Save to My Lists
Paid
Claimed
Optimized for quick response

Cirrus Insight Reviews & Product Details - Page 21

Cirrus Insight Overview

What is Cirrus Insight?

Cirrus Insight powers individuals, teams, and organizations with a robust suite of Salesforce productivity and meeting automation tools. By seamlessly integrating with Gmail and Outlook, users are able to automatically sync all activity data to Salesforce, send personalized emails at scale, and track email interactions directly from their inbox. Cirrus Insight even eliminates scheduling friction with a complete arsenal of scheduling automation features; from 1:1 meetings, to sharing your combined team's availability, to intelligently matching buyers with staff based on personalization criteria, booking meetings has never been easier. In addition, Cirrus Insight leverages AI to automate prospect and customer research, ensuring users are fully prepared for every meeting, allowing them to focus on high-value conversations that drive closed deals.Founded in 2011, Cirrus Insight is proudly supporting over 50,000 active users across the globe in their efforts to drive revenue and growth. To learn more, visit cirrusinsight.com.

Cirrus Insight Details
Product Website
Languages Supported
English
Show LessShow More
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
3,281 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 UserMid-Market (51-1000 emp.)
2.0 out of 5
"I use it because it was here before my position"
It logs my activity to Salesforce most of the time
Verified User
U
Verified UserEnterprise (> 1000 emp.)
3.5 out of 5
"Overall great concept"
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 appoint...
Julie A.
JA
Julie A.Small-Business (50 or fewer emp.)
0.0 out of 5
"A Lesson in How Not to Treat Loyal Customers"
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 a...
Security Badge
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

Cirrus Insight Demo - Meetings Drive Revenue
Meetings Drive Revenue, Make Every Meeting Count.
Cirrus Insight Demo - Features Overview
Cirrus Insight has a robust set of Salesforce productivity and meeting automation tools to help your team drive revenue.
Cirrus Insight Demo - Smart Scheduler
Smart Scheduler allows you to intelligently match customers with staff based on personalization criteria, availability, and utilization.
Cirrus Insight Demo - Personal & Team Scheduling
Share combined team availability with one link and eliminate back-and-forth emails with Cirrus Insight.
Cirrus Insight Demo - Salesforce Sync
Effortlessly sync all of your sales activity data to Salesforce without leaving your inbox.
Cirrus Insight Demo - Meeting AI
Automate prospect and customer research to ensure you are prepared to have high-value interactions that drive revenue.
Cirrus Insight Overview
Play Cirrus Insight Video
Cirrus Insight Overview
Salesforce Sync Explained
Play Cirrus Insight Video
Salesforce Sync Explained
Meeting AI Live Demo
Play Cirrus Insight Video
Meeting AI Live Demo

Official Interactive Demo

Cirrus Insight demo available

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

Official Downloads

Answer a few questions to help the Cirrus Insight community
Have you used Cirrus Insight before?
Yes

Video Reviews

1,486 Cirrus Insight Reviews

4.2 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
1,486 Cirrus Insight Reviews
4.2 out of 5
1,486 Cirrus Insight Reviews
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)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
Alexander G.
AG
Account Executive
E-Learning
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, that I don´t have to put Mails in SalesForce manually anymore. I always see if the contact I am writing to is in SalesForce, yet. It is really a big benefit in my daily work to have a tool seamlessly integrated into my Google Mail Account. Because my time is precious and I don´t want to wast it on a minor, but still important, tasks, Cirrus Insight helps me to organize and Focus on the important Tasks in my Day to day work. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Very often a Mail is put in SalesForce twice without obvious reason at all. Besides that, it takes too long until SalesForce and Cirrus Insight have shared new Data when bringing a new Contact in Salesforce. Maybee Cirrus Insight takes up a little too much space on my Laptop Screen when I run it in my Google Mail Account. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Try it out and make yourself a picture of how it goes. Review collected by and hosted on G2.com.

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

What I like best about Cirrus Insight is, that I don´t have to put Mails in SF manually anymore. I always see if the contact I am writing to is in SalesForce, yet. It is really a big benefit in my daily work to have a tool seamlessly integrated into my Google Mail Account. So it saves Time and therefore Money for my Company because I don't have to do this Talk Manually anymore. Review collected by and hosted on G2.com.

MK
Inside Sales 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?

it is a big help to log my emails automatically and manually and I was very happy with the customer service when I needed it Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

calendar sync only works Salesforce > Google, not the other way around, but salesforce created events in google calendar don't show important information like location, guests or additional information. I also think that Cirrus could be so much more than just an email or calendar sync programm but as I was filling out this survey, I realized that maybe it is and my company just hasn't enabled all of the features? it would be really great to be able to use Cirrus as a UI for salesforce that works from Google Mail so you don't have to switch from Google to Salesforce and back all the time. that would probably increase the % of field sales managers updating their data by at least 50%! Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

if you have any problems at all - the support is really fantastic!!! we had a company-wide problem with the manual logging of emails where the email would get logged to the right lead or contact, but would be under a completely different date (e.g. 25.06.2023, 18.09.2006, etc.) - I reportet this and it took a couple for months for Cirrus to fix, but I was in constant contact with one of the customer service reps and he took really good care of this, communicating openly with me every step of the way. Review collected by and hosted on G2.com.

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

it has made work for the entire salesforce much easier and faster - but there's still room for improvement Review collected by and hosted on G2.com.

JD
Technical Account 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?

