Scheduling emails in the future - this was a disaster at first but seems to be better
Automatically linking emails in SF - I think it works
Ability to create dynamic links to attachments, attach.io - would be amazing if people were comfortable clicking on links
Automatically linking calendar appts in SF seems to work but who knows
Calendar Link which allows one to set up meetings without the back and forth the whole automation is a huge time saver Review collected by and hosted on G2.com.
When modifying templates in Cirrus the font, both type and size get messed up and the minimal selection and sensitivity to font selection - this was a major issue for awhile, doesn't seem as bad these days
Cirrus Does not export HTML emails from SF nor does it export attachments included in SF, always have to reattach templates, which is a real problem with running campaigns, one has to use attach.io and everyone is afraid to click on links.
Changes in SF email templates not immediately reflected in Cirrus - this seems to have been corrected
Good but not great in parsing out contact info and company info when new contact sends an email.
Cirrus has been talking about having one click calling since I started using it in 2014 but have yet to do it.
Technical support usually takes a long time to solve issues or get back to you and they sometimes forget when there are technical issues or one has questions.
Contact Sync is awful, I can never tell if it's working or not and I have to refresh my browser multiple times per day but even then I don't think it's working as I am constantly finding that contacts in SF are not in gmail
Attach.io in concept is an amazing tool but everyone is afraid to click on links these days thus sending links isn't a solution.
Various functions lock up the computer, various parts of the program crash
I spend an excessive amount of time reaching out to tech support defeating the purpose of the time-saving benefits of the product.
As many have said, the product in theory, is incredible if only it worked! Review collected by and hosted on G2.com.
Video Reviews
A Daily Lifesaver
Cirrus Insight saves so much time getting my emails into saleforce
1,485 out of 1,486 Total Reviews for Cirrus Insight
Overall Review Sentiment for Cirrus Insight
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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.
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.
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.
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.
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.
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.
I like that it attaches e-mails to my CRM so I no longer need to keep notes. It cuts way down on time. I appreciate being able to see when the recipient opens my email and clicks on links. Review collected by and hosted on G2.com.
Cirrus does have it's nuances. I have to manually click to include attachment uploads from email to CRM. I'd like this automated. It also gets finicky and sometimes doesn't work. But the good outweighs the bad. 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.
