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Cirrus Insight Reviews & Product Details - Page 3

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?
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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.
Bryan W.
BW
Photographer
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

Cirrus Insight excels in integrating Salesforce with your email client, which helps streamline CRM tasks and ensures that all customer interactions are logged without switching between applications. The Cirrus Insight team offers great support and are always thinking of innovative new features to roll out with customers. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I sometimes come across technical bugs, but Cirrus Insight always responds promptly to get issues resolved. Review collected by and hosted on G2.com.

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

With the calendar scheduler, there is no UTM tracking like there is from competitors like Chili Piper. I am told that this is in the works. Review collected by and hosted on G2.com.

Kelly J.
KJ
Practice Coordinator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

What is most helpful about Cirrus Insight is the ability to link emails to our CRM. This allows us to remain organized and not lose track of client communications. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The only downside that I've noticed about Cirrus Insight is that the email plug-in occasionally does not work, sometimes it won't load. Additionally, the email plug-in button disappears from the top bar of Outlook. Review collected by and hosted on G2.com.

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

Tracking emails in the CRM, Cirrus allows us to easily link client communications to their CRM profile. Review collected by and hosted on G2.com.

Chelsey R.
CR
Customer Success Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

Cirrus insight makes it easy for customers to schedule meetings with me at their own convenience with no back and forth and delay. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I rarely have any issues with Cirrus Insight. Once the sync with my calendar and CRM was complete (which was incredibly easy), it was smooth sailing. Review collected by and hosted on G2.com.

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

Cirrus Insight helps me to seamlessly schedule meetings with my customers without delays, overlapping schedules, or back and forth. It also makes it easy for customers to cancel or reschedule. Review collected by and hosted on G2.com.

KK
Small-Business(50 or fewer 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?

it does what it is supposed to. and saves the team a lot of time by creating the events for them. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

there are limitations to some areas that make it difficult to allow us to update events in Salesforce (child events). The debug isn't helpful on the user side, so it is often a case must be opened and nothing comes of it. Review collected by and hosted on G2.com.

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

historical activity on accounts/contacts, creating the calendar event for the user to enter notes. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

Email Logging: We found Cirrus Insight useful for logging emails to Salesforce and editing records quickly from their outlook inbox

Email Campaigns: It’s superb for launching email campaigns, especially for sales teams.

Contact Management: It helps manage contacts efficiently, making it valuable for sales teams

Salesforce Integration: The seamless integration with mail services streamlines workflows.

Efficient Inbox Interaction: We were able to create leads in Salesforce and interact with Salesforce data directly from their Outlook inboxes Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

We suggest that there are some minor bugs which needs constant debugging, But it doesnt impact productivity as there customer support is fanatastic. Review collected by and hosted on G2.com.

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

In essence, Cirrus Insight acts as a bridge between mail service and Salesforce, streamlining our workflow, saving time, and reducing the chance of human error. This integration ensures that all customer interactions are logged and accessible within Salesforce, leading to more efficient lead management and ultimately contributing to better sales outcomes. 🚀 Review collected by and hosted on G2.com.

Awital I.
AI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

that it makes life easier, I can see quickly if someone is a lead or not and add them. All communications are recorded in SF Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

sometimes it dis-connects from email or it doesn't recognize the email address as not registered in Salesforce and then I have to add it in myself as a lead Review collected by and hosted on G2.com.

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

that we can collect all email content and my colleagues can see everything in SF Review collected by and hosted on G2.com.

WT
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

It's easy to use and it automatically tracks all our emails with leads and clients on Salesforce, which saves a lot of time that was previously spent logging emails Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The biggest downside of Cirrus is that it doesn't accurately show if an email has been opened Review collected by and hosted on G2.com.

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

It solves the problem of having to manually log emails on Salesforce, saving us time Review collected by and hosted on G2.com.

Nicole A.
NA
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

The ability to share multiple calendars with people. Gives me time back in the day. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Sometimes it doesn't login to Salesforce. Review collected by and hosted on G2.com.

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

With email tracking, it's my memory and ensures that the team and I are across all the comms I've had with a customer.

The calendar scheduling tool frees up my time which is in short supply! Review collected by and hosted on G2.com.

KL
Marketing Director
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

The product works according to our requirement. Their Project team is highly professional Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Presales and Trial model is very flawed and disadvantageous to customers. We encountered technical issues with their Trial and we needed advanced technical support. The only way is for us to get help is to sign a contract. I advise all trial users to be very careful when defining the contract even though there's an exit-clause. Walk away if it's not clearly covered Review collected by and hosted on G2.com.

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

We had issues of Salesforce synching with Office365 for calendar scheduling Review collected by and hosted on G2.com.

M L.
ML
Customer Success Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

The Outlook widget has been incredibly useful when adding/updating contacts. Logging interactions with customers has never been easier - just set it and forget it! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Occasional disconnection, but nothing their customer support is not able to fix. Review collected by and hosted on G2.com.

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

Ability to log interactions + easily add/update customer contacts with the Outlook widget. Review collected by and hosted on G2.com.