Cirrus Insight provides a seamless connection from Outlook and Gmail, right to Salesforce. It works well with both platforms. The sidebar allows us to quickly see which account the sender is associated with and makes it easy to create tasks, events, cases, and opportunities right from my email. We use Salesforce Sync which automatically records all emails and meetings in Salesforce, and the Calendar feature which allows my clients to easily view my calendar and schedule meetings with me as needed. It's a whole package which I couldn't do my job without.

The customer support team is amazing as well. The chat feature is always staffed by real people who will quickly answer your questions. Review collected by and hosted on G2.com.

The initial onboarding is not as intuitive as I would like. Getting new users set up with the calendar and sidebar is sometimes confusing for them. Review collected by and hosted on G2.com.

The simplicity and the direct connection to Salesforce, even creating users is super simple. The customer support has always been helpful and resolve my issue in a timely manner. Implementation was straight forward. Review collected by and hosted on G2.com.

The live chat widget gives me a headache, it is constatnly moving and take the attention away from the portal. I would suggest having a static image rather than cycling through agent pictures. THe product itself is great, however, when our sales team want to send a mass email via outlook and use the BCC feature, this activity is not captured in Salesforce. Please have an option that allows the logging of BCC emails. Review collected by and hosted on G2.com.

It integrates easily with Outlook and Salesforce to log my emails. The time between sending emails and their being logged is pretty small- less than 20 minutes. I use it every single day, multiple times a day, and it helps me keep track of what messaging customers have already seen.

Once it's up and working, there's basically nothing else you need to do, which I really appreciate. We moved from computer-based Outlook to cloud-based, and the process of switching was seamless. Review collected by and hosted on G2.com.

Initial setup is a little confusing and not always intuitive. Our company published a step by step guide that I followed and I didn't experience any issues afterwards, although I had coworkers who did.

I don't like that Cirrus doesn't notify you when it's been disconnected or isn't syncing for some reason. Review collected by and hosted on G2.com.

I like the ability to sync Salesforce and Gmail. This helps streamline a process that prior to Cirrus to many steps and extra time to complete. I also appreciate the tutorial videos as someone new to the platform and tryingto remember all the features. Review collected by and hosted on G2.com.

As someone new to the platform there is a lot to learn. My current only dislike is my lack of total understanding how to maximize the platform and its connections even after attending a help session. I do enjoy the tutorial videos and they are very helpful I just still am at the stage where I need them quite a bit! Review collected by and hosted on G2.com.

The convenience of calendar sync is really helpful. I feel that my time is put into better use by eliminating that extra step when managing appointments. Review collected by and hosted on G2.com.

There is sometimes a delay in calendar sync, which results in accidental double booking. In addition, I know there were previous notifications when someone books in calendar, but those aren't happening anymore. Review collected by and hosted on G2.com.

Most other apps would tell you a very large area, or inaccurate altogether, but Cirrus will tell you the exact location, every time. Review collected by and hosted on G2.com.

There is no free tier with just the barebone services. Review collected by and hosted on G2.com.

The most helpful feature has been the ability to customize my calendar to help me perfectly sync my personal, office, ooo, and blocked hours. I love that I can set a 30-minute break between meetings so it doesn't allow others to set meetings back to back, then I'm rushing one meeting to show up late to another—best feature by far. I love how easy this was to set up, customize, and continually use it and adjust it as I see fit. Review collected by and hosted on G2.com.

Not much to say here, I love how it integrates with Salesforce and Office. Review collected by and hosted on G2.com.

Overall, the tool works well for syncing & logging activities (e.g., emails and calls) and has nice basic scheduling features as well. We previously used 2 tools for this so consolidating to one makes it easy from a provisioning and internal onboarding perspective.

Our team has saved time from the auto-logging functionality so this has been a big win. Review collected by and hosted on G2.com.

The scheduling tool is missing quite a few "nice to haves" that we had with a previous vendor. It gets the job done but some features that would really make it that much better include:

- Syncing to the calendar of the person booking so that they can see any currently scheduled appointments. Right now the experience is that they have to refer to their own calendar and the calendar presented with the scheduling link to match the 2 availabilities.

- Polling across multiple participants with selected times, allowing for quicker booked meetings when multiple availabilities need to be included. Right now you can schedule with multiple peoples availabilities but the other user must also be a Cirrus user.

From the side panel perspective:

- the email templates functionality is inconsistent with how quick it will apply the template.

- the side panel doesn't stay pinned consistently. Review collected by and hosted on G2.com.

Before Cirrus, I would manually have to connect my incoming and outgoing emails with customers to Salesforce or remember to put in extensive notes. With Cirrus, my emails are automatically synced to the contat record and/or account for anyone who is already a contact in our system, which makes my life much easier. If they're not already a contact, I'm also able to create a record from the Cirrus side panel within Outlook. Review collected by and hosted on G2.com.

It has 'crashed' or closed out several times since the start of using it and I would have to login or make sure emails were synching at times. Review collected by and hosted on G2.com.

As a brand new user to this platform, it was an somewhat easy transition from our previous platform (Outreach). At first, this platform didn't seem to work with syncing my emails with SFDC, but after taking some time to look into the settings, I quickly realized it was user error and not something within the platform. While only using it for about a month, I can't find anything negative to say. It appears to be a great solution to those looking at a more economical option versus some of the giants in this space. Review collected by and hosted on G2.com.

I would maybe add a checklist for new users to go through so they don't make errors like I did by not fully looking at my settings when first setting up my account. Review collected by and hosted on G2.com.