--- 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: '2026-08-04' 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. Good Product **Rating:** 3.5/5.0 stars **Reviewed by:** Kayla k. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** it does what it is supposed to. and saves the team a lot of time by creating the events for them. **What do you dislike about Cirrus Insight?** there are limitations to some areas that make it difficult to allow us to update events in Salesforce (child events). The debug isn't helpful on the user side, so it is often a case must be opened and nothing comes of it. **What problems is Cirrus Insight solving and how is that benefiting you?** historical activity on accounts/contacts, creating the calendar event for the user to enter notes. ### 2. A Problem Solver **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Cirrus Insight?** Email Logging: We found Cirrus Insight useful for logging emails to Salesforce and editing records quickly from their outlook inbox Email Campaigns: It’s superb for launching email campaigns, especially for sales teams. Contact Management: It helps manage contacts efficiently, making it valuable for sales teams Salesforce Integration: The seamless integration with mail services streamlines workflows. Efficient Inbox Interaction: We were able to create leads in Salesforce and interact with Salesforce data directly from their Outlook inboxes **What do you dislike about Cirrus Insight?** We suggest that there are some minor bugs which needs constant debugging, But it doesnt impact productivity as there customer support is fanatastic. **What problems is Cirrus Insight solving and how is that benefiting you?** In essence, Cirrus Insight acts as a bridge between mail service and Salesforce, streamlining our workflow, saving time, and reducing the chance of human error. This integration ensures that all customer interactions are logged and accessible within Salesforce, leading to more efficient lead management and ultimately contributing to better sales outcomes. 🚀 ### 3. Easy and quick **Rating:** 5.0/5.0 stars **Reviewed by:** Awital I. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** that it makes life easier, I can see quickly if someone is a lead or not and add them. All communications are recorded in SF **What do you dislike about Cirrus Insight?** sometimes it dis-connects from email or it doesn't recognize the email address as not registered in Salesforce and then I have to add it in myself as a lead **What problems is Cirrus Insight solving and how is that benefiting you?** that we can collect all email content and my colleagues can see everything in SF ### 4. Great product, easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Winnie T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** It's easy to use and it automatically tracks all our emails with leads and clients on Salesforce, which saves a lot of time that was previously spent logging emails **What do you dislike about Cirrus Insight?** The biggest downside of Cirrus is that it doesn't accurately show if an email has been opened **What problems is Cirrus Insight solving and how is that benefiting you?** It solves the problem of having to manually log emails on Salesforce, saving us time ### 5. What a great time saving tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Cirrus Insight?** The ability to share multiple calendars with people. Gives me time back in the day. **What do you dislike about Cirrus Insight?** Sometimes it doesn't login to Salesforce. **What problems is Cirrus Insight solving and how is that benefiting you?** With email tracking, it's my memory and ensures that the team and I are across all the comms I've had with a customer. The calendar scheduling tool frees up my time which is in short supply! ### 6. Product meets our requirements **Rating:** 4.0/5.0 stars **Reviewed by:** Ken L. | Marketing Director, Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Cirrus Insight?** The product works according to our requirement. Their Project team is highly professional **What do you dislike about Cirrus Insight?** Presales and Trial model is very flawed and disadvantageous to customers. We encountered technical issues with their Trial and we needed advanced technical support. The only way is for us to get help is to sign a contract. I advise all trial users to be very careful when defining the contract even though there's an exit-clause. Walk away if it's not clearly covered **What problems is Cirrus Insight solving and how is that benefiting you?** We had issues of Salesforce synching with Office365 for calendar scheduling **Official Response from Amy Green:** > We're happy to hear that the product is meeting your requirements and that you had a positive experience with our project team. We apologize for any inconvenience you experienced with our presales and trial model. Your feedback is valuable to us, and we will use it to improve our processes. ### 7. Intuitive and seamless **Rating:** 5.0/5.0 stars **Reviewed by:** M L. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** The Outlook widget has been incredibly useful when adding/updating contacts. Logging interactions with customers has never been easier - just set it and forget it! **What do you dislike about Cirrus Insight?** Occasional disconnection, but nothing their customer support is not able to fix. **What problems is Cirrus Insight solving and how is that benefiting you?** Ability to log interactions + easily add/update customer contacts with the Outlook widget. ### 8. Easy easy easy **Rating:** 4.0/5.0 stars **Reviewed by:** Katie S. | Senior Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** I love how it integrates easily with my email. **What do you dislike about Cirrus Insight?** The only downfall is that you have to "click" the envelope icon to sync emails. **What problems is Cirrus Insight solving and how is that benefiting you?** By tracking and logging sales calls and emails onto salesforce it is easy to share progress with counterparts in our organization. ### 9. Works as advertised **Rating:** 4.5/5.0 stars **Reviewed by:** Michael T. