Cirrus Insight: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Cirrus Insight
Brand: Cirrus Insight
Rating: 4.22 (7715 reviews)

4.22 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(7715)

Track emails, schedule meetings, set follow-ups and more, right from your inbox, ensuring better sales and customer engagement

AI Powered

App Partner

Cirrus Insight Overview

Cirrus Insight integrates sales activities with your inbox, allowing for seamless creation, editing, and tracking. Customer and prospect data is kept accessible to maintain focus on goals.

Use Cases

Customers recommend Communication Management, Engagement Management, Contact List Management, as the business use cases that they have been most satisfied with while using Cirrus Insight.

Other use cases:

Meeting Management
Generation Of New Leads
Workflow Management
Sales Document Management
Lead Engagement
Lead Tracking
Campaign Management

See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Cirrus Insight.

Other priorities:

Increase Sales & Revenue
Improve Internal Communications
Improve ROI
Improve Visibility
Scale Best Practices
Improve Stakeholder Relations
Establish Thought Leadership
Enter New Markets Internationally Or Locally
Improve Consistency

See all business priorities See less business priorities

Cirrus Insight Use-Cases and Business Priorities: Customer Satisfaction Data

Cirrus Insight works with different mediums / channels such as E-Mail. and Phone Calls.

Cirrus Insight's features include Recording, Templates, Personalization, etc. and Cirrus Insight support capabilities include AI Powered, Email Support, Phone Support, etc. also Cirrus Insight analytics capabilities include Analytics, and Custom Reports.

Reviews

"Cirrus is a must have for any organization using Gmail. Beyond creating contacts in Salesforce directly from Gmail and relating emails with one click, being able to look into Salesforce directly from my inbox has changed the way I collaborate with c...oworkers for the better." - Matt Mechenbier

Cirrus Insight, GMass, Novocall, Ebsta, Autoklose, etc., all belong to a category of solutions that help Sales Engagement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Cirrus Insight

Top Industries

Computer Software
Information Technology and Services
Internet

Popular in

Mid Market
Small Business
Enterprise

Cirrus Insight is popular in Computer Software, Information Technology And Services, and Internet and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Cirrus Insight Use Cases

How efficiently Does Cirrus Insight manage your Communication Management?

Cirrus Insight streamlines communication management by providing email tracking, logging, and syncing capabilities. This tool allows users to track email opens, clicks, and attachments and seamlessly integrate email activity with Salesforce records. Cirrus Insight's functionality is limited by its inability to log entire email chains into Salesforce.

"...I really like the email tracking and notifications you receive once an email has been opened...." Peer review by Brian G, Account Manager

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Why is Cirrus Insight the best choice for Engagement Management?

Cirrus Insight provides capabilities for tracking email engagement, scheduling follow-up reminders, and syncing email activities with Salesforce. It enables users to create salesforce records from Gmail and gain prospect insights from document analytics. Cirrus Insight includes predefined email templates and allows users to set up individual and group cadences. The system occasionally displays incorrect follow-up dates, and the follow-up intervals may not be customizable enough for all users.

"...This allows me to follow up those that earn a follow up versus just hoping that my email had been noticed...." Peer review by Bruce V., Marketing and Advertising

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What benefits does Cirrus Insight offer for Contact List Management?

Cirrus Insight enables users to manage contact lists directly from their email inbox. The tool allows for the creation and updating of contacts and accounts in Salesforce, streamlining contact management processes. The system's limitations include the inability to always accurately identify the correct contact within Salesforce, particularly when multiple individuals share the same name.

"...Attaching emails to SF and the ability to create leads and contacts easily...." Peer review by Yonatan L., Internet

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How can Cirrus Insight enhance your Meeting Management process?

Cirrus Insight facilitates meeting scheduling directly within Gmail, allowing users to arrange meetings efficiently and track them within Salesforce. The software integrates with Salesforce to manage tasks and contacts, streamlining communication and organization. Limitations include the occasional occurrence of errors during meeting scheduling, potentially impacting the user experience.

