Cirrus Insight
AI-driven sales enablement platform for Gmail and Outlook integrating with Salesforce.
About Cirrus Insight
AI-driven sales enablement platform for Gmail and Outlook integrating with Salesforce.
Products
Manage customer and pipeline data directly from your email inbox.
Sync 100% of meetings, tasks, and emails directly to Salesforce without manual data entry.
Use templates and Salesforce merge fields to send personalized emails at scale.
Track what happens to attachments after sending.
Route leads to the right team member's calendar using customizable workflow logic.
Share calendar, automate scheduling, and book meetings synced directly to Salesforce.
Track, capture, and view customer touchpoints including email opens, link clicks, and replies.
Automate prospect and customer research for meeting preparation.
Background assistant that queues up opportunity hygiene for one-tap Salesforce updates.
Capture, organize, and act on sales conversations.
New experience introducing task-based workflows, next-gen UI, and AI enhancements across the Cirrus platform.
Automated daily emails displaying contact and company info, recent activity, and Salesforce data.
Content, discovery and people recommendations for upcoming meetings.
What customers say
“Patrick Armstrong Success Manger, SecureFutures”
“We pretty much live out of Outlook. We were previously using LinkPoint, but our MAC users were not supported. We also have users on various email platforms namely Outlook and Gmail. We needed all of our users to be on the same application. Cirrus Insight supports all of our environments”
“Cirrus helps with setting meetings with prospects and connecting all our email conversations into our CRM (Salesforce). It's very helpful with those processes.”
- Salesforce Sync
Cirrus Insight reports that PCBB uses Sidebar, Sync, Calendar Scheduling and Buyer Signals to update Salesforce from email, automate activity capture and book meetings. The story attributes an increase from two to seven…
Case study - Salesforce Sidebar
Cirrus Insight reports that Barber Financial Group uses Sidebar and Sync to capture client interactions across Outlook and Salesforce. The story reports a reduction from five scheduling touches per meeting to one or two,…
Case study - Buyer Signals
Cirrus Insight reports that OpenTable used Sync to transfer email and calendar activity into Salesforce and Buyer Signals to understand engagement. The vendor reports more than 30,000 email opens tracked in one year and…
Case study
Security and compliance
As reported by Cirrus Insight. Ask for audit reports before you buy.
- SOC 2Compliant
- ISO/IEC 27001Compliant
- TLS encryption
- OAuth 2.0 authentication
- Third-party security audits
- All PII encrypted
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