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Cirrus Insight Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find Cirrus Insight's ease of use beneficial, streamlining email tracking and sync with Salesforce effectively. (60 mentions)
Users love the Salesforce integration of Cirrus Insight, which streamlines email logging and saves valuable time. (48 mentions)
Users appreciate the seamless CRM integration, enabling easy data sync and management with Salesforce from Office365. (44 mentions)
Users value the seamless integrations of Cirrus Insight, enhancing workflow and streamlining Salesforce with email clients. (34 mentions)
Users value the email tracking capabilities of Cirrus Insight, gaining valuable insights into client engagement and trends. (33 mentions)
Users face integration issues with Cirrus Insight, particularly with Gmail sync reliability and notification gaps for disconnections. (18 mentions)
Users experience email sync and connection issues with Cirrus Insight, leading to frustration and delays. (17 mentions)
Users experience syncing issues with Cirrus Insight, leading to confusion with email tracking and unexpected disconnections. (17 mentions)
Users report frustrations with linking issues, including inconsistent Gmail sync and lack of disconnection notifications. (17 mentions)
Users find the learning curve challenging, especially during onboarding and initial setup, leading to confusion. (16 mentions)

5 Pros or Advantages of Cirrus Insight

1. Ease of Use
Users find Cirrus Insight's ease of use beneficial, streamlining email tracking and sync with Salesforce effectively.
See 60 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

0.0/5

"Product is OK - but they need to fix their predatory terms/conditions"

What do you like about Cirrus Insight?

It allowed for a simple way to connect to email/calendar systems and sync data to Salesforce as tasks

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

3.0/5

"Overall experience has been good but enhancements to current features would make it better."

What do you like about Cirrus Insight?

Overall, the tool works well for syncing & logging activities (e.g., emails and calls) and has nice basic scheduling features as well. We previous

2. Salesforce Integration
Users love the Salesforce integration of Cirrus Insight, which streamlines email logging and saves valuable time.
See 48 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

0.0/5

"Product is OK - but they need to fix their predatory terms/conditions"

What do you like about Cirrus Insight?

It allowed for a simple way to connect to email/calendar systems and sync data to Salesforce as tasks

WT

Winnie T.

Small-Business (50 or fewer emp.)

4.0/5

"Great product, easy to use"

What do you like about Cirrus Insight?

It's easy to use and it automatically tracks all our emails with leads and clients on Salesforce, which saves a lot of time that was previously spent

3. CRM Integration
Users appreciate the seamless CRM integration, enabling easy data sync and management with Salesforce from Office365.
See 44 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

0.0/5

"Product is OK - but they need to fix their predatory terms/conditions"

What do you like about Cirrus Insight?

It allowed for a simple way to connect to email/calendar systems and sync data to Salesforce as tasks

Mike M.
MM

Mike M.

Mid-Market (51-1000 emp.)

4.5/5

"Great tool - Syncs well with Salesforce from Office365"

What do you like about Cirrus Insight?

We use the sync feature to Salesforce from Office365. It works well, we have enabled it for all users from admin.

4. Integrations
Users value the seamless integrations of Cirrus Insight, enhancing workflow and streamlining Salesforce with email clients.
See 34 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

0.0/5

"Product is OK - but they need to fix their predatory terms/conditions"

What do you like about Cirrus Insight?

It allowed for a simple way to connect to email/calendar systems and sync data to Salesforce as tasks

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Cirrus has been a mainstay!"

What do you like about Cirrus Insight?

A very intuitive way of archiving emails and documents. I'm a very loyal Office user and streamlines Salesforce well. I'm using the product everyday a

5. Email Tracking
Users value the email tracking capabilities of Cirrus Insight, gaining valuable insights into client engagement and trends.
See 33 mentions

See Related User Reviews

DN

Daniel N.

Mid-Market (51-1000 emp.)

5.0/5

"Why I like Using Cirrus"

What do you like about Cirrus Insight?

Using the automated tools to track and manage emails, activities, and contacts without having to manually click everything in CRM is a game changer fo

Emily R.
ER

Emily R.

Enterprise (> 1000 emp.)

