--- 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. Excellent **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Cirrus Insight?** The ability to connect Outlook with Salesforce, and to create, add email, and post calls in Outlook to be saved in Salesforce. One Stop Shop!!! **What do you dislike about Cirrus Insight?** Understanding all the features and getting training on them. **What problems is Cirrus Insight solving and how is that benefiting you?** Saves time by letting me do everything in Outlook. ### 2. Our Sales Rep LOVE IT! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Our Sales Rep likes best the ability to file emails to the lead/account record in Salesforce without ever needing to login to it separately. **What do you dislike about Cirrus Insight?** If you pin the sidebar, it covers the logout option on Outlook. **What problems is Cirrus Insight solving and how is that benefiting you?** Email tracking to easily see communication between the Sales Rep and customer. ### 3. Great calendar integration! **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** I love the look and feel of the calendars! **What do you dislike about Cirrus Insight?** It's hard to log into at first, and I don't like that you need a huge screen to see all of the pieces. **What problems is Cirrus Insight solving and how is that benefiting you?** Annoying back and forth with scheduling appointments! ### 4. Would recommend but would like to see some improvement from user experience **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Prompts adding contacts that are not in CRM, helps with insights based on anaylis provided **What do you dislike about Cirrus Insight?** Has problems syncing all emails and CRM data. Template creation is not user friendly. **What problems is Cirrus Insight solving and how is that benefiting you?** Less bugs, better interface and easier to use. ### 5. useful product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** It helps log my emails and activity in salesforce **What do you dislike about Cirrus Insight?** It can be a little buggy at times and have to uninstall. **What problems is Cirrus Insight solving and how is that benefiting you?** Not having to use multiple apps to log productivity ### 6. Multitasking win **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Simple, easy, fast to use the program so far **What do you dislike about Cirrus Insight?** There is nothing that does not work as intended. **What problems is Cirrus Insight solving and how is that benefiting you?** It helps us keep track of one another's office emails ### 7. Great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Uzma S. | Program associate, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Cirrus Insight?** Easy to use extension. When I had a tech issue, customer service was very quick to rectify the issue over chat. **What do you dislike about Cirrus Insight?** Nothing! I don't have any complaints. Thank you. **What problems is Cirrus Insight solving and how is that benefiting you?** I'm easily able to connect with contacts and enhance communication with them. ### 8. For my purposes, Cirrus Insight was not a good fit **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Cirrus Insight?** Its basic functionality. It tracked some email engagement and allowed me to send out and schedule campaigns to groups of contacts. **What do you dislike about Cirrus Insight?** We had issues with emails not tracking or tracking incorrectly. The UI is not very user-friendly/intuitive, requiring you to cancel the campaign if you want to make any alterations and start over again rather than modify it. It was less scalable and more manual than my new tool. **What problems is Cirrus Insight solving and how is that benefiting you?** In the past, it solved my need to reach out to prospects many at a time. **Official Response from Amy Green:** > Thank you for your review. We are sorry to hear that the tool was not a fit for your specific requirements. ### 9. Email Tracking made easy and efficient for all your email needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Jorge P. | Digital Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2020 **What do you like best about Cirrus Insight?** I think Cirrus Insights is an integral email tracking solution. It's got all the features and solutions that I need to keep track of all my email communication. It links across different apps and makes it easy for all of us in the company to document the communications that we have with our clients. I love the cancel email after the sent feature, sometimes I put in the incorrect sender and I realized until I sent the email but I still can cancel it. That's wonderful. **What do you dislike about Cirrus Insight?** I would say that there are certain advanced features that I have not used because I don't what they are about. Maybe having a box explaining features or a redirection to a help center could help us understand all features and functions. **What problems is Cirrus Insight solving and how is that benefiting you?** There are plenty of problems Cirrus is resolving for us. Email tracking and documentation. Integrations with our CRM. Email cancellation after sent. Calendar availability and many more. ### 10. Great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Cirrus Insight?** Being able to quickly and effectively see information about the contact based on Salesforce is a game-changer. I also like the fact that all communications with the client can be added very quickly. **What do you dislike about Cirrus Insight?** The application is sometimes buggy. I can't truly say that it may be the application only, perhaps it may be that my computer is not up to the task. It would be nice to know what the optimal requirements would be for the application to function flowlessly. **What problems is Cirrus Insight solving and how is that benefiting you?** I am able to track emails, attached communications to contacts easily, and add leads and contacts to Salesforce directly from the tool. It saves so much time and effort. ### 11. Cirrus Insight - Best activity tracking tool for the sales team! **Rating:** 4.5/5.0 stars **Reviewed by:** Kairav S. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Cirrus Insight?** The tool is native to salesforce and compatible with the Gsuite, which we are using internally. The UI is clean; everything gets synced to salesforce with minimal action from the sales team. It's kind of like a layer over your inbox which communicates with your CRM directly. It is way better than than Salesforce's own competitive tool Salesforce Inbox which itself powered by Cirrus. **What do you dislike about Cirrus Insight?