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Cirrus Insight saves so much time getting my emails into saleforce
1,486 Cirrus Insight Reviews
Overall Review Sentiment for Cirrus Insight
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Product has great integrations with salesforce to make work for efficient. Review collected by and hosted on G2.com.
When other extension are enabled, the screen can occasionally become disjointed but these issues are being fixed as far as I can tell. Review collected by and hosted on G2.com.
I live and breathe in both Gmail and Salesforce. Cirrus allows me to stay in Gmail and easily access and update my records in Salesforce, as well as create new records. It makes my workflow 10x faster and I love not having to switch back and forth between the two. Review collected by and hosted on G2.com.
It regularly asks me to update to a new version of Cirrus although I'm already on their most recent version. It's a weird bug they haven't fixed in a long time. Review collected by and hosted on G2.com.
Attach is very easy to use and it's very intuitive. We have come to rely on the product for delivering our proposal documents. To have the ability to monitor the client engagement and see what they are spending time on has allowed to to greatly improve the document and I'm sure its led to us gaining business.
The team at Attach are very receptive to ideas and are continuously looking to improve an already great product. Review collected by and hosted on G2.com.
Very little. The E-signature system thats being developed will be a great add on as long as you can send a link to the document like you can in the main system. Review collected by and hosted on G2.com.
Nice to track emails in Salesforce, see when emails are opened, and have templates Review collected by and hosted on G2.com.
The system is very buggy. Tracking emails sometimes causes clients to see strange tracking info in the email, syncing to salesforce can be very glitchy as well. Templates are also buggy at times Review collected by and hosted on G2.com.
Seeing how many times a lead has opened an email and creating flights to stay top of mind. Review collected by and hosted on G2.com.
Tracking through app and desktop needs to be refreshed constantly.
Review collected by and hosted on G2.com.
It made life a WHOLE lot easier when I was using Cirrus. We had the constant issue of how to upload relevant emails to Salesforce. The Salesforce process on its own is extremely tedious and inefficient. So when we were told about integrating Cirrus Insight to make the process simpler, our team was all in! I love being able to actually create Salesforce records right from my email. There was less back and forth. Easy to use and really exciting capabilities for the team. I loved the tagging feature as well- we could connect it to a project, person, organization, etc. Review collected by and hosted on G2.com.
I know they're working to fix this problem (and I was told they're rolling out a solution in the next few months or so), but it is NOT strongly compatible with Mac. I use Outlook for Mac and when I first installed it, it worked great for about 6 months or so. I used it constantly. The bummer is it's not as great as using Cirrus on a PC (all my coworkers have PC's), so the format on a PC is way better. Anyways, at the beginning of this year, it just completely stopped working. And Cirrus has been wonderful in letting me know about the update and reimbursing me for the costs, but that was a huge bummer because I had gotten so used to it and it was very helpful. Review collected by and hosted on G2.com.
I appreciate the layout of the content. Everything looks easy to read and the button formats are great. Review collected by and hosted on G2.com.
I really don't have too much to comment on for dislikes. If I could mention anything, it would be a suggestion to have a better tracking tab. Review collected by and hosted on G2.com.
I do enjoy the basic features of Cirrus. The ability to track emails and have that connection with Salesforce is a huge plus Review collected by and hosted on G2.com.
The one thing that could be improved is that the consistency of the tracking is not always there. There have been instances where I know I have gotten replies or links clicked on and it does not show that data accurately. Review collected by and hosted on G2.com.
