Cirrus Insight Features

Cirrus Insight

#1 App for Connecting Salesforce and Gmail

4.18/5 (104 reviews)

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AB Testing
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Automated Scheduling
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Management
Call Recording
Campaign Management
Contact Management
Content Delivery
Contract/License Management
Customizable Branding
Dashboard
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Monitoring
Email Templates
Email Tracking
Engagement Tracking
Field Sales Management
For Sales Teams/Organizations
Interaction Tracking
Lead Management
Lead Nurturing
Lead Qualification
Location Tracking
Marketing Automation
Meeting Management
Mobile Access
Multi-Location
Online Booking
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Proposal Management
Prospecting Tools
Quotes/Estimates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Response Management
Sales Forecasting
Sales Pipeline Management
Sales Reports
Social Media Integration
Source Tracking
Task Management
Task Scheduling
Team Management
Territory Management
Third Party Integrations
Whitelisting/Blacklisting
Workflow Management
Visit WebsiteCompare App
AB Testing
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Automated Scheduling
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Management
Call Recording
Campaign Management
Contact Management
Content Delivery
Contract/License Management
Customizable Branding
Dashboard
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Monitoring
Email Templates
Email Tracking
Engagement Tracking
Field Sales Management
For Sales Teams/Organizations
Interaction Tracking
Lead Management
Lead Nurturing
Lead Qualification
Location Tracking
Marketing Automation
Meeting Management
Mobile Access
Multi-Location
Online Booking
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Proposal Management
Prospecting Tools
Quotes/Estimates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Response Management
Sales Forecasting
Sales Pipeline Management
Sales Reports
Social Media Integration
Source Tracking
Task Management
Task Scheduling
Team Management
Territory Management
Third Party Integrations
Whitelisting/Blacklisting
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


65 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


65 reviews

Cirrus Insight Feature Reviews

25 reviewers had the following to say about Cirrus Insight's features:

Jason M.

Makes logging Salesforce activity right from my inbox a breeze!

2017-01-25

When transitioning accounts, a sales rep can very easily view detailed notes and account activity captured by the CIrrus tool to seamlessly maintain account/sales momentum.

Pros

Ease of use, UI, and streamlined ability to update records and activity in Salesforce

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Brad B.

Best Sales Side Automation for Sales Reps connected to Salesforce CRM

2017-10-10

Saves rep time and double entry of key information around the sales process with Salesforce CRM. Allows our sales team to spend time on key leads that are ready to engage.

Pros

The new Flight Plans option allows for sales automation and cadence set up for sequence follow ups and lead and prospect nurture.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Publishing company, 11-50 employees)

Still a vital part of effective Salesforce use, but can be glitchy

2019-05-03

Great support, and responsive account management.

Pros

It really streamlines the process of capturing and tracking communications.

Cons

It's glitchy sometimes, and seems especially so if you have multiple Gmail accounts. At least a few times a month it vanishes from my inbox, and I sometimes have to re-download to get it working again.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 11-50 employees)

It's a worth while email tracking software that can be utilized for sales and service teams.

2018-03-29

Email tracking, syncs email activities to Salesforce, schedule follow up reminders.

Pros

I like that it is very easy to sync with Salesforce CRM. I can even create new contacts or accounts from my Gmail through Cirrus.

Cons

I also have to manually click a button to make sure an email thread is properly added to the appropriate contact/account record in Salesforce.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 201-500 employees)

Not as good as Clearslide

2018-08-22

With that being said I might splurge for a little more robust of a tool with more intuitive reporting if I were implementing a tool for my sales team.

Pros

Cirrus gives you the ability to easily import reports directly from Salesforce which is very nice.

Cons

Coming from being a Clearslide user I find the interface with Salesforce to be a little clunky.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Bob S.

A 'good' product when operational, with Cirrus nuisance self-promotion built in for free

2020-09-16

Technical support is good at sending 'canned' responses. I find myself frustrated that cirrus hasn't improved its usability. Please give me two things every month that make your 'standard' features of Gmail to SalesForce work without me having to invoke extra keystrokes or drag picklists to see all available options.

Pros

I like the ability that Cirrus links to SalesForce and Gmail and locates recipients in the SalesForce database and links emails to the Account/Contact activity log

Cons

Cirrus is not reliable in locating related SalesForce contacts and particularly not reliable locating contacts when using the 'Add to SalesForce', 'Custom' option that allows linking an email to a standard related lists such as linking an email to Opportunity or Case- there are many examples of these issues that often I've thought to cut-and-paste and email into a SalesForce activity would be faster.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Susie A.

Cirrus Insight Fills the Gap!

2019-05-10

It turned our plain-Jane CRM system into a powerful email and activity tracking system that, now, we can't live without!

Pros

It bridges the gap between the CRM and activity/email tracking in an easy to use way.

Cons

We didn't have a clear understanding of how to track emails, but once we learned it's been a breeze ever since!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
alex f.

Generally all-inclusive email analytics software. Somewhat roundabout UI but good overall

2018-07-26

Pros

I liked how granular the analytics reporting is from a very early stage.

Cons

Creating campaigns can be a little roundabout when adding users and synching the emails with Salesforce.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

I love this overall, however I have had issues with bugs multiple times.

2018-05-22

Really helps our team better use salesforce.

Pros

Its also a great way to keep track of task and contacts.

Cons

This software is often very buggy, specifically regarding the calendar functions. However, support has been great!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica K.

Seemed very promising but surprisingly nonresponsive customer support

2017-08-15

Pros

No more manual data entry of contacts or of emails received/sent as Activities in Salesforce.