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Set up new accounts or contacts when syncing to SF.com **What do you dislike about Cirrus Insight?** When using calendar links in my emails, the link goes to the current date regardless of what dates I intend them to show when clicked. **What problems is Cirrus Insight solving and how is that benefiting you?** Removing the need to double enter contacts and account information ### 10. Clean and simple **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Obviously be able to sync with calendars and make that easy and customizable **What do you dislike about Cirrus Insight?** There's still some more event creation customizations that I would like to see **What problems is Cirrus Insight solving and how is that benefiting you?** Helping me sync calendars to personal calendars for our agents and dealing with Timmons for our scheduling center ### 11. Cirrus Insight syncs your emails to your CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** Love the fact that I no longer need to log my emails into CRM. Cirrus does it all for me.Cirrus Insight syncs your emails when it's connected to both of your CRM and Outlook account. **What do you dislike about Cirrus Insight?** Sometimes it may log to the contact opposed to the opportunity.A disconnect can happen when you change either your CRM or Outlook passwords- so be sure to sync after password changes. **What problems is Cirrus Insight solving and how is that benefiting you?** It saves me time. Makes it easy to track my activity and stay orginized. ### 12. Easy Scheduling **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah D. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** People can make appointments right through a link in my email address line. **What do you dislike about Cirrus Insight?** I can't figture out how to make my work from home day schedule virtual only. **What problems is Cirrus Insight solving and how is that benefiting you?** People are able to select thier own meeting times according to my schedule. ### 13. Cleanest way to sync emails and calendars between Salesforce and Google **Rating:** 4.5/5.0 stars **Reviewed by:** Shawn J. | Salesforce Certified Administrator / Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** All emails and calendar updates sync cleanly between the 2 systems. **What do you dislike about Cirrus Insight?** I haven't found any issues with Cirrus yet **What problems is Cirrus Insight solving and how is that benefiting you?** Need a consistent sync between Salesforce Calendar and Google Calendar. Also, want the automatic sync of emails to Contacts in Salesforce. ### 14. Very Bad Experience. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** I like the idea of how easy it is to use it in your inbox to update your Salesforce if it functions properly. **What do you dislike about Cirrus Insight?** I've used Cirrus for a year, renewing it twice. I experienced technical issues for 2+ months each time, but Blayne Owens, my Cirrus representative, ignored my requests to extend my renewal date to compensate for lost time. **What problems is Cirrus Insight solving and how is that benefiting you?** Instead of having two tabs open, I simply can manage my CRM from my inbox. ### 15. Awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Cole D. | Freight Broker, Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** I can get more context for my sales calls and emails **What do you dislike about Cirrus Insight?** everyone can see all my emails that I send **What problems is Cirrus Insight solving and how is that benefiting you?** Problems that other sales reps have ran into, more context for calls, more info about customers ### 16. Great System But Disconnects Without Notice **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** The links enabled to my CRM updates. I'm very pleased that I'm saving so much time without having to manually link emails to my CRM. **What do you dislike about Cirrus Insight?** It disconnects from time to time without notice. For example, if I update my password, I don't get a notice or email letting me know Cirrus has been disconnected. **What problems is Cirrus Insight solving and how is that benefiting you?** Saving me time by automatically linking my emails to customers to my CRM ### 17. Amazing Company **Rating:** 5.0/5.0 stars **Reviewed by:** Will D. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** I like the fact that they have a lot of information to make the decision easier to make to go with them and also I love how there site is easy to navigate **What do you dislike about Cirrus Insight?** I have nothing bad to say about cirrus insight! They have been great so far! **What problems is Cirrus Insight solving and how is that benefiting you?** How to be able to get my team moving and being there for us to make more sales ### 18. Very handy product **Rating:** 5.0/5.0 stars **Reviewed by:** Noel P. | Client Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** That it is attached to my email so I dont have to open each time **What do you dislike about Cirrus Insight?** sometimes its disconnects from the email **What problems is Cirrus Insight solving and how is that benefiting you?** It helps me to manage my KPI ### 19. Cirrus is a helpful tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** As a company, we try to keep correspondence organized in our CRM. Cirrus helps us do that without the hassle of saving documents elsewhere or having to navigate a different platform. Everything can be done in your inbox. **What do you dislike about Cirrus Insight?** Cirrus doesn't have many downsides, as a company, it's a tool we use regularly and train everyone on. **What problems is Cirrus Insight solving and how is that benefiting you?