Cirrus Insight Analysis
What is Cirrus Insight?
AI-powered CRM for sales automation
Location
133 Technology Drive, Irvine, California 92618, United States
Employees
51-200
Founded
2011
Funding Period
No
Recent News
No
Tier 1 Backers
Likely
Product Features & Capabilities
- Salesforce Sidebar for managing customer data in email
- Salesforce Sync for automatic data entry
- Smart Scheduler for intelligent meeting booking
- Meeting AI for automated research and preparation
- Buyer Signals for tracking customer engagement.
Pricing
- Pro Plan - $14 per user per month.
- Expert Plan - $21 per user per month.
- Salesforce Activity Sync Plan - $49 per user per month.
Other Considerations
Supports over 50,000 customer-facing teams globally; Recognized as an Enterprise High Performer for 2025; Offers a free trial with no credit card required.
Integrations
- Salesforce - Direct integration allows users to sync customer data and manage sales activities seamlessly.
- Gmail - Users can manage emails and schedule meetings directly from their inbox.
- Outlook - Similar to Gmail, Outlook users can integrate their email and calendar functionalities.
- Calendar Applications - Integration with various calendar tools helps automate scheduling tasks.
User Reviews
Users generally praise Cirrus Insight for its seamless integration with Salesforce, which automates data entry and tracking, allowing sales teams to focus on closing deals. Many reviews highlight the tool's efficiency in syncing meetings and emails, making it easier to manage customer relationships. Users appreciate the real-time data syncing and the comprehensive features that extend beyond just email management.
However, criticisms often mention usability issues, such as difficulties in navigating the interface and occasional malfunctions with features like flight paths. Some users have reported that editing templates can be cumbersome, as it requires composing an email rather than allowing standalone template editing. Overall, while the tool is well-received for its functionality, there are areas that users feel need improvement.
Key Features
- Smart Scheduler: - Instantly routes leads to the appropriate team member's calendar using customizable workflow logic. This feature helps eliminate scheduling friction and increases the speed to lead by intelligently matching prospects with available resources.
- Meeting AI: - Automates prospect and customer research, allowing sales representatives to save significant time on preparation tasks. This leads to improved efficiency in meeting agendas and higher closing rates by ensuring that sales reps are well-prepared for their meetings.
- Salesforce Sync: - Automatically syncs 100% of meetings, tasks, and emails directly to the CRM, removing the need for manual data entry. This feature helps sales professionals reclaim time spent on non-selling tasks and provides critical insights for performance coaching and revenue forecasting.
- Buyer Signals: - Tracks and captures customer touchpoints, including email opens and link clicks. This feature allows sales teams to follow up in a timely manner based on customer engagement, enhancing the effectiveness of their outreach efforts.
- Attachment Tracking: - Provides visibility into what happens to attachments after they are sent. This feature helps sales representatives understand recipient engagement with their materials, allowing for more informed follow-up strategies.
Target Industries
- Financial Services - The tools streamline customer interactions and data management, enhancing client relationships and improving operational efficiency for financial institutions.
- Higher Education
- Technology - In the tech sector, the tools support sales teams in tracking customer interactions and managing leads more effectively, ultimately driving sales growth.
Recent Updates
- Meeting AI Enhancements - The Meeting AI tool automates pre-meeting research, providing comprehensive insights to sales representatives, which helps them prepare better for client interactions.
- Smart Scheduler Improvements - The Smart Scheduler has been enhanced to streamline the process of booking meetings, allowing sales teams to manage their schedules more efficiently and reduce the time spent on administrative tasks.
- Sales Cadences - Updates to Sales Cadences have been introduced to help sales teams nurture prospects more effectively through automated follow-ups and personalized communication strategies.
- Performance Metrics - The latest updates also include enhancements to the Admin Dashboard, which now offers user adoption metrics and improved control over Salesforce data, allowing for better tracking of tool effectiveness and user engagement.
