# 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 appreciate the **seamless integration with email and calendar systems** , enhancing their efficiency in syncing data to Salesforce. (17 reviews) - Users value the **calendar link feature** in Cirrus Insight, simplifying meeting scheduling and enhancing productivity. (15 reviews) - Users value the **seamless integrations** of Cirrus Insight with Outlook and Gmail, enhancing CRM adoption and efficiency. (14 reviews) - Users value the **seamless calendar integration** with Cirrus Insight, enhancing productivity and streamlining their daily schedules. (13 reviews) - Users find Cirrus Insight **incredibly user-friendly** , making it easy to integrate and sync essential data with Salesforce. (13 reviews) - Users value the **seamless integration** of Cirrus Insight with Salesforce and Outlook, enhancing their productivity and insights. (12 reviews) - Time-saving (12 reviews) - Users love the **seamless CRM integration** with Cirrus Insight, simplifying email management and syncing with Salesforce. (11 reviews) - Users love the **seamless email integration** of Cirrus Insight, enhancing team communication and client tracking effortlessly. (11 reviews) - Features (11 reviews) **What users dislike:** - Users report a **missing "file email" button** and find some features redundant, impacting overall usability and trust. (8 reviews) - Users find a **steep learning curve** with Cirrus Insight, and cancelling the service is frustratingly complex and inflexible. (6 reviews) - Users find the **setup process not intuitive** , requiring excessive support and leading to frustration with features and cancellation. (6 reviews) - Users experience **poor customer support** from Cirrus Insight, hindering resolution of issues and impacting overall functionality. (6 reviews) - Users face **integration issues** with Cirrus Insight, struggling with slow performance and inconsistent syncing with Salesforce. (5 reviews) - Users experience **slow loading** times and delays during sync with Salesforce, affecting their overall efficiency. (5 reviews) - Slow Performance (5 reviews) - Software Bugs (5 reviews) - Sync Issues (5 reviews) - Calendar Issues (4 reviews) ## Cirrus Insight Reviews ### 1. Great for what we need. **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** I love that cirrus gives us the ability to sync everything so that logging things like emails no longer take extra unnecessary time. We used to spend to much time trying to keep SalesForce up to date (which often meant it wasn't), now that process happens in the background! **What do you dislike about Cirrus Insight?** In general I dont have any real complaints of cirrus at this time. **Recommendations to others considering Cirrus Insight:** Give yourself time to play around and figure out the inner workings of cirrus and it will be a huge time save in the long term! **What problems is Cirrus Insight solving and how is that benefiting you?** Time loss was a huge one as mentioned about, as was the ability to see if/when a customer was interacting with our email campaigns. This has been huge in tweeking subject lines in order to get the highest chance of opening. ### 2. Excellent Product and People **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew K. K. | VP of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2020 **What do you like best about Cirrus Insight?** The software is extremely flexible as to how it works with other systems like Salesforce. It is all clean looking and easy to use. **What do you dislike about Cirrus Insight?** There is nothing to really dislike. We have had a few connectivity issues with Salesforce, however they have jumped right on it and fixed it almost immediately. **What problems is Cirrus Insight solving and how is that benefiting you?** The software allows us to file all of our email communications inside of Salesforce as they are happening. We also use it to creat new leads and contacts on the fly. ### 3. Great insights but lots of technical issues **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2020 **What do you like best about Cirrus Insight?** The Insights Cirrus provides are great - it is super valuable to know whether my prospects/clients open my emails and/or even click on the links I shared. This is probably the one thing I value the most about their offering. **What do you dislike about Cirrus Insight?** I've had tons of technical issues with Cirrus Insights and I have to reconnect Salesforce on a regular basis. Usually about once a month it stops working without any notification, my emails are not being logged anymore and I have to re-install the integration. Consumes a lot of time and is quite frustrating **Recommendations to others considering Cirrus Insight:** The technical issues need to be improved on (not sure how much of that is an issue with the browser and other plugins). But the main feature and value prop of the software itself is great **What problems is Cirrus Insight solving and how is that benefiting you?** It allows me to automatically sync my emails to Salesforce so everyone in the organization has SFDC as the "one source of truth". Furthermore, it allows me to track who opens and clicks on my emails. ### 4. Strong Integration, Sometimes Glitchy, Overall Would Recommend **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** Cirrus integrated with Salesforce well and logs all activity very easily. This allows for a unified method for all users to stay on top of logging their information in the CRM. The template settings for emails and the ability to populate from Salesforce CRM criteria is also fantastic. Scheduling meeting for Google Calendar is also a good feature as well. **What do you dislike about Cirrus Insight?** Sometimes the Gmail extension is a bit glitchy. Other times it will double log emails and things of that nature. The gmail extension also tends to lag, and the tracking for gmail does sometimes seem to have wrong data. For example, I know someone read one of my emails, and then a totally different email says that it was opened and replied to. When I know, for a fact, that it was not that email that was opened and replied to. Sometimes the platform will just crash on the gmail extension for no reason. **Recommendations to others considering Cirrus Insight:** Would recommend if you are using something like mail track or email tracker with a watermark. This is way less tacky, more discreet, more accurate, and also has the capability of integrating with Salesforce. Would also recommend if you need an all around platform that integrates with CRM, Gmail, Google Calendar, etc. This will allow you to unify everything pretty easily. The only thing I question sometimes is the accuracy of data for the reply and open rates. **What problems is Cirrus Insight solving and how is that benefiting you?