Cirrus to try and resolve why this happen. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus helps me keep an eye on my Salesforce cases and contacts while I am in my email inbox. It also helps me summarize my day for the calendar. ### 4. Cirrus Insight; Overview Performance Capabilities, for Salesforce Management and Customer Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Hidra G. | Systems Engineer , Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Cirrus Insight?** Cirrus Insights has a reputable integration with Salesforce, which foster calendar events and emails Cirrus Insight has brilliant email trackers, which gives us the exact dates when emails were received and read The app has an elaborate and simple interface that requires no huge paperwork **What do you dislike about Cirrus Insight?** Cirrus Insights largely relies on Salesforce to offer insights, which is a very big concern Oftentimes, Cirrus Insights has synchronization issues, creating some operational errors **What problems is Cirrus Insight solving and how is that benefiting you?** We use Cirrus Insight to sync our calendar events and emails, for easy communication and tracking We get solid email tracking solutions that helps us gain access to customers contacts and embrace suitable communication We have improved lead management through the help of Cirrus Insight. **Official Response from Carol Norney:** > It's great to hear that Cirrus Insight is helping you with calendar and email synchronization, as well as providing solid email tracking solutions for improved lead management. We appreciate your support, Hidra! We apologize for any synchronization issues you have experienced. Our team is constantly working to improve the performance and reliability of our platform. ### 5. Best software to meet all your requirements **Rating:** 4.5/5.0 stars **Reviewed by:** Swati J. | Payroll Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Cirrus Insight?** Its ease of use and ability to provide a comprehensive prognosis while suggesting resolutions are impressive. Additionally, it is extremely user-friendly and comes with a range of appealing built-in features. **What do you dislike about Cirrus Insight?** The software would benefit from having a few more graphics, which could help enhance its overall visual appeal beyond its current level. **What problems is Cirrus Insight solving and how is that benefiting you?** This tool has helped me document and organize my data, allowing me to work on tasks more efficiently thanks to its add-on features and user-friendly interface. **Official Response from Carol Norney:** > Thank you so much for the great review! We’re glad to hear that Cirrus Insight’s ease of use and built-in features are helping you stay organized and work more efficiently. We appreciate your feedback on visuals and will keep it in mind as we continue improving the product. ### 6. The Perfect Sales Companion for Gmail & Salesforce Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Moayad S. | Account Exicutive, Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Cirrus Insight?** Cirrus Insight has completely streamlined how I manage my sales pipeline. The seamless integration with Gmail and Salesforce is a game-changer — I can log emails, schedule meetings, track email opens, and update opportunities without ever leaving my inbox. The sidebar makes everything accessible in a click, and calendar scheduling is incredibly smooth. It truly makes CRM usage **What do you dislike about Cirrus Insight?** There’s honestly very little to dislike. If I had to mention one thing, it would be that the initial sync with Salesforce took a bit of time to set up. But once it's configured, everything works flawlessly. Occasionally, the sidebar takes an extra second to load, but nothing that affects daily work **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus Insight eliminates the need to constantly switch between email and Salesforce. I save a lot of time updating records, scheduling follow-ups, and tracking interactions. It helps me stay on top of deals, reduces admin work, and gives me more time to focus on closing. **Official Response from Carol Norney:** > Moayad, we really appreciate this. The way you summed it up — less admin, more focus on closing — is everything we want Cirrus Insight to deliver. We’re thrilled it’s working so well for you, and we’re grateful you took the time to share it. ### 7. Simple, but yet very effective! **Rating:** 4.5/5.0 stars **Reviewed by:** Liam H. | Salesforce Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Cirrus Insight?** What I like best about Cirrus Insight is how intuitive and easy it is to use. The user interface is clean and well-organized, which made it simple for our team to get up and running quickly. The implementation process was seamless and took very little time, which was a huge plus. On top of that, the customer support has been consistently responsive, knowledgeable, and genuinely helpful whenever we’ve had questions or needed assistance. Overall, it’s a powerful tool that simplifies our workflow without adding complexity. **What do you dislike about Cirrus Insight?** One area where Cirrus Insight could improve is transparency around the product roadmap. I've submitted several product suggestions and pointed out flaws to the customer service team, but haven’t received any follow-up or clarity on whether those ideas are being considered. While we've managed to implement some workarounds to make the tool better fit our needs, it would have been ideal to have those capabilities built-in from day one. That said, the flexibility of the platform did make it relatively easy to adapt—it just required a bit more effort than expected. **What problems is Cirrus Insight solving and how is that benefiting you?** We implemented Cirrus Insight to replace Einstein Activity Capture, which only retained data for six months and made reporting extremely difficult. With Cirrus, data is stored natively in Salesforce, giving us full control and visibility. This has significantly improved our ability to report on and track activity history directly against the relevant records. The primary benefit has been enhanced visibility into how our sales teams are engaging with customers, which supports better decision-making, accountability, and overall sales performance. **Official Response from Carol Norney:** > This was such a thoughtful review, Liam — thank you! It’s great to hear that the clean interface and seamless implementation have made a difference for your team. I’m also grateful for your suggestions on roadmap transparency. We want to keep improving, and I’ll be making sure your feedback gets into the hands of our product team. ### 8. Syncing data to salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Cirrus Insight?