** It's a little expensive. Meeting scheduling functionality should be included in the first tier plan. **Recommendations to others considering Cirrus Insight:** If you are on a a trajectory to increase your sales team and need a tool to track the sales team activities without much hassle, Cirrus Insight is the tool I would recommend. It is powerful and apart from email tracking, it also offers other basic functionality so you can replace any other tools you are using for meeting scheduling, email templates and instead use this single tool meeting all needs. **What problems is Cirrus Insight solving and how is that benefiting you?** We are using Salesforce as our primary CRM. The requirement for us was to track all the email activities performed by the sales team over their Gmail and then to track those activities in salesforce so that we can tie correlate it to the salesforce lead/opportunity data and create a performance metric for each sales representative. We initially started using Salesforce free Gmail plug-in, but it was way too buggy and crashed most of the time. Also, it was very manual to log emails. We then shifted to Cirrus Insight, and it works like a charm. ### 12. The best outlook connector for Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse H. | National Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Cirrus Insight?** Being able to send centralized scheduling links saves a great deal of time. **What do you dislike about Cirrus Insight?** Nothing really. Everything about the program either works as intended or is easy to work around. **What problems is Cirrus Insight solving and how is that benefiting you?** Users are able to easily log emails without sighing. ### 13. Good for email flights and salesforce integration **Rating:** 3.5/5.0 stars **Reviewed by:** Adam C. | Director of Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2021 **What do you like best about Cirrus Insight?** I like how I can batch send my customer lists via specific email drip campaigns that I create in Salesforce. It allows me to address prospects and leads efficiently. **What do you dislike about Cirrus Insight?** I'm not fond of the error rate in the GMAIL integration. The tools are powerful, but they seem to have a 5% fail rate, wherein there are just random unexpected errors several times a week. Sometimes it's nothing. Other times, the integration isn't working. **Recommendations to others considering Cirrus Insight:** It's one of the better Salesforce integrated email apps. Definitely worth trying. **What problems is Cirrus Insight solving and how is that benefiting you?** I use it for outbound email outright for email flights and drip campaigns. It helps me say on top of my open rates, my prospect reach outs, and plan out my personalized emails campaigns. ### 14. Great tool for CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2021 **What do you like best about Cirrus Insight?** I like that it is easy to use and is customizable for what you want to track and have rollover into salesforce. Also being able to quickly see client information just by hovering over their email is a huge plus. **What do you dislike about Cirrus Insight?** It can sometimes be glitchy and can throw errors when saving emails or syncing with salesforce. If there is an outage, it can make sending emails a bit difficult **Recommendations to others considering Cirrus Insight:** Look into all that you can do with it as it is very beneficial and can easily make your life much easier **What problems is Cirrus Insight solving and how is that benefiting you?** We are recording our communications with our customers and creating leads and tickets all through the Gmail client. It is much easier to do everything through the email client vs going back and for with websites and entering the same information. ### 15. Cirrus Insight - Email and Calendar Tracking Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Sixto Q. | Client Operations and Services Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2021 **What do you like best about Cirrus Insight?** I am really enjoying Cirrus Insight features to use templates for my multiple work emails. It saves me a lot of time when I try to contact multiple clients through individual emails but for similar reasons. It also can send multiple simultaneous emails to all of them using a feature called Campaigns. And if you are using a CRM like Salesforce, it also allows you to sync your emails with Salesforce and add contacts directly from Gmail. Oh, I believe that I forgot that you could sync it with Gmail too. And it allows you to track your email from Gmail using the Cirrus Dashboard integration. **What do you dislike about Cirrus Insight?** Cirrus Insight has a feature called Follow Up Reminder that analyzes your wording and lets you know if you need to contact someone to request an update. Salesforce Integration is a little choppy sometimes, and you need to remove your account and sync it again for it to start working again. And if you are using Cirrus with multiple Gmail accounts on your web browser, make sure to sync only your work email to it. Apart from this, there is not much to dislike regarding this software solution. I really encourage anyone that is looking for something like this. **Recommendations to others considering Cirrus Insight:** I really recommend it for anyone that is looking for an email tracking solution for their work email. **What problems is Cirrus Insight solving and how is that benefiting you?** Client communication and Calendar Reminders. You can also sync it with Calendly as well to schedule meetings with your clients. ### 16. Started out Strong...Not a great finish **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2019 **What do you like best about Cirrus Insight?** Scheduling emails in the future - this was a disaster at first but seems to be better Automatically linking emails in SF - I think it works Ability to create dynamic links to attachments, attach.io - would be amazing if people were comfortable clicking on links Automatically linking calendar appts in SF seems to work but who knows Calendar Link which allows one to set up meetings without the back and forth the whole automation is a huge time saver **What do you dislike about Cirrus Insight?