--- 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. Great help to the sales team **Rating:** 5.0/5.0 stars **Reviewed by:** Lori M. | Commercial & Retail Sales Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** We use Cirrus to track email and calendar activity from Outlook. The best part about Cirrus is this allows us to use the data in reporting and some other features we have set up in Salesforce since the builtin feature for this in Salesforce doesn't put a hard record in but a "cloud" record you can see in Salesforce but can not pull reporting on. **What do you dislike about Cirrus Insight?** I've seen no downside to the use of it. The only thing we had issues with in the beginning was getting the Cirrus account hooked up to the email account. Now that we have done it multiple times it has become easier. **What problems is Cirrus Insight solving and how is that benefiting you?** We built an Account Health meter in Salesforce and in doing so we wanted to measure the last contact including emails, tasks and events. Because the built-in feature for email tracking has cloud-based records you can only see in Salesforce for 6 months, you can't pull them into activity reporting because the record doesn't live in Salesforce. Using Cirrus has enabled us to use the data in reporting and has made it very easy for our sales reps to not manually enter the email in Salesforce. ### 2. The sync with Salesforce is useful but current company's version of SF is not compatible. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Cirrus Insight?** Sync with Salesforce for tracking incoming and outgoing correspondence over email with clients. **What do you dislike about Cirrus Insight?** It is not compatible with the EPIC version of Salesforce Money Concepts uses. **What problems is Cirrus Insight solving and how is that benefiting you?** It makes reviewing correspondence and tracking different email threads across clients simple. ### 3. Great tool to minimize admin work! Simplifies 'make-work' tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Hayley C. | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Cirrus creates a cohesive and seamless bridge between Salesforce and Microsoft Outlook. Easy to log emails and create leads from one screen as opposed to having to switch between. **What do you dislike about Cirrus Insight?** At times, when trying to create a lead through the add-in tool on outlook, if missing a field, it is unclear where the error is, as it is not highlighted. So you have to determine what you are missing yourself. **What problems is Cirrus Insight solving and how is that benefiting you?** I no longer have to attach emails to salesforce leads/opportunities manually. Everything is synced automatically through Cirrus, which saves me time, and avoids the human error of forgetting or attaching to incorrect leads/opps. ### 4. Good tool for increasing salesforce **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Cirrus Insight?** It increases efficiency and productivity for Sales Teams. **What do you dislike about Cirrus Insight?** I feel like I am often getting "disconnected" and have to reauthenticate. **What problems is Cirrus Insight solving and how is that benefiting you?** It helps to manage all the diffrent tasks on a daily basis. ### 5. High value low effort. **Rating:** 4.5/5.0 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?** Very easy to implement and instantly useful for metric tracking. **What do you dislike about Cirrus Insight?** No downsides! I don't notice it's even there for the most part. **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking email details of the organization to better quantify performance metrics ### 6. Great tool, exactly what we need **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?** Simplicity. It just works seamlessly with our Office 365 and Salesforce setups. **What do you dislike about Cirrus Insight?** Setup can be a little confusing - we needed support from CI. **What problems is Cirrus Insight solving and how is that benefiting you?** We needed automatic email tracking in Salesforce. ### 7. Fantastic inbox and customer contact management. **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** The ability to log activities and email into SF with the click of a button is invaluable. As a sales person, reducing the amount of time I spend each day on non-sales-related activities is crucial to my success. **What do you dislike about Cirrus Insight?** It can sometimes take a little while to load up all of the information from salesforce. That spinning wheel can sometimes feel like a century! It seems to be worse when gmail introduce an update, but I guess that is to be expected! **What problems is Cirrus Insight solving and how is that benefiting you?** Allowing me to see when clients have opened emails is invaluable. I sometimes pickup the phone when I know they've just opened the email (what a coincidence!) and has led to some great conversations. The flight plans function is also INCREDIBLE. Being able to streamline an automate sales campaigns in no time. Really a 10/10 tool! ### 8. Incredibly useful and automates scheduling! **Rating:** 5.0/5.0 stars **Reviewed by:** Maria A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** Once set up it is easy to copy and paste a scheduling link thus eliminating having to write out available dates and times for meetings **What do you dislike about Cirrus Insight?