Cirrus Insight Reviews

This brings another level of visibility and streamlines processes!

At first it was having some issues with the plug in for outlook but after that it was great!

Duplication of effort, saves time!

Love the fact that I no longer need to log my emails into CRM. Cirrus does it all for me.Cirrus Insight syncs your emails when it's connected to both of your CRM and Outlook account.

Sometimes it may log to the contact opposed to the opportunity.A disconnect can happen when you change either your CRM or Outlook passwords- so be sure to sync after password changes.

It saves me time. Makes it easy to track my activity and stay orginized.

Using the automated tools to track and manage emails, activities, and contacts without having to manually click everything in CRM is a game changer for me. I know it sounds trivial but when you're in the flow and stopping to record everything means you lose momentum it matters!

I can't seem to be able to use templates

Logging activities, tracking emails, and contacts automatically instead of manually stopping to record them.

It is easy to log emails as one on one correspondance.

If i send an email to multiple people there should be an option to "log all" as opposed to going through and logging each one by one. It takes a very long time. Fix it.

Easier to log calls than going through sales force.

I like the fact that they have a lot of information to make the decision easier to make to go with them

I have nothing bad to say about cirrus insight! They have been great so far!

How to be able to get my team moving and being there for us to make more sales

It's helpful to understand who partners with my prospective customers. Easy to use

Nothing, it's always easy to use and very helpful

Helping me understand our partnership ecosystem in my prospecting

Makes everything easy to save in one spot

Sometimes it cuts out but very rarely overall it has been a great program

Keeping emails saved and organized, easy to find

Cirrus helps with setting meetings with prospects and connecting all our email conversations into our CRM (Salesforce). It's very helpful with those processes.

It is a little bit wonky design wise and always logs me out. I wish those two things were fixed. The connection to email for auto logging sometimes doesn't work as it should, it only logs every days as far as synch goes.

It's helping us track out nonprofits outreach process so that we can be more clear on who is communicating, when. It helps the multiple programs we are offering to schools, it helps keep communication clear. Amazing support

Once set up it is easy to copy and paste a scheduling link thus eliminating having to write out available dates and times for meetings

It can be difficult to navigate and set up the scheduling links at first.

Cirrus Insight allows me to share a link to get clients scheduled to meet with me with ease.

Gives great service without requiring a lot of manual input

The web UI is a little hard to use only because I don't need to log in too often

Before Cirrus I needed to do a multi step process to log each email. Now it's hands off and keeps me on track