** When modifying templates in Cirrus the font, both type and size get messed up and the minimal selection and sensitivity to font selection - this was a major issue for awhile, doesn't seem as bad these days Cirrus Does not export HTML emails from SF nor does it export attachments included in SF, always have to reattach templates, which is a real problem with running campaigns, one has to use attach.io and everyone is afraid to click on links. Changes in SF email templates not immediately reflected in Cirrus - this seems to have been corrected Good but not great in parsing out contact info and company info when new contact sends an email. Cirrus has been talking about having one click calling since I started using it in 2014 but have yet to do it. Technical support usually takes a long time to solve issues or get back to you and they sometimes forget when there are technical issues or one has questions. Contact Sync is awful, I can never tell if it's working or not and I have to refresh my browser multiple times per day but even then I don't think it's working as I am constantly finding that contacts in SF are not in gmail Attach.io in concept is an amazing tool but everyone is afraid to click on links these days thus sending links isn't a solution. Various functions lock up the computer, various parts of the program crash I spend an excessive amount of time reaching out to tech support defeating the purpose of the time-saving benefits of the product. As many have said, the product in theory, is incredible if only it worked! **Recommendations to others considering Cirrus Insight:** Where do I start, I can't believe I have been a customer for nearly 7 years. I used to rave about Cirrus to others in the business who use Salesforce. The potential concerning the functionality within Cirrus are incredible, too bad there are so many problems and Cirrus seems to be more interested in growing their client base, and making acquisitions to expand the functionality than eliminating all the bugs with existing functionality! It looks like I have been experiencing many of the same issues others have, according to the examples given for "What do you dislike". Buyer beware! **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus definitely has some utility when it's working. I am working on finding a product that has all the functionality that CIrrus has but without all the bugs and I am not sure it exists. ### 17. Makes me more productive **Rating:** 3.5/5.0 stars **Reviewed by:** Alyssa H. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2021 **What do you like best about Cirrus Insight?** Syncing and tracking emails in Salesforce shows me who, when, and how they are opened and alerts me on my desktop. One-click allows me to sync my emails to Salesforce. Using my Gmail contacts within Salesforce is also an option. It's fantastic to have a meeting scheduler in your email! I have entirely changed the way I schedule meetings by sending over time slots and having the other person click on time, and it automatically adds them to my calendar. **What do you dislike about Cirrus Insight?** My overall experience with the mobile version of the iPhone has been positive. **Recommendations to others considering Cirrus Insight:** The product should be used for a few weeks and then returned to work without it. **What problems is Cirrus Insight solving and how is that benefiting you?** Keeping track of sales and client outreach are two of my main business priorities for Cirrus. I can now streamline and simplify this process significantly more effectively than before. ### 18. Works great when it works! **Rating:** 3.5/5.0 stars **Reviewed by:** Bri T. | Senior Strategic Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Cirrus Insight?** I love being able to see the interaction of my clients with the emails I send. **What do you dislike about Cirrus Insight?** The software often freezes or does not sync properly to Salesforce. **What problems is Cirrus Insight solving and how is that benefiting you?** It helps solve the unknown of being "ghosted" by clients. A benefit I've realized is the effectiveness of when it works as designed. ### 19. One best tool to track all your salesforce activites **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2021 **What do you like best about Cirrus Insight?** The best part I like about this is, I was using a chrome extension which helped to sync with the Salesforce. Whatever activities which I get to work on this is Stored in Salesforce and helps me to track all the day to-day activites. I can also sync all my emails and calendar. **What do you dislike about Cirrus Insight?** At start I had trouble implementing the extension tool, I did reachout to the support to have them help me with this. **What problems is Cirrus Insight solving and how is that benefiting you?** Previously I was manually sending in the emails and have to put them in Salesforce once its been done. But with this I dont have to do the same, with just a click all the activities I do on my email gets stored in Salesforce. ### 20. Its tools are extremely incredible. **Rating:** 5.0/5.0 stars **Reviewed by:** Sara M. | Web Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2021 **What do you like best about Cirrus Insight?** The program is excellent to promote good productivity and have good management of email resources. I like the support because it helps me to set up a whole network of frequent updates to keep the software in optimal conditions. Cirrus Insight has an excellent interface to consolidate the entire spectrum of activities. **What do you dislike about Cirrus Insight?** I am afraid that the software will go up a lot in price in the coming months due to the high demand. **Recommendations to others considering Cirrus Insight:** Logically I recommend it to all those who are experts in customer tracking, this software offers professional means to capture customers and offer an acceptable solution to the processes through email. No doubt that it has been decisive. **What problems is Cirrus Insight solving and how is that benefiting you?** We are involved in maintaining an optimal relationship through emails. With this software, we can use our email inbox to visualize and track the data of the most attractive customers. We have created a very well-represented online marketing strategy. ### 21. Cirrus Insight **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2017 **What do you like best about Cirrus Insight?** Easy to use. I love the feature when you can see live when it is opened. **What do you dislike about Cirrus Insight?** Sometimes unlinks from your email.. I would like more detail in the location etc of when opened **What problems is Cirrus Insight solving and how is that benefiting you?** Can easily send mass emails. Tracking opens of both emails and attachments. ### 22. Understand your customers beyond what you thought possible with Cirrus Insight. **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin A. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2021 **What do you like best about Cirrus Insight?** One of the best features of this program is that it allows you to record what happens with your email attachments. Understanding how your customers interact with them lets us know what strategies are most effective during campaigns, getting immediate feedback and improving as quickly as possible, allowing us to always be on top of our customers' needs and tastes. **What do you dislike about Cirrus Insight?** Although it is an excellent application, it has certain flaws and performance issues. Nothing that cannot be accommodated and although it can be annoying when it happens, it is not something that affects the productivity or efficiency of the program. **Recommendations to others considering Cirrus Insight:** If you want to understand what your prospects are doing with your emails, this app is essential. There is no better way to know what you are doing well and where you can improve than by understanding how your customers react and that is exactly what this program allows you to have. **What problems is Cirrus Insight solving and how is that benefiting you?** This program is an ideal solution for digital marketing campaigns, the amount of data it gives us regarding interactions with our customers and prospects has allowed us to evolve quickly and provide the most successful strategies to ensure sales. In addition to that, the automation, the creation of templates, the ability to manage campaigns, all its functions have allowed us to save many hours of work that we can invest in improving our services and provide the best possible customer experience. ### 23. Email system integration and more **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle M. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2019 **What do you like best about Cirrus Insight?** The easy of use with the automatic logging emails into Sales Force and being able to see their clicks **What do you dislike about Cirrus Insight?** It would be nice to customize the side bar. What I would like to see is when the next task is and what it is about. As well as edit capabilities because the email might change this task date, what needs to be done for the task or close the task. **Recommendations to others considering Cirrus Insight:** Saves me around 1 1/2 hrs a day with email task and allowed me to know when someone is looking at emails. **What problems is Cirrus Insight solving and how is that benefiting you?** Sending meeting times directly in the email makes booking a meeting so much faster. Knowing that someone opened a email. ### 24. Incredibly fantastic, it's easy to use and its integration with Salesforce improves EVERYTHING. **Rating:** 5.0/5.0 stars **Reviewed by:** Carly F. | Campaign Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2021 **What do you like best about Cirrus Insight?** What I have liked most since we implemented Cirrus Insight is how well it has synced with our CRM to make it even more useful and make our job easier, we have been able to adapt it to our processes, especially sales to make it easier to extract information from email conversations for our Salesforce. Their technical support service is quite responsive. **What do you dislike about Cirrus Insight?** So far I haven't found anything I don't like, we've only had a couple of small technical glitches that the support team has been able to fix extremely quickly. **Recommendations to others considering Cirrus Insight:** If you have a CRM like Salesforce, this is the ideal tool to integrate with and enhance everything from CRM management and enrichment to sales management. **What problems is Cirrus Insight solving and how is that benefiting you?** Since its acquisition, Cirrus Insight has meant a significant optimization of our CRM, inbox management and, most importantly, our sales management. It provides a way to handle it all and capture the predominant information for our CRM in a faster and more efficient way through the same environment thanks to its excellent integration capabilities with Salesforce and other tools. ### 25. Cirrus Insight - Ad Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Reid M. | Director of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Cirrus Insight?** Easy integration with Gmail and SalesForce **What do you dislike about Cirrus Insight?** I would like better interaction to match online and offline **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus Insight is making it easier to track our outbound lead generation and corresponding research. ### 26. handy sales tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Cirrus Insight?** I like the real time email tracking notifications, as well as the email templates **What do you dislike about Cirrus Insight?** interface within gmail is a little clunky **What problems is Cirrus Insight solving and how is that benefiting you?** sending out templatized emails after disco and demo calls is great. Saves lots of time. ### 27. Essential Workflow Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Caleb F. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2020 **What do you like best about Cirrus Insight?** Talk about having everything that you need integrated to your email on the same app. Cirrus gives you the amazing email enterprise experience to track everything while staying organized and focused. Furthermost, the integrations with Salesforce make it worthwhile- making it easy to organize and archive the most important email threads. It also has a lot of cool integrations that help your day to day, such as: Google Calendar, Salesforce and many more. **What do you dislike about Cirrus Insight?** Not many things are disliked in my experience, Cirrus helps me on my day to day, keeping everything in line for future business. It is worth to mention as the most stable, and most reliable sales tools in the Salesforce ecosystem. **Recommendations to others considering Cirrus Insight:** Give it a try and implement it on your company, especially if they use Salesforce. It is lifesaving and timesaving. Make sure to give it a try because they are always improving and updating it. Get a more complete customer picture without excess data entry with Email and Calendar sync to Salesforce. Try and read what they send via email, they always share their new features and implementations for your won knowledge. **What problems is Cirrus Insight solving and how is that benefiting you?