** It can be difficult to navigate and set up the scheduling links at first. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus Insight allows me to share a link to get clients scheduled to meet with me with ease. ### 9. I LOVE Cirrus! **Rating:** 5.0/5.0 stars **Reviewed by:** Kim O. | Professional Relations Liason, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Cirrus Insight?** It is easy to log emails as one on one correspondance. **What do you dislike about Cirrus Insight?** If i send an email to multiple people there should be an option to "log all" as opposed to going through and logging each one by one. It takes a very long time. Fix it. **What problems is Cirrus Insight solving and how is that benefiting you?** Easier to log calls than going through sales force. ### 10. Cirrus - SecureFutures/Non Profit support **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2023 **What do you like best about Cirrus Insight?** The scheduling aspect of Cirrus is most helpful as I cultivate new leads and invite them to meet with me for a demo session. **What do you dislike about Cirrus Insight?** I have never been able to get my automatic filing system to work in partnership with Salesforce. I still manually file each email. **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking emails and who has opened them. ### 11. Super time saving tool **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle (Kenlay) W. | Director, Marketing, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** It was so easy to install and there was virtually no training needed to start using it. With a click of a button my activities are recorded in Salesforce. I am also an admin of the tool, and it couldn't be easier to administer. **What do you dislike about Cirrus Insight?** I have not had any negative experiences with Cirrus and I have been using it for 6 months. **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking all related emails in Salesforce with Cirrus was our company's main pain point as the built in Salesforce functionality didn't work consistently. Cirrus has worked flawlessly. The benefit to be able to record the activity in whichever object you want so that all people touching the accounts and opportunities can see what communication has been going on is invaluable. ### 12. Works once set up properly **Rating:** 4.0/5.0 stars **Reviewed by:** Zac S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Seamless workflow from Gmail to Salesforce logs all my emails and is only a few clicks from access to the records I need. Keeps a lot of valuable info at hand and makes editing records from within Gmail super simple **What do you dislike about Cirrus Insight?** Feels like a few more clicks than it should be to get to the phone numbers or link to salesforce records that I need. Also, sometimes when I click on the sidebar it brings up hubspot or google calendar instead of the Cirrus info that I want! **What problems is Cirrus Insight solving and how is that benefiting you?** Logging emails to salesforce and accessing salesforce records from within Gmail. Saves time and keeps me focused on the parts that matter to completing my job. Wish it had a dialer built in. ### 13. Gets the job done **Rating:** 3.5/5.0 stars **Reviewed by:** Dannie F. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** I love that setup is easy. With a relatively high turnover, I don't have to spend much time getting new users set up. The admin portal is also very straightforward. It makes is easy for me to keep track of users and activity **What do you dislike about Cirrus Insight?** While the easy to use interface is great, it's not necessarily an improvement over built-in features that come with Salesforce. There is also a bit of a learning curve on training our new staff on it's used in our scenario. **What problems is Cirrus Insight solving and how is that benefiting you?** We were having issues with our team recording their interactions with donors and outside agents in a way that was accessible for all. Much of our information was being exchanged via email and was getting lost ### 14. So many tools and features but complicated to understand **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Cirrus Insight?** Tracking where you can see who has opened up your emails **What do you dislike about Cirrus Insight?** How it's difficult to understand how to use all the tools and features. I feel like there's so much to Cirrus but I don't know what's at my fingertips. **What problems is Cirrus Insight solving and how is that benefiting you?** Tracking - it helps me know if students are opening up my emails, and it also helps me to identify what are the key areas of discussion in my appointments with students. ### 15. This helps so much! **Rating:** 5.0/5.0 stars **Reviewed by:** Hector O. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** This brings another level of visibility and streamlines processes! **What do you dislike about Cirrus Insight?