Cons

There were some bugs with some of the custom aspects of our Salesforce instance. That's fine. But I was on a trial and was ready to sign on for the service b/c it seemed so promising, but the customer service to try to resolve the bugs was surprisingly bad. I don't know if they were just stumped or what, but I followed up several times to try to get a sense of their progress, and they just never replied. They had been friendly at first, but perhaps the problem was bigger than they felt our business was worth, so they never followed up. It bummed me out not to be able to continue with them, but if they don't put on their best show of customer support before I'm even a customer, I couldn't trust they'd do their best when I was.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 201-500 employees)

Metrics Driven Made Easy

2019-05-10

Pros

Automation of logging correspondence in SF, being able to add new contacts lead directly from inbox, seeing what Account/products the person emailing me is related to without having to look them up separately in SF.

Cons

I wish you could delete or merge contacts from the inbox if multiple results show up in a search.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Philip M.

Great way to log activity into SalesForce

2018-08-06

Overall, I'd highly recommend Cirrus Insight to any sales team that want to streamline their activity logging processes and to folks that want a "mini Salesforce" inside their gmail instance.

Pros

Cirrus Insight made it very easy for our reps to log their emails as activities in SalesForce.

Cons

The integration with SalesForce often broke.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1-10 employees)

Review of CI w/Office-Outlook

2019-05-10

Pros

Very convenient to keep working with email, while at the same time entering/checking basic SF lead/contact/task info.

Cons

UYpon creating a lead it does prompt/prefill contact details, bot somehow I can not use this prefill, so need to retype it all manually 2.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Nancy C.

Great product

2019-05-03

So issues - seamless integration. Would highly recommend.

Pros

Also having the quick access to the database contacts is immeasurable!

Cons

Pop up slide can be a bit overwhelming but easy to get used to for the access it gives.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Zach M.

No more manually recording emails

2019-07-26

Better traceability for sales teams

Pros

I love the seamless integration with Salesforce, as a salesperson I never have to worry about double logging my activities and keeps all of my conversations consolidated in one spot.

Cons

Being a chrome extension, Cirrus does seem to run into bugs frequently since it is dependent upon Google.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Will G.

I love Cirrus Insight so much, that I gladly put up with its issues

2021-02-21

The extension seems to be finicky, erroring out on campaigns or requiring sign-in far too often, but it is well worth the thousands of hours I have saved in the last 2+ years from not having to log activity in Salesforce Directly, as well as research clients back and forth from email to SFDC.

Pros

I do not have to go to Salesforce, but can review emails, opens, clicks, contacts, opportunities, accounts and more all from within Gmail.

Cons

I feel like the "campaign" function errors out a lot.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Carlos Andrés H.

Meetings, journals & assignments. Everything with Cirrus Insight.

2019-05-02

Pros

It helps the user to get everything organized especially when you have a team to lead.

Cons

Sometimes Salesforce takes a bit of time to synchronize to Gmail, you'll need a stable internet connection to load the extension correctly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 1-10 employees)

Good

2019-05-10

Pros

Good reporting. Intuitive. .

Cons

Difficult login sometimes, would go in a loop

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
John M.

Good for big organizations

2019-09-24

Cirrus Insight has saved us a lot of time since our team has implemented it and has done wonders for our calendar and contact integration with our CRM. While the basic features can be found for free on some platforms, the powerful, unique features are worth the subscription.

Pros

The integration is robust and features such as email sync, calendar sync and campaigns are very useful.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Dale G.

Integrate Gmail and Salesforce, DONE!

2016-12-07

Cirrus Insight makes it easy to log emails, create leads, contacts and other records in Salesforce, right from your Gmail inbox.

Pros

Makes it easy to integrate Salesforce and Gmail.

Cons

No con's that I have experienced

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Cirrus Insight

Get it, you won't regret it.

Source: Capterra
Helpful?   Yes   No
Read more
Michael T.

Great features great value a little buggy tho

2019-05-10

Useful when it works but Frustrating when it doesnt

Pros

Salesforce sync, Gmail contact sync and email tracking and follow ups

Cons

Some emails get tracked and some don't event though tracking is always on by default.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Fabiana H.

Integrate salesforce in your inbox in the easiest way!!!

2017-06-17

Pros

This is definitely the easiest way to integrate your contacts, inbox and many other different data + features within your organization.

Cons

No cons! It simply is amazing. Something that might come to my attention is the ease of use. It's not too user friendly at the bery beginning.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Kevin F.

Excellent, Reiable Tool for Salesforce

2019-05-03

Salesforce (classic & lightning) Service Cloud - very happy - saves time - easy to use

Pros

- Reliability (the SF tool for Outlook Email we used to have was broken all the time) - Efficient (easy to move communication, saving lots of time)

Cons

- Wish the emails went into the Case's Comments section instead of Activities but not a big deal - When adding emails via the plug-in, sometimes I wish it connected info in my email better to case nos. so I wouldn't have to search further.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lindsay M.

Cirrus Insights Review 2019

2019-07-25

It's a good tool to track meetings and emails but there are some kinks that definitely need to be worked out!

Pros

It helps sync meetings, emails and contacts to Salesforce directly through gmail and google calendar!

Cons

The software is a bit janky and I often run into issues. I'm constantly having to uninstall the plug-in and reinstall and then also un-sync both my emails and google calendar and then re-sync in order for things to function properly

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Nitin M.

It helps in adoption of Salesforce !

2019-05-10

Get more activities and quicker record addition into salesforce.

Pros

This tool has helped us increase users adopt salesforce more to put in their activities. Its seamless sync and automated mapping for records to be linked to the right SF records.

Cons

Some erratic sync fails due to Google Token refreshes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more