** It automatically helps you document all of the valuable information you discuss in your email threads. Making it easy have order on the jobs you have to tackle daily. It also helps you track every task you have by listing them all on your same email. It is worth while to do some digging and find out about all the small features that they provide. ### 28. Cirrus Insight **Rating:** 4.5/5.0 stars **Reviewed by:** Peter S. | Executive Director, Enterprise (> 1000 emp.) **Reviewed Date:** January 07, 2021 **What do you like best about Cirrus Insight?** The biggest thing I love about the program is just how easy it is to integrate with Gmail. The tracking features are not hard to adapt to what you are trying to do through messages. It will take up minimal space in the Gmail window, appealing to me personally. **What do you dislike about Cirrus Insight?** Occasionally the information may be incorrect and follow a template for messages that is not appropriate. **Recommendations to others considering Cirrus Insight:** The reputation they have gained can endure. This system has a relapsing character, so it cannot put the planet inexorably into your sales force when it first adopts it. **What problems is Cirrus Insight solving and how is that benefiting you?** Ensuring that emails with times and dates are effectively logged, not only to keep my records but to ensure that my colleagues can also ensure that we have many email activities on an account that we may be working on together. ### 29. better integration of sales force and product. **Rating:** 4.5/5.0 stars **Reviewed by:** Philippa L. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2020 **What do you like best about Cirrus Insight?** As a little sales, success will depend on our power to keep effectiveness, as well as Cirrus Insights will help us remain focused as well as organized by sending the emails of ours and calls straight to the area from our Gmail wedge. Rather than patiently waiting for screens to stuff and starting unnecessary social media calls, we are able to capture our customers' conversations easily and quickly. **What do you dislike about Cirrus Insight?** For whatever reason, when I attempt to develop something attached on the sidebar, it's not filled. So it's far better to develop an item through the outdated place than to communicate with it. **Recommendations to others considering Cirrus Insight:** Don't forget visiting several online seminars and discover more about this particular item. Our staff is reviewing this particular solution before its launch and it is always recording new features and bugs. **What problems is Cirrus Insight solving and how is that benefiting you?** Our business dedication to the widespread use of theirs and the institutional knowledge of ours as businesses continues to grow exponentially. ### 30. Cirrus Insight is very helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Cirrus Insight?** Cirrus is incredibly helpful at organizing communications with leads and contacts during the sales cycle. The integration with SalesForce makes it simple to create a lead and convert that lead as you continue to negotiate with that potential customer. **What do you dislike about Cirrus Insight?** It would be very helpful to be able to view when you have created reminders for emails. Similar to a calendar, you should be able to view what days will have Cirrus reminders occurring. **What problems is Cirrus Insight solving and how is that benefiting you?** I've been able to keep an eye on the engagement with my emails. Through email tracking, I can view how often emails are being seen and read. ### 31. Cirrus is very clever and saves me a lot of time! **Rating:** 4.5/5.0 stars **Reviewed by:** Igor G. | Senior Associate Brand Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 09, 2020 **What do you like best about Cirrus Insight?** With Circus you are able to quickly link to the Salesforce workflow program and find a lot more results from the mailbox of yours. I have been using the application after its release and I was astonished at just how quickly it's evolved and just how user-friendly the interface has never been compromised. I am extremely excited about future designs and, like numerous other characteristics, I use them daily and so as not to go out of control. **What do you dislike about Cirrus Insight?** Running Cirrus Insight with my calendar was a huge struggle for me. He produces events from his employees' calendars, which makes me ineffective. **Recommendations to others considering Cirrus Insight:** The personal experience of mine with Cirrus helps me control and control the sales department and accelerate the move to Salesforce. **What problems is Cirrus Insight solving and how is that benefiting you?** Because we have to visit buyers to generate offers as well as review contracts, we're notified when my customer opens or maybe clicks, giving us an outstanding chance to monitor the situation within twenty four hours. ### 32. Easy and Efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Erika A. | Application Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2020 **What do you like best about Cirrus Insight?** I really enjoy the clean, easy way to troubleshoot any issues I have when inputting data for students. I also appreciate the history menu in order to save my progress and workflows. **What do you dislike about Cirrus Insight?** There are a few personalized views I would like to create for my page. I am not sure how to do that correctly. **What problems is Cirrus Insight solving and how is that benefiting you?** I consistently work with graduate students in multiple programs for our university. I am constantly having to update and change students files, terms, programs, status, etc. I really appreciate that Cirrus Insight adapts to the quick change over I need in order to satisfy students and their counselors. ### 33. Cirrus insight from my point of view **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Cirrus Insight?** It is a very structured app, it allows you to have your mail more organized and keeps you aware of pending as well as being able to create mailing campaigns. The creation of campaigns, I have had a very good response. **What do you dislike about Cirrus Insight?** Contact synchronization errors and that there are times that you do not attach the emails sent in Salesforce **Recommendations to others considering Cirrus Insight:** Do not hesitate in the tool, it really helps to improve your work environment. **What problems is Cirrus Insight solving and how is that benefiting you?