Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Quite useful on a daily basis as a Software Sales Engineer"
3.5/5
What do you like best about Cirrus Insight?

It allows me to file easily all the contacts and interactions with my clients into Salesforce, and to identify the key contacts. It has been quite easy to put in place. I use it mainly through Outlook and Salesforce Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I can't file the emails to anypart of Salesforce which is a shame at some moments (for example, in my case, I can't fil an e-mail to a "lead", only to a contact or opportunity) Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

We're glad to hear that Cirrus Insight has been useful for you in managing your contacts and interactions with clients. We appreciate your feedback about the limitations in filing emails to specific parts of Salesforce, and we'll take this into consideration for future improvements.

Andrew W.
AW
Andrew W.
Group Marketing Manager
Enterprise (> 1000 emp.)
"Really innovative scheduling application"
4.5/5
What do you like best about Cirrus Insight?

Very good admin configurability for multiple brands as well as an enterprise integration to Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The Smart Scheduler UX could be nicer. The iframe looks out of date and low resolution. Customer support for APAC is not in our time zone. Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

It's great to hear that Cirrus Insight is helping with teams scheduling, web form routing, email mapping to Salesforce, and time-saving for appointments. We appreciate your support and will take your feedback into consideration.

Scott K.
SK
Scott K.
COO & Wealth Advisor
Small-Business (50 or fewer emp.)
"Great tool to save time and improve communication"
4/5
What do you like best about Cirrus Insight?

It allows our team to know what is happening with a client even if they're not in the email. Improves team communication and keeps us on the same page. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Can't get it to log calendar events that weren't booked through Calendly. Review collected by and hosted on G2.com.

Response from Amy Green of Cirrus Insight

We're happy to hear that Cirrus Insight is making it easier for your team to stay updated on client interactions. We appreciate your feedback about the calendar events and will explore ways to enhance our tool's functionality in this area. The Calendar sync capability to designed to look directly at your Gmail or Outlook calendar events to sync them to Salesforce. We are happy investigate if any events sourced through another booking agent are not being ported over. Additionally the most seamless way to do this would be to use Cirrus to book the meetings which will ensure all events are synced properly to Salesforce.

Matthew C.
MC
Matthew C.
Associate Vice President, Digital & Marketing Operations
Enterprise (> 1000 emp.)
"Cirrus makes connection with clients easier"
4/5
What do you like best about Cirrus Insight?

The calendar scheduler makes sharing our client-success teams and account directors' availability easier than a simple Teams link. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Cirrus requires a bit of setup to get off the ground. Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

We're glad to hear that you find our calendar scheduler helpful for sharing availability with your client-success teams and account directors.

Verified User in Automotive
AA
Verified User in Automotive
Mid-Market (51-1000 emp.)
"A robust tool but we only use a tip of it!"
4.5/5
What do you like best about Cirrus Insight?

My company uses the add to email feature from Cirrus. This feature makes it seamless to take an email and add to an object in Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

We would like the ability to slim down what end users can do with Cirrus Insight. Essentially, more ways to disable features we don't use. Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting
US
Verified User in Staffing and Recruiting
Small-Business (50 or fewer emp.)
"Great Email Sync Tool For Our Business"
5/5
What do you like best about Cirrus Insight?

It helps to drive company wide visibility into who has spoken to which prospect/candidate when and allows us to take proper action to drive our business. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Nothing at this time. We feel that Cirrus has been a positive experience so far. Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

Thank you for your feedback! We're glad to hear that Cirrus Insight is providing a positive experience and helping to improve internal communication and efficiency.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Cirrus has been a mainstay!"
4/5
What do you like best about Cirrus Insight?

A very intuitive way of archiving emails and documents. I'm a very loyal Office user and streamlines Salesforce well. I'm using the product everyday and it has helped organize workflow. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

There are sometimes that the load times are very long and downtimes of the server. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Easy to setup the users"
5/5
What do you like best about Cirrus Insight?

Knowledge articles and support is great. We can quickly chat from support pop-up for quick resolution. Calendars sync up very quickly. User management and provisioning is easy. Activity monitoring helps if there is any anomaly. Implementation was quick and easy. Integration is mostly point and click and no new development is needed. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

One thing I would dislike is we need to maintain the login separately, if the user management and provisioning licensing is inside Salesforce as a managed package would be more easier. Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

We're delighted to hear that you find our knowledge articles and support to be great, and that the calendars sync up quickly. We appreciate your feedback about the user management and provisioning, and we will definitely take that into consideration for future improvements. Thank you for sharing your experience with us and for choosing Cirrus Insight!

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"making scheduling easy"
4.5/5
What do you like best about Cirrus Insight?

It helps to streamline scheduling by integrating with all of my platforms Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Honestly not much, it is a great product. Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

Thank you for sharing your positive experience with Cirrus Insight. We're happy to hear that it has helped keep your schedule updated and made scheduling easier for you.

Santiago C.
SC
Santiago C.
Operations Analyst
Mid-Market (51-1000 emp.)
"We never lose email comms with Cirrus"
5/5
What do you like best about Cirrus Insight?

I like how reliable Cirrus is when it comes to log our Gmails to Salesforce. It's very easy to use, once you've set up your email logging settings there's no more action required. It's a tool we use every single day and it integrated easily with our Salesforce instance. Also, whenever we need any help, Cirrus customer support is always available for troubleshooting. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I think the analytics we get from Cirrus could improve, there's a limited number of filters that we can use to view email data. Email analytics like reponse times, if emails were opened, among other metrics could be very helpful. Review collected by and hosted on G2.com.