** At first it was having some issues with the plug in for outlook but after that it was great! **What problems is Cirrus Insight solving and how is that benefiting you?** Duplication of effort, saves time! ### 16. Customer service is really great with any issues i have. **Rating:** 5.0/5.0 stars **Reviewed by:** Samuel P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** very responsive whenever i have had issues with the software **What do you dislike about Cirrus Insight?** the email syncing has issues at times which can be frustrating **What problems is Cirrus Insight solving and how is that benefiting you?** Allowing multiple users to work on a client and see what email communication has occurred ### 17. A Gamer-Changer for Productivity and Salesforce Efficiency in Gmail or Microsoft Outlook **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** One of the most helpful aspects of Cirrus Insight is its ability to integrate Salesforce directly into your email inbox (whether you use Gmail or Microsoft Outlook), which can greatly streamline your workflow and save you time. With Cirrus Insight, you can easily access and update Salesforce records without having to switch between different apps, which can be a big productivity booster. Another major benefit of using Cirrus Insight is its email tracking features. You can see in real-time when someone opens your emails or clicks on a link, which can help you follow up with them at the right time and improve your sales engagement. Additionally, the email templates and scheduling features can help you save time and effort in your outreach efforts. Overall, the upsides of using Cirrus Insight include: 1. Streamlining your workflow and saving time 2. Improving sales engagement and follow-up through email tracking features 3. Saving time and effort through email templates and scheduling 4. Increasing overall productivity and efficiency in your sales efforts. **What do you dislike about Cirrus Insight?** Cirrus Insight can be a bit cluttered and overwhelming at times, especially for users who are not as familiar with Salesforce or email marketing. Email tracking features can be unreliable at times, particularly if the recipient has enabled privacy settings that block tracking. Another potential downside of using Cirrus Insight is that it may not be as effective for teams that use a variety of email clients, as it is primarily designed to integrate with Gmail and Microsoft Outlook. The pricing can be relatively high, which may be a drawback for smaller teams or individual users who are looking for a more budget-friendly solution. Overall, while there are some potential downsides to using Cirrus Insight, these issues appear to be relatively minor and do not significantly detract from the overall value and functionality of the software. **What problems is Cirrus Insight solving and how is that benefiting you?** 1. Streamlining your workflow: By integrating Salesforce directly into your email inbox, Cirrus Insight helps us save time and reduce the need to switch between different apps. 2. Improving sales engagement: Cirrus Insight's email tracking features helps us see in real-time when someone opens your emails or clicks on a link, which can help you follow up with them at the right time and improve your sales engagement. 3. Boosting collaboration: By enabling us to easily access and update Salesforce records directly from our email inbox, 4. Enhancing efficiency and accuracy: By automating routine tasks like data entry, Cirrus Insight helps us reduce errors and improve the overall accuracy of your sales data. ### 18. Great calendar booking tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** It is great that once setup, your emails and contacts are auto-logged. It is very user-friendly to add a contact. I use the integration with Salesforce, which I find to work very nicely. The calendar feature is probably my favorite part, I really love that you can schedule meetings with 3rd parties to include multiple members on your team, without having to juggle looking at multiple calendars. The fact that you can make a few selections and then send the 3rd party a link with the available booking slots is very convenient. The customizability of the calendar specifics are great! **What do you dislike about Cirrus Insight?** The only weird thing I have noticed is that in the beginning on my team's setup, it appeared many of us were getting "unlinked" fairly often, that being the gmail account. In terms of linking setup it was a little confusing, but with details instructions from our coordinator it was easy to get it linked up again. **What problems is Cirrus Insight solving and how is that benefiting you?** I am using Cirrus to log my emails - this is great because my team can easily see my email correspondence with our clients. This is helpful if I am out of the office or unavailable. It is also nice to see and track all the contact that members of my team have had with a particular organization/contact. I am now able to easily notice if a contact I am emailing is not a record in my SalesForce, which is really nice to make sure we are keeping our SaleForce up to date. Calender scheduling is a breeze with Cirrus! Overall Cirrus is helping me save time as well as be through in record keeping. ### 19. Extremely useful **Rating:** 5.0/5.0 stars **Reviewed by:** Shanina L. | Enrollment Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** I love the automation this brings to my email and Sales Force integration. **What do you dislike about Cirrus Insight?