** The campaigns definitely help me streamline my daily work. ### 34. For outlook it is slow and clumsy **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Cirrus Insight?** can't say. waiting for zynbit to kick-off **What do you dislike about Cirrus Insight?** Too many clicks. Slow. window disappears when you need to update info and then you need to start the process you wanted all over again. **Recommendations to others considering Cirrus Insight:** Make sure it integrates with all of the systems you use in a way that is user-friendly for you. **What problems is Cirrus Insight solving and how is that benefiting you?** documenting e-mails is SF. We would like to do more. ### 35. Very useful servicing and constantly improving! **Rating:** 4.0/5.0 stars **Reviewed by:** May G. | Data & Insights Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Cirrus Insight?** The ability to log emails on salesforce contacts or add new emails as Salesforce contacts without having to jump on Salesforce. **What do you dislike about Cirrus Insight?** I believe the email opening tracking could work better! I would like to see specifically who has opened my email and who hasn't when sending an email with a lot of recipients. **What problems is Cirrus Insight solving and how is that benefiting you?** Salesforce automations are the top features of Cirrus! ### 36. Cirrus insight Organizer and incredible support. **Rating:** 4.0/5.0 stars **Reviewed by:** Doyle R. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2020 **What do you like best about Cirrus Insight?** This is a platform that helps in the adoption of SalesForce, allows users to obtain more strength and solidity in sales. It has a mapping sync and automation so that the records are linked to the correct Salesforce records. It is easy to use and configure, its interface is clean and organized, it allows you to navigate in the best way and to be able to use the inbox without the need to start, It is also nice how the tools are incredibly coupled so I like the tools. **What do you dislike about Cirrus Insight?** Our results and experience with this platform have been good, we have not presented any problems or complaints, however it has had small failures or errors that at the time did not allow us to perform the best possible performance and we lost valuable time. **Recommendations to others considering Cirrus Insight:** Cirrus Insight is ideal for companies that want to streamline and at the same time simplify their work, obtaining the highest performance and productivity from the entire sales department team. It also has a mobile application that users love. You can create accounts and contacts in gmail in a few easy steps. You will have an efficient work and you will be able to channel your time very well, totally recommended. **What problems is Cirrus Insight solving and how is that benefiting you?** We use Cirrus Insight so that our entire team that focuses on the entire sales process and management has an efficient and optimal performance. It is easy to use and intuitive which allows for greater productivity of the entire team since you do not have to jump from email to Salesforce because you can focus on working in the inbox and customer engagement. We send electronic invoices in a simpler way and PDF attachments within SalesForce, we can also schedule follow-up tasks or even meetings with clients from the inbox, without having to log in to SF. In general, it is very complete, we save a lot of time since it greatly simplifies the work and speeds up the process of adding new contacts in a single step. ### 37. Great Email Tracking Tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2021 **What do you like best about Cirrus Insight?** Cirrus saves me so much time, so I don't have to log all my emails into Salesforce. **What do you dislike about Cirrus Insight?** Cirrus is not 100% accurate at logging emails. Some times it doesn't find the email in Salesforce. **What problems is Cirrus Insight solving and how is that benefiting you?** Logging emails into Salesforce CRM. ### 38. Can't live without Cirrus if you are using Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Ed S. | Vice President Global Alliances, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** The ability to work in email and Salesforce at the same time. Oh! don't forget about documents. Having the option to add docs attached to email to Opportunities, Contacts, Accounts and custom objects is a must have. **What do you dislike about Cirrus Insight?** Due to what I believe are licensing issues and NOT technology, I'm unable to attach emails to more than three records. **Recommendations to others considering Cirrus Insight:** It adds lots of value to your Salesforce CRM **What problems is Cirrus Insight solving and how is that benefiting you?** Easily switch between Salesforce and Cirrus. Upload documents and always have them available contextually sensitive to the records I'm working with. ### 39. Great app for the build and price **Rating:** 3.5/5.0 stars **Reviewed by:** Justin B. | Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2020 **What do you like best about Cirrus Insight?** Its light to add to your desktop and can be updated / restarted quickly. The app is easy to learn how to use initially and the sidebar is designed to quickly update data in Salesforce. **What do you dislike about Cirrus Insight?** It only works with Chrome currently. While the support team is very fast to respond, the extension needs to be refreshed every few days for the sidebar to work as expected. **Recommendations to others considering Cirrus Insight:** Be sure to walk through all setup steps in the sidebar - you'll need to update sync settings for each particular section that you're connecting (email, calendar) **What problems is Cirrus Insight solving and how is that benefiting you?** I'm logging all emails to my personal email to Salesforce. Emails that come in are auto-added to SF without me pushing any buttons. ### 40. Great at tracking emails and saves time when the emails are recorded on SalesForce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2020 **What do you like best about Cirrus Insight?** My favorite feature and the one I use the most is the tracking of emails. Since my job relies on 90% of email exchange knowing when it was open and if the links were clicked are extremely useful for me. I also like that everything is recorded automatically to SalesForce which saves me a lot of time. Every time I have to review the communication history I can just go to the account and everything is organized there. **What do you dislike about Cirrus Insight?