--- title: Cirrus Insight Reviews meta_title: 'Cirrus Insight Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1510 reviews by the users' company size, role or industry to find out how Cirrus Insight works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 1510 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # 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 **sophisticated Salesforce integration** of Cirrus Insight, enhancing CRM adoption and simplifying workflow. (17 reviews) - Users value the **seamless calendar scheduling** of Cirrus Insight, enhancing their efficiency and productivity in managing sales. (15 reviews) - Users value the **seamless integrations** of Cirrus Insight with Outlook and Gmail, enhancing CRM functionality and user experience. (14 reviews) - Users highlight the **ease of use** of Cirrus Insight, finding it user-friendly for syncing data with Salesforce. (13 reviews) - Users praise the **convenience of calendar sync** in Cirrus Insight, enhancing efficiency and streamlining appointment management. (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 desire **missing features** like better admin controls and event customization options in Cirrus Insight. (8 reviews) - Users find the **learning curve challenging** , needing extra effort to adapt and navigate through the settings effectively. (6 reviews) - Users find Cirrus Insight's setup to be **not intuitive** , requiring excessive customer support and complicating the experience. (6 reviews) - Users express dissatisfaction with **poor customer support** , citing lack of responsiveness and inconvenient cancellation processes. (6 reviews) - Users express frustration with the **slow loading** times, particularly during initial setup and sync processes. (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. Makes my job easier every day! **Rating:** 4.0/5.0 stars **Reviewed by:** Christine B. | Director of Client Service, CBP, Travel & Tourism, Market Research, Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2019 **What do you like best about Cirrus Insight?** Email tracking and 'Send & Add' to Salesforce **What do you dislike about Cirrus Insight?** There are features I don't use but nothing I'd say I dislike. **What problems is Cirrus Insight solving and how is that benefiting you?** Huge benefit to workflow for me, not having to manually enter notes in or push emails to salesforce. Also very helpful to have email tracking to guide prospecting email process- easy to compare success of different types of emails. ### 2. Goes Down- I don't even know it's happening. **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** It tracks all emails, which is great. Auto populates contacts and ties it to SF- also great! **What do you dislike about Cirrus Insight?** It goes down, I don't know I"m not logging emails. Resetting its connections is clunky. **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking emails for activities. When it works, it works well. And connects everything back to an internalized system (SF) which I appreciate. ### 3. The Tool for Efficiency & Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** Easy setup and SF integration. Features such as tracking, templates, reminders, and more have made sales productivity a breeze. If you are looking for support in efficiency and productivity when it comes to Gmail, this is your go-to plug-in. **What do you dislike about Cirrus Insight?** Nothing to really dislike, only perhaps a few hiccups here and there with logging emails and integration, but overall an excellent plug-in worthwhile to explore. **Recommendations to others considering Cirrus Insight:** One of the best, cost-effective sales enablement platforms out there. **What problems is Cirrus Insight solving and how is that benefiting you?** Some issues here and there with logging in emails in SF. Organization and better follow-up with prospects. ### 4. Cirrus Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** Now the best service for me is email tracking. It is good for the organization to use this software because it makes it easier to work with a client in different aspects. **What do you dislike about Cirrus Insight?** a bit complex in some applications. **Recommendations to others considering Cirrus Insight:** I recommend it, although it does seem like a somewhat expensive software to me. **What problems is Cirrus Insight solving and how is that benefiting you?** know different clients' excuses about emails, etc. ### 5. Huge time saver **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2019 **What do you like best about Cirrus Insight?** Logs activities directly in the CRM. Allows me to quickly access key contact information. **What do you dislike about Cirrus Insight?** Sometimes not as accurate in auto linking. Not as good in O365 or Outlook in general compared to gMail **Recommendations to others considering Cirrus Insight:** Cleanliness of CRM data **What problems is Cirrus Insight solving and how is that benefiting you?** Ive been able to auto log email and calendar activities instead of having to do virtual paperwork. ### 6. WeWork Gmail w/Cirrus **Rating:** 3.5/5.0 stars **Reviewed by:** Adam Z. | Managing Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** The connectivity to other apps and platforms is relatively simple and intuitive **What do you dislike about Cirrus Insight?** Have had issues with tracking, also some issues with adding emails to SalesForce before the email is sent **What problems is Cirrus Insight solving and how is that benefiting you?** Best use for me is keeping a log of my initial contact point, looking forward to using the campaign feature more as well ### 7. Easy to understand the analytics **Rating:** 4.0/5.0 stars **Reviewed by:** Mitchell L. | Sales Associate, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2019 **What do you like best about Cirrus Insight?** I like how I can personally see if certain email approaches work better than others. For example I made a format that only got a 43% response rate. But once I started tracking with cirrus I was able to test others. Eventually getting response rate to 76%. **What do you dislike about Cirrus Insight?** Nothing so far. I am a new user so I have not encountered any problems. **Recommendations to others considering Cirrus Insight:** I would say to test out different email formats and see the analytics cirrus provides. It definitely makes you a better sales person. **What problems is Cirrus Insight solving and how is that benefiting you?