** The setup had more steps than I cared to go through. **What problems is Cirrus Insight solving and how is that benefiting you?** Email is syncing with Sales Force ### 20. Well Organized Program **Rating:** 5.0/5.0 stars **Reviewed by:** Laura S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** Makes everything easy to save in one spot **What do you dislike about Cirrus Insight?** Sometimes it cuts out but very rarely overall it has been a great program **What problems is Cirrus Insight solving and how is that benefiting you?** Keeping emails saved and organized, easy to find ### 21. A great way to stay in control of your schedule **Rating:** 4.5/5.0 stars **Reviewed by:** Evette R. | Home Buying Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Cirrus Insight?** I really like that I can assign timed blocked to my calendar and the link that I can share for customers to select a time that works for them as well as me. I haven't found any other apps that allow that. **What do you dislike about Cirrus Insight?** The only thing I would change is the email that lets you know someone has scheduled an appointment. I think reminders added to that would be extremely helpful. **What problems is Cirrus Insight solving and how is that benefiting you?** This alleviates the need for me to reach out to families and get them scheduled. I am now able to send the link and let them pick the time that works best for them. ### 22. Cirrus is a great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** It is great for logging emails and connecting to Salesforce from ONE application. It makes easy for keeping records. **What do you dislike about Cirrus Insight?** There was a hard time accessing once receiving the license. Sometimes it times out and I have to reverify my information for Salesforce. **What problems is Cirrus Insight solving and how is that benefiting you?** Being able to log information from my Google account regarding contracted accounts and not create many steps for myself. ### 23. Best Email Tracker **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher R. | Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** It's so easy to setup, implement, and we use it all the time. Integrating is simple plus support has been there for us every step of the way. Plentiful features. We use it all the time. **What do you dislike about Cirrus Insight?** Nothing as of yet. It's done it's job quite well. **What problems is Cirrus Insight solving and how is that benefiting you?** We are able to more easily track emails which saves us a lot of time. ### 24. Old version better, poor service **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2023 **What do you like best about Cirrus Insight?** Decent support, when you get someone on the phone. **What do you dislike about Cirrus Insight?** The old version of Insight was good when it was working. New version is not intuitive, and appears to have lost the key function we need. Getting a person on the phone to help is very difficult. Good when you get them, but overreliance on self service may force us elsewhere. The interface is now cluttered and confusing. I have a lot of questions, but again can't get a hold of anyone. **What problems is Cirrus Insight solving and how is that benefiting you?** Used to allow us to automatically link outbound e-mails to contacts. Theoretically, it should have the flexibility to easily allow us to tie inbound e-mails to Accounts, Opps and/or contact, but the interface is cluttered. it used to be easy to find the Opp to link to, now it's confusing. **Official Response from Carol Norney:** > Really appreciate your honest feedback on the new Insight version - we’re bummed to hear it’s not hitting the mark for you right now. We totally get your frustrations about the changes and the difficulty reaching out to us. Your words are a wake-up call and we’re all ears. Remember, we’ve got real folks ready to chat with you M-F, 8-5 Eastern Time. They’re pretty good at unraveling any confusion and they can guide you through the new stuff. Give them a shout during these hours, or let us know if another time works better for you and we can reach out direct. We’re here for you and we’re committed to making your experience with Cirrus Insight a great one. Thanks for your patience, and most of all, thanks for keeping it real with us. ### 25. Helps keep me on task **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Online Media | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** Tracking emails helps me stay on top of keeping on top of my tasks. **What do you dislike about Cirrus Insight?** Emails don't always tag to the right opportunity which causes extra manual work. **What problems is Cirrus Insight solving and how is that benefiting you?