** Up to date in real time and never missing any communication sync. **What do you dislike about Cirrus Insight?** The UI could be better. Right now it is very hard to navigate, although the integration is easier. **What problems is Cirrus Insight solving and how is that benefiting you?** Syncing Gmail data **Official Response from Ryan O'Connor:** > Thank you for your review! We’re glad to hear Cirrus Insight is keeping your data in sync in real time, that’s exactly what we aim for. We also appreciate your feedback on the UI and navigation, and we’re actively working to make the experience even smoother. ### 9. Very intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Maria P. | Dashboard Specialist I, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Cirrus Insight?** It´s very organic, doesn´t have a complicated way to use, and you can use it any time **What do you dislike about Cirrus Insight?** I haven´t found any dislikes about it at the moment **What problems is Cirrus Insight solving and how is that benefiting you?** Keeping track with email communication between costumers and employees **Official Response from Carol Norney:** > We're glad to hear that you find Cirrus Insight intuitive and easy to use. Thank you for sharing your positive experience with us, Maria! ### 10. not life changing **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Cirrus Insight?** I like the calendar link feature. It's nice keep this link in my email signature. This cuts out the back-and-forth of scheduling, since clients can use the link to directly access my calendar **What do you dislike about Cirrus Insight?** I don't see the need for some of the other features. For example, if I have two computer screens, I can just as easily copy and paste emails directly into salesforce as I could logging the activity through cirrus. I also don't completely trust that Cirrus will upload the activity to the proper account/opportunity 100% of the time. I just don't use Cirrus a ton, since some of the feature feel repetitive to what I'm already able to do. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus makes scheduling meetings much more efficient. It cuts out like 2 emails that I would need to send if I didn't have the calendar link in my email signature. My clients can directly see my schedule, instead of having to ask me for times until we land on a window that works. ### 11. Took a bit of tinkering to get right, but now works very reliably **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Cirrus Insight?** Now that we've got our settings right, the event syncing process happens seamlessly and reliably. Cirrus offered the most sophisticated event syncing options of all the integrations we considered. We appreciate that it's a set it and forget it type deal - once users are onboarded there's no further maintenance required. The sidebar is a helpful way to quickly edit or navigate to the Salesforce event. All in all, a strong integration. **What do you dislike about Cirrus Insight?** Setup implementation was not intuitive and required a lot of customer support. Some key shortcomings are 1) admins not being able to see all synced events across their org (they can only be viewed user by user), and 2) Cirrus not being able to re-sync event invitees if the contacts have been added to Salesforce after the initial event sync. **What problems is Cirrus Insight solving and how is that benefiting you?** We need Google Calendar events to automatically sync to Salesforce, so that Salesforce captures all aspects of our relationships with key partners. ### 12. Cirrus Insight almost never works the first time for me or anyone at my company. **Rating:** 1.0/5.0 stars **Reviewed by:** Molly R. | Regional Partnerships Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Cirrus Insight?** The imbedding of Cirrus into gmail. The popup on the right side of the screen should make it easy to use to upload emails to salesforce. I do also like the "add contact" feature **What do you dislike about Cirrus Insight?** It rarely works the first time I log in. I have to jump through a lot of hoops like refreshing it, logging into salesforce, and restarting my computer. there are also too many buttons to click to upload emails to an opportunity, **What problems is Cirrus Insight solving and how is that benefiting you?** It is helping us track emails with different customers and make sure everyone at our company can see the email exchanges we have. It's also easy to add accounts through email rather than go into salesforce **Official Response from Amy Green:** > Hi Molly, Hi there — thank you so much for taking the time to share such thoughtful feedback! I’m glad to hear that the Gmail side-panel and “Add Contact” feature make it easier for you to capture conversations and keep everyone in Salesforce up-to-date. Knowing those touches are helping your team stay aligned is exactly why we built them. That said, I’m genuinely sorry for the friction you’ve encountered at login and when logging emails to opportunities. Having to refresh, re-authenticate, or even reboot is frustrating and not the experience we want for you. We’re actively working on streamlining the sign-in flow and reducing the number of clicks required to save an email, and your specifics help us target the right spots. If you ever hit those issues again, our support team would love to dig in with you directly so we can capture logs and fast-track a fix. Just drop us a note at support@cirrusinsight.com and mention this review — we’ll prioritize your case. Thank you again for highlighting both what’s working and what isn’t. Your insights drive our roadmap, and we’re committed to making Cirrus Insight as seamless and reliable as it should be for you and your entire team. ### 13. Amazing tool for salespeople! **Rating:** 5.0/5.0 stars **Reviewed by:** Ariz Z. | Inside Sales Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Cirrus Insight?** Cirrus Insight has helped sync my email and calendar to Salesforce, which ensures that I never miss an update. It is very easily downloaded and installed, and the support provided by their team is amazing as well. I begin each day with logging into my email where Cirrus has already synced all my tasks. I use so many features of Cirrus Insight everyday that I cannot imagine handling my accounts without the smooth integration it provides. **What do you dislike about Cirrus Insight?** In my opinion, adding integration with other aspects of the sales pipeline would be a great addition to Cirrus. **What problems is Cirrus Insight solving and how is that benefiting you?