4.5/5

"New user review - from Einstein capture"

What do you like about Cirrus Insight?

I like the integration within outlook, the insight into client trends - if they open emails, which attachments they click into, other activity they'r

5 Cons or Disadvantages of Cirrus Insight

1. Integration Issues
Users face integration issues with Cirrus Insight, particularly with Gmail sync reliability and notification gaps for disconnections.
See 18 mentions

See Related User Reviews

ED

Elaine D.

Mid-Market (51-1000 emp.)

4.5/5

"Useful Syncing Service"

What do you dislike about Cirrus Insight?

Initial setup is a little confusing and not always intuitive. Our company published a step by step guide that I followed and I didn't experience any

Bobby W.
BW

Bobby W.

Mid-Market (51-1000 emp.)

2.5/5

"Old version - Salesforce sync works great"

What do you dislike about Cirrus Insight?

My main issue is the gmail sync logging or having to be refreshed pretty regularly

2. Email Issues
Users experience email sync and connection issues with Cirrus Insight, leading to frustration and delays.
See 17 mentions

See Related User Reviews

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Great System But Disconnects Without Notice"

What do you dislike about Cirrus Insight?

It disconnects from time to time without notice. For example, if I update my password, I don't get a notice or email letting me know Cirrus has been

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

1.5/5

"Cirrus Salesforce Integration"

What do you dislike about Cirrus Insight?

It doesn't always sync properly when using the initial email to track opens and clicks with email to Salesforce.

3. Email Management
Users experience syncing issues with Cirrus Insight, leading to confusion with email tracking and unexpected disconnections.
See 17 mentions

See Related User Reviews

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Great System But Disconnects Without Notice"

What do you dislike about Cirrus Insight?

It disconnects from time to time without notice. For example, if I update my password, I don't get a notice or email letting me know Cirrus has been

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

1.5/5

"Cirrus Salesforce Integration"

What do you dislike about Cirrus Insight?

It doesn't always sync properly when using the initial email to track opens and clicks with email to Salesforce.

4. Linking Issues
Users report frustrations with linking issues, including inconsistent Gmail sync and lack of disconnection notifications.
See 17 mentions

See Related User Reviews

ED

Elaine D.

Mid-Market (51-1000 emp.)

4.5/5

"Useful Syncing Service"

What do you dislike about Cirrus Insight?

Initial setup is a little confusing and not always intuitive. Our company published a step by step guide that I followed and I didn't experience any

Bobby W.
BW

Bobby W.

Mid-Market (51-1000 emp.)

2.5/5

"Old version - Salesforce sync works great"

What do you dislike about Cirrus Insight?

My main issue is the gmail sync logging or having to be refreshed pretty regularly

5. Learning Curve
Users find the learning curve challenging, especially during onboarding and initial setup, leading to confusion.
See 16 mentions

See Related User Reviews

ED

Elaine D.

Mid-Market (51-1000 emp.)

4.5/5

"Useful Syncing Service"

What do you dislike about Cirrus Insight?

Initial setup is a little confusing and not always intuitive. Our company published a step by step guide that I followed and I didn't experience any

LS

Lisa S.

Mid-Market (51-1000 emp.)

4.0/5

"Great calendar integration!"

What do you dislike about Cirrus Insight?

It's hard to log into at first, and I don't like that you need a huge screen to see all of the pieces.

Cirrus Insight Reviews (1,511)

View 2 Video Reviews
Reviews

Cirrus Insight Reviews (1,511)

View 2 Video Reviews
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Paul B.
PB
Assistant Professor
Mid-Market (51-1000 emp.)
"Excellent service"
What do you like best about Cirrus Insight?

What I like best about Cirrus Insight is how seamlessly it brings Salesforce into the tools people are already using, like Gmail and Outlook. Instead of switching back and forth between applications, you can manage leads, track emails, schedule meetings, and update records right from your inbox. That not only saves time but also helps sales teams focus on relationships instead of admin work. I also appreciate the visibility it gives managers through tracking and analytics — it bridges the gap between sales activity and CRM data in a really intuitive way Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I like everything about it. It is a good innovation Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

Paul, this made our day. 🙌 You nailed it when you said Cirrus Insight helps sales teams focus on relationships instead of admin work. That’s exactly why we built it. And the fact that you called out the manager visibility piece too — we couldn’t have said it better ourselves. Thanks for sharing your experience!