** Seeing what is effective when it comes to emails. ### 8. Simple and Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** I'm far from a power-user, but Cirrus Insight does what I need from it. Setup was pretty straightforward, and it does an accurate job of tracking emails and integrating with Gmail and SalesForce. **What do you dislike about Cirrus Insight?** On rare occasion, the integration between Gmail and SalesForce drops off and emails stop tracking. However, resolving this is a quick process. **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking emails automatically allows our entire sales team to have visibility into the current status of leads and clients, and allows for quick reference without having to rely on back and forth with team members. ### 9. Great support for keeping salesforce up to date. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** Great way to track the most recent conversations and meetings scheduled. **What do you dislike about Cirrus Insight?** For calendar synching, your meeting titles have to use certain language so that it populates those meeting dates into the appropriate fields in salesforce. **What problems is Cirrus Insight solving and how is that benefiting you?** Benefits are supporting keeping accounts in salesforce up to date and having a history of email exchanges. ### 10. Solid Email Tracking Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Cirrus Insight?** I save a great deal of time by having Cirrus seamlessly upload my emails to Salesforce, while mapping to accounts and contacts. **What do you dislike about Cirrus Insight?** Great functionality, but I often get bugs and errors. Increased stability of the platform would be excellent!. **Recommendations to others considering Cirrus Insight:** Great functionality and works seamlessly once implemented. Recommend giving it a try. **What problems is Cirrus Insight solving and how is that benefiting you?** In the past, it was difficult or impossible to effectively track emails - accurate tracking took way too much time and effort. Cirrus allows for seamless tracking, so we can effectively view history and keep track of our interactions with clients and prospects. ### 11. Cirrus helps keep everyone connected and on the same page **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Cirrus Insight?** I really like that Cirrus integrates seamlessly with Salesforce.com to keep every cross-functional group within our organization informed about which customers and partners we communicate with. **What do you dislike about Cirrus Insight?** There's not much I dislike other than the issues that Cirrus has had with outages, but it seems like they have stabilized those issues. **Recommendations to others considering Cirrus Insight:** This is a great tool to integrate with important applications and keep everyone within your organization connected and on the same page. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus keeps me from having to copy and paste call notes, emails and other communication from other apps I use to Salesforce.com. ### 12. Overall a good experince **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** It helps me log emails to salesforce quick and easy without any trouble. Otherwise, it takes a lot of time to manually log all the emails that we receive. **What do you dislike about Cirrus Insight?** Sometimes it doesn't show the option to log for a few emails. Maybe it has something to do with how the salesforce database is set up. I'm not really sure. **What problems is Cirrus Insight solving and how is that benefiting you?** It helps me log emails to salesforce quick and easy without any trouble. Otherwise, it takes a lot of time to manually log all the emails that we receive. ### 13. Nice functionality, not necessarily a total gamechanger **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** I like knowing who opened my email and at what time. I like sending Campaigns. I like being able to schedule emails in the future. **What do you dislike about Cirrus Insight?** The three above topics are nice but not necessarily the most life-changing email extensions. **What problems is Cirrus Insight solving and how is that benefiting you?** The ability to understand different levels of engagement with my communications is enhanced. It is not obvious for me to see a summary of performance from my results. Maybe there is a reporting feature to see who is opening emails, locations of the country where campaigns were successful, etc. ### 14. Great app, makes my workday more efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian T. | Branch Manager / Loan Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2019 **What do you like best about Cirrus Insight?** The app provides a seamless bridge between my email and Salesforce. I don't like using Salesforce to send emails (t's kind of cumbersome, unless part of a campaign), and Cirrus Insight allows me to respond quickly to emails and create new records in Salesforce right from the sidebar, all while retaining all of that communication in the appropriate contact. **What do you dislike about Cirrus Insight?** So far, so good! I would prefer to be able to just type a date into the date fields in the gmail sidebar vs. having to mouse click on a date, but overall, not a terrible issue. **Recommendations to others considering Cirrus Insight:** Works great! It does exactly what they promised it would do. I like having this as part of my toolbox. **What problems is Cirrus Insight solving and how is that benefiting you?** Retaining all correspondence with a contact easily. ### 15. Cirrus makes my job a lot easier! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** Cirrus helps to streamline my workflow and allows me to be more efficient and organized. **What do you dislike about Cirrus Insight?** Sometimes cirrus will randomly stop working and it takes time for it to fix itself. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus allows me to efficiently track my emails, letting me see the full picture of conversations all in one spot. ### 16. Cirrus Insight **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** Cirrus Insight helps our org cut down on Salesforce input and focus on sales and customer service. **What do you dislike about Cirrus Insight?** Sometimes when a contact is not already in Salesforce, the process to update takes time from the customer service people who are focused on handling customer response as quick as possible. **Recommendations to others considering Cirrus Insight:** If cutting down email log times into Salesforce is your goal, then Cirrus Insight can definitely help you. **What problems is Cirrus Insight solving and how is that benefiting you?