** The lack of attentiveness of logging all emails in the CRM. Tracking emails without a watermark is also a fantastic feature. ### 5. Great service but could use some UI/UX tweaks **Rating:** 2.5/5.0 stars **Reviewed by:** Brandon B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** My favorite features are the email tracking and the ability to create Salesforce tasks from an email. **What do you dislike about Cirrus Insight?** The process to send mass emails is too convoluted. **Recommendations to others considering Cirrus Insight:** When scheduling emails, I suggest checking your drafts after the scheduled send time. Sometimes, they don't send and you have to do it manually. **What problems is Cirrus Insight solving and how is that benefiting you?** With Cirrus, I'm aiming to solve not having to go back and forth between Gmail and Salesforce when updating tasks. ### 6. issues with Cirrus **Rating:** 1.5/5.0 stars **Reviewed by:** Samuel M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** Cirrus, when working, is a useful tool, that meets my needs. **What do you dislike about Cirrus Insight?** However, Cirrus often decides it does not want to work and properly sync to my salesforce ID, and on top of that also decides that it wants to log me out of my account. you also need to have support for safari for MacOS users, as that should be required on any product that is for Business use at this point **Recommendations to others considering Cirrus Insight:** Avoid it and use Slate **What problems is Cirrus Insight solving and how is that benefiting you?** Lack of Sync, lack of functionality and different browser support, the app is overall very mercurial on deciding when it will do its job ### 7. Cirrus Insight continues to provide insight on a daily basis **Rating:** 5.0/5.0 stars **Reviewed by:** Jassim Phillip T. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2020 **What do you like best about Cirrus Insight?** Streamlined admin assistance integrations. To name a few, salesforce integration helps us to document customer interactions in an automated process. Link detection enables us to see client email interactions and clicks on valuable links. **What do you dislike about Cirrus Insight?** Desynchronization, sometimes the google server is not responsive causing cirrus to restart and to resolve this Gmail inbox needs to be refreshed. **Recommendations to others considering Cirrus Insight:** It is really valuable especially to sales since the insight it provides will eventually lead you to close more deals. **What problems is Cirrus Insight solving and how is that benefiting you?** Sales interaction documentation, client insights, and more meaningful touches with clients based on their interactions with our organization. ### 8. Beneficial for tracking client outreach, but too many other issues **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** That it automatically tracks my email and calls **What do you dislike about Cirrus Insight?** It slows down my e-mail sends, if you aren't used to this at first you could go days with most of your emails ending up in drafts. When I turned on my calendar sync it duplicated all of my calendar events twice - creating 3 of every single event on my calendar. There is no way too automate the deletion so I need to do it manually and it messes up my meeting tracking numbers. **What problems is Cirrus Insight solving and how is that benefiting you?** Email & phone outreach are tracked & automatically syncs to an opp. ### 9. My Experience with ZynBit **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** Ease of use, easy Outlook integration and time-saver in keeping my SFDC records up-to-date. **What do you dislike about Cirrus Insight?** Major software updates can be buggy, but tech support is helpful. **Recommendations to others considering Cirrus Insight:** ZynBit is a great and easy-to-use tool for salespeople to gain insights on customer communications and to help schedule meaningful appointments. **What problems is Cirrus Insight solving and how is that benefiting you?** Email tracking and ZynCal calendaring have helped our educational institution book more appointments with interested students. ZynBit provides insight that can help the sales team focus our efforts on students that are ready to enroll. ### 10. effective tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2020 **What do you like best about Cirrus Insight?** Great integration tool for Outlook and Salesforce. Easy to adjust settings and nice calendar function to encourage folks to schedule meetings. **What do you dislike about Cirrus Insight?** I'd like to be able to navigate more easily between Cases and Contacts. **What problems is Cirrus Insight solving and how is that benefiting you?** Email integration with Salesforce. Improved case management has been realized. ### 11. Lots of capabilities from 1 simple tool **Rating:** 4.0/5.0 stars **Reviewed by:** Matt L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2020 **What do you like best about Cirrus Insight?** We've continually searched for a comparable tool to Cirrus and haven't found one that brings all of the capabilities that Cirrus does - Email tracking, Google Email and Calendar integration, deep SFDC integration and access from within Gmail. It's a valuable asset for our Sales & CS teams. **What do you dislike about Cirrus Insight?** It's traditionally had some stability issues so not always 100% reliable but there have been big improvements lately making it more stable. **What problems is Cirrus Insight solving and how is that benefiting you?** Capturing and tracking all communications activity - emails, meetings, etc. with ease and synching to SFDC as our system of record. ### 12. Great tool for collaboration. **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** Backtracking to previous conversations with other people on my team. **What do you dislike about Cirrus Insight?** That it's not org-wide and automatically on everyone's machines during onboarding. **Recommendations to others considering Cirrus Insight:** Do it! **What problems is Cirrus Insight solving and how is that benefiting you?** When a team member leaves the company, their conversations are still visible. You can review whenever you need it if something comes up with the client like a previous conversation etc. ### 13. Cirrus Insight is a Small-Business Superpower **Rating:** 5.0/5.0 stars **Reviewed by:** Chaplain Tim "TIG" H. | Founder | Lead Chaplain, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2017 **What do you like best about Cirrus Insight?** I never have to leave gMail, can include custom fields, can access cases, can add new contacts right from an email, can lookup related contacts from and email search in gMail, powersearch Salesforce... I could go on and on and on. This is the single app that has made Salesforce usable for our organization, and it's simplicity and power have enabled us to compete with organizations over 10X our size. Also, I have to add the people, because even the best solutions can be tarnished by poor service. Thank God the staff at Cirrus Insight are some of the most caring, thoughtful and brilliant folks I've ever met. I've had the pleasure of meeting them in person at their offices and what most impressed me was how welcomed they made me feel. I know how busy they all are! They put out updates and feature adds like relentless coders, yet they all took the time to stop and make me feel like I was their only customer. Really special people. **What do you dislike about Cirrus Insight?