** We're able to track conversations being had by others so our outside sales team doesn't have to send separate emails to the inside support staff. At the same time, the inside staff is able to document conversations without having to "loop in" the sales team. It's great. ### 20. Cirrus at your Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** I find Cirrus very organized. I have multiple calendar types and it allows me to categorize them very neatly **What do you dislike about Cirrus Insight?** It took some time setting up all of my settings and calendar types/views. Hardly a dislike but I had to choose one **What problems is Cirrus Insight solving and how is that benefiting you?** It is solving my issue of having to send my availability by hand multiple times a day, every day of the week! ### 21. Keeps things simple and easy **Rating:** 4.5/5.0 stars **Reviewed by:** Taylor D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** I like the seamless connection between email and SF **What do you dislike about Cirrus Insight?** it opens the door for potential micromanaging - everyone can see everything **What problems is Cirrus Insight solving and how is that benefiting you?** organization ### 22. Co-op Coordinator **Rating:** 2.5/5.0 stars **Reviewed by:** Charmaine K. | Co-op Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** Easily allows me to edit student appointment details **What do you dislike about Cirrus Insight?** It takes too long to sync and is unreliable at times **What problems is Cirrus Insight solving and how is that benefiting you?** N/A ### 23. Cirrus Insight offers a comprehensive suite of products and services designed to streamline **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** The platform's ability to track email opens, clicks, and attachments within Salesforce provides valuable insights for sales and marketing teams. Additionally, Cirrus Insight's meeting scheduling and email tracking tools offer convenient solutions for managing client interactions. **What do you dislike about Cirrus Insight?** I like how Cirrus Insight excels in bridging the gap between email communication and Salesforce, empowering businesses to make informed decisions and drive productivity. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus Insight addresses the common challenge of syncing data between email and CRM platforms, such as Salesforce. By seamlessly integrating these systems, it streamlines workflow, enhances productivity, and ensures data accuracy. ### 24. Great if you take the time to learn how to use the features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** How easily I can link emails, notes and correspondence to Salesforce without having pop-up boxes in the way. And the great customer support available. **What do you dislike about Cirrus Insight?** It takes a lot of playing around to figure everything out. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus is connecting everything in Salesforce, which make it easy to share information across multiple regions and people. ### 25. Great hands off tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Gives great service without requiring a lot of manual input **What do you dislike about Cirrus Insight?** The web UI is a little hard to use only because I don't need to log in too often **What problems is Cirrus Insight solving and how is that benefiting you?** Before Cirrus I needed to do a multi step process to log each email. Now it's hands off and keeps me on track ### 26. Saves so much time. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** It removes the hassle of endless back-and-forth emails trying to coordinate everyone's availability. **What do you dislike about Cirrus Insight?** Nothing that I can think of at the moment. **What problems is Cirrus Insight solving and how is that benefiting you?** It saves a lot of time, especially when dealing with people in multiple timezones. It makes it easy to schedule meetings. Usually this would take several emails back-and-forth. ### 27. Cirrus Salesforce Integration **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Online Media | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Email tracking after sending to have a record. **What do you dislike about Cirrus Insight?** It doesn't always sync properly when using the initial email to track opens and clicks with email to Salesforce. **What problems is Cirrus Insight solving and how is that benefiting you?** It's a work around when you don't have the capability of logging with the Salesforce button in email. ### 28. Great application for Salesforce email & campaing management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** I use Cirrus for keeping a record of my lead generating activities, I love that it automatically uploads my emails into Salesforce saving me time! **What do you dislike about Cirrus Insight?** Nothing to share, great program! My colleaugue does complain it unsyncs constantly though **What problems is Cirrus Insight solving and how is that benefiting you?** Time saving in tracking emails and discussions ### 29. Very useful and they care about improving the experience. **Rating:** 4.0/5.0 stars **Reviewed by:** Gabriel S. | Support Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** The best thing about Cirrus is that it allows me to keep track of my emails and I can create reports from the stored data. **What do you dislike about Cirrus Insight?** Many settings to which the user has access. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus comes to solve the problem of creating reports about incoming mail. ### 30. Great tool - Syncs well with Salesforce from Office365 **Rating:** 4.5/5.0 stars **Reviewed by:** Mike M. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** We use the sync feature to Salesforce from Office365. It works well, we have enabled it for all users from admin. **What do you dislike about Cirrus Insight?** I wish there was more configuration around the sync settings and which records get the synced emails. **What problems is Cirrus Insight solving and how is that benefiting you?** We sync emails to Salesforce from Office365. ### 31. Great, has totally revolutionised the way out team works and functions. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** How seamless the integration is, very simple to setup and easy to use. **What do you dislike about Cirrus Insight?** nothing so far, since we've been using it there has been no issues. **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking of emails, the amount of emails sent on a day to day basis can easily be lost. ### 32. Use it daily **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** It organzies my tasks and helps me stay on top of the things I need to accomplish daily and weekly. **What do you dislike about Cirrus Insight?** Not all of the information saves- but I can enter notes in **What problems is Cirrus Insight solving and how is that benefiting you?** Its helping keep my calendar organized and tasks available ### 33. Efficiencies of Cirrus **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Cirrus Insight?** Connect my email and CRM to one Order With my poop to finish brewing instance for more efficient tracking. **What do you dislike about Cirrus Insight?** If not connected directly, sometimes the data is not tracked appropriately **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking communication and outreach from various channels to customers ### 34. Can't afford not to have it! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Built in calendar booking link functionality for ~less than half the cost of chili piper. **What do you dislike about Cirrus Insight?** Only upsides. Individual and team calendar booking links for scheduling and Email automation; What's not to love? **What problems is Cirrus Insight solving and how is that benefiting you?** Individual and team calendar booking and scheduling ### 35. Good email and appointment syncing with salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Able to seamlessly connect email and calendar activity to Salesforce. **What do you dislike about Cirrus Insight?** Cumbersome backend. Difficult to get setup properly in the beginning. **What problems is Cirrus Insight solving and how is that benefiting you?** Connecting and logging all email and appointment activities to the proper lead, contact, and opportunity in salesforce. ### 36. Cirrus Insights Calendar Links changed my life for the better! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** CALENDAR GOOD TIMES APPRECIATE THE CALENDAR. **What do you dislike about Cirrus Insight?** What is not to like? The UI is easy to use and the calendar links work like a charm! **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus Insight is a good solution for invites. ### 37. Increase the speed of the workflow intuitively **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Streamline the workflow while keeping everything at the point of use **What do you dislike about Cirrus Insight?** It takes time to learn to use it quickly and effectively. **What problems is Cirrus Insight solving and how is that benefiting you?** Allows you to have a single interface to interact with to fulfill routine tasks, speeding them up ### 38. Cirrus is a slamdunk! **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** What I like best is how Cirrus Insight seamlessly integrates with the other applications I often use to log data on the clients and customers most relevant to my business dealings! **What do you dislike about Cirrus Insight?** To be honest, there isn't much about Cirrus to dislike. What I truly dislike is when Cirrus makes it so obvious how unorganized the contacts are in my CRM. But really, is that something to dislike? **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus helps my company to stay on top of our current projects by being able to attach documents, log client contact information, and add new contacts to an account all within one application! ### 39. Great for Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** The automatic logging of emails to Salesforce instance with no manual work is amazing. **What do you dislike about Cirrus Insight?** Very satisfied with the product and its functionality. **What problems is Cirrus Insight solving and how is that benefiting you?** Automatic email logging to Salesforce and this solution works great ### 40. My Cirrus experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Simplictity. It allows me to streamline processes and be more productive and efficent. **What do you dislike about Cirrus Insight?** Interfacing can be a tad clunky at times **What problems is Cirrus Insight solving and how is that benefiting you?** It allows both of our major systems to merge information. ### 41. An elegant solution for integrating emails with Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Elena I. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** The seamless experience of adding contacts to salesforce directly from my email. **What do you dislike about Cirrus Insight?** No opportunity to add leads, only contacts. **What problems is Cirrus Insight solving and how is that benefiting you?** Saves me time entering in all the activities between the client ### 42. Cirrus helps us do less switchtasking **Rating:** 3.0/5.0 stars **Reviewed by:** Sophie H. | Chief Experience Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Cirrus Insight?** I can create Salesfroce tassk from emails within Outlook **What do you dislike about Cirrus Insight?** Frequently have to re-sign in and contact's email address is not always recognized. **What problems is Cirrus Insight solving and how is that benefiting you?** fewer clicks **Official Response from Amy Green:** > Thank you for sharing your experience with Cirrus Insight. We're pleased to hear that it's helping you create Salesforce tasks from emails within Outlook and reducing the need for switchtasking. We apologize for the inconvenience of having to recognize the email address, we actually can now more accurate read email signatures to pull over info into the side panel to decrease the data entry. ### 43. We have used Cirrus for over a year now. Super easy and saves a TON of time. **Rating:** 4.5/5.0 stars **Reviewed by:** Larry A. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Time savings is the most and valuable attribute of CI. **What do you dislike about Cirrus Insight?** There isn't anything that I can think of that I am not happy with. **What problems is Cirrus Insight solving and how is that benefiting you?** Time saving ### 44. Good bridge for salesforce email inbox **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Cirrus Insight?** easy user interface and quick search sourcing. **What do you dislike about Cirrus Insight?** The connection between inbox email with gmail. **What problems is Cirrus Insight solving and how is that benefiting you?** connectingg to my salesforce ### 45. Cirrus **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Philanthropy | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** It's easy to register members and troubleshoot. **What do you dislike about Cirrus Insight?** Something it's clunky and won't sync correctly. **What problems is Cirrus Insight solving and how is that benefiting you?** Connecting us to Salesforce. ### 46. Decent, but prefer old features/set-up more **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Cirrus Insight?** There's a lot of benefits for it to sync the platforms I use (Google Mail, Salesforce) - it should make things easy to capture **What do you dislike about Cirrus Insight?** The downside though is I don't like the most recent update. It's slow to refresh/sync, and not as user -friendly as previous versions. It might look modern with the refreshed look, but I personally liked the previous one more - it was more intuitive on how to use it. The sync also takes forever, and it's hard to capture things in Google Mail when you want to do it more immediately **What problems is Cirrus Insight solving and how is that benefiting you?** It syncs between our main 2 platforms - Salesforce and Google Mail; allows for ease of appointment scheduling ### 47. Email Templates/Lead Creation Made Simple **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2023 **What do you like best about Cirrus Insight?** Cirrus Insights email templates are amazing. They pull data straight from my Salesforce org and it makes my life so much easier. At our smal start up, volume isn't through the roof (yet) so a lot of the order confrimation/tracking information updates are done manaully. Cissrus Insight makes this a breeze for us. **What do you dislike about Cirrus Insight?** I don't really have any dislikes. The software is as advertised and does everything I need it to. The implementation into GMail was seemless and easy. **What problems is Cirrus Insight solving and how is that benefiting you?** The email templates were a huge plus for me. After a few months of copy and pasting email templates and getting information from Salesforce manually, I knew there had to be an easier way. Cirrus Insight was the answer! ### 48. All in one platform to serve your sales need. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** The user interface is simple and easy to navigate. **What do you dislike about Cirrus Insight?** Pricing can be a little better for a mid-size business **What problems is Cirrus Insight solving and how is that benefiting you?** Optimize Pipelines. Reduce wasted opportunities by executing the right activity with the right people. Close Deals. Better insights and context to surface and close high-probability opportunities. ### 49. Good review for email insights but not enough analytics **Rating:** 3.0/5.0 stars **Reviewed by:** Sean L. | Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** Easy to review and see the list, relevant information on in giving the email sync with completion **What do you dislike about Cirrus Insight?** Wish Cirrus insight had more predicative information on how email engagement, not sure if that's a feature available but would love that. Another one is how likely are they to open the email when and if general emails are opened by certain email addresses **What problems is Cirrus Insight solving and how is that benefiting you?** Helps in tracking emails per day/week/month and also syncs with SF nicely ### 50. Cirrus Insight brings your CRM to your inbox. **Rating:** 5.0/5.0 stars **Reviewed by:** MIchael B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** I've used Cirrus insight for several years, it has enabled me to efficiently use my inbox and CRM at the same time. It has numerous features that are both helpful, but also saves me time. I can write emails log them efficiently, I can read emails and know they will sync to my CRM. Best of all it can make use of custom objects, and is able to be configured for how I work and the fields that are important to me. **What do you dislike about Cirrus Insight?** The only downside that I've found, and its only having switched to the new version of CI w/ Zynbit vs. the old CI, is the email tracking notifications are not nearly as robust. that said, they are still there. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus Insight saves me time. It helps me live in my inbox and not have to copy everything into salesforce. It works how I work. My efficiency and productivity are boosted because of its functionality. ## 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=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+00%3A18%3A54+-0500&secure%5Bsession_id%5D=2a11f6be-b577-4c58-a40b-7183378167f5&secure%5Btoken%5D=2ee2b087f196f92f3031094b73349849a46b46f7e152538ab4b3817866b9edb5&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 **** - 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 - 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 **** - 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 **** - 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 **** - 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 **** - 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 **** - 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 **** - 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) - 4.5/5.0 (4,153 reviews)