** It does seem to randomly turn off. Some people in our org have a hard time logging back in at times. ### 17. Great for tracking but loses connection often **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** I think that the UI is easy to use and the plug in is very convenient. **What do you dislike about Cirrus Insight?** I get a lot of disconnection sometimes and it is not always intuitive to reconnect for tracking again **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking emails is a great benefit. Problem is ensuring tracking is always on and accurate ### 18. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2019 **What do you like best about Cirrus Insight?** The most helpful feature of Cirrus is the ease of use to track my emails with Sales Force. **What do you dislike about Cirrus Insight?** I would like to be able to sync emails and to my knowledge, Cirrus does not have this feature. **What problems is Cirrus Insight solving and how is that benefiting you?** I am able to track the quantity of my outreach. ### 19. Great PM tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle T. | Implementation Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2019 **What do you like best about Cirrus Insight?** I love the integration across multiple platforms. It really helps keep track of all details of a project! **What do you dislike about Cirrus Insight?** There isn't really that much that I don't like, it lets you know when what you're tracking goes through. **What problems is Cirrus Insight solving and how is that benefiting you?** It has really helped me quickly all of the details of each project when balancing many. ### 20. Terrible. Never works 80% of the time **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** That I am not the one paying to use it. **What do you dislike about Cirrus Insight?** Doesnt log emails like it should. Does not work on Outlook for Mac **Recommendations to others considering Cirrus Insight:** Rollout Outlook for Mac support. this would be huge for anyone not using office365 and using Macs. **What problems is Cirrus Insight solving and how is that benefiting you?** it logs some of the users and emails ### 21. review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** the tracking service. and to schedule my appointments with clients. It saves me a lot of time and i am lost if it gets taken off of my email. **What do you dislike about Cirrus Insight?** sometimes i feel like it takes longer for my email to load **Recommendations to others considering Cirrus Insight:** use the appointment setting **What problems is Cirrus Insight solving and how is that benefiting you?** client interest ### 22. Cirrus has enabled my quick utilization of Sales Force **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** July 25, 2019 **What do you like best about Cirrus Insight?** The ability to integrate emails into Sales Force. Far and away the most useful tool. **What do you dislike about Cirrus Insight?** At times, it fails to integrate into certain fields within SFDC. Its entirely possible this is due to our Sales Force configuration though. **Recommendations to others considering Cirrus Insight:** Amazing integration with Sales Force! Saves us lots of time! **What problems is Cirrus Insight solving and how is that benefiting you?** As I said, we occasionally run into issues with Cirrus not populating to certain fields. On the whole though, it allows an easier training ramp for new employees to use SFDC and enables us to save significant data entry time. ### 23. Annoyance **Rating:** 0.0/5.0 stars **Reviewed by:** Guy B. | Lead Client Partner, Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2019 **What do you like best about Cirrus Insight?** Theoretically, it would be good for keeping track of appointments and emails. **What do you dislike about Cirrus Insight?** I constantly have to reauthorize and re-sync. It rarely works. For calendar invites you have to have another contact from outside the organization, and sometimes when a client sends you an invite it can't be altered. So you might have to create another one and re-sync, or send again unnecessarily. All of this is time consuming, and a distraction, taking away from more important priorities. **What problems is Cirrus Insight solving and how is that benefiting you?** Calendar and email tracking. I haven't seen the benefits. **Official Response from Erika Desmond:** > Hello, Cirrus Insight is committed to providing the best possible customer experience and wanted to reach out to see if we might be of assistance. If we can help improve your experience, please reach out here or through chat on our website: www.cirrusinsight.com ### 24. Cirrus-ly Changed the Way I Do My Work **Rating:** 4.5/5.0 stars **Reviewed by:** Carter I. | Admissions Counselor, Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2019 **What do you like best about Cirrus Insight?** I love how fast I am able to access Salesforce while I am sending emails. **What do you dislike about Cirrus Insight?** I don't like not being able to access Dashboards on the Sidebar. **Recommendations to others considering Cirrus Insight:** Adding mini Dashboards at the bottom of the Sidebar. **What problems is Cirrus Insight solving and how is that benefiting you?** My efficiency in my job has increased. ### 25. Exactly What We Needed **Rating:** 5.0/5.0 stars **Reviewed by:** Desjanae J. | FS ACCOUNT SPECIALIST 2, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Cirrus Insight?** I like the email tracking feature. Knowing who actually opened my emails and who didnt and seeing an overall percentage **What do you dislike about Cirrus Insight?** Calendar is a little tricky, I stick to google **Recommendations to others considering Cirrus Insight:** Amazing tool to track emails and integrate with salesforce **What problems is Cirrus Insight solving and how is that benefiting you?** No problems at the moment. Benefits would be tracking my emails to salesforce ### 26. Love that it syncs with Salesforce...but could make a few adjustments to really change the game! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2018 **What do you like best about Cirrus Insight?** We had been working with a system that just simply could not meet our functionality requirements. Switching to Cirrus Insight has immediately given us the visibility and workflow management functions we were lacking. I love being able to track all of my tasks directly through e-mail, rather than having to go to multiple places and log various activities. The ability to sync directly with Salesforce is a must in sales and business development and is instrumental in how we operate. **What do you dislike about Cirrus Insight?