** Not too much. I'm very excited about flight plan and what it will become over time. As they add features, it has the potential to open Cirrus Insight to new markets and solutions. I'm VERY excited to see that happen. **Recommendations to others considering Cirrus Insight:** Start with the trail and see if it's for you. Can't go wrong there! And if you need to talk someone who uses the product every day, feel free to ask me - tig@quietlyworking.org **What problems is Cirrus Insight solving and how is that benefiting you?** As a small organization we all wear way too many hats. Using Cirrus Insight, I can be administrator, marketer, analyst and case worker within a few clicks. That's exactly what we needed. And anyone who has delved into Salesforce dev can attest to the complexity and following overwhelm. That can crush adoption. With Cirrus Insight, is pretty, it's simple, and everything just works. And on the rare occasion something isn't working, one call or email get's it done. These folks really care! ### 14. Cirrus is an efficiency tool, take the time to get to know how it works and it will work for you **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Market Research | Enterprise (> 1000 emp.) **Reviewed Date:** March 04, 2019 **What do you like best about Cirrus Insight?** Direct integration with SalesForce for easy opportunity / activity / event creation; the meeting availability feature is great; the option for adds like Calendar Sync also help with efficiency. Haven't tried Attach.io but hear awesome things from my teams, for tracking & analysis! **What do you dislike about Cirrus Insight?** Sometimes "buggy", whenever my Gmail account requires a new password or logs me out, I'm logged out of Cirrus and sometimes forget to log back in. **Recommendations to others considering Cirrus Insight:** na **What problems is Cirrus Insight solving and how is that benefiting you?** Ensures that busy people who have little time to spend on admin actually spend less time on admin! ### 15. User-friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2020 **What do you like best about Cirrus Insight?** Easy to use. Great for managing and organizing. **What do you dislike about Cirrus Insight?** I don't really have an issue with Cirrus at the moment. **What problems is Cirrus Insight solving and how is that benefiting you?** Help me keep track of my contacts and following up with them and my team in regards to emails. ### 16. Great communication integration tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Tracy N. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2020 **What do you like best about Cirrus Insight?** Cirrus ties into my other apps that I use every single day at work, and easily tracks all my email communications. I like the tracking and analytics features on it as well, and it's a valuable tool that I use very often. It integrates so easily and quickly, and doesn't take up a lot of real estate on your computer/inbox. It's a very handy tool to have. **What do you dislike about Cirrus Insight?** There are a lot of times where there are authorization issues, and this can go on for a few days. It can get frustrating when you can't log emails, or lose tracking on certain communications that need to be tracked. I'm not sure if it's a bug or something internally with my computer, but we've had these rough patches before and can get frustrating. **Recommendations to others considering Cirrus Insight:** I really recommend Cirrus if you have a need to track communications, integrate appointment scheduling, etc. **What problems is Cirrus Insight solving and how is that benefiting you?** It keeps all my email tracking in my Gmail application, and helps me schedule out appointments, engagement with my customers, and also is great for tracking communication schedules. I don't think I could be as productive without it since it provides so many insights into many aspects of my day-to-day operations at work. It's a very functional tool, and customizable to what you want to track and don't want to track. It's easy to activate and deactivate as well if you don't want to use it here and there. Great tool. ### 17. Increase in Productivity is Key **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** The integration with Salesforce makes it easier than ever to be able to create a ticket, learn more about a contact, or a business. Being able to see when your emails are opened and viewed allows great insight into when to follow up with clients. **What do you dislike about Cirrus Insight?** Nothing currently to dislike about Cirrus! **Recommendations to others considering Cirrus Insight:** Highly recommend for the professionals that need to move quickly, get things done, and increase productivity. Paired with Salesforce, it is a tremendous asset that I use daily. **What problems is Cirrus Insight solving and how is that benefiting you?** Increased productivity is a big benefit realized, with being able to do many things through Cirrus and Salesforce without having to switch between programs. But if I do need to switch, Cirrus makes it super easy from their integration! ### 18. Have to have if you log all communication in Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Meghan L. | Expert Growth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** With just one click, all of my email communication is logged in Salesforce. Very easy to create new contacts through Cirrus as well. **What do you dislike about Cirrus Insight?** If it ever goes down! Paralyses our team since we send so many emails **What problems is Cirrus Insight solving and how is that benefiting you?** Time management, ease of use ### 19. Great concept, some functionality issues **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2020 **What do you like best about Cirrus Insight?** The cirrus integration into gmail makes saving emails and contacts much more efficient than logging into Salesforce. For users interacting with a fair number of external people, it makes the process simple. Also, their nonprofit discount is significant. **What do you dislike about Cirrus Insight?** Cirrus is a little clunky. It can make Gmail slow to load (and occasionally doesn't show up at all), and some of the functionality is limited (e.g. we've never been able to get the chatter view to work). **What problems is Cirrus Insight solving and how is that benefiting you?** For us, it's mostly an efficiency booster; folks are much less likely to record all of their contacts into Salesforce if they have to do it in Salesforce, vs being able to do it from their inbox. ### 20. I like the features that Cirrus Insights provides. **Rating:** 3.5/5.0 stars **Reviewed by:** Tim W. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** The ability to see if a prospect opens your email and the ability to include calendar appointment options in your email that a prospect can just click on to schedule a meeting. **What do you dislike about Cirrus Insight?** We have had some syncing issues with Salesforce. **Recommendations to others considering Cirrus Insight:** I would recommend that they give Cirrus Insight a try. It has helped me save time and effort in my role as a sales director. **What problems is Cirrus Insight solving and how is that benefiting you?** It has saved me time discovering which prospects are interested and in scheduling meetings. ### 21. Performance Issues ruin a potentially good product **Rating:** 1.0/5.0 stars **Reviewed by:** Brett M. | Regional Sales Manager DMR & Distribution, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** The plug in in outlook that allows you to easily add contacts to salesforce is very helpful. Also having a customers contact info available at a glance when you click their email is great. **What do you dislike about Cirrus Insight?** This application kills the performance on the computers at our organization. This is across the board, not just on my individual laptop. We pay for this service, but most people at our company have uninstalled and just use the salesforce bcc instead. Regularly causes Outlook to crash. Also, frequent emails are missed in the sync. We've come to terms with the fact that this software is mostly accurate rather than exact. **Recommendations to others considering Cirrus Insight:** Fix the performance issues that impact Outlook, and the emails that are regularly not imported by Cirrus, and you've got a great product at a reasonable price point. **What problems is Cirrus Insight solving and how is that benefiting you?** Adding all of our company emails to sales force and managing contacts. The visual queue of seeing that a contact has not been entered into salesforce is a huge help. Cirrus makes it really easy to see that. The main problem is that we have uninstalled due to MAJOR performance issues with the platform. ### 22. An Integral Part of Our Team's Success **Rating:** 4.5/5.0 stars **Reviewed by:** Eva M. | Partnerships Executive , Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** As someone focused on finding and closing new business partners, Cirrus Insight has become an integral part of my team's prospecting and account management workflows. The ability to monitor email opens by time and location, clicks on links and search for specific emails (and their open behavior) has been a game changer. It has definitely led to more closed accounts since being implemented! **What do you dislike about Cirrus Insight?** Occasionally, Cirrus does cause my email to get a bit slow and laggy. Nothing too serious, and typically a quick uninstall and reinstall does the trick. **Recommendations to others considering Cirrus Insight:** I truly feel that Cirrus has added to our team's productivity and success in the sales/partnerships space! It integrates extremely well with both Gmail and Salesforce, which was an important consideration for our team. **What problems is Cirrus Insight solving and how is that benefiting you?** The ability to accurately time and plan your outreach strategy based on opener behavior has helped us create new efficiencies in our prospecting process. By tracking both opens and clicks, we can also judge prospect interest and tailor follow ups to address these interests. We've definitely seen an increase in the number of new business partners because of Cirrus Insight. ### 23. Transparency & Data Quality **Rating:** 5.0/5.0 stars **Reviewed by:** Björn S. | Junior Sales Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** Most helpful in my opinion is the automated synchronization to salesforce. Every Email i send or receive is automatically copied into my salesforce data base. This way i, or anybody in the company, never loses track. Also nice is the tracking function that shows you if someone already opened the e-mail or not, when did he opened it and so on. This gives you valuable information about the best timing for your email campaigns, prospecting and so on. **What do you dislike about Cirrus Insight?** Unfortunately if a contact has 2 or more valid email addresses in salesforce, cirrus only copies those mails into salesforce that are sent to the first email. In the case that you send an email to the contacts second email you need to manually track this email to salesforce. **Recommendations to others considering Cirrus Insight:** Never forget to login before sending emails! **What problems is Cirrus Insight solving and how is that benefiting you?** Transparency, Data Quality, even if a colleague is on vacation or sick leave everything is trackable. ### 24. review October Ontruck **Rating:** 2.5/5.0 stars **Reviewed by:** Piervito F. | sales, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2019 **What do you like best about Cirrus Insight?** connection with Salesforce: it is really useful how it links my email and agenda activity with Salesforce , I never seen something similar and I will always push to bring it to my organization wherever i go. I don't know if it exists already but i would insert some tool for grabing phone calls also so that you could save emails and phone calls **What do you dislike about Cirrus Insight?** some features of the interface. For example in Gmail it occupies a big part of the screen covering some other features and this could be boring . I would reccomend that the company must provide each employees with Cirrus training when joining the company since it is a simple tool with multiple functions and in order to effectively use these you should be well trained, **Recommendations to others considering Cirrus Insight:** it save you lots ot fime, higly reccomended it should be seeb a "must buy" for smart companies using a CRM and willing to succed in this complicated sales jungle with high turnover it helps keep things simpler I would reccomend to understand all the features first and then unlock all the power that it could have **What problems is Cirrus Insight solving and how is that benefiting you?** sometimes it does not save features and i have to try to insert multiple times another thing that i also strongly reccomend is to insert a feature with whihc you could select with email to save and which not in Salesforce since right now it saves too much emails . ### 25. Very good tool with minor problems **Rating:** 4.5/5.0 stars **Reviewed by:** Alexander G. | Account Executive, E-Learning, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** What I like best about Cirrus Insight is, that I don´t have to put Mails in SalesForce manually anymore. I always see if the contact I am writing to is in SalesForce, yet. It is really a big benefit in my daily work to have a tool seamlessly integrated into my Google Mail Account. Because my time is precious and I don´t want to wast it on a minor, but still important, tasks, Cirrus Insight helps me to organize and Focus on the important Tasks in my Day to day work. **What do you dislike about Cirrus Insight?