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Work in Email. Sync to Salesforce. Stay Compliant.
Automation built for regulated energy and utility teams.
Your teams shouldn’t waste time logging activities in Salesforce. Cirrus Insight brings Salesforce into Outlook and Gmail by automatically syncing emails, meetings, and contacts to the right records. Every interaction is permanently stored, audit-ready, and visible across your organization.
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Consolidate All Your Customer Information In One Place
To generate quality relationships with your customers, you need to keep track of all the information that they rely on you to know. Never miss a key piece of information by automatically syncing all your emails directly to Salesforce.
Easily Manage Customer Data from Email
Cirrus Insight lets your teams view and update customer records directly from email with no extra clicks or browser tabs. Whether it’s a municipal account manager logging correspondence or a customer service rep responding to a billing inquiry, every interaction updates Salesforce instantly.
Keep operations seamless and your documentation complete — all without leaving your inbox.
Automatically Sync Every Email, Event & Contact
Cirrus Insight continuously monitors Outlook to capture every customer exchange — automatically linking emails and calendar events to the right account, case, or contact in Salesforce.
From outage response teams to community relations managers, your staff can rely on accurate, real-time records for reporting, analytics, and compliance reviews.
Simplify Scheduling Across Customers, Vendors & Teams
Stop trading emails to find a meeting time. Cirrus Insight Scheduling lets partners and customers book directly on your calendar, syncing events automatically to Salesforce.
Utilities use it to streamline key account reviews, vendor coordination, and customer assistance meetings — reducing no-shows and saving valuable time across departments
Cirrus Insight Frees Teams from CRM Friction and Wasted Opportunities
Salesforce Sidebar
Bring your customer and pipeline data to your email inbox
Smart Scheduler
Intelligently route leads to the right team member's calendar using customizable workflow logic.
Salesforce Sync
Sync 100% of your meetings, tasks, and emails - no manual data entry.
Meeting AI
Automate prospect and customer research to ensure you are prepared to drive better outcomes.
Attachment Tracking
Know what happens to your attachments after you hit send.
Buyer Signals
See who opens your emails and clicks your links for timely, focused follow up.
Calendar Scheduling
Share your calendar, book more meetings, and automatically add them in Salesforce.
Email Blast
Communicate with prospects and customers at scale.