** There are quite a bit more disruptions in the sync than I'd like - I'll get emails pretty frequently (I'm an admin) that one or more members on my team has an email or calendar sync that isn't working - or that the Salesforce integration has been disrupted. I also wish there were analytics in regards to flight plans as part of Cirrus Analytics, as that is the primary way we are prospecting. Other than that, I think just the lack of formatting tools when creating a template/flight plan and the inability to utilize videos in attach.io are cons of the tool. **Recommendations to others considering Cirrus Insight:** The ease of use compared to other platforms (that I've used) is great. It works right out of your email so you aren't having to toggle between multiple pages or tools. There area areas of the tool that are highly intuitive, but others not so much. This is a great supporting tool but I wouldn't recommend it as the one and only. **What problems is Cirrus Insight solving and how is that benefiting you?** Prior to using Cirrus Insight, we were working out of a tool that did not speak to Salesforce - so while we were logging all of our activity through there and could see it, other vital departments in the company could not see our activity and we could not see theirs because it just simply wasn't being inputted into Salesforce. Cirrus Insight is directly connected to Salesforce and allows you not only to work directly out of your inbox and sync tasks to Salesforce, but also track what content your audience is viewing, when, how much, and more. It really helps you to 1) track what you're doing and 2) create the right messaging specific to the individual targets. ### 27. Necessary for any customer facing roles. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** The seamless integration with GMAIL and Salesforce makes tracking your activity in one place super easy. **What do you dislike about Cirrus Insight?** Not sure if it's tracking me reopening an email as an 'open'. **What problems is Cirrus Insight solving and how is that benefiting you?** Understanding if a client is avoiding me or simply not available. Saves time chasing someone down via email. ### 28. Great Link to Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Nick G. | Sales Associate, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** July 25, 2019 **What do you like best about Cirrus Insight?** I love the fact that I can link it up to Salesforce. It's such a big help knowing if someone I sent an email to opens it or not. **What do you dislike about Cirrus Insight?** Honestly, I haven't found anything I dislike yet about it. **Recommendations to others considering Cirrus Insight:** If you have a job where sending emails a big part of your job (ex. sales), I recommend using Cirrus Insight to track email opens and replies. **What problems is Cirrus Insight solving and how is that benefiting you?** It has helped me keep track of what people I send emails to open their emails. That's my biggest benefit. ### 29. Transforms Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Chris I. | Admissions Counselor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2019 **What do you like best about Cirrus Insight?** Being able to immediately and accurately accesses student record has exceeded customer expectations. Cirrus has changed the way that I do my job. **What do you dislike about Cirrus Insight?** I wish their we more accessible tutorials. **Recommendations to others considering Cirrus Insight:** Be patient in the integration and trial process. **What problems is Cirrus Insight solving and how is that benefiting you?** Have not run into too many problems at this point. ### 30. Cirrus is a seamless product that works fantsatic with gmail. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2019 **What do you like best about Cirrus Insight?** I love that it shows you how many clicks and opens you have on an email - very informathad activity ive with that and it helps me figure out what I'm going to say in my next call to them. I've had pretty good success calling people back that Cirrus has showed me had activity on it **What do you dislike about Cirrus Insight?** It's a little to large on the screen and it takes up more space than I would like it to. **Recommendations to others considering Cirrus Insight:** make the email tracker box a little bit smaller **What problems is Cirrus Insight solving and how is that benefiting you?** It's helping me figure out who open my emails and what my next talk track is going to be for the person I sent the email to. It helps me figure out what places are actually interested ### 31. Shortened my day by hours **Rating:** 4.5/5.0 stars **Reviewed by:** Nate G. | Applications Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** March 12, 2019 **What do you like best about Cirrus Insight?** Cirrus Insite is integrated with Salesforce and makes email/documentation very efficient. I don't have copy/paste and instead simply click, choose and voila...emails are correctly merged in Salesforce. Adding, Tracking and Following Up are now so much more efficient now. Upcoming Activities are a fantastic way of seeing at a glance what is on the horizon. I've actually circumvented a few issues with this feature. I'm so glad I can do half of my documentation in Cirrus Insite instead of constantly jumping back into Salesforce. **What do you dislike about Cirrus Insight?** Sometime, though not as much recently, contact names cannot be found. I have discovered that the more a contact is used the better the searches have become. **Recommendations to others considering Cirrus Insight:** Integration with Salesforce and Gmail. The fact that the application is within Gmail saves time instead of navigating away to get to Salesforce. **What problems is Cirrus Insight solving and how is that benefiting you?** Time savings is the biggest benefit. I can perform quite a bit of navigation and documentation and searching of information from and to Salesforce. ### 32. Cirrus Insight- Streamlining the sales pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Cirrus Insight?** I love how easy it is to use- I can add new contacts and leads directly from emails and all my emails get auto-tracked and synced with Salesforce. Really helps make sure all comms are tracked. **What do you dislike about Cirrus Insight?** There is not much I do not like- sometimes Cirrus is able to auto pull contact info for contacts to add them to Salesforce. But I believe this is based on how the sender has configured their email. **Recommendations to others considering Cirrus Insight:** It really makes life easier for your sales team. **What problems is Cirrus Insight solving and how is that benefiting you?