** Very often a Mail is put in SalesForce twice without obvious reason at all. Besides that, it takes too long until SalesForce and Cirrus Insight have shared new Data when bringing a new Contact in Salesforce. Maybee Cirrus Insight takes up a little too much space on my Laptop Screen when I run it in my Google Mail Account. **Recommendations to others considering Cirrus Insight:** Try it out and make yourself a picture of how it goes. **What problems is Cirrus Insight solving and how is that benefiting you?** What I like best about Cirrus Insight is, that I don´t have to put Mails in SF manually anymore. I always see if the contact I am writing to is in SalesForce, yet. It is really a big benefit in my daily work to have a tool seamlessly integrated into my Google Mail Account. So it saves Time and therefore Money for my Company because I don't have to do this Talk Manually anymore. ### 26. good base but it could be so much more **Rating:** 3.5/5.0 stars **Reviewed by:** Merle K. | Inside Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** it is a big help to log my emails automatically and manually and I was very happy with the customer service when I needed it **What do you dislike about Cirrus Insight?** calendar sync only works Salesforce > Google, not the other way around, but salesforce created events in google calendar don't show important information like location, guests or additional information. I also think that Cirrus could be so much more than just an email or calendar sync programm but as I was filling out this survey, I realized that maybe it is and my company just hasn't enabled all of the features? it would be really great to be able to use Cirrus as a UI for salesforce that works from Google Mail so you don't have to switch from Google to Salesforce and back all the time. that would probably increase the % of field sales managers updating their data by at least 50%! **Recommendations to others considering Cirrus Insight:** if you have any problems at all - the support is really fantastic!!! we had a company-wide problem with the manual logging of emails where the email would get logged to the right lead or contact, but would be under a completely different date (e.g. 25.06.2023, 18.09.2006, etc.) - I reportet this and it took a couple for months for Cirrus to fix, but I was in constant contact with one of the customer service reps and he took really good care of this, communicating openly with me every step of the way. **What problems is Cirrus Insight solving and how is that benefiting you?** it has made work for the entire salesforce much easier and faster - but there's still room for improvement ### 27. A useful tool for Salesforce integration **Rating:** 3.5/5.0 stars **Reviewed by:** jeff d. | Technical Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** I like the ability to easily add new contacts to my salesforce accounts. As a Sales Manager, this tool improves my daily workflow and makes the previously manual entry of contacts and communications in salesforce so much easier than it used to be. **What do you dislike about Cirrus Insight?** Auto-logging emails does not work consistently. I have to login and logout of the outlook plugin frequently to keep it working as expected. The application itself does a great job with what it is supposed to do, my biggest complaint is the issues with the client in outlook. As outlook is my preferred email client, I don't like the UI. The side bar window is impossible to scale to the appropriate size, creating issues when trying to quickly see the information I need. On top of that, I frequently have issues with the Outlook client loading and/or logging in without having to close out of everything and basically uninstall and reinstall the add-in over and over again. **Recommendations to others considering Cirrus Insight:** It's a great tool for converting the conversations in Outlook into Salesforce data. Makes life so much easier as a sales manger when it works. **What problems is Cirrus Insight solving and how is that benefiting you?** Biggest issue is the consistent logging of emails to sales force. the biggest benefit it to be able to quickly add new contacts and create new accounts directly from the plugin. ### 28. Great Software! **Rating:** 4.0/5.0 stars **Reviewed by:** Heather B. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** I am an office manager at a commercial real estate firm and my brokers use this software all the time. It saves us a lot of time and energy in doing research. I think the feature that I love the move about this software is the ability to integrate Cirrus Insight into your Outlook email platform. That is the best because it makes CRM better, and it also make scheduling easier. **What do you dislike about Cirrus Insight?** Honestly, nothing comes to mind. I think I need to learn more about everything this software has to offer to find something I dislike. Although, installing the email integration app into Outlook was a little bit more difficult than I had hoped. I work for about a dozen brokers and getting them to comprehend and implement the integration software was difficult. I ended up doing it for them instead of them installing it themselves because they couldn't figure it out on their own, even though I spelled it out, step by step. Although, sometimes they are just lazy and don't want to do work and want me to do it for them... so perhaps the software isn't hard to install, it's probably just a lack of commitment on our end. **Recommendations to others considering Cirrus Insight:** n/a **What problems is Cirrus Insight solving and how is that benefiting you?** Email tracking for Outlook with ReThink/Salesforce is the best app/add-in feature. Like I stated above, our favorite feature is the email integration with Salesforce. Salesforce can be difficult and complicated to keep track of all your clients, but Cirrus Insight made things easier. ### 29. Great potential but still a little buggy **Rating:** 3.5/5.0 stars **Reviewed by:** Andy P. | Senior Manager, Growth Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** The ability to edit and create SFDC records in the Gmail inbox is a great time saver. Not having to switch back and forth between SFDC and Gmail is really valuable. **What do you dislike about Cirrus Insight?** Too often users find that they have been logged out and cannot log back in successfully, or the chrome extension has stopped working and needs to be reinstalled. The tool is still a little too unreliable at times for this to be a full recommendation. **Recommendations to others considering Cirrus Insight:** Test out the stability of the Chrome extension, and be especially mindful if your users use other Chrome extensions for their productivity. **What problems is Cirrus Insight solving and how is that benefiting you?