I like the ability to easily add new contacts to my salesforce accounts. As a Sales Manager, this tool improves my daily workflow and makes the previously manual entry of contacts and communications in salesforce so much easier than it used to be. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Auto-logging emails does not work consistently. I have to login and logout of the outlook plugin frequently to keep it working as expected. The application itself does a great job with what it is supposed to do, my biggest complaint is the issues with the client in outlook. As outlook is my preferred email client, I don't like the UI. The side bar window is impossible to scale to the appropriate size, creating issues when trying to quickly see the information I need. On top of that, I frequently have issues with the Outlook client loading and/or logging in without having to close out of everything and basically uninstall and reinstall the add-in over and over again. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

It's a great tool for converting the conversations in Outlook into Salesforce data. Makes life so much easier as a sales manger when it works. Review collected by and hosted on G2.com.

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

Biggest issue is the consistent logging of emails to sales force. the biggest benefit it to be able to quickly add new contacts and create new accounts directly from the plugin. Review collected by and hosted on G2.com.

HB
Office Administrator
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?

I am an office manager at a commercial real estate firm and my brokers use this software all the time. It saves us a lot of time and energy in doing research. I think the feature that I love the move about this software is the ability to integrate Cirrus Insight into your Outlook email platform. That is the best because it makes CRM better, and it also make scheduling easier. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Honestly, nothing comes to mind. I think I need to learn more about everything this software has to offer to find something I dislike. Although, installing the email integration app into Outlook was a little bit more difficult than I had hoped. I work for about a dozen brokers and getting them to comprehend and implement the integration software was difficult. I ended up doing it for them instead of them installing it themselves because they couldn't figure it out on their own, even though I spelled it out, step by step. Although, sometimes they are just lazy and don't want to do work and want me to do it for them... so perhaps the software isn't hard to install, it's probably just a lack of commitment on our end. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

n/a Review collected by and hosted on G2.com.

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

Email tracking for Outlook with ReThink/Salesforce is the best app/add-in feature. Like I stated above, our favorite feature is the email integration with Salesforce. Salesforce can be difficult and complicated to keep track of all your clients, but Cirrus Insight made things easier. Review collected by and hosted on G2.com.

Andy P.
AP
Senior Manager, Growth Operations
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 ability to edit and create SFDC records in the Gmail inbox is a great time saver. Not having to switch back and forth between SFDC and Gmail is really valuable. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Too often users find that they have been logged out and cannot log back in successfully, or the chrome extension has stopped working and needs to be reinstalled. The tool is still a little too unreliable at times for this to be a full recommendation. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Test out the stability of the Chrome extension, and be especially mindful if your users use other Chrome extensions for their productivity. Review collected by and hosted on G2.com.

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

Because users can create Leads and Contacts directly from their inbox (while they are emailing or reading a message from someone) we end up with a lot more Leads and Contacts being created as SFDC records. Too often our users would not create those records because they would have to switch back and forth between systems. Review collected by and hosted on G2.com.

Ed S.
ES
Vice President - Higher Ed Alliances & Sales
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

Ability to upload attached docs to standard and custom sales force objects Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Can only assign one standard or custom object besides the contact object Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Excellent tool Review collected by and hosted on G2.com.

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

Easy access to documents and information/correspondence tracked against specific records Review collected by and hosted on G2.com.

Christopher T.
CT
Graduate Program Recruiter
Higher Education
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?

Cirrus Insight is incredibly helpful in supporting my recruitment efforts with students and connecting with a large number of people. I am able to track all of my emails (inbound and outbound) within my CRM and it removes the need for extra notes with each contact point. It also allows me to track when and how often a student or colleague opens my email. This is extremely helpful in allowing me to know if a student is still interested or disregarding my emails. The booking feature used to setup appointments is also very helpful despite some glitches,. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The issue that comes up most often is that sometimes you have to manually connect each individual email to be saved in the CRM if it was not done so already. Additionally, when a student reaches out from a different email address it cannot be easily saved in the CRM. The scheduling is great in theory but has several glitches that mess up your calendar if you do not check every time. It would be great if there was an option to save multiple email addresses for each student to help solve the first connection issue. It would also be great if we could track a mass email to many students at once in order to avoid having to send one email at a time in order to track them. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

This will be an effective tool in saving you time and it can make a dramatic difference in efficiency for the automation features. Review collected by and hosted on G2.com.

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

This system has helped with saving time in order to avoid having to manually import all of our email conversations into our CRM. This saves our team lots of time and effort. In addition it can be helpful to link our emails instead of creating additional tasks. Review collected by and hosted on G2.com.

Tim V.
TV
Manager, OnBoard Customer Success
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

Let's customers select an appointment time based on my availability that matches theirs. Logs emails accurately into Salesforce for future reference. Also provides minimal email tracking like opens. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Scheduling tool lacks the ability to create custom zones for specific activities. One schedule has to work for all activities. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

N/A Review collected by and hosted on G2.com.

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

Saving time and hassle with customers in getting appointments scheduled. Lets customers feel they are in control of the schedule, even while it coordinates with mine. Review collected by and hosted on G2.com.

Shanley B.
SB
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

Cirrus helps me to track whether the recipient has opened the email, providing me with the knowledge that my email reached the intended audience and/or that is was engaging. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It disconnects a fair bit so you have to reconnect it. Review collected by and hosted on G2.com.

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

It has saved the guess work. Instead I can reach out to the customer knowing they have received my email and start the conversation there. Review collected by and hosted on G2.com.

Brad B.
BB
Area Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

The dashboard and how easy it is to find emails. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

No integration with iOS devices is frustrating. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

If you are using a Mac and wish to use iMail, the Cirrus Insight functions will not integrate with the software. Review collected by and hosted on G2.com.

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

Email and activity tracking that is not logged into SF. also the ability to see if a prospect is interested because I can easily see how many times an email was opened. Review collected by and hosted on G2.com.