** Saving time, streamlining processes and making work more efficient. It is very easy to update contacts, leads and tracking communications with Cirrus Insight. I love to be able to schedule meetings with Cirrus Insight- it makes it so easy. ### 33. Full-featured, but Really Buggy **Rating:** 0.0/5.0 stars **Reviewed by:** Kevin W. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2019 **What do you like best about Cirrus Insight?** Lots of cool features like email open, link and attachment tracking; appointment scheduling; and integration with salesfoce.com, Office 365 and GMail. We were reviewing Cirrus Insight as an alternative to Salesforce Inbox which only has basic email tracking. **What do you dislike about Cirrus Insight?** In our experience, Cirrus Insight software was extremely buggy. Within minutes of our initial setup we experienced our first of at least two bugs. Though our AE tried to help, support was almost non-existent. They probably have a lot of users with similar issues. I'm not sure whether my experience with Cirrus Insight is the norm, but I have to wonder how they get such glowing reviews from some users. **Recommendations to others considering Cirrus Insight:** Proceed with caution, if at all. Test is thoroughly before entering into any contract. Their product has some great features, but none worked for us. The software appears to be really buggy as we experienced at least a couple of bugs that prevented us from even starting our evaluation. On a side note, I noticed that their Applie IOS app has not been updated in some time. That is also telling, in my opinion. I'm not sure about the Android app. **What problems is Cirrus Insight solving and how is that benefiting you?** We signed up for a 14 day evaluation, but were unable get the software working at all apparently because of a few bugs we stumbled upon. We opened a support case, but any meaningful response was slow at best. The account executive we were working with had to jump in to help. I give him kudos as he was more help than the support engineer. After over a week of troubleshooting, our case was escalated to the development team which is where any progress came to a complete stop. The trial expired and we decided to move on, but I wanted to share our experience in an effort to spare others the headaches and wasted time I experienced. **Official Response from Erika Desmond:** > Hello, Cirrus Insight is committed to providing the best possible customer experience and wanted to reach out to see if we might be of assistance. If we can help improve your experience, please reach out here or through chat on our website: www.cirrusinsight.com ### 34. The best email connector for Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Nathaniel D. | Salesforce Consultant, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2019 **What do you like best about Cirrus Insight?** The fact that I can not only attach emails to records but also create new leads or contacts is a game changer for sure. There is also an add-on for using email marketing called Flight Path. Although I don't use it personally, my company does and I have yet to hear a complaint about it. Cirrus Insight is by far the best product on the market. In fact Salesforce used this product for a long time until they created Salesforce Inbox which is definitely an inferior product. I would not use any other product except Cirrus Insight since it works with both Outlook and Gmail. **What do you dislike about Cirrus Insight?** Cirrus is supposed to automatically log emails. However, it does struggle to do this when it comes to a custom object in Salesforce. It does log really well to standard objects but I utilize a custom project object and I have to manually attach it most times. **Recommendations to others considering Cirrus Insight:** This is the top product on the market. Nothing really compares to it especially when factoring in the fact that it has Flight Paths that are incredible and so useful especially for small businesses. **What problems is Cirrus Insight solving and how is that benefiting you?** This streamlines logging emails as well as allowing me to quickly create new leads or contacts in Salesforce with little effort. This product is also solving marketing for the company that I work with. Utilizing Flight Paths has been flawless and a game changer. It's price point is reasonable and it's one less thing to have elsewhere. ### 35. Good Product - Simple Things Could Make it Great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Cirrus Insight?** Super easy integration with Salesforce. Keeps me within my email rather than flipping back and forth between Salesforce **What do you dislike about Cirrus Insight?** Wish I could hover over cases to have them appear in my side bar. Frequently stops syncing or I get logged out. Also wish I could see Chatter feed in the side bar. Haven't been able make appointment scheduling work for us appropriately. **What problems is Cirrus Insight solving and how is that benefiting you?** Consolidation of systems. More efficiency for our team. Quick case creation and ease of logging emails in Salesforce. ### 36. The best tool to do CRM, Very easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2019 **What do you like best about Cirrus Insight?** The link with Sales Force for the email register. Visualize if my emails had been reviewed or not and having the contact information available is great. This information give you focus and orientation in your work. Is very easy to give follow up to threads of emails. The best tool to control your emails, campaigns and communications with your client. **What do you dislike about Cirrus Insight?** The contact management and creation has too many fields to fill. Is difficult to get all the data required to create a contact. Cirrus is a great tool, but sometimes has to be updated too many times. Is difficult to look in menus with very long list and find the right concept for the field. Perhaps these can include suggestions. **Recommendations to others considering Cirrus Insight:** Improve how to create a contact. The best tool to control your emails, campaigns and communications with your clients. The contact management and creation has too many fields to fill. Is difficult to get all the data required to create a contact. Cirrus is a great tool, but sometimes has to be updated too many times. Is difficult to look in menus with very long list and find the right concept for the field. Perhaps these can include suggestions. **What problems is Cirrus Insight solving and how is that benefiting you?