** Because users can create Leads and Contacts directly from their inbox (while they are emailing or reading a message from someone) we end up with a lot more Leads and Contacts being created as SFDC records. Too often our users would not create those records because they would have to switch back and forth between systems. ### 30. I use Cirrus everyday **Rating:** 4.5/5.0 stars **Reviewed by:** Ed S. | Vice President - Higher Ed Alliances & Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2017 **What do you like best about Cirrus Insight?** Ability to upload attached docs to standard and custom sales force objects **What do you dislike about Cirrus Insight?** Can only assign one standard or custom object besides the contact object **Recommendations to others considering Cirrus Insight:** Excellent tool **What problems is Cirrus Insight solving and how is that benefiting you?** Easy access to documents and information/correspondence tracked against specific records ### 31. Cirrus Insight has made my job significantly better and more efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher T. | Graduate Program Recruiter, Higher Education, Enterprise (> 1000 emp.) **Reviewed Date:** October 15, 2019 **What do you like best about Cirrus Insight?** Cirrus Insight is incredibly helpful in supporting my recruitment efforts with students and connecting with a large number of people. I am able to track all of my emails (inbound and outbound) within my CRM and it removes the need for extra notes with each contact point. It also allows me to track when and how often a student or colleague opens my email. This is extremely helpful in allowing me to know if a student is still interested or disregarding my emails. The booking feature used to setup appointments is also very helpful despite some glitches,. **What do you dislike about Cirrus Insight?** The issue that comes up most often is that sometimes you have to manually connect each individual email to be saved in the CRM if it was not done so already. Additionally, when a student reaches out from a different email address it cannot be easily saved in the CRM. The scheduling is great in theory but has several glitches that mess up your calendar if you do not check every time. It would be great if there was an option to save multiple email addresses for each student to help solve the first connection issue. It would also be great if we could track a mass email to many students at once in order to avoid having to send one email at a time in order to track them. **Recommendations to others considering Cirrus Insight:** This will be an effective tool in saving you time and it can make a dramatic difference in efficiency for the automation features. **What problems is Cirrus Insight solving and how is that benefiting you?** This system has helped with saving time in order to avoid having to manually import all of our email conversations into our CRM. This saves our team lots of time and effort. In addition it can be helpful to link our emails instead of creating additional tasks. ### 32. Decent tool for customer self-scheduling and email logging with Salesforce **Rating:** 3.0/5.0 stars **Reviewed by:** Tim V. | Manager, OnBoard Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2019 **What do you like best about Cirrus Insight?** Let's customers select an appointment time based on my availability that matches theirs. Logs emails accurately into Salesforce for future reference. Also provides minimal email tracking like opens. **What do you dislike about Cirrus Insight?** Scheduling tool lacks the ability to create custom zones for specific activities. One schedule has to work for all activities. **Recommendations to others considering Cirrus Insight:** N/A **What problems is Cirrus Insight solving and how is that benefiting you?** Saving time and hassle with customers in getting appointments scheduled. Lets customers feel they are in control of the schedule, even while it coordinates with mine. ### 33. Email Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Shanley B. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2020 **What do you like best about Cirrus Insight?** Cirrus helps me to track whether the recipient has opened the email, providing me with the knowledge that my email reached the intended audience and/or that is was engaging. **What do you dislike about Cirrus Insight?** It disconnects a fair bit so you have to reconnect it. **What problems is Cirrus Insight solving and how is that benefiting you?** It has saved the guess work. Instead I can reach out to the customer knowing they have received my email and start the conversation there. ### 34. Easy to use, but it does not integrate with iMail on a Mac. **Rating:** 3.5/5.0 stars **Reviewed by:** Brad B. | Area Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2019 **What do you like best about Cirrus Insight?** The dashboard and how easy it is to find emails. **What do you dislike about Cirrus Insight?** No integration with iOS devices is frustrating. **Recommendations to others considering Cirrus Insight:** If you are using a Mac and wish to use iMail, the Cirrus Insight functions will not integrate with the software. **What problems is Cirrus Insight solving and how is that benefiting you?** Email and activity tracking that is not logged into SF. also the ability to see if a prospect is interested because I can easily see how many times an email was opened. ### 35. Review from Greysteel **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2020 **What do you like best about Cirrus Insight?** Juan is probably the best support engineer that I have ever dealt with, at any company. He is very responsive and communicative. It is also very easy when you have one person that understands your organization and how everything runs. I think that Zynbit has come out with a lot of great features lately but I believe we have to upgrade our plan to benefit from those. **What do you dislike about Cirrus Insight?** Outlook integration needs improvement Cost for increasing our licenses to benefit from the added features **What problems is Cirrus Insight solving and how is that benefiting you?** Automated email integration with Salesforce. ### 36. Cirrus Insight makes my work flow so much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2020 **What do you like best about Cirrus Insight?** My favorite feature about Cirrus Insight is that it integrates with my Gmail Suite and Salesforce account management system. Cirrus does all the work for me by adding templates automatically to my emails, syncing with my calendar and adding client correspondences to SF. **What do you dislike about Cirrus Insight?** Cirrus Insight will randomly drop it's sync with Gmail and my email templates will disappear. This can be frustrating. **What problems is Cirrus Insight solving and how is that benefiting you?