Cirrus Insight Pricing, Features, Reviews and Alternatives

Obviously this is a perfect compliment to your Salesforce CRM. You can do so much right from your inbox without even having to log in to Salesforce. Track email opens, create and update records, and use the scheduling feature to save a ton of time!

No cons were added to this review

The application is used for effective customer management since it synchronizes with Salesforce to make it easy to include campaign goals. It can be used quickly and easily because of its intuitive design, getting this kind of help is easy, and the open lines of contact with higher-ups are a huge plus. Thanks to this product's use, our sales and customer-relationship management operations have been more streamlined. Our company's productivity has increased, and our relationships with current and potential customers have strengthened thanks to our successful efforts to integrate internal processes.

Several fundamental features of Cirrus Insight may benefit from frequent updates to enhance essential tools; however, these improvements are rarely released.

Emails logged to Salesforce, Team templates (although they are annoying to upload), Send later, set reminders.

-Slows Gmail inbox -Sometimes prevents emails from being sent if Cirrus is glitching -Uploading templates is clunky in salesforce and the way it pulls fields from Contact reports isn't user-friendly -Sometimes the reminders don't log properly into Salesforce -Customer support isn't proactive and sometimes takes multiple outreaches to identify a problem -Our plan isn't large enough for us to have a dedicated account manager so it feels unwelcoming -Overpriced -Having to sign long contracts feels disingenuous.

Cirrus Insight is great for large organizations, particularly those running large CRM databases. The integration with Gmail allows for users to be more productive and to stay on one screen rather than switching tabs within a browser or perhaps across browsers. The integration is robust and features such as email sync, calendar sync and campaigns are very useful. Email templates also save a lot of time. The calendar scheduler is among the top features as well. Very powerful.

Many of the powerful features Cirrus Insight provides are not suited for a small organization, particularly those who do not launch large marketing campaigns. There are several features that are great in a vacuum but that our team is simply too small to leverage. No fault of Cirrus Insight; it is simply a suitability comment.

Cirrus allows us to easily assign important emails to our contacts and opportunities to meet our legislated record keeping requirements.

Each email needs to be individually checked at the close of a deal to ensure it has been allocated to the client and opportunity. A bulk process function would save even more time.