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Cirrus Insight Reviews & Product Details

Verified User in Construction
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

Getting your employees to record their activities in Salesforce could be a challenge, especially if they have been doing it on paper for 40 years. Cirrus is easy and quick, very intuitive and customizable.

We like that the app is flexible when it comes to editing fields: you can change Subjects, add descriptions to better reflect the contains of the email in Salesforce Activities;

Creating Contacts and making sure new contacts are getting added to Salesforce is also an important gain for our workflow. Forces us to be more regimented about keeping the system clean.

We use our Google inbox as a "to do list", so we love the "return to inbox" feature. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Cirrus tends to be buggy. Better than other apps we have used, but still seems to have "unexpected errors" quite a bit.

Customer Service usually starts by sending us Knowledge Base articles. It takes a while to read through Knowledgebase and sometimes problems sit unresolved if no one has time to push for real help or read the help articles. A good example would be my admin problem reported in August, followed up in 30 days and then never heard back with resolution until December. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Use to quickly determine if contacts are in Salesforce or not and to add activities to objects (changing subject to properly label emails) Review collected by and hosted on G2.com.

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

Engaging Sales (adding activities to Salesforce) is the main problem that's being solved. Being able to add documents to Google Drive is very very helpful. Too bad Cirrus Files is no longer Supported, we still use it and it helps us a lot.

Email tracking helps with our in-house Collections and Sales follow-ups. We know whether they received our Invoice or not no matter what they say, time stamped. Same for proposals sent. Review collected by and hosted on G2.com.

Cirrus Insight Overview

What is Cirrus Insight?

Cirrus Insight is a type of productivity and meeting automation solution designed to help users enhance their Salesforce experience by integrating seamlessly with Gmail and Outlook. This tool is specifically tailored for sales professionals, teams, and organizations looking to streamline their workflows, improve communication, and ultimately drive revenue growth. By automating various tasks and providing essential insights, Cirrus Insight allows users to focus on building relationships and closing deals rather than getting bogged down by administrative duties. Targeted primarily at sales teams and professionals, Cirrus Insight addresses the common challenges faced in managing customer relationships and sales processes. The platform is particularly beneficial for organizations that rely heavily on Salesforce for customer relationship management (CRM). Users can leverage Cirrus Insight to sync activity data automatically, ensuring that all interactions are recorded in Salesforce without manual input. This capability not only saves time but also minimizes the risk of errors, allowing sales teams to maintain accurate records and insights into customer engagement. One of the standout features of Cirrus Insight is its robust scheduling automation capabilities. Users can easily set up 1:1 meetings, share team availability, and match buyers with the appropriate staff based on personalized criteria. This eliminates the often cumbersome process of scheduling meetings, making it more efficient for both sales representatives and their clients. Furthermore, the tool's integration with email platforms allows users to send personalized emails at scale and track interactions directly from their inbox, enhancing communication and follow-up efforts. Additionally, Cirrus Insight harnesses the power of artificial intelligence to automate prospect and customer research. This feature equips users with valuable information before meetings, enabling them to engage in high-value conversations that can lead to successful outcomes. By providing insights into customer behavior and preferences, Cirrus Insight empowers sales professionals to tailor their approach and make informed decisions that drive sales performance. With over 50,000 active users worldwide since its founding in 2011, Cirrus Insight continues to support organizations in their quest for efficiency and growth. By offering a comprehensive suite of tools that enhance productivity and streamline communication, Cirrus Insight stands out as a vital resource for sales teams looking to maximize their effectiveness and drive results.

Cirrus Insight Details
Product Website
Languages Supported
English
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Product Description

Sync Salesforce with Gmail, Outlook, Office 365, or mobile. Immediately see valuable lead and contact information from your inbox.

How do you position yourself against your competitors?

For the past 5 years, we've been fortunate enough to work with over 5,000 organizations. They've left us 1,500+ kind reviews on the AppExchange, many of which reflect on their onboarding experience.

