Features & Benefits

Welcome to the most advanced integration of Salesforce and Gmail. Get started in 30 seconds. We offer a 30-day free trial with full access to all features. No credit card required. Simply install the browser add-on for Chrome or Firefox.

 

 

Instant Salesforce lookups

As soon as you open an email in Gmail, Cirrus Insight immediately shows you everything about the corresponding Salesforce Lead or Contact right in the Gmail sidebar. You can hover over any email recipient to display their profile from Salesforce.

 

Take action

Create Tasks and Events and Log Calls against Leads and Contacts in Salesforce right from Gmail.

 

See what’s happening

View the Activity History and Open Activities so you know what’s happening with your Leads and Contacts.

 

Seize the sales opportunity

View open Opportunities and Cases to get immediate account context. Don’t miss important deadlines and milestones – create new Opportunities and Cases right when you get the information in your inbox.

 

Save important emails to Salesforce

Save important emails to corresponding Leads and Contacts in Salesforce by clicking “Add to Salesforce” from any email in Gmail. You can even relate emails to specific Opportunities and Cases.

 

 

 

Create Leads from Gmail

Don’t let promising Leads get lost in your inbox – create new Leads in Salesforce in seconds from your inbox. New Contacts are easily related to existing Accounts so you don’t have to worry about duplicate Accounts.

 

A Win-Win-Win Proposition

Win more Leads. Generate Leads in Salesforce right from your inbox.

Win more sales. Build rapport with Leads based on your CRM data. You’ll know if there is a big Opportunity pending so you can act to close the deal.

Win at support. It’s easier to keep a customer than to get a new one.  And it’s much easier to reply to a support email in Gmail when all the relevant information from Salesforce is right at your fingertips.

 

Do CRM in less time

It takes less time to do CRM when you can create Tasks, schedule Events, and Log Calls in Salesforce without leaving Gmail. Cirrus Insight makes it easy to keep your Salesforce CRM up-to-date with important information.

 

Maximize your Salesforce investment

Cirrus Insight users get hooked on Salesforce when it’s combined with the convenience and ease-of-use of Gmail.

 

Try it Free

Give it a try!  Get started in 30 seconds. Simply install the browser add-on for Chrome or Firefox to begin a 30-day free trial.

After the 30-day free trial period, sign up for just $9/month with no contract. We also offer volume pricing and a discount for annual plans.

As a customer, you’ll automatically get new features as we add them, and you’ll be the first to know about a couple upcoming paid add-ons that we know you’ll really love.

Cirrus Insight supports the following Salesforce editions: Unlimited, Enterprise, Professional, Group, Developer, and Contact Manager.