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Cirrus Insight Reviews & Product Details - Page 25

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
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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
3,281 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
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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)
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G2 reviews are authentic and verified.
Verified User in Renewables & Environment
UR
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?

As someone who reaches out to a large number of individuals via email, I like the ability for cirrus to track who has opened an email or clicked on a link within that email. Additionally, it's interoperability with salesforces is extremely important for the work that I do. It allows the organization I work for to create outreach/open goals and gives it gives myself a way to track how engaged our members are. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I've occasionally used the campaigns within Cirrus but I have found that sounding out a mass grouping of emails can occasionally disrupt the links. Specifically, in the past, I have sent out 100+ emails in a campaign and have been told that the tracking of the links has disrupted the links so that they cannot be opened. I am not quite sure how this happened but it has happened to me multiple times. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

My experience is that cirrus has been very easy to integrate with other software and that ease of integration allows for the organization I work for to better create and meet goals internally. Review collected by and hosted on G2.com.

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

The campaign feature of Cirrus is allowing me to send mass emails cutting down on the time that I would otherwise spend individually sending emails and the tracking feature of Cirrus is informing me how to follow up with those that I have emailed. Having that other level of information about whether or not someone has opened your email or clicked on a link is important for follow-ups. Review collected by and hosted on G2.com.

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

I like that I can see student detail on my email and don't have to go back and forth on salesforce. I also enjoy being able to navigate via email. I like that emails are logged directly and don't have to duplicate efforts in my documentation of interactions. I also enjoy the ability to search for other students from my email. I also like that my calendar is now synced through salesforce and Cirrus so I am able to access my calendar on either screen. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It can be a little slow to load sometimes, there are very constant updates that need to happen. Also the documentation does not always log the emails directly to the application rather as a community account user and I would have to manually have the emails logged in the location I need them to be. I also have found that sometimes an email is logged into the system before I have sent it, and if I have to edit an email after I sent and hit undo the email still gets logged into the system, which then creates a duplicate interaction. Review collected by and hosted on G2.com.

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

I am still learning to navigate the system and I am sure I am not yet using it to it's full potential, but I continue to find small features I had not seen before. I understand I can use it to schedule appointments, but I have not secured any through the system. I think with the system being a little slow, I do hope that the speed or the fact that the updates are needed will help the speed of it's loading process. I do see that I don't have to log in to cirrus after I log into my email, so it is helpful not having to input my passport too many times. Although I do have to log in again once in a while, it doesn't happen often to become a problem. Review collected by and hosted on G2.com.

NW
Sales Associate
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

I love the ability to see not only who opens my emails but who interacts with them. It gives me the ability to reach out based on who has giving it even a moment of time knowing they will most likely recognize the name or read some aspect of it, and reach out immediately while its fresh. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I dislike the set up of it on my email kind of because it makes it hard to use or understand, I had to do .a lot of clicking to figure it out and feel comfortable with it. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Make sure you integrate it before you start working and sending emails or making calls. Send an email to all of your targets to ensure they have a touch and potential knowledge before a call. Review collected by and hosted on G2.com.

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

I have realized that it turns my would-be cold leads to warm leads with the simple click of a button that they make on the email and no work on my part besides sending the email. Its a lot easier and quicker than a cold call and eliminates that difficult step in the process of sales. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

Super easy tool that combines gmail instead of trying to adopt into Salesforce. It gives our organization a lot more tracking capabilities and makes everyone's life in Sales easier as well. Especially the calendar invite function! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Often disconnects or have to "reboot" as it gets a little buggy with the intergration. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Look no further for seamless integration with gmail and salesforce! Review collected by and hosted on G2.com.

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

Email tracking and less clutter via company emails as we are still at >100 employees. Review collected by and hosted on G2.com.

Aly B.
AB
Shift Supervisor
Financial Services
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 scheduling tool has been a lifesaver for scheduling. I am able to provide customers with options based on my availability and they can just select which works! I've impressed several other business partners with the ease of scheduling with me, which was not the case prior to using Cirrus. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Cirrus often logs out, sometimes a couple times a day, which is more of an irritant than a major issue as it's fairly quick/easy to log back in. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Go for it! It's been super helpful for our team in scheduling and tracking responses. Our scheduling before was so onerous but we've been able to increase customer engagement and attendance as well as save ourselves probably 4 back and forth emails trying to get one appointment scheduled. Review collected by and hosted on G2.com.

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

Cannot say enough good things about scheduling with Cirrus! I also love that it attaches my emails automatically to the project I'm working from based on the contact info. Review collected by and hosted on G2.com.