In short, we truly believe that our time-tested technology and customer support separate us from competitors. Don't take it from us though, see for yourself what people are saying on the Salesforce AppExchange.


Seller Details
Company Website
Year Founded
2011
HQ Location
Irvine, CA
Twitter
@cirrusinsight
3,271 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
Phone
(949) 232-0959
Description

Cirrus Insight provides Salesforce integration tools, allowing businesses to seamlessly integrate their email and calendar systems with Salesforce for improved sales productivity.


RO
Overview Provided by:

Recent Cirrus Insight Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"making scheduling easy"
It helps to streamline scheduling by integrating with all of my platforms
Verified User
U
Verified UserEnterprise (> 1000 emp.)
3.0 out of 5
"not life changing"
I like the calendar link feature. It's nice keep this link in my email signature. This cuts out the back-and-forth of scheduling, since clients can...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Took a bit of tinkering to get right, but now works very reliably"
Now that we've got our settings right, the event syncing process happens seamlessly and reliably. Cirrus offered the most sophisticated event synci...
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Cirrus Insight Security
Get security information from Cirrus Insight to help you buy the right software. View Security Information
Cirrus Insight security information includes:
SOC 2 (System and Organization Controls 2)

Cirrus Insight Media

Official Interactive Demo

Cirrus Insight demo available

Try an interactive demo created by the software seller (right here on G2).

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Video Reviews

1,493 out of 1,494 Total Reviews for Cirrus Insight

4.2 out of 5
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1,493 out of 1,494 Total Reviews for Cirrus Insight
4.2 out of 5
1,493 out of 1,494 Total Reviews for Cirrus Insight
4.2 out of 5

Cirrus Insight Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Cirrus InsightQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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LH
Salesforce Lead
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

What I like best about Cirrus Insight is how intuitive and easy it is to use. The user interface is clean and well-organized, which made it simple for our team to get up and running quickly. The implementation process was seamless and took very little time, which was a huge plus. On top of that, the customer support has been consistently responsive, knowledgeable, and genuinely helpful whenever we’ve had questions or needed assistance. Overall, it’s a powerful tool that simplifies our workflow without adding complexity. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

One area where Cirrus Insight could improve is transparency around the product roadmap. I've submitted several product suggestions and pointed out flaws to the customer service team, but haven’t received any follow-up or clarity on whether those ideas are being considered. While we've managed to implement some workarounds to make the tool better fit our needs, it would have been ideal to have those capabilities built-in from day one. That said, the flexibility of the platform did make it relatively easy to adapt—it just required a bit more effort than expected. Review collected by and hosted on G2.com.

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

We implemented Cirrus Insight to replace Einstein Activity Capture, which only retained data for six months and made reporting extremely difficult. With Cirrus, data is stored natively in Salesforce, giving us full control and visibility. This has significantly improved our ability to report on and track activity history directly against the relevant records. The primary benefit has been enhanced visibility into how our sales teams are engaging with customers, which supports better decision-making, accountability, and overall sales performance. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

I like the calendar link feature. It's nice keep this link in my email signature. This cuts out the back-and-forth of scheduling, since clients can use the link to directly access my calendar Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I don't see the need for some of the other features. For example, if I have two computer screens, I can just as easily copy and paste emails directly into salesforce as I could logging the activity through cirrus. I also don't completely trust that Cirrus will upload the activity to the proper account/opportunity 100% of the time.

I just don't use Cirrus a ton, since some of the feature feel repetitive to what I'm already able to do. Review collected by and hosted on G2.com.

