Cirrus Insight Reviews & Product Details

Cirrus Insight has completely streamlined how I manage my sales pipeline. The seamless integration with Gmail and Salesforce is a game-changer — I can log emails, schedule meetings, track email opens, and update opportunities without ever leaving my inbox. The sidebar makes everything accessible in a click, and calendar scheduling is incredibly smooth. It truly makes CRM usage Review collected by and hosted on G2.com.

There’s honestly very little to dislike. If I had to mention one thing, it would be that the initial sync with Salesforce took a bit of time to set up. But once it's configured, everything works flawlessly. Occasionally, the sidebar takes an extra second to load, but nothing that affects daily work Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

It makes my life a lot easier. I can use my Cirrus Insights scheduling tool so that customers can book time with me without many emails back and forth. It revolutionized my customer engagement methods. Review collected by and hosted on G2.com.

Finding the correct things within the settings can be cumbersome. Review collected by and hosted on G2.com.

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

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.

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.

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