** I get dozens of emails per day and Cirrus helps me stay on top of what I've followed up on and what I need to get back to. ### 26. Work facilitation with structure **Rating:** 4.5/5.0 stars **Reviewed by:** Jean-Paul C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** The greatest added value Cirrus Insight offers me is through the email integration in my used CRM / Salesforce. Very easy to use and information storage. Clear in Microsoft Outlook. **What do you dislike about Cirrus Insight?** Sometimes you have to log in to Cirrus Insight multiple times a day to use the functions, why you get logged out there from time to time, I unfortunately don't know. Many pieces of information are initially not available in English. **What problems is Cirrus Insight solving and how is that benefiting you?** It helps me a lot not to spend hours searching for emails, and you can always see what previous colleagues or the company have sent as information messages to customers, and that at first glance. ### 27. This has been a fun product to use and has helped me organize material. **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** THe organizational Platform. I like sharing documents with my team and how simple the process is. **What do you dislike about Cirrus Insight?** I wish it had a breaif description of the document or show it's status without me having to click on it. **What problems is Cirrus Insight solving and how is that benefiting you?** I wish it had more documentation and more items to show collaboration. ### 28. a little difficult in early stages to navigate **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2023 **What do you like best about Cirrus Insight?** transferring my emails to sales force from outlook **What do you dislike about Cirrus Insight?** once i send my emails to my the "account" or customer in sales force- i don't know how to orgnaize them **What problems is Cirrus Insight solving and how is that benefiting you?** could use very short videos - like 2 mins or less on best practices ### 29. Easy! **Rating:** 4.5/5.0 stars **Reviewed by:** Ms. Molly M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** The integration is very seamless and quick. **What do you dislike about Cirrus Insight?** There's a tiny learning curve to make sure you're using it correctly. **What problems is Cirrus Insight solving and how is that benefiting you?** It saves us time - we can have notes go directly into Salesforce seamlessly. ### 30. partnership pathways **Rating:** 5.0/5.0 stars **Reviewed by:** Rachael H. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Cirrus Insight?** It's helpful to understand who partners with my prospective customers. Easy to use **What do you dislike about Cirrus Insight?** Nothing, it's always easy to use and very helpful **What problems is Cirrus Insight solving and how is that benefiting you?** Helping me understand our partnership ecosystem in my prospecting ### 31. Very useful, not sure why they cancel in my company **Rating:** 5.0/5.0 stars **Reviewed by:** Maria G. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** To be able to add emails at contact even opportunity level so we can keep track and information in one place. Also to be able to create leads and contacts directly from the email. The tracking was great as well, to be able to know if they open the email and when. **What do you dislike about Cirrus Insight?** Sometimes I was unsure what was free, what functionality was available and which once was not because there is a lot of promotional information around. **What problems is Cirrus Insight solving and how is that benefiting you?** To avoid double typing, to be able to add emails to salesforce on the go without double checking, to be able to track emails and know when customers opened. ### 32. Not very satisfied **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Easy to use ones I finally was able to set it up. **What do you dislike about Cirrus Insight?** Not an easy setup. Email sync is inconsistent. Many emails are synced to the wrong record or not synced at all. I get a lot of complaints from my users. A few times, the sync was disabled for unknown reasons, even though my users could not modify settings. I had to turn off Callendar sync as it is doubling events. I constantly check the Cirrus Insight settings to ensure it works and justify this tool to my stakeholders and users, which takes much of my time. **What problems is Cirrus Insight solving and how is that benefiting you?** Email, event and task syncing ### 33. Easy way to sync emails & calendars w/ Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Paul H. | Director of Technology & Operational Effectiveness, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Ability to relate a single email to multiple records addresses an oversight in Salesforce's built-in Outlook integration **What do you dislike about Cirrus Insight?** The automated email sync can be unwieldy, so I prefer to manually push only relevant emails into my Salesforce instance **What problems is Cirrus Insight solving and how is that benefiting you?** Helps us keep track of email correspondence with our constituents. Essential for audit compliance with regards to documenting pledges for charitable gifts. ### 34. Great tool very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Tom S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Cirrus is a great tool to make sure my contacts are reacting to sales/marketing material allowing me to alter my follow-up interactions **What do you dislike about Cirrus Insight?