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

Cirrus makes scheduling meetings much more efficient. It cuts out like 2 emails that I would need to send if I didn't have the calendar link in my email signature. My clients can directly see my schedule, instead of having to ask me for times until we land on a window that works. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

Now that we've got our settings right, the event syncing process happens seamlessly and reliably. Cirrus offered the most sophisticated event syncing options of all the integrations we considered. We appreciate that it's a set it and forget it type deal - once users are onboarded there's no further maintenance required. The sidebar is a helpful way to quickly edit or navigate to the Salesforce event. All in all, a strong integration. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Setup implementation was not intuitive and required a lot of customer support. Some key shortcomings are 1) admins not being able to see all synced events across their org (they can only be viewed user by user), and 2) Cirrus not being able to re-sync event invitees if the contacts have been added to Salesforce after the initial event sync. Review collected by and hosted on G2.com.

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

We need Google Calendar events to automatically sync to Salesforce, so that Salesforce captures all aspects of our relationships with key partners. Review collected by and hosted on G2.com.

MR
Regional Partnerships Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

The imbedding of Cirrus into gmail. The popup on the right side of the screen should make it easy to use to upload emails to salesforce. I do also like the "add contact" feature Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It rarely works the first time I log in. I have to jump through a lot of hoops like refreshing it, logging into salesforce, and restarting my computer. there are also too many buttons to click to upload emails to an opportunity, Review collected by and hosted on G2.com.

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

It is helping us track emails with different customers and make sure everyone at our company can see the email exchanges we have. It's also easy to add accounts through email rather than go into salesforce Review collected by and hosted on G2.com.

JA
Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

I was a Cirrus Insight fan for years. Loved how it worked with Gmail and Salesforce. It did exactly what I needed it to do—until I didn’t need it anymore. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

A couple of months ago, I switched off Gmail. That meant no more need for Cirrus Insight. Simple, right? Except canceling wasn’t simple. There was no clear “cancel” button when I logged in. Thinking I was clever, I deactivated all my users, assuming that would stop the subscription.

Fast forward: I get an email about my upcoming renewal. I reply to cancel. Their response? “Sure, we’ll cancel—for next year.” Apparently, their terms require 30 days’ notice to cancel, and I was three weeks from renewal. So, I’m now stuck paying $684 for a service I can’t even use… through December 2025.

30 days’ notice for a SaaS subscription? That’s ridiculous. It’s not like I’m canceling a wedding venue.

To top it off, no effort to help a longtime customer. No “Hey, let’s figure this out.” Just “It’s in the terms.”

Cirrus Insight, here’s some free advice: Make canceling easy. Show some flexibility. Treat loyal customers like people, not dollar signs. Because right now? You’re a great example of how not to do customer service. Review collected by and hosted on G2.com.

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

Salesforce integration Review collected by and hosted on G2.com.

AJ
Network Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

Their software is incredibly user-friendly, making it easy to file attachments or emails into Salesforce. I believe that anyone needing to upload information into Salesforce from their email should use this tool. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Sometimes, Cirrus Insight goes into a "not responding" state and needs to be refreshed and reactivated, which can be annoying. Review collected by and hosted on G2.com.

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

It has become very easy for me to send my case notes into Salesforce. This is a huge time saver, as all my information is logged into Salesforce cases. I no longer have to sift through emails to find my notes. Review collected by and hosted on G2.com.

AW
Group Marketing Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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.

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

Teams scheduling, web form routing, email mapping to Salesforce, time-saving for appointments. Review collected by and hosted on G2.com.

MC
Associate Vice President, Digital &amp; Marketing Operations
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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.

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

Customer/Prospect calendar booking and email activity tracking. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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.

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

It helps me to not have to constantly send new times out for meetings, it keeps my schedule updated Review collected by and hosted on G2.com.

SC
Operations Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
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.

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

Cirrus solved our issue with manually logging emails to Salesforce records. Before Cirrus, we had a Salesforce extension added to our Gmail which streamlined the process a bit but it was still a manual task, also, some reps would forget to log the email which results in loss of data and communications. Now, with Cirrus, this is done automatically without having to worry on losing important communication data. Review collected by and hosted on G2.com.