ML
Field Operations Manager
Transportation/Trucking/Railroad
Mid-Market (51-1000 emp.)
"Cirrus Insights; Actionable Approach for Salesforce Productivity, but often Get Overwhelmed"
What do you like best about Cirrus Insight?

Cirrus Insights has a brilliant way of integrating with outlook and gmail, which improves CRM adoption

The app is designed to accurately sync meetings, emails, events and tasks with Salesforce.

We get real time signals from Cirrus Insights through open emails

The app is an intelligent and smart scheduling system for routes leads and meeting support Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Cirrus Insights has inconsistently in calendar or email sync with Salesforce

The app operates slowly or has a high load due to Gmail and Outlook integration Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

We're glad to hear that you are enjoying the integration with Outlook and Gmail, as well as the real-time signals and scheduling features. We apologize for any inconvenience caused by the inconsistencies in calendar or email sync and the slow operation, Marledvuka. We are continuously working to improve these aspects for a better user experience.

HG
Systems Engineer
Information Technology and Services
Small-Business (50 or fewer emp.)
"Cirrus Insight; Overview Performance Capabilities, for Salesforce Management and Customer Experience"
What do you like best about Cirrus Insight?

Cirrus Insights has a reputable integration with Salesforce, which foster calendar events and emails

Cirrus Insight has brilliant email trackers, which gives us the exact dates when emails were received and read

The app has an elaborate and simple interface that requires no huge paperwork Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Cirrus Insights largely relies on Salesforce to offer insights, which is a very big concern

Oftentimes, Cirrus Insights has synchronization issues, creating some operational errors Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

It's great to hear that Cirrus Insight is helping you with calendar and email synchronization, as well as providing solid email tracking solutions for improved lead management. We appreciate your support, Hidra! We apologize for any synchronization issues you have experienced. Our team is constantly working to improve the performance and reliability of our platform.

Moayad S.
MS
Account Exicutive
Enterprise (> 1000 emp.)
"The Perfect Sales Companion for Gmail & Salesforce Integration"
What do you like best about Cirrus Insight?

Cirrus Insight has completely streamlined how I manage my sales pipeline. The seamless integration with Gmail and Salesforce is a game-changer — I can log emails, schedule meetings, track email opens, and update opportunities without ever leaving my inbox. The sidebar makes everything accessible in a click, and calendar scheduling is incredibly smooth. It truly makes CRM usage Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

There’s honestly very little to dislike. If I had to mention one thing, it would be that the initial sync with Salesforce took a bit of time to set up. But once it's configured, everything works flawlessly. Occasionally, the sidebar takes an extra second to load, but nothing that affects daily work Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

Moayad, we really appreciate this. The way you summed it up — less admin, more focus on closing — is everything we want Cirrus Insight to deliver. We’re thrilled it’s working so well for you, and we’re grateful you took the time to share it.

Liam H.
LH
Salesforce Lead
Mid-Market (51-1000 emp.)
"Simple, but yet very effective!"
What do you like best about Cirrus Insight?

What I like best about Cirrus Insight is how intuitive and easy it is to use. The user interface is clean and well-organized, which made it simple for our team to get up and running quickly. The implementation process was seamless and took very little time, which was a huge plus. On top of that, the customer support has been consistently responsive, knowledgeable, and genuinely helpful whenever we’ve had questions or needed assistance. Overall, it’s a powerful tool that simplifies our workflow without adding complexity. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

One area where Cirrus Insight could improve is transparency around the product roadmap. I've submitted several product suggestions and pointed out flaws to the customer service team, but haven’t received any follow-up or clarity on whether those ideas are being considered. While we've managed to implement some workarounds to make the tool better fit our needs, it would have been ideal to have those capabilities built-in from day one. That said, the flexibility of the platform did make it relatively easy to adapt—it just required a bit more effort than expected. Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

This was such a thoughtful review, Liam — thank you! It’s great to hear that the clean interface and seamless implementation have made a difference for your team. I’m also grateful for your suggestions on roadmap transparency. We want to keep improving, and I’ll be making sure your feedback gets into the hands of our product team.

