Cirrus Insight Launches Next-Generation Conversation Intelligence

Cirrus Insight, the leading platform that unifies email, calendar, and CRM workflows for revenue teams, today announced the launch of its new Conversation Intelligence solution — a major milestone in the company’s evolution into an AI-first Sales Operating System.

Unlike traditional Conversation Intelligence tools that analyze calls in isolation, Cirrus Insight is uniquely positioned to lead this category because it has spent more than a decade operating at the heart of where customer relationships actually live- the inbox, the calendar, and the CRM.

“For years, companies have tried to manage customer relationships from the top down, through dashboards and CRM fields,” said Phil Dixon, CEO of Cirrus Insight. “But the truth is, customer relationships don’t live in the CRM. They live in the emails, meetings, documents, and conversations your team has every single day. Cirrus has always believed that CRM should meet sellers where the work actually happens and today we’re turning that belief into an AI-powered reality.”

Solving the CRM Data Problem From Both Sides

Cirrus Insight’s new Conversation Intelligence is built on a foundation no other provider has:
decades of visibility into the seller’s inbox, calendar, and customer interactions.

“CRM was historically designed from the executive dashboard down — but the relationship history that makes AI valuable has always lived at the bottom, with the seller,” said Dixon. “Cirrus sees both sides. We’ve lived alongside every interaction for years. That context is our superpower.”

This unique position lets Cirrus convert the unstructured communication that defines 90% of customer relationships — emails, calls, notes, documents, and meetings — into structured, actionable intelligence.

Cirrus Conversation Intelligence automatically:

• Captures and organizes every customer interaction
• Searches across relationship history, playbooks, and documents
• Surfaces insights, risks, signals, and trends across meetings
• Provides real-time coaching tied to actual seller workflows
• Keeps CRM accurate without human intervention

The result is not just analytics, it’s true relationship intelligence, available instantly and embedded directly in sellers’ day-to-day tools.

Revenue Operations Begins Where Relationships Live

“Less than 10% of revenue operations actually take place inside the CRM,” -Dixon. “The real work, conversations, follow-ups, proposals, and coaching happen in the tools sellers use every day. That’s why Cirrus is building an AI-first Sales Operating System that starts where relationships start: email, calendar, and conversation.”

Cirrus aligns every piece of the revenue engine: marketing content, customer playbooks, sales processes, forecasting signals, back to the actual relationship history with the customer.

A Full AI Team Behind Every Seller

Cirrus’s new Conversation Intelligence extends the platform’s AI capabilities, providing every revenue professional with a digital support team that works quietly in the background:

• Sales Ops AI – cleans CRM and maintains data integrity
• Solutions AI – drafts proposals and ROI models
• Coaching AI – prepares meeting dossiers and provides live guidance
• Deal Intelligence AI – assesses opportunity risk and next steps

“No seller can do it all,” said Dixon. “Cirrus AI gives every rep a full team of experts behind them.”

And the technology isn’t limited to sales. Customer success teams, consultants, financial advisors, anyone whose job revolves around relationships can use Cirrus to prepare, follow up, and act with greater precision.

A New Era of Relationship Intelligence

Cirrus’s Conversation Intelligence will underpin a series of innovations that make the company’s platform an indispensable part of the modern revenue stack.

Currently available and rolling out:

• Meeting Prep AI – now live for all customers
• Real-Time Transcription & Live Coaching
• Cirrus Next for prioritized next actions
• AI Email Composition

Coming soon:

• Document Composer
• Advanced Conversation Intelligence Analytics
• AI Forecasting & Pipeline Guidance

Alongside the launch, Cirrus also announced the Cirrus Flex Program, giving organizations unrestricted access to features and AI capabilities so they can experiment, drive adoption, and prove ROI before scaling, simplifying the buying process. 

About Cirrus Insight

Cirrus Insight is the AI-first Sales Operating System built for relationship-driven revenue teams. For more than a decade, Cirrus has been integrated into the seller’s inbox and calendar, capturing customer interactions, enriching CRM data, and making revenue teams more productive. Today, Cirrus powers meeting preparation, real-time coaching, conversation intelligence, and AI-driven follow-up for thousands of sellers worldwide.