** That is a good question, I dislike when Cirrus is not working or automatically logs me out and I have to log in again **Recommendations to others considering Cirrus Insight:** It is a great product, extremely useful if you are tracking emails and want to organize your accounts on SalesForce. The support was great as well and very efficient. **What problems is Cirrus Insight solving and how is that benefiting you?** I have over 200 accounts and by Cirus and my management likes to see activities happening on those accounts. If Cirus was not recording everything automatically on the accounts I would have to do that manually which would literally duplicate my workflow. ### 41. Make life easier for your Sales Team! **Rating:** 4.5/5.0 stars **Reviewed by:** Kadesha M. | Global Sales Operations Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** May 28, 2020 **What do you like best about Cirrus Insight?** -Email sync -Mail merges -Meeting scheduling As a Cirrus Admin for my company, I am always excited to share new features with our sales force. Our account manager and Support is always top-notch & quick to provide detailed resources and trainings. Cirrus continues to increase the efficiencies of our sales people, provide good insights with the SFDC integration & a clean meeting scheduling tool. I would recommend to any company, its the work tool you can't live without once you get! **What do you dislike about Cirrus Insight?** -I don't like that we can't turn off task creation for every email....we prefer to NOT have tasks created -Calendar sync **Recommendations to others considering Cirrus Insight:** If you want to ensure you're capturing all the customer data from your sales people, get it! If you want your sales force to work quicker and smarter, invest in this tool! **What problems is Cirrus Insight solving and how is that benefiting you?** -getting sales people to log info in Salesforce -more insights on which customers have been spoken to -easier meeting scheduling ### 42. Extremely useful but sometime glitchy **Rating:** 3.5/5.0 stars **Reviewed by:** Mac K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2020 **What do you like best about Cirrus Insight?** I love the functionality of Cirrus. Being able to track email opens, link clicks, and timing when an email gets sent out is incredibly useful. In my current role, I am constantly engaging with individuals across the energy sector and as a result, I need a way to keep track of my engagements and send out those engagements efficiently. Cirrus accomplishes that through the tracking and salesforce integration. **What do you dislike about Cirrus Insight?** I find that cirrus is occassionally glitchy. When I have tried to create a campaign, the links will take 20+ minutes to generate and at the end, they won't even have a send option. This has happened to me a few times with campaigns. **Recommendations to others considering Cirrus Insight:** I believe that Cirrus is a great tool for what it is, a customer relationship management app. I am able to efficiently correspond with contacts and track correspondence, which makes my whole job easier and more successful. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus has given me better visibility into how engaging my emails are. It's integration with salesforce is also incredibly useful for knowing who that I am engaging with has been engaged with other people at my company. When Campaigns works, Cirrus also provides me a way to engage a mass list of contacts in a more individualized way, which all helps to raise the interest in the emails that get generated. ### 43. Very impressive and helpful, Cirrus can improve your quality. **Rating:** 4.5/5.0 stars **Reviewed by:** Camilo B. | CoFounder and Head of Business Accelerator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** Smart buttons that streamline and organize our customer contact, the function to discover emails that we need to access and the shared calendar. **What do you dislike about Cirrus Insight?** When you use the template you can't use hyperlink and we need to use the Gmail suite to have a Cirrus Insight connected. When Cirrus disconnect unexpected and we need to log in again. **Recommendations to others considering Cirrus Insight:** Cirrus makes your day-to-day leads and opportunities management much easier, some features can help us to reach clients when you don't have enough information regarding the client or opportunity. The template emails are very useful, can be better if includes hyperlinks, but this is very helpful ramp up the composing emails process. The use of data in lead generation and qualification will greatly increase the quality of your contacts and opportunities. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus can help me find and reach customers, in addition to providing us with important information about the contact and the company, but other features like shared calendar cam improve even more the quality of the contact. ### 44. Really helpful although I don't use all of its capabilities **Rating:** 3.5/5.0 stars **Reviewed by:** Chris S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** I love being able to schedule follow up emails as they are critical to me when I need to check in on where things are at with a client. I also love the ability to send meeting schedules for the recipient to choose from, however, I don't use it as often as I should. The ability to choose email templates is also really valuable as it is shared across many of our teams and is useful for my support team for receiving vital information. **What do you dislike about Cirrus Insight?** I would like a Zoom integration with the meeting schedule so I don't have to do that after the fact which is oftentimes why I don't use it. The tracking of emails can often be unclear for me to understand who actually opened the email for multiple recipients. I would like a way to search all templates regardless of the folder as I may not always know which folder they are in. **What problems is Cirrus Insight solving and how is that benefiting you?** Sharing templates across multiple teams, follow-ups on emails, and syncing email activity to salesforce. ### 45. Great Gmail <> SFDC Sync! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2020 **What do you like best about Cirrus Insight?** It syncs all Google Calendar Events (with customization) into Salesforce very nicely. Will definitely use it again! **What do you dislike about Cirrus Insight?** Email filters are a little tricky to learn, but they work well! **What problems is Cirrus Insight solving and how is that benefiting you?