"...This helps making scheduling meetings easier and to see if emails have been read...." Peer review by Consultant in Customer Service

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What benefits does Cirrus Insight offer for Generation Of New Leads?

Cirrus Insight facilitates the generation of new leads by enabling users to easily create new leads and contacts directly from their email inbox. It automates the logging of correspondence and provides insights into existing customer relationships, streamlining the lead generation process. The tool's functionality is limited by occasional delays in updating contact information.

"...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. . ...." Peer review by Verified Reviewer, Computer Software

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48+ more Business Use Cases

10 buyers and buying teams have used Cuspera to assess how well Cirrus Insight solved their Sales Engagement needs. Cuspera uses 7715 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Matt Mechenbier Salesforce Admin Grameen Foundation	Cirrus is a must have for any organization using Gmail. Beyond creating contacts in Salesforce directly from Gmail and relating emails with one click, being able to look into Salesforce directly from my inbox has changed the way I collaborate with coworkers for the better. Testimonial By Matt Mechenbier
Suzanne Lutz Associate Development Director Robert F. Kennedy Center for Justice and Human Rights	My office loves this app! Works with Salesforce with ease and makes everyones' lives easier and more streamlined within our daily work! Testimonial By Suzanne Lutz

CUSTOMERS	TESTIMONIALS
Matt Mechenbier Salesforce Admin Grameen Foundation	Cirrus is a must have for any organization using Gmail. Beyond creating contacts in Salesforce directly from Gmail and relating emails with one click, being able to look into Salesforce directly from my inbox has changed the way I collaborate with coworkers for the better. Testimonial By Matt Mechenbier
Suzanne Lutz Associate Development Director Robert F. Kennedy Center for Justice and Human Rights	My office loves this app! Works with Salesforce with ease and makes everyones' lives easier and more streamlined within our daily work! Testimonial By Suzanne Lutz

Case Studies

CASE STUDY Youth With A Mission

Youth With A Mission (YWAM) uses Cirrus Insight to improve data accuracy and free up time. They started using it in 2016. YWAM tracks 5,000 email records and has 60 users. Cirrus Insight helps them i...ntegrate Gmail with Salesforce, making team decisions more effective.

Computer Software

CASE STUDY Cirrus Insight

Cirrus Insight improved their scheduling process. They used their own Smart Scheduler tool. This helped book more meetings. It also freed up time for important tasks. They increased visibility with r...eal-time reporting.

Banking

CASE STUDY PCBB

PCBB uses Cirrus Insight to update Salesforce from email and calendar. This helps them book more prospect engagements. PCBB is a financial institution founded in 1997. They offer banking solutions an...d personalized service. They use Sidebar, Calendar Scheduling, Sync, and Buyer Signals products.

Hospitality

CASE STUDY OpenTable

OpenTable used Cirrus Insight to track sales activities and launch campaigns. They tracked hundreds of thousands of sales activities. They launched hundreds of successful campaigns. OpenTable improve...d sales efficiency by reducing redundancies.

Manufacturing

CASE STUDY Wenger Corporation

Wenger Corporation saves 40 hours every day using Cirrus Insight. They wanted to simplify email and document management. Before, they spent hours searching for content. Now, they use Cirrus Insight t...o streamline processes. This helps them manage customer relationships better.

Information Technology and Services

CASE STUDY CMIT Solutions

CMIT Solutions used Cirrus Insight to improve customer insights and sales opportunities. They support franchisees with IT services for small and medium businesses. Cirrus Insight helped increase fran...chise satisfaction and free up time for client activities. It also improved marketing to drive revenue.

Introducing Cirrus Insight

Frequently Asked Questions(FAQ)

for Cirrus Insight

What is Cirrus Insight?

Cirrus Insight is a CRM application used for email tracking, email templates, drip campaigns, enterprise scheduling, follow up reminders, attachment tracking and Salesforce integration. It is used for sales team to increase productivity and maintain customer relationship by integrating their inbox and calendars.