** Syncing of emails and tasks to-and-fro my google calender, inbox and Salesforce. **Official Response from Carol Norney:** > We really appreciate this, Aziz. Hearing that Cirrus Insight keeps your tasks, calendar, and inbox all flowing together — and that you rely on it daily — means so much to our team. Thanks also for pointing out where we can grow; feedback like that helps us keep improving. ### 14. A Lesson in How Not to Treat Loyal Customers **Rating:** 0.0/5.0 stars **Reviewed by:** Julie A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2024 **What do you like best about Cirrus Insight?** I was a Cirrus Insight fan for years. Loved how it worked with Gmail and Salesforce. It did exactly what I needed it to do—until I didn’t need it anymore. **What do you dislike about Cirrus Insight?** A couple of months ago, I switched off Gmail. That meant no more need for Cirrus Insight. Simple, right? Except canceling wasn’t simple. There was no clear “cancel” button when I logged in. Thinking I was clever, I deactivated all my users, assuming that would stop the subscription. Fast forward: I get an email about my upcoming renewal. I reply to cancel. Their response? “Sure, we’ll cancel—for next year.” Apparently, their terms require 30 days’ notice to cancel, and I was three weeks from renewal. So, I’m now stuck paying $684 for a service I can’t even use… through December 2025. 30 days’ notice for a SaaS subscription? That’s ridiculous. It’s not like I’m canceling a wedding venue. To top it off, no effort to help a longtime customer. No “Hey, let’s figure this out.” Just “It’s in the terms.” Cirrus Insight, here’s some free advice: Make canceling easy. Show some flexibility. Treat loyal customers like people, not dollar signs. Because right now? You’re a great example of how not to do customer service. **What problems is Cirrus Insight solving and how is that benefiting you?** Salesforce integration ### 15. Superior SalesForce Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Alex J. | Network Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Cirrus Insight?** Their software is incredibly user-friendly, making it easy to file attachments or emails into Salesforce. I believe that anyone needing to upload information into Salesforce from their email should use this tool. **What do you dislike about Cirrus Insight?** Sometimes, Cirrus Insight goes into a "not responding" state and needs to be refreshed and reactivated, which can be annoying. **What problems is Cirrus Insight solving and how is that benefiting you?** It has become very easy for me to send my case notes into Salesforce. This is a huge time saver, as all my information is logged into Salesforce cases. I no longer have to sift through emails to find my notes. **Official Response from Carol Norney:** > This is awesome to hear — thank you, Alex! We’re thrilled that Cirrus Insight is helping you keep Salesforce up-to-date without the extra clicks. And we appreciate you pointing out the refresh hiccups; every bit of feedback helps us keep improving. ### 16. I use it because it was here before my position **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Cirrus Insight?** There’s no new features that actually work **What do you dislike about Cirrus Insight?** To load the office side bar significantly faster **What problems is Cirrus Insight solving and how is that benefiting you?** It reduces the time I would have to spend logging emails by doing it for me directly from outlook **Official Response from Amy Green:** > Thank you for your feedback. We would love to learn more about your experience with the reporting capabilities. We have some current initiatives around reporting, and your feedback as we improve and expand this functionality would be appreciated. Please email us at product@cirrusinsight.com. ### 17. Product is OK - but they need to fix their predatory terms/conditions **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Cirrus Insight?** It allowed for a simple way to connect to email/calendar systems and sync data to Salesforce as tasks **What do you dislike about Cirrus Insight?** They'll remind you that your subscription is going to auto-renew when you're 15 days out, but require 30 days notice to cancel. Cancellation is not self-serve, it must be done through a chat agent/support ticket. They're strict on their terms, even if you're not using the product, so prepare to pay for one more year than you intend to :-) **What problems is Cirrus Insight solving and how is that benefiting you?** Logging emails to salesforce and making sure data is up to date. **Official Response from Amy Green:** > Thanks for sharing your feedback! We’re glad the calendar link makes scheduling easier and saves you time. We understand that some features may feel redundant, and your input on logging activities and Salesforce sync is very helpful. Our product team is always working to improve reliability and ease of use and I have shared your feedback with them. We appreciate your honest review and are happy Cirrus Insight is streamlining your scheduling process! ### 18. Great Scheduling Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Abby K. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Cirrus Insight?** It makes my life a lot easier. I can use my Cirrus Insights scheduling tool so that customers can book time with me without many emails back and forth. It revolutionized my customer engagement methods. **What do you dislike about Cirrus Insight?** Finding the correct things within the settings can be cumbersome. **What problems is Cirrus Insight solving and how is that benefiting you?** It is solving the ability to schedule with people without the need to go back and forth. It allows me to set rules around the engagement of my calendar. **Official Response from Carol Norney:** > We appreciate your feedback and are glad to hear that Cirrus Insight has helped you streamline your scheduling process. We'll take your comments about finding things within the settings into consideration for future improvements. ### 19. Very Helpful Tool for Program Management and Recruiting **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick A. | Operations Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Cirrus Insight?** I really like how it helps log emails so I can reference them later. It's invaluable in my work for a scholarship provider. It's also helpful for scheduling meetings **What do you dislike about Cirrus Insight?** It sometimes glitches out and logs me out automatically, but that never happens too often. **What problems is Cirrus Insight solving and how is that benefiting you?