Manage
your opportunities
right from your inbox.

Cirrus Insights frees you up to be a high-performer.

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A seamless experience across all devices, for all users.

The sidebar and mobile interface ensures you’re no more than 1-click away from your next customer workflow. Whether it’s logging an email, task or call in Salesforce, managing your sync settings or sharing your calendar, we’re here to optimize your pipeline.

Scheduling

View your calendar: Meeting Types, description of your calendar, availability, and time zone

Work Tab

See your assigned work: Salesforce tasks, opportunities, cases, and any other record type

Salesforce Records

See the Compact Layouts set up in your Salesforce and define which fields to display

Easily organize the day ahead.

Start your day fully organized. Cirrus Insights makes it easy to create, edit, and manage your pipeline without leaving your inbox.

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Control your pipeline from your inbox.

Cirrus Insights lets you create, manage and track your opportunities right from your inbox. Make the most of your opportunities.

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Understand your prospects with Social Lookup.

Cirrus Insight can find publicly available information about your prospects, pulling data from social profiles and other sources so you can personalize your approach, outwit your competition, and close more sales.

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“Cirrus Insight is a must have for any organization using Gmail or Outlook. Beyond creating contacts in Salesforce directly from my inbox and relating emails with one click, being able to look into Salesforce directly from my inbox sidebar has changed the way I collaborate with coworkers for the better. Brilliant!”

Matt Mechenbier, Salesforce Admin
Grameen Foundation

Cirrus Insight frees teams from CRM friction and wasted opportunities.

Salesforce Sidebar

Bring your customer and pipeline data to your email inbox.

Calendar Scheduling

Share your calendar, book more meetings, and automatically add them in Salesforce.

Salesforce Sync

Sync 100% of your meetings, tasks, and emails - no manual data entry.

Analytics

Collect sales activity and turn it into actionable insights to increase sales.

Attachment Tracking

Know what happens to your attachments after you hit send.

Buyer Signals

See who opens your emails, link clicks and which web pages they visit for timely, focused follow up.

Sales Cadence

Multi-touch outreach with a sequence of emails, phone calls, and follow ups.

Email Blast

Communicate with prospects and customers at scale.

See how you can sync your data to Salesforce.

Take me to Sync

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Deliver on growth.

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Be a High Performing Organization.

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Manage
your opportunities
right from your inbox.