** Occassionally there may be a bug with emails not linking to salesforce but this is easy to fix **What problems is Cirrus Insight solving and how is that benefiting you?** I am able to see that my contacts are engaging with sales/marketing material to accomodate any future conversations. ### 35. Good product that helps with productivity **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Overall a good product that helps with team efficiency and productivity. There are many different tools to use and very helpful. Overall really enjoy the product. **What do you dislike about Cirrus Insight?** Not much to complain about when it comes to cirrus. One thing that could improve is the calendar. I would also wish that the email blast works better than it currently does. **What problems is Cirrus Insight solving and how is that benefiting you?** Saving emails/ tracking through Salesforce. It does this automatically and helps the team in productivity. We generally use the feature in gmail that allows our team to work through one system rather than constantly going to salesforce. ### 36. Great syncing Software for Emails in SF **Rating:** 4.5/5.0 stars **Reviewed by:** Jaden T. | Senior Manager of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Syncing CSMs emails in Salesforce for client interaction and making sure our team is actively engaged with their portfolio. **What do you dislike about Cirrus Insight?** Sometimes the syncing is delayed and the emails don't always gets pushed to Salesforce so we have to do a manual push of the data and thus it makes our team look like they are not as engaged as they actually are. **What problems is Cirrus Insight solving and how is that benefiting you?** We used to have to manually log emails to Salesforce using the SF google plug in but that wasn't always accurate and took precious time to make sure things were logging correctly. ### 37. This company helped my job so much easier in the day to day **Rating:** 5.0/5.0 stars **Reviewed by:** Molly C. | Academic Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Helps with employee to employee communication and data sharing, great customer service **What do you dislike about Cirrus Insight?** I have not had an issue with Cirrus insight yet **What problems is Cirrus Insight solving and how is that benefiting you?** It allows us to share information on a broad platform to help our students in the best possible way by syncing important information for other employees to help out in times of need. ### 38. Great Integration to keep communication moving forward **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** We love using it to add communication to Salesforce. This allows us to track interactions and log that communication quickly and effectively. Very handy for allowing multiple users to interact with one case file. **What do you dislike about Cirrus Insight?** We log the communication directly within a case file instead of a contact. This is possible with this program but it does require a few extra clicks for the user. Not automatic finding. **What problems is Cirrus Insight solving and how is that benefiting you?** Customers sometimes communicate directly with an individual service rep. That service rep is able to upload or log that communication directly into Salesforce for tracking. ### 39. A very easy way to set up product demo calls with the world **Rating:** 5.0/5.0 stars **Reviewed by:** Rich P. | VP, Consulting Group, Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Easy to share my calendar link and the ones for my team members **What do you dislike about Cirrus Insight?** Sometimes matching email to Salesforce record can be a challenge but that might be due to the level of service we have with Cirrus Insight **What problems is Cirrus Insight solving and how is that benefiting you?** Incredibly easy to set appointments in different time zones ### 40. Old version - Salesforce sync works great **Rating:** 2.5/5.0 stars **Reviewed by:** Bobby W. | National Channel Director, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** Seems to be a simple integration between gmail and salesforce to automatically log emails and calendar meetings **What do you dislike about Cirrus Insight?** My main issue is the gmail sync logging or having to be refreshed pretty regularly **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus makes it simple to log emails in sfdc ### 41. A great alternative to Einstein Activity Capture **Rating:** 3.5/5.0 stars **Reviewed by:** Zackary M. | Owner | Salesforce Admin | CRM Strategy Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** I love how easy the product is to use including for sharing emails to a list. **What do you dislike about Cirrus Insight?** It would be nice if there was a feature to allow a Cadence of emails to be sent automatically as a competing option against Salesforce sales engagement which is quite expensive. **What problems is Cirrus Insight solving and how is that benefiting you?