** It logs emails so we can retain that later should we need it in Salesforce. It also does online scheduling well. **Official Response from Carol Norney:** > Thank you for sharing your positive experience with Cirrus Insight. We're pleased to hear that the email logging and scheduling features are valuable to you in your work. We're sorry to hear about the occasional glitches and automatic logouts. Our team is actively working to address these issues, and we appreciate your patience and understanding. ### 20. New user review - from Einstein capture **Rating:** 4.5/5.0 stars **Reviewed by:** Emily R. | Client Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Cirrus Insight?** I like the integration within outlook, the insight into client trends - if they open emails, which attachments they click into, other activity they're attached too. It's more than just a logging tool - its client insight **What do you dislike about Cirrus Insight?** I haven't come across any dislikes yet since using it! **What problems is Cirrus Insight solving and how is that benefiting you?** Having to separately log each email I have manually within Salesforce ### 21. Quite useful on a daily basis as a Software Sales Engineer **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Cirrus Insight?** It allows me to file easily all the contacts and interactions with my clients into Salesforce, and to identify the key contacts. It has been quite easy to put in place. I use it mainly through Outlook and Salesforce **What do you dislike about Cirrus Insight?** I can't file the emails to anypart of Salesforce which is a shame at some moments (for example, in my case, I can't fil an e-mail to a "lead", only to a contact or opportunity) **What problems is Cirrus Insight solving and how is that benefiting you?** It allows me to gain some precious time avoiding to double write all the information in my different CRMs **Official Response from Carol Norney:** > We're glad to hear that Cirrus Insight has been useful for you in managing your contacts and interactions with clients. We appreciate your feedback about the limitations in filing emails to specific parts of Salesforce, and we'll take this into consideration for future improvements. ### 22. Really innovative scheduling application **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew W. | Group Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Cirrus Insight?** Very good admin configurability for multiple brands as well as an enterprise integration to Salesforce. **What do you dislike about Cirrus Insight?** The Smart Scheduler UX could be nicer. The iframe looks out of date and low resolution. Customer support for APAC is not in our time zone. **What problems is Cirrus Insight solving and how is that benefiting you?** Teams scheduling, web form routing, email mapping to Salesforce, time-saving for appointments. **Official Response from Carol Norney:** > It's great to hear that Cirrus Insight is helping with teams scheduling, web form routing, email mapping to Salesforce, and time-saving for appointments. We appreciate your support and will take your feedback into consideration. ### 23. Great tool to save time and improve communication **Rating:** 4.0/5.0 stars **Reviewed by:** Scott K. | COO & Wealth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Cirrus Insight?** It allows our team to know what is happening with a client even if they're not in the email. Improves team communication and keeps us on the same page. **What do you dislike about Cirrus Insight?** Can't get it to log calendar events that weren't booked through Calendly. **What problems is Cirrus Insight solving and how is that benefiting you?** Logging emails much easier and saves time. ### 24. Cirrus makes connection with clients easier **Rating:** 4.0/5.0 stars **Reviewed by:** Matthew C. | Associate Vice President, Digital & Marketing Operations, Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Cirrus Insight?** The calendar scheduler makes sharing our client-success teams and account directors' availability easier than a simple Teams link. **What do you dislike about Cirrus Insight?** Cirrus requires a bit of setup to get off the ground. **What problems is Cirrus Insight solving and how is that benefiting you?** Customer/Prospect calendar booking and email activity tracking. **Official Response from Carol Norney:** > We're glad to hear that you find our calendar scheduler helpful for sharing availability with your client-success teams and account directors. ### 25. A robust tool but we only use a tip of it! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** My company uses the add to email feature from Cirrus. This feature makes it seamless to take an email and add to an object in Salesforce. **What do you dislike about Cirrus Insight?** We would like the ability to slim down what end users can do with Cirrus Insight. Essentially, more ways to disable features we don't use. **What problems is Cirrus Insight solving and how is that benefiting you?** Taking emails and adding them to Salesforce is the primary feature we use. ### 26. Great Email Sync Tool For Our Business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Cirrus Insight?** It helps to drive company wide visibility into who has spoken to which prospect/candidate when and allows us to take proper action to drive our business. **What do you dislike about Cirrus Insight?** Nothing at this time. We feel that Cirrus has been a positive experience so far. **What problems is Cirrus Insight solving and how is that benefiting you?** It helps us to communicate internally as well as remove manual email logging which saves a ton of time. **Official Response from Carol Norney:** > Thank you for your feedback! We're glad to hear that Cirrus Insight is providing a positive experience and helping to improve internal communication and efficiency. ### 27. Cirrus has been a mainstay! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** A very intuitive way of archiving emails and documents. I'm a very loyal Office user and streamlines Salesforce well. I'm using the product everyday and it has helped organize workflow. **What do you dislike about Cirrus Insight?** There are sometimes that the load times are very long and downtimes of the server. **What problems is Cirrus Insight solving and how is that benefiting you?** Problems solved include being able to interface the Salesforce system and the local email tracking. ### 28. Easy to setup the users **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Cirrus Insight?