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Cirrus Insight

Logo for Cirrus Insight

Cirrus Insight Coupons, Reviews, Comparisons and Alternatives


About Cirrus Insight

Cirrus Insight puts the power of the Salesforce.com CRM right inside Gmail. Cirrus Insight brings context to communications with prospects and customers by presenting information from Salesforce.com in an intuitive way exactly when you need it in Gmail. Instantly view Salesforce leads, contacts, activities, cases, opportunities and more right in Gmail. Log emails with a click. Easily create new leads, tasks, and events. Sync Salesforce with Google Contacts and Google Calendar. 30-second install for Chrome or Firefox.

  • 89

    Score

    307 Critic Reviews

  • Provided by
  • Platforms
    Web based
    Windows
    Mac OSX
    Linux
  • Mobile
    iOS
    Android
  • API
    Availability
  • Pricing
    View details
    Subscription Plans
    Free Plan

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Features & Specifications

Key Features

  • 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.

Specifications

Supported languages
English
Serviceable Area
World Wide
Supported Platforms
  • Web Based
  • Mobile Web
  • Desktop Windows
  • Desktop Mac OSX
  • Mobile App IOS
  • Mobile App Android
Integrations
Cirrus Insight integrates with Zendesk and more than 3 other solutions. View details
Support Options
  • FAQs
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials

Ratings Summary

Metric Score Rank
cloudswave Score
89
#2
Domain Authority 51
#5
Alexa Rank 118079
#3
Integration 30
#4
Support options 100
#1
Platforms 82
#2
Show / Hide category leader in Radar

Cirrus Insight Demo Video

Cirrus Insight Screenshots

Plans & Pricing

One Plan

$28
for 1 Month / 1 user(s)

Features

  • See who opens your emails with real-time notifications
  • Save emails directly to Salesforce
  • See complete customer profiles with each message
  • Sync Google CalendarandContacts to Salesforce
  • Sync Outlook Calendar to Salesforce
  • Create leads/contacts with Contact Capture
  • Use Salesforce templates in your inbox
  • Instantly create and update opportunities/cases
  • Track Salesforce usage and adoption rates with Cirrus Analytics
  • Integrates with all your favorite Salesforce apps
  • Compatible with Gmail, iPhone/iPad, Office 365, Outlook 2013 and all editions of Salesforce

One Plan

$228
for 1 Year / 1 user(s)

Features

  • See who opens your emails with real-time notifications
  • Save emails directly to Salesforce
  • See complete customer profiles with each message
  • Sync Google CalendarandContacts to Salesforce
  • Sync Outlook Calendar to Salesforce
  • Create leads/contacts with Contact Capture
  • Use Salesforce templates in your inbox
  • Instantly create and update opportunities/cases
  • Track Salesforce usage and adoption rates with Cirrus Analytics
  • Integrates with all your favorite Salesforce apps
  • Compatible with Gmail, iPhone/iPad, Office 365, Outlook 2013 and all editions of Salesforce

Showing 2 out of 2 - View All

Cirrus Insight Integrations

logo for Zendesk

Zendesk

Help Desk and Ticket Management

Cirrus Insight integrates with Zendesk . Zendesk delivers the leading cloud-based customer service software. Loved by customers for its si...
Learn More

logo for SnapLogic Salesforce Integration

SnapLogic Salesforce Integration

Cloud Integration

Cirrus Insight integrates with SnapLogic Salesforce Integration. SnapLogic delivers rapid Salesforce integration with back-office SAP or Oracle ERP applications t...
Learn More

View All

Critic Reviews

  • 89

    Cloudswave Score for Cirrus Insight

    Rating based on 307 Critic Reviews

    16 Favorable reviews
    100 %
    0 Mixed reviews
    0 %
    0 unfavorable reviews
    0 %
  • Cirrus Insight Use Cases and Deployment ScopeBeing a small business, I wear a lot of hats, and any tool that can streamline activities and save me time at a reasonable cost is highly appreciated and valuable. In working with Cirrus Insight, I appreciate their forward-looking approach to their system as it has had small positive steps (syncing contacts and calendars) and huge leaps (templates integration, follow-up tasks/reminders and integration with custom objects) throughout my experience. It saves me a TON of time and makes my work life much more efficient.

    Pros : The ability for the 'smart email' integration in Gmail to continue to recognize the desired Object and Record to document the email to is fantastic as a time-saver and is appreciated by compliance.The reminders are one of my favorite new features as they help keep me from having to hop back and forth to SFDC. BIG TIME SAVER.Integrating my Google Calendar to SFDC is a real help, and it even does a good job of looking up the contact based on the email, something Appirio's tool never quite figured

    Cons : Email tracking - I think they need to step up the UI for the tracking summary. I would appreciate if it opened into a separate page in addition to the in-Gmail app to provide greater insight to the opens and clicks.Tagging - I think it would be nice to be able to create a few custom tags and then add those to emails to make it easier to track just sales/service/marketing emails.I think the next level for them will be to have some tracking code we can put on our website to see how our emails are

  • I have been using Cirrus Insights for about 5 months and really enjoy the overall ease of the program. 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. I've also lately utilized the new calendar invite tool which sends an email to a contact showing the available times for a meeting and the individual can simply click the time that works for them and the meeting is created.

    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

  • What do you like best?

    Cirrus Insight is a huge time saver, cutting and pasting from Gmail to Salesforce was a nightmare..so much so that I did not do it as much as I should have. I'm sure a lot of valuable info that should have been in Salesforce is hiding in my Gmail account instead.

    What do you dislike?

    Sorta buggy (sorry guys, I do love your app). The dialogue box floats sometimes, obscuring text of links. I regularly have to click add attachment three times, not twice, not four time, exactly three times, now most of the time.

View All

User Reviews


  • 1 In total

    5
    1
  • User review from

    Tamer Desouki

    Cirrus Insight has been one of those products that are a great concept but can be a bit finicky at times. I’ll explain. First off, I use Cirrus Insight as a tool that attaches to my Gmail account. Cirrus is then linked to my Salesforce profile so that all my activity can be synchronized and saved. Since Gmail is the primary email provider I use for work, it is a perfect and seamless integration.

    The Cirrus Insight toolbar appears on the right-hand side of the Gmail inbox and contains valuable information. From the tabs top to bottom, they include: a search bar that allows you to search for any lead, contact or account that is saved in Salesforce. This is a great tool if you need to search for someone/thing quickly without having to navigate away from the screen you’re on. Second, there is a “My Task” tab that lists all Salesforce tasks that have been entered. You can add a task at any time as well as set the filter for how tasks are displayed. By default, I use the “Today Overdue” marker to show me what tasks I need to complete today as well as what tasks I have missed.

    There is also a “snapshot” tab that gives you a quick look at any person that you are focused on. It will show you what account they are associated with, if there are opportunities in Salesforce that are associated with this individual, and you can also find activity.

    Pros :

    • The feature I think I use most is the email tracking feature. Whenever I am about to send an email, I make sure that Cirrus is going to track the email.
    • The information that it gathers is how many time the email was opened, what time it was opened, if a link was clicked on and what device they used to open the email.
    • This can be helpful in timing follow-up emails.

    Cons :

    • One thing I dislike about this email tracking feature is sometimes there will be a false “email opened” response or Cirrus will fail to track that it was opened altogether.
    • This can be frustrating when trying to time the next set of emails.

    • March 11, 2016
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