** We were able to get activity metrics (Emails, Attended Events, Scheduled Meetings) into a Salesforce Dashboard because of Cirrus Insight. ### 46. The new ZynBit needs a lot of work **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2020 **What do you like best about Cirrus Insight?** I like that you can see all the contacts on an email right on the sidebar, although the old version of ZynBit did it much better. The new version makes you have to do an extra step of clicking on the "_[#]__ more contacts" button in order to actually see all the contacts on that email. I ike that you can also create a task reminder in Outlook that is linked to the task in Salesforce. Other email integrationn appas don't offer that. **What do you dislike about Cirrus Insight?** I dislike the new bugs that causes a pop-up on every email to open up that says "Error syncing contacts." There is no error -- all the contacts are there -- but if you are like me and normally start typing right after you hit "reply" on an email, you will get frustrated that you can't type a response without closing that popup box or clicking into the body of the email. No other sidebar integration I have tried does that. It's very annoying. Also, ZynBit does not seem to work with Enhance Email in Salesforce (it keeps replacing Contact names with one of my sales reps names and they can't seem to fix it). It also does not bring in the Account for a contact, even though the two are associated in Salesforce. I have to manually enter a lot of that information that other sidebar integrations, like Cirrus Insight, automatically do. Furthermore, their help is very slow (seems to only be one person), blames Salesforce often for many of their developers' shortcomings instead of actually trying to fix the problem, and I still have several questions I sent to their Help desk unanswered after more than a week. Other email integrations, such as Cirrus Insight, look much nicer and work much better. **Recommendations to others considering Cirrus Insight:** It gets the job done, but if you ever need assistance there will be a delay, and probably not get solved. **What problems is Cirrus Insight solving and how is that benefiting you?** Setting follow-up tasks right from my email is great (although almost any email integration app can do that). ### 47. issues while working from home on VPN **Rating:** 2.5/5.0 stars **Reviewed by:** Troy S. | Account Executive, Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Cirrus Insight?** Having the ability to see when important emails are opened and when links are clicked is a very valuable feature. Also, the app notifies me in real-time of these instances. **What do you dislike about Cirrus Insight?** The system occasionally gives a false positive thinking that a link has been clicked, even when the email hasn't been opened. Additionally, during VPN use while working from home, it doesn't work unless we use Firefox. The Chrome extension has been broken for a while. **Recommendations to others considering Cirrus Insight:** We've decided to switch to another vendor. Be sure that Cirrus works with your VPN prior to signing. **What problems is Cirrus Insight solving and how is that benefiting you?** Real time email delivery is important to every salesperson. ### 48. Seamless email productivity tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** The best thing about Cirrus insight is that I rarely notice it is there. It has become a seamless part of my daily work, it tracks my activity in my companies CRM under the correct accounts and contacts and monitors my email read and response rates which helps direct my future efforts. It also plugs into Gmail seamlessly and improves my email experience by following up email chains and setting reminders for future events and travel plans. **What do you dislike about Cirrus Insight?** Occasionally the plug-in bar may disappear at the top of my screen, but it is usually rectified by refreshing the page. **Recommendations to others considering Cirrus Insight:** Use it to monitor your productivity and how clients engage with your content **What problems is Cirrus Insight solving and how is that benefiting you?** Following up on previous email chains and conversations that would have otherwise been forgotten. Give me unprecedented insight into my contacts interactions with my emails and content. ### 49. Helpful and Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Adam J. | OnBoard Growth Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** The email tracking and logging with SalesForce helps me keep on top of my customer pipeline while informing my team of every communication that takes place. **What do you dislike about Cirrus Insight?** At times there have been issues developed around new releases, but that's somewhat expected with new things. **Recommendations to others considering Cirrus Insight:** The customer success team there has been incredibly helpful when issues do arise, but for the things that ZynBit has been developed for, I haven't been able to find a better service. **What problems is Cirrus Insight solving and how is that benefiting you?** As mentioned, this has really helped streamline communication with the team and has been helpful with efficiency, a must during this time dealing with COVID. ### 50. Cirrus insight makes connecting with customers easier **Rating:** 4.5/5.0 stars **Reviewed by:** Lianne G. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2020 **What do you like best about Cirrus Insight?** I love the reminders and send later feature. I work with a lot of customers and cant remember all of the things I need to follow up on myself. I love how I can bounce an email back after a week to ensure my customer received it and ask if they have any questions. It allows me to save time, and be customer first. I also love the ability to share my calendar avails with the click of a button. Its great that it updates on its own, once a meeting is booked or a time slot is taken. Connecting my client emails to SFDC is also very valuable **What do you dislike about Cirrus Insight?** Some times can glitch, but thats okay, that happens with all technology **What problems is Cirrus Insight solving and how is that benefiting you?** Time management, organization, convenience and ease of use (for my customer!) ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+20%3A24%3A03+-0500&secure%5Bsession_id%5D=16957626-3e92-4e1f-9e9d-f324f043114b&secure%5Btoken%5D=9bcb9e8ca8af15f1244f902f9310ad0ef94950d110a94e527f84e49478bf5dd0&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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