** Knowledge articles and support is great. We can quickly chat from support pop-up for quick resolution. Calendars sync up very quickly. User management and provisioning is easy. Activity monitoring helps if there is any anomaly. Implementation was quick and easy. Integration is mostly point and click and no new development is needed. **What do you dislike about Cirrus Insight?** One thing I would dislike is we need to maintain the login separately, if the user management and provisioning licensing is inside Salesforce as a managed package would be more easier. **What problems is Cirrus Insight solving and how is that benefiting you?** Quickly syncing the calendar to salesforce **Official Response from Carol Norney:** > We're delighted to hear that you find our knowledge articles and support to be great, and that the calendars sync up quickly. We appreciate your feedback about the user management and provisioning, and we will definitely take that into consideration for future improvements. Thank you for sharing your experience with us and for choosing Cirrus Insight! ### 29. making scheduling easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Cirrus Insight?** It helps to streamline scheduling by integrating with all of my platforms **What do you dislike about Cirrus Insight?** Honestly not much, it is a great product. **What problems is Cirrus Insight solving and how is that benefiting you?** It helps me to not have to constantly send new times out for meetings, it keeps my schedule updated **Official Response from Carol Norney:** > Thank you for sharing your positive experience with Cirrus Insight. We're happy to hear that it has helped keep your schedule updated and made scheduling easier for you. ### 30. We never lose email comms with Cirrus **Rating:** 5.0/5.0 stars **Reviewed by:** Santiago C. | Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** I like how reliable Cirrus is when it comes to log our Gmails to Salesforce. It's very easy to use, once you've set up your email logging settings there's no more action required. It's a tool we use every single day and it integrated easily with our Salesforce instance. Also, whenever we need any help, Cirrus customer support is always available for troubleshooting. **What do you dislike about Cirrus Insight?** I think the analytics we get from Cirrus could improve, there's a limited number of filters that we can use to view email data. Email analytics like reponse times, if emails were opened, among other metrics could be very helpful. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus solved our issue with manually logging emails to Salesforce records. Before Cirrus, we had a Salesforce extension added to our Gmail which streamlined the process a bit but it was still a manual task, also, some reps would forget to log the email which results in loss of data and communications. Now, with Cirrus, this is done automatically without having to worry on losing important communication data. ### 31. A Daily Lifesaver **Rating:** 5.0/5.0 stars **Reviewed by:** Patti M. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2020 **What do you like best about Cirrus Insight?** Cirrus Insight provides a seamless connection from Outlook and Gmail, right to Salesforce. It works well with both platforms. The sidebar allows us to quickly see which account the sender is associated with and makes it easy to create tasks, events, cases, and opportunities right from my email. We use Salesforce Sync which automatically records all emails and meetings in Salesforce, and the Calendar feature which allows my clients to easily view my calendar and schedule meetings with me as needed. It's a whole package which I couldn't do my job without. The customer support team is amazing as well. The chat feature is always staffed by real people who will quickly answer your questions. **What do you dislike about Cirrus Insight?** The initial onboarding is not as intuitive as I would like. Getting new users set up with the calendar and sidebar is sometimes confusing for them. **What problems is Cirrus Insight solving and how is that benefiting you?** Saving lots of time, CI automatically logs every email, every meeting, without me doing anything extra. ### 32. Great experience, 1 key feature that is missing **Rating:** 4.5/5.0 stars **Reviewed by:** Liam H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** The simplicity and the direct connection to Salesforce, even creating users is super simple. The customer support has always been helpful and resolve my issue in a timely manner. Implementation was straight forward. **What do you dislike about Cirrus Insight?** The live chat widget gives me a headache, it is constatnly moving and take the attention away from the portal. I would suggest having a static image rather than cycling through agent pictures. THe product itself is great, however, when our sales team want to send a mass email via outlook and use the BCC feature, this activity is not captured in Salesforce. Please have an option that allows the logging of BCC emails. **What problems is Cirrus Insight solving and how is that benefiting you?** Salesforce eintein activity capture offers a solution to visualise emails in Salesforce. However, because this data is stored away from the core system model it means reporting is a nightmare. We want the data stored nativly on the platform so we can query / run automation when emails are created. Cirrus directly solves this issue. ### 33. Useful Syncing Service **Rating:** 4.5/5.0 stars **Reviewed by:** Elaine D. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** It integrates easily with Outlook and Salesforce to log my emails. The time between sending emails and their being logged is pretty small- less than 20 minutes. I use it every single day, multiple times a day, and it helps me keep track of what messaging customers have already seen. Once it's up and working, there's basically nothing else you need to do, which I really appreciate. We moved from computer-based Outlook to cloud-based, and the process of switching was seamless. **What do you dislike about Cirrus Insight?** Initial setup is a little confusing and not always intuitive. Our company published a step by step guide that I followed and I didn't experience any issues afterwards, although I had coworkers who did. I don't like that Cirrus doesn't notify you when it's been disconnected or isn't syncing for some reason. **What problems is Cirrus Insight solving and how is that benefiting you?** Which customers have seen what messaging, who has been in touch with customer already, and when. It helps us avoid double messaging or bombarding the customer, since we work in partner teams. It's also easy to see if a customer claims they were never sent something, but we have a clear record of when things were sent without having to dig through an overloaded email outbox. ### 34. Useful tool with a lot of intricacies I am still learning **Rating:** 3.5/5.0 stars **Reviewed by:** Madison F. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** I like the ability to sync Salesforce and Gmail. This helps streamline a process that prior to Cirrus to many steps and extra time to complete. I also appreciate the tutorial videos as someone new to the platform and tryingto remember all the features. **What do you dislike about Cirrus Insight?** As someone new to the platform there is a lot to learn. My current only dislike is my lack of total understanding how to maximize the platform and its connections even after attending a help session. I do enjoy the tutorial videos and they are very helpful I just still am at the stage where I need them quite a bit! **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus is steamlining my sales pipeline by connecting emails, opportunities and accounts with Salesforce. This previously was a task I did manually and adding Cirrus has cut down on the busy work of doing it significantly. ### 35. Overall great concept **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Cirrus Insight?** The convenience of calendar sync is really helpful. I feel that my time is put into better use by eliminating that extra step when managing appointments. **What do you dislike about Cirrus Insight?** There is sometimes a delay in calendar sync, which results in accidental double booking. In addition, I know there were previous notifications when someone books in calendar, but those aren't happening anymore. **What problems is Cirrus Insight solving and how is that benefiting you?** Time consuming back-and-forth regarding calendar availability for appointments **Official Response from Amy Green:** > Thank you for your feedback. We pay special attention to ensuring that our sync tools and calendar scheduling capabilities do not cause double bookings. We also just recently released some additional notification capabilities. We would love to connect with you on these items. Please email us at product@cirrusinsight.com ### 36. Very nice location data **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Cirrus Insight?** Most other apps would tell you a very large area, or inaccurate altogether, but Cirrus will tell you the exact location, every time. **What do you dislike about Cirrus Insight?** There is no free tier with just the barebone services. **What problems is Cirrus Insight solving and how is that benefiting you?** I need to know if people opened my email or not. ### 37. Easy Calendar Scheduling and Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Lilianna S. | Director of Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** The most helpful feature has been the ability to customize my calendar to help me perfectly sync my personal, office, ooo, and blocked hours. I love that I can set a 30-minute break between meetings so it doesn't allow others to set meetings back to back, then I'm rushing one meeting to show up late to another—best feature by far. I love how easy this was to set up, customize, and continually use it and adjust it as I see fit. **What do you dislike about Cirrus Insight?** Not much to say here, I love how it integrates with Salesforce and Office. **What problems is Cirrus Insight solving and how is that benefiting you?** Perfect scheduling, and helping me create a balanced schedule of meetings with time to decompress, prep, and follow up in between meetings. ### 38. Overall experience has been good but enhancements to current features would make it better. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Overall, the tool works well for syncing & logging activities (e.g., emails and calls) and has nice basic scheduling features as well. We previously used 2 tools for this so consolidating to one makes it easy from a provisioning and internal onboarding perspective. Our team has saved time from the auto-logging functionality so this has been a big win. **What do you dislike about Cirrus Insight?** The scheduling tool is missing quite a few "nice to haves" that we had with a previous vendor. It gets the job done but some features that would really make it that much better include: - Syncing to the calendar of the person booking so that they can see any currently scheduled appointments. Right now the experience is that they have to refer to their own calendar and the calendar presented with the scheduling link to match the 2 availabilities. - Polling across multiple participants with selected times, allowing for quicker booked meetings when multiple availabilities need to be included. Right now you can schedule with multiple peoples availabilities but the other user must also be a Cirrus user. From the side panel perspective: - the email templates functionality is inconsistent with how quick it will apply the template. - the side panel doesn't stay pinned consistently. **What problems is Cirrus Insight solving and how is that benefiting you?** It provides an all in one tool for activity tracking and scheduling needs for our Customer Success team. ### 39. Cirrus helps track the emails I forget about **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Before Cirrus, I would manually have to connect my incoming and outgoing emails with customers to Salesforce or remember to put in extensive notes. With Cirrus, my emails are automatically synced to the contat record and/or account for anyone who is already a contact in our system, which makes my life much easier. If they're not already a contact, I'm also able to create a record from the Cirrus side panel within Outlook. **What do you dislike about Cirrus Insight?** It has 'crashed' or closed out several times since the start of using it and I would have to login or make sure emails were synching at times. **What problems is Cirrus Insight solving and how is that benefiting you?** It's automatically synching my emails to track without having to manually log or input notes. I do wish I was able to edit the subject or select to add a note from outlook or an email summary that syncs to salesforce so I don't see the same email headline 10 times in a row in the description field ### 40. Very easy to use after a few tweaks **Rating:** 5.0/5.0 stars **Reviewed by:** Matt M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** As a brand new user to this platform, it was an somewhat easy transition from our previous platform (Outreach). At first, this platform didn't seem to work with syncing my emails with SFDC, but after taking some time to look into the settings, I quickly realized it was user error and not something within the platform. While only using it for about a month, I can't find anything negative to say. It appears to be a great solution to those looking at a more economical option versus some of the giants in this space. **What do you dislike about Cirrus Insight?