** The time that it takes for me to respond to my clients has shortened. With Cirrus Insight, account management and communication is efficient, automated and streamlined. ### 37. Great integration **Rating:** 5.0/5.0 stars **Reviewed by:** Neil I. | Customer Support Representative Tier II, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** My favorite feature of Cirrus is it pulls your email templates over from Salesforce to be used in your inbox. Before I started using Cirrus I was doing a lot of copying and pasting for my templates. **What do you dislike about Cirrus Insight?** The only negative thing I can say about this is that when I initially signed up it took several tries to get it connected with my Salesforce. And now that it's connected, logging in every day can be cumbersome sometimes. **Recommendations to others considering Cirrus Insight:** You may not use all the features, but it will definitely make your life easier! **What problems is Cirrus Insight solving and how is that benefiting you?** I personally haven't run into any problems other than the clunky login. I'm sure there are many features that Cirrus has that I don't use, but I definitely recommend it to anyone looking for a way to connect Salesforce and Gmail. ### 38. Data Enrichment, but still kinda buggy and slow **Rating:** 3.5/5.0 stars **Reviewed by:** Benjamin N. | Customer Success Manager, Program Development, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2019 **What do you like best about Cirrus Insight?** I love the Salesforce integration. You're able to directly connect with a tab on the side of your email that gives SFDC details regarding the contacts you're interacting with. You can also always open the referenced contact directly in SFDC if you need to make edits or see more. **What do you dislike about Cirrus Insight?** There are constant updates required and sometimes (when my internet is connecting) it will freeze my emails or send me 20 "error connecting" messages in a row. I use gmail and sometimes Cirrus bogs down the email responsiveness to a crawl. **What problems is Cirrus Insight solving and how is that benefiting you?** I've realized how important it can be to automatically update SFDC records and log emails. There are many many handy built in features like follow up reminders and email scheduling. I would say the SFDC integration is the best though. ### 39. Excellent product Cirrus **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan P. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2019 **What do you like best about Cirrus Insight?** Tracks emails and adds to salesforce. Can look at email and jump to the salesforce record. Send later feature great. Tracking opens helpful. **What do you dislike about Cirrus Insight?** It doesn't always load well. Have to restart and clear cookies often. Would be great to be able to pull up all opened/click emails at once so could focus on following up with those people. **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking emails ### 40. Easy accountability **Rating:** 4.0/5.0 stars **Reviewed by:** Natali W. | Business Development Representative, Non-Profit Organization Management, Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2019 **What do you like best about Cirrus Insight?** The best part are the notifications I receive updating me whether someone opened my email, this gives me the ability to follow up instantly while I know they're using their phone while also updating info in salesforce **What do you dislike about Cirrus Insight?** Sometimes the add-on is difficult to use connecting to salesforce it seems like a lag. It also is somewhat confusing to navigate and you need to start using it before you start calling or emailing. **Recommendations to others considering Cirrus Insight:** I would recommend using it especially for entry level positions and cold calling because it flags us to know whether someone that was a cold call, interacted with our email even simply opening it, but also clicking onto things therefore we know they have at least heard of us before. I then can call instantly knowing they have access to their phone and it has proven a great success rate. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus can turn a cold lead to a warm lead with the update of an email's status. Whether they opened or interacted with it tells me they are going to know the name of the company at LEAST, not to mention peak their interest or have them interact with it. ### 41. how Cirrus improves my followup activities in daily use and improves communication **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea D. | Inside Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2019 **What do you like best about Cirrus Insight?** being able to track emails and to see the opening rates - this is very helpful for my job when doing telephone followup on emails it is also great to be able to create entries from the side panel and later see them directly in Salesforce makes worklife so much easier clear dashboard - easy access an immense step towards visibility and data mangement which makes internal communication definitely much more attainable. a perfect tool for summarization of activieties into salesforce something none of us will ever probably want to miss again a unique tool that synchronizes activities that concern the entire team - everyoneknow whats hapaning at a glance . I like everything abaout Cirrus and don not want to ever miss it again - all of us in the company using this tool are very happy with it and it makes life so much easier . The best thing aout it is the easy ways **What do you dislike about Cirrus Insight?** that it sometimes disconnects from the google mail dashboard and has to be restartet - another problem occuring sometimes is that the date of the attached mail in Salesforce has a wrong date - sometimes dates like 2023 are attached but basically there is not a lot that I dislike - the like is much more overwhelming **Recommendations to others considering Cirrus Insight:** I can really recommend to use Cirrus Insight because this gives you a proven tracking **What problems is Cirrus Insight solving and how is that benefiting you?** a much better tracking of my email correspondance and easy documentation into Salesforce really appreciate having this tool makes life easier - also for the colleagues working in the field disappoints us from the inside sales part in lead generation that the field people do not use this more easy access to Salesforce right from the inbox - perfect overwiew of activities parrallel to reading the emails there are actually no problems I am solving directly with this there ist inbetween the synchronization process which sometimes does not work but besides that it is a perfect help for daily work ### 42. Cirrus has become an important tool to assist me with my job. **Rating:** 5.0/5.0 stars **Reviewed by:** Randall C. M. | Regional Development Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2020 **What do you like best about Cirrus Insight?** I like how the program allows me to monitor my email and see who is opening them when sent. **What do you dislike about Cirrus Insight?