** My CRM management for emails and contacts. Manage the emails for a campaign. Cirrus allow me to earn more time and focus in my primary activities. The best tool to control your emails, campaigns and communications with your client. ### 37. Cirrus Pros & Cons **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2019 **What do you like best about Cirrus Insight?** I like how Cirrus integrates Salesforce, all of my email communication can be found so that people on other teams can clearly see what interactions I've had with my customers. **What do you dislike about Cirrus Insight?** The biggest downside I've seen is that sometimes if a customer re schedules my calendar will not sync **Recommendations to others considering Cirrus Insight:** Just do it! It simplifies my workflow every day. **What problems is Cirrus Insight solving and how is that benefiting you?** I'm solving any communication issues. Cross functional teams can easily see emails that I've sent but if it it's a small email that doesn't need to be in salesforce I am able to not attach it. I am also able to see if a customer has opened my email which makes it easier to communicate knowing what they have and haven't seen. ### 38. Amazing email tracking insight. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Cirrus Insight?** Ability to see who views my emails which allows me to better set follow up schedule. **What do you dislike about Cirrus Insight?** Adjusting notifications isn't the easiest and they don't always show for me immediately when someone views them **What problems is Cirrus Insight solving and how is that benefiting you?** Without Cirrus I've found that it is hard to keep a solid cadence with customers. By leveraging Cirrus I am able to receive solid insight into the rate and frequency my customers or prospects are receiving and reading my emails - allowing me to follow up appropriately. ### 39. Eliminate Extra Steps and Track Communications **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Cirrus Insight?** Utilizing Cirrus has allowed me to eliminate steps to keep track of communications with my clients. It has been very helpful in recognizing the CRM client and attaching the email communications to their record. **What do you dislike about Cirrus Insight?** The downside of Cirrus is that I have found it can slow my email down significantly, at times. I am not sure why email becomes extremely sluggish at times, and then other times it works almost seamlessly. **What problems is Cirrus Insight solving and how is that benefiting you?** The benefit is being able to keep track of communications with clients. ### 40. It's a great service...most of the time. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** Easy to track emails and document phone calls **What do you dislike about Cirrus Insight?** Some days it works, and some it doesn't. When it isn't working a reboot my computer, or log out and in to Outlook and it seems to fix the issue. **What problems is Cirrus Insight solving and how is that benefiting you?** Logging emails ### 41. Cirrus is great but always some hiccups **Rating:** 3.5/5.0 stars **Reviewed by:** Nikki S. | Customer Success Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2019 **What do you like best about Cirrus Insight?** Cirrus is great to be able to smoothly integrate with both gmail and salesforce **What do you dislike about Cirrus Insight?** Although the integration options are robust, cirrus always has hiccups that are difficult to manage. **Recommendations to others considering Cirrus Insight:** Be prepared for some bumps are you integrate and once you've full integrated **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus helps our account management team manage all correspondence and meetings with clients. ### 42. 3-GIS Cirrus Review from a daily user **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2019 **What do you like best about Cirrus Insight?** I am in sales and use cirrus as a cannot live without tool that I use all through my work day. I like that all of my interaction with a client can be attached to the contact , account and opportunity without leaving the email. One of my favorite features is the meeting request. This is very helpful and I believe that customers are able to pick from a list better than going back and forth on email. I am sure there are additional items that I have not explored for time and sales efficiencies but I like what I can do in my current workflow with Cirrus. Good job **What do you dislike about Cirrus Insight?** There are some other 3rd party apps I like to use that compete with Cirrus. I had to unload rapport builder because of issue. I would like to use Rapport Builder with Cirrus but Cirrus is a must have. I also would like the meeting request to allow more than one person on the meeting request when you are sending to multiples trying to schedule a meeting. Not sure if this is logically possible. Another feature tied to meeting request would be good to view google calendar and other coworkers calendars when you are setting a meeting. Right now I flip between google calendar viewing my own and others then chose block on cirrus meeting. **What problems is Cirrus Insight solving and how is that benefiting you?** Because sales people are super busy and multi tasking this allows me to work more efficiently with the main tools I use to perform my job. ### 43. Essential if you use salesforce and gmail **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2019 **What do you like best about Cirrus Insight?** Though the interface of Salesforce objects with gmail is a vital function, the real game changer is the calendar feature to schedule meetings. I have used other platforms and this is by far the most seamless, least error prone time saver in my work life. **What do you dislike about Cirrus Insight?** Somehow, when I seek to create a related object in the sidepanel, it doesn't auto-populate anymore. So I might as well create the object from any old place, rather than from the contact it is related to. **What problems is Cirrus Insight solving and how is that benefiting you?** Scheduling time and frustration has dramatically been reduced. I get more productivity and faster turnaround with all my external calls. Email tracking helps me know what sort of follow-up to do, or when I might be getting put into SPAM. Templates help me assure standard messaging to candidates, while allowing needed personalization. And everything leaves a trail in salesforce, and updates are less arduous to do - so our data is cleaner and better. ### 44. It's great, when I'm not getting Errors **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2019 **What do you like best about Cirrus Insight?