** I would maybe add a checklist for new users to go through so they don't make errors like I did by not fully looking at my settings when first setting up my account. **What problems is Cirrus Insight solving and how is that benefiting you?** It allows me to sync all my client emails with SFDC so I don't have to remember to do this each time. It also allows transparency across the team because they now have the ability to see all communications with the client via the SFDC platform vs. having to search for specific emails. ### 41. Incredible time saver for our team **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer H. | VP, Client Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Cirrus Insight?** Speed to installation (such as it is, a few clicks and you're up and running!), ease of use, reliable Salesforce tracking and integration, and email templates. These all have saved our team countless hours and kept our accounts and contacts updated. The customer success team has also been absolutely fantastic from the start. We always feel well supported and are impressed by turnaround time and level of engagement if we have to ask for assistance (rarely for the tool and mostly to add or change users, which they do without complaint even though I think it's a self-service model!) **What do you dislike about Cirrus Insight?** Every once in awhile the Chrome extension conks out, but that's as likely a Chrome issue as it is a Cirrus Insight issue. Not really a complaint as much as a note to share. It is definitely not a detractor. **Recommendations to others considering Cirrus Insight:** Don't hesitate to invest in this tool for your team, in organizations of all sizes and types. Every time someone is onboarded and begins using it, they're blown away by how easy it is to use and they wonder why they haven't used it before! **What problems is Cirrus Insight solving and how is that benefiting you?** We're a tiny team trying to stand up a sales organization and without any true Salesforce admins or experienced users on the team in the past, Cirrus Insight was a lifesaver in terms of process management to ensure everything was tracked appropriately in SFDC. We've since come a long way on that front and the other features of CI have really started to shine, including email templating and tracking. The notification that someone has just opened an email (without them needing to click "yes" on an annoying read receipt) has definitely benefitted us in terms of getting responses as someone is thinking about us. ### 42. Easy to log your emails & sync your calendars **Rating:** 3.5/5.0 stars **Reviewed by:** Ujjwal A. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** I used Cirrus Insight for syncing my emails with Salesforce as my enterprise edition does not provide those services out of the box. I tried other tools and settled on Cirrus Insight as it worked flawlessly in the background. **What do you dislike about Cirrus Insight?** As I use Outlook as my primary email tool on the Mac. It does take time to load on the sidebar sometimes. Also, I can't jump ship to Apple Mail as they don't have any plugins to manually file emails. **What problems is Cirrus Insight solving and how is that benefiting you?** My emails are synced in the background and I have the ability to manually add them to opportunities through the sidebar. Creating a personalized calendar for appointments is a great addon. ### 43. Helpful connection from Gmail to Salesforce - so great! Very useful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Cirrus helps with setting meetings with prospects and connecting all our email conversations into our CRM (Salesforce). It's very helpful with those processes. **What do you dislike about Cirrus Insight?** It is a little bit wonky design wise and always logs me out. I wish those two things were fixed. The connection to email for auto logging sometimes doesn't work as it should, it only logs every days as far as synch goes. **What problems is Cirrus Insight solving and how is that benefiting you?** It's helping us track out nonprofits outreach process so that we can be more clear on who is communicating, when. It helps the multiple programs we are offering to schools, it helps keep communication clear. Amazing support ### 44. Massive time saver **Rating:** 5.0/5.0 stars **Reviewed by:** Robert M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Greatly assists with scheduling appointments with clients & prospects, linking directly with both Outlook calendar as well as SalesForce CRM **What do you dislike about Cirrus Insight?** When I am sending suggested meeting times, it would be nice if I could specify if it was a phone, zoom, or in-person when those are options in the calendar type. I really don't want to triple the calendar types I have when it seems like I should be able to select the type & duration for the suggested appointments. **What problems is Cirrus Insight solving and how is that benefiting you?** Integration of CRM to Outlook, but most importantly dramatically shortening the time it takes to schedule client and prospect appointments. ### 45. Time-saving tool for sales and more! **Rating:** 5.0/5.0 stars **Reviewed by:** Mars Q. | Admissions Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Cirrus Insight?** I really value the email syncing features directly with Salesforce. I can see Opportunity data right in my inbox and sync an email to a Contact or Opportunity with ease! **What do you dislike about Cirrus Insight?** It would be nice to sync an email/calendar invite to a Contact, Account and Opportunity, but I don't think that is possible at this time. But it's not a significant issue! **What problems is Cirrus Insight solving and how is that benefiting you?** One of the most significant issues Cirrus Insight helps me solve is scheduling meetings across multiple time zones. This is VERY helpful, my calendar is more full than ever with appointments, and it's easy to schedule! ### 46. My Review of Cirrus **Rating:** 3.0/5.0 stars **Reviewed by:** Neil G. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Easy to use and connect with Salesforce. **What do you dislike about Cirrus Insight?