** Sometimes it doesn't open properly and I have to start over for the day. **Recommendations to others considering Cirrus Insight:** Cirrus is another great tool to make your staff successful. **What problems is Cirrus Insight solving and how is that benefiting you?** Seeing which emails are effective and which ones are not. ### 43. This is a game changer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** My ability to track the life of emails, clicks, etc. has sharpened my focus significantly and allows me to spend my time more effectively than I have ever been able to. Also, the ability to set detailed, follow-up reminders, that I have synched with my Salesforce, makes my inbox one of the most important resources in my sales toolbox. **What do you dislike about Cirrus Insight?** I have found that the tracking features can sometimes pop up incessantly (too much information!), without my ability to manage the flow as effectively as I'd like. **What problems is Cirrus Insight solving and how is that benefiting you?** My time is the most precious, non-renewable resource I have and Cirrus Insight allows me to prioritize and manage my time incredibly well. I'm able to pursue the opportunities that are showing traction and step away from the ones that aren't! ### 44. Relevant in everyday life. **Rating:** 4.5/5.0 stars **Reviewed by:** Blésman N. | Business Growth, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2020 **What do you like best about Cirrus Insight?** Its integration with salesforce and gmail, generates reliable and important data for day-to-day and long-term use. The functions of tracking emails and sending later, are extremely useful. It synchronizes calendars with optimum efficiency. **What do you dislike about Cirrus Insight?** The interface is not great and some hours fail. For example when using shortcuts, it usually fails. Sometimes it does not give the correct tracking data, but it is normal. **What problems is Cirrus Insight solving and how is that benefiting you?** Have information about emails and contacts. ### 45. Easy to use! **Rating:** 4.5/5.0 stars **Reviewed by:** Almir S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2020 **What do you like best about Cirrus Insight?** User friendly, easy to use, sleek design, integrates well **What do you dislike about Cirrus Insight?** there is not much, I would like to see option settings easily accessible somewhere from the actual email box. **Recommendations to others considering Cirrus Insight:** Your business will be better off once you can track your communication with your customers! **What problems is Cirrus Insight solving and how is that benefiting you?** Sometimes it does have a hiccup, but its resolved promptly ### 46. Cirrus Insight Making Email Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Jason L. | Senior Client Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** Cirrus Insight connects my Salesforce account to my email and makes my job so much easier because of it. I don't have to worry about saving emails or tracking anything. Cirrus Insight does it all for me. **What do you dislike about Cirrus Insight?** One of the things I like least about Cirrus Insight is that sometimes it slows my computer down. I think it may be slightly bulky on the back-end, but this is a rare occurrence. **Recommendations to others considering Cirrus Insight:** If you use Salesforce as your CRM, use Cirrus. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus allows me to not have to navigate out of my email to submit cases or organize my thoughts. It's definitely a HUGE time saver. Being in the business I'm in and dealing with clients, any time-savings is a very important thing for me. ### 47. Cirrus helps me decide when to call the client **Rating:** 5.0/5.0 stars **Reviewed by:** tyler p. | react specialist , Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2020 **What do you like best about Cirrus Insight?** Notifying me when someone looks at my email.I also like when we are able to get an update regarding how many times they log in online. I was able to save multiple account due to cirrus. **What do you dislike about Cirrus Insight?** I did not like the constant notifications. If I could change anything, it would be that. I am very happy with the program. **What problems is Cirrus Insight solving and how is that benefiting you?** I have not had any problems with Cirrus, I would like to work to move along and stay with Cirrus. ### 48. Pleasantly nested into my outlook app, but slightly difficult to attach emails to exact campaign. **Rating:** 5.0/5.0 stars **Reviewed by:** Mary L. | Team Fox Officer, Events Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** I love being able to slide Cirrus Inisght out of sight and focus on my inbox when needed. In an instant, I can view campaign history for my contact and write a personal message to them that reflects a thorough knowledge of their involvement with my organization. **What do you dislike about Cirrus Insight?** When adding an email to salesforce, it is sometimes hard to select the correct contact and exact opportunity or campaign utilzing the search engine. I wish the search would prioritize campaigns by created date so that I can view campaigns created in the most recent years first, not just campaigns that match the name I'm entering. **What problems is Cirrus Insight solving and how is that benefiting you?** I don't have to navigate between outlook and my web browser. This creates a more efficient workflow. ### 49. Fantastic tool to understand your customers better and sync with Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Reid M. | Field Account Executive - Business Services, Marketing and Advertising, Enterprise (> 1000 emp.) **Reviewed Date:** May 28, 2020 **What do you like best about Cirrus Insight?** Knowing when my customers have opened emails and what links they have clicked on. I also like the ability to add/edit customers in Salesforce directly in your email. **What do you dislike about Cirrus Insight?** I would give this tool a 10 if it automatically synced with Salesforce when you start Gmail **What problems is Cirrus Insight solving and how is that benefiting you?** Salesforce accuracy ### 50. It has been a great way to track my sales and opening statistics to help know when to follow up. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** Ease of use and ease of reading the stats. **What do you dislike about Cirrus Insight?** It can occasionally be glitchy. I would like it to be more consistent. **Recommendations to others considering Cirrus Insight:** More consistency less hiccups. **What problems is Cirrus Insight solving and how is that benefiting you?** Opening rates from customers so I can know who is opening/not opening to help see trends in who to keep emailing. ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-06-01+02%3A06%3A00+-0500&secure%5Bsession_id%5D=20cf6ab1-1845-4b16-beeb-c24b891b0e49&secure%5Btoken%5D=f6e35f88b0c6c7eb58de766af7a775ca54353823bfcee4e67de29a48e742efaf&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)