Ma Rebecca Mae d.
MD
Virtual Assistant
Consumer Services
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's most helpful for me is the template feature wherein I can save all my templates for outreach. Also the syncing to Salesforce feature where all correspondence is saved in Salesforce Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Limitation on how many templates you can save. ALso, there is no mass sending feature wherein it can let me log my emails to salesforce account if I send them in bulk Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

I really like Cirrus to improve its template feature. I hope that I can easily save as many templates as I need. I also hope to know if there is an option to send mass email and link it to the salesforce account or if we can do mailmerge using Cirrus that would be awesome! Also, there are times that the account takes time to sync and when that happens, the email does not log to the correct account. If you have resources that can subscribe to so I can further learn how to navigate to Cirrus, that will be great as well. Lastly, if there could be an option to update template name after it has been created, that will also be great! Kudos to your company and keep it up! ! ! ! Review collected by and hosted on G2.com.

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

One of the problems that I am having is the inability of Cirrus to determine related clubs. I think it could be more user-friendly. A reference guide or resource that are easy to find can also be helpful. Review collected by and hosted on G2.com.

EA
commercial leader
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?

It saves a lot of time to log in all your needed info to salesforce. Keeping track of email openings rate, links clicked and attachments is very useful. I do know that there are some other features that I don't personally use, but they seem cool and easy to use. i.e. scheduling is a feature I don't think I'll ever use, since what I do doesn't require that level of sophistication. However, I see why it's valuable. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It seems that google requires to log in every couple weeks, and it's a bit of a pain having to log in every 2 weeks. Though I know it's a safety concern, I think validation should be one time only. At some times, it's a bit troublesome if you're in a slow internet connection, since it takes quite some time to fully load everything you need in your dashboard. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Give it a try. If it helps you work faster, it's the way to go. Review collected by and hosted on G2.com.

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

Keeping track of sales funnel, tracking emails and when prospects open my information, and integrating data to salesforce. Review collected by and hosted on G2.com.

Angelica M.
AM
International Enrollment Counselor
Higher Education
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

I like the fact that it has so many useful features in one interface. It makes it convenient when working in a fast paced environment. I also enjoy the fact that it allows me to track email open rates since that is critical for communication with clients. Additionally, in the interest of time efficiency, it is highly beneficial to have a tool that allows you to preselect meeting times from which clients can choose, as opposed to having to go back and forth regarding availability. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I don't really like that it can slow down my email or the loading time. It can be a bit tedious to be waiting for some emails to open up. The terminology is a bit foreign to me as well; perhaps there could be a more simplified glossary within the chrome add-on. Lastly, the task panel could potentially be better arranged in a more interactive way; maybe pop-up tasks or different colored tasks for different levels or completion urgency. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

To explore carefully for best use. Review collected by and hosted on G2.com.

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

I no longer have to keep manual track of the emails sent to Salesforce. I find that it is also more user friendly with students who would like to schedule an appointment. I think it allows for a smooth transition from different softwares into one working task manager. I am now able to navigate the communication with my customers directly from one place, without having switch back and forth between sites. Review collected by and hosted on G2.com.

Elijah M.
EM
AD Client Lead-XBRL Consultant
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 much easier to track emails and create email templates. We are able to handle a large client base and communicate our services with them. As well as the repetitive communications that must go out each filing. Often times we need to tailor a specific email to send out to all of our clients. Cirrus allows us to have those templates categorized and available for company-wide use. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Sometimes the toolbar doesn't appear when I open Gmail. We use Cirrus to log our emails and create templates for our individual and our team inbox. Occasionally when I open my Gmail the Cirrus feature doesn't appear so I cannot log emails. The tech team looked into it and the only solution has been to wait it out until the Cirrus toolbar appears. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

None Review collected by and hosted on G2.com.

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

Collecting data for the decision-makers so we can have our time allocated better. Tracking when we send emails and the topics discussed, time spent per conversation, and linking it to our internal software so that the Contacts are also tracked. We can each see who we are in touch with and if we are spending too much time on a particular topic or client. We can create buckets into which to log each email. And although I do not much use the feature, keeping track of the response time for clients can be helpful as well. Some of the sales team has made use of the Flight Plans feature. Review collected by and hosted on G2.com.

Molly S.
MS
Project Coordinator
Events Services
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 love both the email tracking and the reminder feature! Tracking is great because I can see if a customer has opened an email, and when. It is especially helpful when a customer does not open an email and I know when I need to call them. I also love the reminder feature where emails come back into my inbox. It allows me to remind myself to check back on something without it sitting in my inbox! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

So far, nothing! I am still learning all it can do. I think the one thing I am trying to figure out is when I ask it to connect with Sales Force and log an email or something, I have no idea where in SF it is being stored. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

TRY IT! It is so helpful when managing a lot at once and the more you play around with it, the more you will find ways for it to help you. Review collected by and hosted on G2.com.

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

Knowing which customers open their emails, open but don't respond, and which customers don't open emails at all. I send a lot of emails with a lot of very important dates and information and now I am realizing many of my customers do not even open the email. I also am not forgetting to follow up on things because of the reminder feature.

I also love the in email scheduling feature. It prevents a lot of back and forth with my customers. And goes directly to my gmail calendar! Review collected by and hosted on G2.com.