![Patti M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patti M.")
PM

Patti M.

Account Manager

Mid-Market (51-1000 emp.)

5/21/2020

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"A Daily Lifesaver"

5/5

What do you like best about Cirrus Insight?

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.

What do you dislike about Cirrus Insight?

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.

What problems is Cirrus Insight solving and how is that benefiting you?

Saving lots of time, CI automatically logs every email, every meeting, without me doing anything extra. Review collected by and hosted on G2.com.

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 ![Cirrus Insight](https://play.vidyard.com/dSH6agbUQWMLyFg5Hfvngg.jpg "Cirrus Insight")

Rating Updated (5/9/2024)
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

See what 1467 reviewers think of Cirrus Insight

4.2 out of 5 · Verified reviews from real users

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