** Sometimes it says the email had been opened before I send it. It also calculates when I open the email as if the receiver had opened it. And it also doesn't distinguish between emails and email threads. It basically calculates any email opening with the receiver as it being opened. **What problems is Cirrus Insight solving and how is that benefiting you?** It helps if the client is opening the email consistently and I like when it shows me when they open it. It also calculate when I open it into the calculation so I can't rely on this as accurate. ### 47. Why I like Using Cirrus **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel N. | Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Cirrus Insight?** Using the automated tools to track and manage emails, activities, and contacts without having to manually click everything in CRM is a game changer for me. I know it sounds trivial but when you're in the flow and stopping to record everything means you lose momentum it matters! **What do you dislike about Cirrus Insight?** I can't seem to be able to use templates **What problems is Cirrus Insight solving and how is that benefiting you?** Logging activities, tracking emails, and contacts automatically instead of manually stopping to record them. ### 48. Great platform for seamlessly integrating Salesforce with your inbox **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan W. | Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Cirrus Insight excels in integrating Salesforce with your email client, which helps streamline CRM tasks and ensures that all customer interactions are logged without switching between applications. The Cirrus Insight team offers great support and are always thinking of innovative new features to roll out with customers. **What do you dislike about Cirrus Insight?** I sometimes come across technical bugs, but Cirrus Insight always responds promptly to get issues resolved. **What problems is Cirrus Insight solving and how is that benefiting you?** With the calendar scheduler, there is no UTM tracking like there is from competitors like Chili Piper. I am told that this is in the works. ### 49. My experience with Cirrus Insight has been delightful. **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly J. | Practice Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** What is most helpful about Cirrus Insight is the ability to link emails to our CRM. This allows us to remain organized and not lose track of client communications. **What do you dislike about Cirrus Insight?** The only downside that I've noticed about Cirrus Insight is that the email plug-in occasionally does not work, sometimes it won't load. Additionally, the email plug-in button disappears from the top bar of Outlook. **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking emails in the CRM, Cirrus allows us to easily link client communications to their CRM profile. ### 50. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsey R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Cirrus insight makes it easy for customers to schedule meetings with me at their own convenience with no back and forth and delay. **What do you dislike about Cirrus Insight?** I rarely have any issues with Cirrus Insight. Once the sync with my calendar and CRM was complete (which was incredibly easy), it was smooth sailing. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus Insight helps me to seamlessly schedule meetings with my customers without delays, overlapping schedules, or back and forth. It also makes it easy for customers to cancel or reschedule. ## Cirrus Insight Discussions - [how can I improve on synchronisation with Salesforce](https://www.g2.com/discussions/how-can-i-improve-on-synchronisation-with-salesforce) - 3 comments, 1 upvote - [Why does the outlook plugin frequently logout/not load?](https://www.g2.com/discussions/why-does-the-outlook-plugin-frequently-logout-not-load) - 2 comments, 1 upvote - [How reliable is the Chrome extension and Cirrus Insight side panel for your users?](https://www.g2.com/discussions/how-reliable-is-the-chrome-extension-and-cirrus-insight-side-panel-for-your-users) - 2 comments, 1 upvote - [Does Cirrus Insight have mobile applications?](https://www.g2.com/discussions/6555-mobile) - 1 comment, 1 upvote - [What browsers and systems does Cirrus Insight support?](https://www.g2.com/discussions/supported-systems) - 1 comment, 1 upvote - [View Cirrus Insight pricing details and edition comparison](https://www.g2.com/products/cirrus-insight/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-25+18%3A54%3A43+-0500&secure%5Bsession_id%5D=d8393d42-318d-4c86-9458-f94b0ebc519d&secure%5Btoken%5D=f2a35c761689f2c4196199ceeda22f71a8e3b8c26b03d41d173cf25bf2046139&format=llm_user) ## Cirrus Insight Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [CustomerSure](https://www.g2.com/products/customersure/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) ## Cirrus Insight Features **Lead Facilitation** - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Other Outreach Options - CRM Integration - Calendar **Matching** - Priority Matching - Account Tiebreakers **Calendar View** - Multi-Calendar View - Customizable Viewing **Notifications** - Confirmations & Reminders - Appointment Follow-Up - Scheduling Notifications **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Analytics** - Open Rates - Link Activity - Attachment Activity **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights **Routing** - Match and Route - Multi-Objects - Territories - Working Hours **Shared Calendar** - Calendar Collaboration - Multiple Calendar Management **Settings** - Time Zone Detection - Availability Settings - Blocked Time Settings **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Performance Analysis** - Peformance Tracking **Platform Operations** - Service level Agreements - Analytics - Integrations - Alerts & Notifications - AI Lead Matching & Routing **AI and Automation** - Machine Learning **Personalization** - Branding - Links **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times **Generative AI** - AI Text Generation **Integration** - Sync Multiple Calendars - Import Events - Software Integrations **Integrations** - Multi- Calendar Integration - Website Integration - Payment Acceptance - Video Conferencing **Generative AI** - AI Text Generation **Notifications** - Customized Calendar Notifications **Generative AI** - AI Text Generation **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Calendar** - Cross-system Integration ## Top Cirrus Insight Alternatives - [Vendasta Yesware](https://www.g2.com/products/vendasta-yesware/reviews) - 4.4/5.0 (799 reviews) - [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) - 4.6/5.0 (569 reviews) - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (4,153 reviews)