Swati J.
SJ
Payroll Specialist
Mid-Market (51-1000 emp.)
"Best software to meet all your requirements"
What do you like best about Cirrus Insight?

Its ease of use and ability to provide a comprehensive prognosis while suggesting resolutions are impressive. Additionally, it is extremely user-friendly and comes with a range of appealing built-in features. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The software would benefit from having a few more graphics, which could help enhance its overall visual appeal beyond its current level. Review collected by and hosted on G2.com.

Maria P.
MP
Dashboard Specialist I
Mid-Market (51-1000 emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Very intuitive"
What do you like best about Cirrus Insight?

It´s very organic, doesn´t have a complicated way to use, and you can use it any time Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I haven´t found any dislikes about it at the moment Review collected by and hosted on G2.com.

Response from Carol Norney of Cirrus Insight

We're glad to hear that you find Cirrus Insight intuitive and easy to use. Thank you for sharing your positive experience with us, Maria!

Verified User in Computer Software
UC
Enterprise (> 1000 emp.)
"not life changing"
What do you like best about Cirrus Insight?

I like the calendar link feature. It's nice keep this link in my email signature. This cuts out the back-and-forth of scheduling, since clients can use the link to directly access my calendar Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I don't see the need for some of the other features. For example, if I have two computer screens, I can just as easily copy and paste emails directly into salesforce as I could logging the activity through cirrus. I also don't completely trust that Cirrus will upload the activity to the proper account/opportunity 100% of the time.

I just don't use Cirrus a ton, since some of the feature feel repetitive to what I'm already able to do. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Mid-Market (51-1000 emp.)
"Took a bit of tinkering to get right, but now works very reliably"
What do you like best about Cirrus Insight?

Now that we've got our settings right, the event syncing process happens seamlessly and reliably. Cirrus offered the most sophisticated event syncing options of all the integrations we considered. We appreciate that it's a set it and forget it type deal - once users are onboarded there's no further maintenance required. The sidebar is a helpful way to quickly edit or navigate to the Salesforce event. All in all, a strong integration. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Setup implementation was not intuitive and required a lot of customer support. Some key shortcomings are 1) admins not being able to see all synced events across their org (they can only be viewed user by user), and 2) Cirrus not being able to re-sync event invitees if the contacts have been added to Salesforce after the initial event sync. Review collected by and hosted on G2.com.

Molly R.
MR
Regional Partnerships Manager
Mid-Market (51-1000 emp.)
"Cirrus Insight almost never works the first time for me or anyone at my company."
What do you like best about Cirrus Insight?

The imbedding of Cirrus into gmail. The popup on the right side of the screen should make it easy to use to upload emails to salesforce. I do also like the "add contact" feature Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It rarely works the first time I log in. I have to jump through a lot of hoops like refreshing it, logging into salesforce, and restarting my computer. there are also too many buttons to click to upload emails to an opportunity, Review collected by and hosted on G2.com.

Response from Amy Green of Cirrus Insight

Hi Molly,

Hi there — thank you so much for taking the time to share such thoughtful feedback!

I’m glad to hear that the Gmail side-panel and “Add Contact” feature make it easier for you to capture conversations and keep everyone in Salesforce up-to-date. Knowing those touches are helping your team stay aligned is exactly why we built them.

That said, I’m genuinely sorry for the friction you’ve encountered at login and when logging emails to opportunities. Having to refresh, re-authenticate, or even reboot is frustrating and not the experience we want for you. We’re actively working on streamlining the sign-in flow and reducing the number of clicks required to save an email, and your specifics help us target the right spots.

If you ever hit those issues again, our support team would love to dig in with you directly so we can capture logs and fast-track a fix. Just drop us a note at support@cirrusinsight.com and mention this review — we’ll prioritize your case.

Thank you again for highlighting both what’s working and what isn’t. Your insights drive our roadmap, and we’re committed to making Cirrus Insight as seamless and reliable as it should be for you and your entire team.

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