** When it's working as expected, Cirrus Insight is a REALLY GREAT tool that I use all day, every day. I can easily create cases for my clients on the fly and tie my email replies to said cases. **What do you dislike about Cirrus Insight?** I do have to disable the Chrome extension and re-enable, then reload my Gmail for the extension to appear every few days, which can be a little frustrating. Also, if I begin to experience errors for whatever reason, it will block me from sending my email until the error is resolved or I have to disable the extension. **Recommendations to others considering Cirrus Insight:** Despite some of the errors I experience, it's a really great tool for our Customer Success Team. We mostly use it for Salesforce case creation/management and email tracking, and it's the best tool I've used at any company I've worked at for this purpose. **What problems is Cirrus Insight solving and how is that benefiting you?** Creating Salesforce Cases on the fly. Our process is to create a case for every question or interaction with a client via email and Cirrus Insight has made it very easy for our team to do that! ### 45. Almost perfect **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2019 **What do you like best about Cirrus Insight?** It is great for bringing back emails, delaying sent, scheduling meetings, and more. It is especially good at saving me time and effort and sanity. I use the bring back to my inbox feature all the time. Also the templates are a huge time saver. **What do you dislike about Cirrus Insight?** It does slow down my gmail when it is having trouble loading or finding someone. Sometimes it makes my email unusable if it is being very buggy. At this point I have to uninstall or turn it off. Sometimes, the delay sent doesn't work or it will pull in another client's info. This isn't the plug in's fault. It's that I have grown to trust it and don't notice that the wrong information is pulled in. **Recommendations to others considering Cirrus Insight:** Even with it's faults it is worth having. It saves so much time and is easy to build out. **What problems is Cirrus Insight solving and how is that benefiting you?** I save a lot of time, sanity, and effort. The templates help me not write the same email over and over again, the meeting scheduler helps me spend less time with the back and forth and figuring out different time zones and I can put the meeting on someone else's calendar, and the email recall helps me not forget about a client and write in a reminder of what I want to follow up with. ### 46. Cirrus is great! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2019 **What do you like best about Cirrus Insight?** I love how this speeds up my internal logging process to help me keep track of client communication **What do you dislike about Cirrus Insight?** The one thing I wish interfaced better is the search for bookings meaning that I wish it would organize from most recent so it was easier to find programs from the same company in order of relevance. **Recommendations to others considering Cirrus Insight:** It's great to help you stay organized and make you a more efficient worker. **What problems is Cirrus Insight solving and how is that benefiting you?** Overall this makes me more efficient with my client management and communicatoin ### 47. How to Un-suck Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Jason N. | Executive Director, Partnership Engagement, Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2019 **What do you like best about Cirrus Insight?** With a small sales team, success and failure hinges on our ability to remain highly productive. Cirrus Insights helps us keep focused and organized by putting our emails and conversations into salesforce right from our Gmail platform. Instead of waiting for loading screens and wading through meaningless social media chatter, we can quickly and easily record our customer interactions. Isn't that the whole point? **What do you dislike about Cirrus Insight?** There are times when CI doesn't load due to poor connections or filtering from some networks. It would be great to have an offline mode that connects and uploads when connectivity with CI servers improves. **What problems is Cirrus Insight solving and how is that benefiting you?** Productivity, productivity, productivity. I get more done every day because I use CI. ### 48. My experience has been a good one. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** What I like best is being able to track last outreach and who ran it on Salesforce. **What do you dislike about Cirrus Insight?** I dislike that you have to continue to reinstall it with emails. **What problems is Cirrus Insight solving and how is that benefiting you?** The problem I'm solving with Cirrus is tracking prospecting outreach. ### 49. Cirrus is a MUST if you use Salesforce. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2019 **What do you like best about Cirrus Insight?** Getting your employees to record their activities in Salesforce could be a challenge, especially if they have been doing it on paper for 40 years. Cirrus is easy and quick, very intuitive and customizable. We like that the app is flexible when it comes to editing fields: you can change Subjects, add descriptions to better reflect the contains of the email in Salesforce Activities; Creating Contacts and making sure new contacts are getting added to Salesforce is also an important gain for our workflow. Forces us to be more regimented about keeping the system clean. We use our Google inbox as a "to do list", so we love the "return to inbox" feature. **What do you dislike about Cirrus Insight?** Cirrus tends to be buggy. Better than other apps we have used, but still seems to have "unexpected errors" quite a bit. Customer Service usually starts by sending us Knowledge Base articles. It takes a while to read through Knowledgebase and sometimes problems sit unresolved if no one has time to push for real help or read the help articles. A good example would be my admin problem reported in August, followed up in 30 days and then never heard back with resolution until December. **Recommendations to others considering Cirrus Insight:** Use to quickly determine if contacts are in Salesforce or not and to add activities to objects (changing subject to properly label emails) **What problems is Cirrus Insight solving and how is that benefiting you?** Engaging Sales (adding activities to Salesforce) is the main problem that's being solved. Being able to add documents to Google Drive is very very helpful. Too bad Cirrus Files is no longer Supported, we still use it and it helps us a lot. Email tracking helps with our in-house Collections and Sales follow-ups. We know whether they received our Invoice or not no matter what they say, time stamped. Same for proposals sent. ### 50. Makes email a seamless part of Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2019 **What do you like best about Cirrus Insight?