It features Sales Productivity, Salesforce Integration, Enterprise Scheduling, Flight Plans and Attachment Tracking that helps the users to increase productivity and understand prospects.

The Sales productivity tools allows to track when customers open your email, set follow-up reminders, save templates, scheduling meetings, schedule emails for delivery and instant customer & company information. Enterprise Scheduling allows customers to choose the meeting time, send drip campaigns and schedule customer meeting at events and conferences. Flight plans features to call customer from your inbox, analyze emails to find out what works and what needs improvement and to build prospects list for drip campaigns. The Attachment tracking allows to engage and analyze the attachment once sent and to identify hot and cold prospects on engagement with attachment.

What is Cirrus Insight used for?

Cirrus Insight is a Sales Engagement Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Communication Management, Engagement Management and Contact List Management .

What are the top features of Cirrus Insight?

Recording, Templates and Personalization are some of the top features of Cirrus Insight.

Who uses Cirrus Insight?

Cirrus Insight is used by Computer Software, Information Technology And Services and Internet among other industries.

What are Cirrus Insight alternatives?

GMass, Novocall, Ebsta and Autoklose are popular alternatives for Cirrus Insight.

Where is Cirrus Insight located?

Cirrus Insight is headquartered at Irvine, California, United States.

Peers used Cirrus Insight for communication management and engagement management

Cirrus Insight Competitors

More Cirrus Insight Alternatives...

Cirrus Insight Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.87/5 ★ Read Reviews (38)
Analytics	4.46/5 ★ Read Reviews (747)
Custom Reports	4.03/5 ★ Read Reviews (538)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.87/5 ★ Read Reviews (38)
Analytics	4.46/5 ★ Read Reviews (747)
Custom Reports	4.03/5 ★ Read Reviews (538)

Software Failure Risk Guidance

for Cirrus Insight

Overall Risk Meter

Low Medium High

Top Failure Risks for Cirrus Insight

Cirrus Insight News

Product 30/10/2024

Cirrus Insight Launches Meeting AI: Revolutionizing Sales Prep and Enhancing Client Meetings - PR Newswire

Cirrus Insight has introduced Meeting AI to improve sales preparation and enhance client meetings.

Cirrus Insight Profile

Company Name

Cirrus Insight

Company Website

https://www.cirrusinsight.com/

Year Founded

2011

HQ Location

Irvine, California, United States

Employees

51-100

Social

Financials

SEED

Cirrus Insight: Use-Cases, Insights and Reviews | 2025 Cuspera

Track emails, schedule meetings, set follow-ups and more, right from your inbox, ensuring better sales and customer engagement

Failure Risk for Cirrus Insight ?

Cirrus Insight Overview

Use Cases

Business Priorities

Cirrus Insight Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Cirrus Insight Use Cases

How efficiently Does Cirrus Insight manage your Communication Management?

Why is Cirrus Insight the best choice for Engagement Management?

What benefits does Cirrus Insight offer for Contact List Management?

How can Cirrus Insight enhance your Meeting Management process?

What benefits does Cirrus Insight offer for Generation Of New Leads?

48+ more Business Use Cases

Customer Testimonials

Case Studies

CASE STUDY Youth With A Mission

CASE STUDY Cirrus Insight

CASE STUDY PCBB

CASE STUDY OpenTable

CASE STUDY Wenger Corporation

CASE STUDY CMIT Solutions

Video

Introducing Cirrus Insight

Frequently Asked Questions(FAQ)

What is Cirrus Insight?

What is Cirrus Insight used for?

What are the top features of Cirrus Insight?

Who uses Cirrus Insight?

What are Cirrus Insight alternatives?

Where is Cirrus Insight located?

Peers used Cirrus Insight for communication management and engagement management

Cirrus Insight Competitors

Cirrus Insight Features

Software Failure Risk Guidance

Cirrus Insight News

Cirrus Insight Launches Meeting AI: Revolutionizing Sales Prep and Enhancing Client Meetings - PR Newswire

Cirrus Insight Profile

Get a personalised risk report for Cirrus Insight

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