** This really helped us get around Einstein activity capture not storing email records as actual objects that could be queried in a report. It was great to have this functionality restored. ### 42. My Cirrus Insight Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Cirrus Insight?** The ability to log emails directly to a salesforce opportunity or account. **What do you dislike about Cirrus Insight?** The manual process of having to log each email individually. It would be nice if the system was smart enough to log each email based on criteria match. I.e. email and name. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus Insight helps me to keep track of email conversations with clients and prospects and attach them to a specific opportunity within salesforce, thus keeping my activity up to date. ### 43. Great Function! **Rating:** 5.0/5.0 stars **Reviewed by:** Hagen J. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** It is easy to use, and easy to share its benefits. I prefer it over any other scheduling function. **What do you dislike about Cirrus Insight?** It's a bit hard to set up but that's about it. **What problems is Cirrus Insight solving and how is that benefiting you?** To make scheduling easy and quick. ### 44. Great customer support! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about Cirrus Insight?** Anytime I've run into an issue, Cirrus customer support has always been responsive and helpful. **What do you dislike about Cirrus Insight?** There have been some significant gaps in their scheduling tool, but they have taken in feedback well and started to improve this feature over time. **What problems is Cirrus Insight solving and how is that benefiting you?** Email tracking saves a ton of time. The scheduling feature is improving slowly over time, it still doesn't function quite as well as Calendly, but it has potential to get there. ### 45. Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** What I like best about Cirrus is that it is beneficial when it comes to keeping track of outreach. **What do you dislike about Cirrus Insight?** What I dislike about Cirrus insight is not much. There are some bugs here and there but nothing major. **What problems is Cirrus Insight solving and how is that benefiting you?** Cirrus insight is solving my email tracking problem. This allows me to keep track of who to outreach and when the last time I outreached them was. ### 46. LOVE CIRRUS **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?** I have been a user for almost 2 years and it has helped the way I am able to send and respond to emails and I love that integrates with so many platforms. A true game changer **What do you dislike about Cirrus Insight?** I do not have much to say about the any issues or dislikes **What problems is Cirrus Insight solving and how is that benefiting you?** who responds to my emails and when, if they opened an email or not ### 47. A great tool in addition to Gmail and Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** I love that I can go straight from Gmail to my salesforce lead. **What do you dislike about Cirrus Insight?** I wish it took up less room on my screen but that is okay. **What problems is Cirrus Insight solving and how is that benefiting you?** I hated having to create a new tap for salesforce and then typing in the customers name to get to the opportunity. Now I can just use the link from the email. ### 48. Cirrus Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** When the product is working its great, I use it mostly to see who has opened my emails **What do you dislike about Cirrus Insight?** The integration does not always work with gmail and I will have to reinstall it to have it begin working again **What problems is Cirrus Insight solving and how is that benefiting you?** Seeing which emails are making it to the inboxes of my client and if they are engaging with my emails. ### 49. Cirrus Sync does a great job in the background! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Cirrus Insight?** I use the sync tool to sync emails from gmail (gsuite) to salesforce. Once it's configured, you don't need to do anything at all! **What do you dislike about Cirrus Insight?** I can't think of any downsides (though I wish Salesforce included this functionaity for free) **What problems is Cirrus Insight solving and how is that benefiting you?** Showing in Salesforce when any employee has been in touch with a customer and what the conversations were ### 50. Keith Finelli was extremely helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher c. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Cirrus Insight?** The willingness and flexibility of the support Team! Thanks Again, Keith! **What do you dislike about Cirrus Insight?** The only downside is not enough people are using Cirrus. **What problems is Cirrus Insight solving and how is that benefiting you?** I was having reoccurring issues with Email Syncing and Keith Finelli was always ready to jump on a call to assist me. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+21%3A59%3A51+-0500&secure%5Bsession_id%5D=4812f13d-4b8c-44fc-b77d-818ee9e0a128&secure%5Btoken%5D=0650be4ab3b3f7715627ca2cfc9662fb1cca921cd731792c689a49573a82041f&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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