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Cirrus Insight Reviews & Product Details

Cirrus Insight Overview

What is Cirrus Insight?

Cirrus Insight powers individuals, teams, and organizations with a robust suite of Salesforce productivity and meeting automation tools. By seamlessly integrating with Gmail and Outlook, users are able to automatically sync all activity data to Salesforce, send personalized emails at scale, and track email interactions directly from their inbox. Cirrus Insight even eliminates scheduling friction with a complete arsenal of scheduling automation features; from 1:1 meetings, to sharing your combined team's availability, to intelligently matching buyers with staff based on personalization criteria, booking meetings has never been easier. In addition, Cirrus Insight leverages AI to automate prospect and customer research, ensuring users are fully prepared for every meeting, allowing them to focus on high-value conversations that drive closed deals.Founded in 2011, Cirrus Insight is proudly supporting over 50,000 active users across the globe in their efforts to drive revenue and growth. To learn more, visit cirrusinsight.com.

Cirrus Insight Details
Product Website
Languages Supported
English
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Product Description

Sync Salesforce with Gmail, Outlook, Office 365, or mobile. Immediately see valuable lead and contact information from your inbox.

How do you position yourself against your competitors?

For the past 5 years, we've been fortunate enough to work with over 5,000 organizations. They've left us 1,500+ kind reviews on the AppExchange, many of which reflect on their onboarding experience.

In short, we truly believe that our time-tested technology and customer support separate us from competitors. Don't take it from us though, see for yourself what people are saying on the Salesforce AppExchange.


Seller Details
Company Website
Year Founded
2011
HQ Location
Irvine, CA
Twitter
@cirrusinsight
3,376 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
Phone
(949) 232-0959

RO
Overview Provided by:

Recent Cirrus Insight Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
2.0 out of 5
"I use it because it was here before my position"
It logs my activity to Salesforce most of the time
Verified User
U
Verified UserEnterprise (> 1000 emp.)
3.5 out of 5
"Overall great concept"
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 appoint...
Julie A.
JA
Julie A.Small-Business (50 or fewer emp.)
0.0 out of 5
"A Lesson in How Not to Treat Loyal Customers"
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 a...
Security Badge
Cirrus Insight Security
Get security information from Cirrus Insight to help you buy the right software. View Security Information
Cirrus Insight security information includes:
SOC 2 (System and Organization Controls 2)

Cirrus Insight Media

Cirrus Insight Demo - Meetings Drive Revenue
Meetings Drive Revenue, Make Every Meeting Count.
Cirrus Insight Demo - Features Overview
Cirrus Insight has a robust set of Salesforce productivity and meeting automation tools to help your team drive revenue.
Cirrus Insight Demo - Smart Scheduler
Smart Scheduler allows you to intelligently match customers with staff based on personalization criteria, availability, and utilization.
Cirrus Insight Demo - Personal & Team Scheduling
Share combined team availability with one link and eliminate back-and-forth emails with Cirrus Insight.
Cirrus Insight Demo - Salesforce Sync
Effortlessly sync all of your sales activity data to Salesforce without leaving your inbox.
Cirrus Insight Demo - Meeting AI
Automate prospect and customer research to ensure you are prepared to have high-value interactions that drive revenue.
Cirrus Insight Overview
Play Cirrus Insight Video
Cirrus Insight Overview
Salesforce Sync Explained
Play Cirrus Insight Video
Salesforce Sync Explained
Meeting AI Live Demo
Play Cirrus Insight Video
Meeting AI Live Demo

Official Interactive Demo

Cirrus Insight demo available

Try an interactive demo created by the software seller (right here on G2).

Official Downloads

Answer a few questions to help the Cirrus Insight community
Have you used Cirrus Insight before?
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Video Reviews

1,486 Cirrus Insight Reviews

4.2 out of 5
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1,486 Cirrus Insight Reviews
4.2 out of 5
1,486 Cirrus Insight Reviews
4.2 out of 5

Cirrus Insight Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Cirrus InsightQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Julie A.
JA
Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

Salesforce integration Review collected by and hosted on G2.com.

Santiago C.
SC
Operations Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Open Discussions in Cirrus Insight
Patti M.
PM
Account Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Open Discussions in Cirrus Insight
LH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

ED
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Madison F.
MF
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Higher Education
UH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

Time consuming back-and-forth regarding calendar availability for appointments Review collected by and hosted on G2.com.

Lilianna S.
LS
Director of Business Development
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Not much to say here, I love how it integrates with Salesforce and Office. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Christy S.
CS
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

I like that it attaches e-mails to my CRM so I no longer need to keep notes. It cuts way down on time. I appreciate being able to see when the recipient opens my email and clicks on links. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Cirrus does have it's nuances. I have to manually click to include attachment uploads from email to CRM. I'd like this automated. It also gets finicky and sometimes doesn't work. But the good outweighs the bad. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
AH
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.