Cirrus Insight Features

Cirrus Insight

#1 App for Connecting Salesforce and Gmail

4.27/5 (98 reviews)

Cirrus Insight Feature Summary

  • Save emails to Salesforce.
  • Create new leads and contacts from Gmail.
  • Sync Salesforce contacts with Google Contacts.
  • Sync Salesforce events with Google Calendars.
  • View and manage cases in Gmail.
  • View and manage opportunities in Gmail.
  • Create new tasks and events from Gmail.
  • Log calls from Gmail.
  • View open activities and activity history.
  • Instant Salesforce lookups in Gmail.
  • Instantly view Salesforce leads & contacts alongside emails.
  • Open contact records in Salesforce with a click.
  • Calendar sync for Salesforce and GoogleApps
  • Supports all editions of Salesforce.
  • Supports Gmail and Google Apps.
  • Supports Google Chrome and Firefox.
  • Full-featured free trial.
  • Great customer support by email and phone.
  • Simultaneously send an email and log it to Salesforce.
  • Sales context and intelligence right in the inbox.

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Mobile apps

iOS App


162 reviews

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Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


64 reviews

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Cirrus Insight Feature Reviews

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

Brad Banyas

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

Saves time and provides real-time opens and reads on the mobile interface.

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
Jason Miller

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
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
Philip Minasian

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
Susie Azevedo

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
Jessica Kim

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)

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
Zach McAnany

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
Nancy Campbell

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
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
Mike Harvey

Verified Reviewer

Helpful for the Salesforce-foucsed Sales team

2018-11-02

Pros

It allows all emails to auto sync to the correct salesforce account/contact. The sidebar is useful to quick note taking within the client's profile, as well as looking up previous outreach efforts or existing business.

Cons

Some key features like templates are extremely lacking - to the point that I needed additional tools to supplement Cirrus's weak areas.

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: GetApp
Helpful?   Yes   No
Read more
Dale Gish

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
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
Anonymous
(Computer Software company, 51-200 employees)

Good point solution, works well, but not as robust as other saleso utbound tools

2019-10-16

Great little tool to get started before you use SalesLoft or Outreach.io.

Pros

It's a simple point solution, mainly used by sales to add things on to emails.

Cons

Much of its functionality has been absorbed into sales outbound tools like SalesLoft and Outreach.io.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Fabiana Hadrych

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
Michael Trezza

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
Anonymous
(Computer Software company, 1-10 employees)

Great tool for Sales People !

2019-05-03

It has great features, I chose CirrusInsights over Salesforce SalesInbox

Pros

integration into Gmail and the attachment tracking

Cons

mobile experience needs some improvement.

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
John Masciandaro

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

Cirrus Insight is great for large organizations, particularly those running large CRM databases.

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. No fault of Cirrus Insight; it is simply a suitability comment.

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
Anonymous
(Nonprofit Organization Management company, 51-200 employees)

Great integration with Salesforce

2019-04-06

Enjoy saving time adding new contacts to Salesforce and tracking conversations

Pros

Ability to log and track emails and attachments direct from my email inbox to Salesforce

Cons

Moving computers it’s another step signing in after signing into the email.

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
Mike Ireson

Great for sales teams

2019-06-06

Pros

Being able to have emails recorded in salesforce from gmail is huge, seeing opens, tracking clicks, etc.

Cons

It's apparent it was designed for sales teams. We've tried to utilize it on support side with not so great results.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

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

Best tool for Increasing SalesForce Utilization

2018-12-27

We have increased our adherence of our sales team for loading email communications and capturing information for Salesforce.

Pros

I believe that this software increases efficiency and productivity for Sales Teams. I have recommended this software for our company and others because of its ease of use and ability to log emails, set reminders and even schedule meetings within you gmail inbox.

Cons

However occasionally the chrome add-on will conflict with other add-ons and there is difficulty with having the software program load up within the email program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin Fahey

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
Anonymous
VP - Operations (Accounting company, 11-50 employees)
Verified Reviewer

Cirrus Insights

2016-01-22

The primary use is to take emails of prospective customers and integrate it into SalesForce which takes much less time than entering the information into SalesForce manually.

Pros

The ease of use of the program and the calendar invitation tool are the highlights They keep rolling out new functionality on a regular basis.

Cons

No issues to date, they are very responsive when I have questions or if functionality isn't working appropriately

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Lindsay Milner

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

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
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