Cirrus Insight
AI sales assistant software
Email tracking software
Lead-to-account matching and routing software
Sales engagement software
Sales acceleration software
Business scheduling software
Calendar software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$14 per user per month
Free Trial
Free version unavailable
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- Information technology and software
- Professional services (engineering, legal, consulting, etc.)
- Real estate and property management
What is Cirrus Insight
Cirrus Insight is a sales productivity and engagement tool that works inside Gmail/Google Workspace and Microsoft Outlook to help sales teams manage CRM activity from their inbox. It focuses on email tracking, templates, meeting scheduling, and CRM data access/sync to reduce time spent switching between email and CRM. The product is commonly used by sales and customer-facing teams that rely on Salesforce and email as their primary workflow. Differentiation centers on its inbox-side CRM experience and lightweight engagement features rather than operating as a full CRM.
Deep inbox and calendar workflow
Cirrus Insight embeds CRM context and actions directly in Gmail/Outlook, which can reduce context switching for reps. It supports common workflows such as logging emails, viewing related records, and creating tasks/events from the inbox. Calendar and scheduling capabilities align with day-to-day meeting coordination. This approach fits teams that live in email and want CRM actions without opening separate tabs.
Salesforce-centric CRM integration
The product is widely positioned around Salesforce usage, including syncing activities and surfacing Salesforce data alongside emails. This can improve consistency of activity capture compared with manual logging. It also supports common Salesforce objects and workflows used by sales teams. For organizations standardized on Salesforce, the integration focus can be a practical advantage over more general-purpose tools.
Core engagement utilities included
Cirrus Insight includes practical engagement features such as email tracking, templates, and sequences that support outbound and follow-up workflows. These features cover many baseline needs for smaller teams or teams that do not require a dedicated engagement platform. Reporting and visibility into opens/clicks can help prioritize follow-ups. The feature set is oriented to execution from the inbox rather than building complex multi-channel cadences.
Not a full sales platform
Cirrus Insight does not replace a CRM or a full sales suite; it depends on an underlying CRM and email system. Teams looking for end-to-end pipeline management, forecasting, and advanced analytics typically need additional systems. Its value is highest when paired with a supported CRM, especially Salesforce. Organizations without that foundation may see limited benefit.
Engagement depth can be limited
Compared with dedicated sales engagement platforms, cadence design, multi-channel orchestration, and governance controls may be less extensive. Larger teams that require complex routing, experimentation, and advanced performance management may outgrow the feature set. Some advanced automation and customization scenarios may require additional tools or admin effort. This can increase stack complexity for mature revenue operations teams.
Email tracking constraints
Email tracking and open/click signals can be affected by recipient privacy features and security controls, which can reduce reliability. Some organizations restrict tracking pixels or require specific compliance configurations. As a result, engagement metrics may not always reflect true recipient behavior. Teams should validate how tracking behaves across their target customer environments.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Salesforce Sync | $14 per user/month (billed annually) | Email, event, and task sync to Salesforce; Bi-directional or one-way sync; Smart Link (rules-based matching); Near-time sync; Data stored in Salesforce. |
| Pro | $21 per user/month (billed annually) | Includes Salesforce Sync plus Outlook & Gmail integration; Inbox Sidebar for Salesforce; Mobile access; Thread-based sync; Personal scheduling page; Book Time insert; Custom meeting types. |
| Expert | $49 per user/month (billed annually) | Includes Salesforce Sync & Pro plus Team Scheduling; Email Blast; Email Templates; Email Open, Link, and Reply Tracking; Smart Scheduler; Buyer Signals; Meeting AI. |
| Custom | Custom pricing | Build a custom plan by selecting features; volume discounts available; contact sales. |
Seller details
Cirrus Insight, Inc.
San Francisco, CA, USA
2011
Private
https://www.cirrusinsight.com/
https://x.com/cirrusinsight
https://www.linkedin.com/company/cirrus-insight/
