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Manage your customer and pipeline data directly from your email inbox.
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Sync 100% of your meetings, tasks, and emails directly to your CRM – no manual data entry required.
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Use high-performing templates and Salesforce merge fields to send personalized emails at scale.
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Know what happens to your attachments after you hit send.
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Smart Scheduler
Instantly route leads to the right team member's calendar using customizable workflow logic.
Calendar Scheduling
Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce.
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Track, capture, and view all customer touchpoints, including email opens, link clicks, and replies.
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Integrate with the tools you already to experience enhanced workflows and productivity.
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Automate prospect and customer research to ensure you are prepared to drive better outcomes.
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A coach that listens in on customer calls and whispers the next-best question in real-time.
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KNOWLEDGE BASE 2024
I am using this version of Cirrus Insight today.
Cirrus Insight 2024
KNOWLEDGE BASE 2019
I am using Cirrus Insight 2019 today.
Cirrus Insight 2019
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Sales Automation Tools | Cirrus Insight
by Kristi Campbell
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MASTERING CIRRUS INSIGHT
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Install
Invite Your Users (CI19)
Looking to deploy Cirrus Insight to your team? Choose your platform to get started.
How to Install Cirrus Insight 2019 for Gmail?
Follow these simple steps to install Cirrus Insight 2019 for Gmail on Chrome, Android or iPhone/iPad.
How do I trial the new Cirrus Insight?
The new Cirrus Insight brings all the best features from Cirrus Insight 2019 into a more refined, reliable, and easy-to-use offering that reduces CRM friction and helps close deals.
What can I do if Cirrus Insight disappears from my inbox?
Learn how to troubleshoot Cirrus Insight not appearing in your Gmail inbox.
For Admins: How do I upgrade my org to the new Cirrus Insight?
The new Cirrus Insight brings all the best features from Cirrus Insight 2019 into a more refined, reliable, and easy-to-use offering.
How do I Refresh Cirrus Insight?
Learn how to refresh Cirrus Insight in 3 quick clicks.
How do I update to the most recent version of Cirrus Insight?
Updates are pushed out to you. Only a refresh of Cirrus Insight is needed.
How to Uninstall Cirrus Insight for Gmail
To uninstall the Cirrus Insight sales productivity app from your Gmail account, follow these steps in Chrome.
How do I Uninstall and Reinstall Cirrus Insight in Chrome?
Learn how to uninstall and reinstall Cirrus Insight from your Chrome extensions.
How do I cancel my subscription?
To cancel your subscription, please contact Customer Support to submit your request.
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