** I love the fact that it works accurately and 99% autonomously in the background. Known email addresses are matched with the corresponding Salesforce record and logged into the appropriate location without any further interaction on my part. It keeps me free from copy/pasting endless communications to diverse customers and really allows me to consume work. There's no additional steps once configured. The process works seamlessly in the background and pulls the appropriate record, recording detailed communication between us. The product has "saved my tail" on numerous occasions, where I can rapidly find the accurate comprehensive information of our interaction, what was requested and what was executed on the customer's behalf. It solves the problem of "he said, she said" as it accurately logs correspondence for recall and review. The tasking features are a great bonus, as well as the opens and location information of each individual open and send. This becomes helpful when you need to know that the information was received, and it its original unaltered state. Preservation of the chain is one of the key elements that makes this tool valuable. **What do you dislike about Cirrus Insight?** Sometimes it fails to load after an update to chrome or Insight, however I quickly notice and it does append emails if you click through. **Recommendations to others considering Cirrus Insight:** Give it a try with the free period, use the tools and you'll quickly realize how valuable the return is. There's no substitute for factual information at rapid recall. **What problems is Cirrus Insight solving and how is that benefiting you?** This is the solution to the need to have comprehensive tracking of every interaction with the customer, what was requested, what was done and the result on their behalf, without bogging me down with logging everything. ## 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=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+21%3A55%3A35+-0500&secure%5Bsession_id%5D=f89cb630-0a49-420a-9576-2ae319f020c0&secure%5Btoken%5D=f21551fa5bd0bff14d852f422eb0183e40260df15fc935bda53e33a6b5a2069e&format=llm_user) ## Cirrus Insight Integrations - [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) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) ## Cirrus Insight Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Lead Facilitation** - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Other Outreach Options - CRM Integration - Calendar - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Matching** - Priority Matching - Account Tiebreakers **Calendar View** - Multi-Calendar View - Customizable Viewing **Notifications** - Confirmations & Reminders - Appointment Follow-Up - Scheduling Notifications - Recurring Appointments - Automated Scheduling - Group Scheduling **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration - Third-Party Integrations **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 - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **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 - Event Calendar - Availability Management - Event Management - Email Management - Appointment Management - Attendance Management - Booking Management - Timesheet Management - Task Management - Employee Management **Settings** - Time Zone Detection - Availability Settings - Blocked Time Settings **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed - Online Booking - Room Booking **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Performance Analysis** - Peformance Tracking - Email Tracking - Call 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 - Real-Time Updates **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Integration** - Sync Multiple Calendars - Import Events - Software Integrations - Third-Party Integrations - Website Integration **Integrations** - Multi- Calendar Integration - Website Integration - Payment Acceptance - Video Conferencing **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Additional Functionality** - Task Scheduling - Customizable Branding - Customizable Fields - Reminders - Shift Swapping - Automated Scheduling - Drag & Drop - Mobile Access - Real-time Scheduling - Multi-Location - Personalization and Recommendation - Access Controls/Permissions - Resource Scheduling - Activity Tracking - Timesheet Management - Availability Management - API - Absence Management - Self Service Portal - Generative AI - Calendar Management - Real-Time Notifications - Class Scheduling - Employee Scheduling - Facility Scheduling - Booking Management - User Management - Employee Management - Alerts/Notifications - Reporting & Statistics - Group Scheduling - Customer Database - Appointment Scheduling - Time Zone Tracking - AI Copilot - Calendar Sync **Notifications** - Customized Calendar Notifications - Alerts/Notifications - Mobile Alerts **Generative AI** - AI Text Generation - Generative AI **Generative AI** - Generative AI **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Generative AI** - Generative AI **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Additional Functionality** - Access Controls/Permissions - Customizable Forms - Customizable Templates - Availability Management - Wait List Management - Mobile Access - Client Portal - Data Import/Export - Appointment Management - Email Marketing - Client Management - Employee Management - Client Database - Online Booking - Reporting & Statistics - SMS Messaging - Credit Card Processing - API - Multi-Location - Email Management - Customer History - Calendar Management - AI Copilot - Activity Dashboard **Agentic AI - Calendar** - Cross-system Integration - Calendar/Reminder System **Additional Functionality** - Address Book - Class Scheduling - Customizable Templates - Email Reminders - Scheduling - Customizable Reports - Real-Time Reporting - Access Controls/Permissions - SMS Messaging - Automated Scheduling - Task Scheduling - Facility Scheduling - Reminders - Attendance Tracking - Customer Database - Collaboration Tools - Customizable Branding - AI Copilot - Room Booking - Real-Time Data - Electronic Payments - Customizable Forms - Calendar Sync - API - Customizable Fields - Drag & Drop - Color Codes/Icons - Event Scheduling - Real-Time Updates - Activity Tracking - Reporting & Statistics - Activity Dashboard ## 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 (580 reviews) - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 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