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Salesforce Sidebar
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 more manual data entry required
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Send personalized emails using a library of high-performing Salesforce templates
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Leverage Salesforce list views to send mass emails to your contacts or leads – up to 500 recipients
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Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce *Now with Team Scheduling!
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Track, capture, and view all customer touchpoints, including email opens, link clicks, and more
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View Salesforce, your email, and your calendars all from the same place: your inbox
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Know what happens to your attachments after you hit send
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Use high-performing templates and Salesforce merge fields to send personalized emails at scale
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Create pre-scheduled sales sequences to effectively nurture your prospects and clients
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KNOWLEDGE BASE 2023
I am using this version of Cirrus Insight today.
Cirrus Insight 2023
KNOWLEDGE BASE 2019
I am using Cirrus Insight 2019 today.
Cirrus Insight 2019
BLOG
Boosting Productivity & Revenue: Navigating Team Calendar Scheduling
by Ryan O'Connor
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Release Notes
September 2023 Release Notes
Learn about the Cirrus Insight release highlights from September 2023.
August 2023 Release Notes
Learn about the Cirrus Insight release highlights from August 2023.
July 2023 Release Notes
Learn about the Cirrus Insight release highlights from July 2023.
June 2023 Release Notes
Learn about the Cirrus Insight release highlights from June 2023.
May 2023 Release Notes
Learn about the Cirrus Insight release highlights from May 2023.
April 2023 Release Notes
Learn about the Cirrus Insight release highlights from April 2023.
March 2023 Release Notes
Learn about the Cirrus Insight release highlights from March 2023.
February 2023 Release Notes
Learn about the Cirrus Insight release highlights from February 2023.
January 2023 Release Notes
This release introduced design updates to person cards in the Sidebar, navigation categories for Sidebar settings in the Dashboard, a Meeting Type meeting length setting, and other changes listed below.
October 2022 Release Notes
Releases in October introduced two new Admin Dashboard settings, enhancements to Scheduling and Sidebar, and various fixes.
September 2022 Release Notes
This release introduces Team Scheduling, a new feature that takes the friction out of agreeing on a group meeting time and scheduling the event.
March 2022 Release Notes
This release introduces Book Meeting— a new feature that takes the friction out of agreeing on a meeting time and scheduling the event— along with an updated Scheduling page look and feel.
November 2021 Release Notes
This release introduces a new Calendar Sync setting for Gmail, Filter Google events by color, plus enhancements to Scheduling and email attachment filing, as well as bug fixes.
October 2021 Release Notes
For mobile users on-the-go, Cirrus Insight is now available in both the Gmail mobile app and Outlook mobile app!
September 2021 Release Notes
This release makes it even easier to utilize valuable features in the Sidebar while composing emails in Gmail.
August 2021 Release Notes
This release introduces two new features to save you valuable time when creating leads/contacts and when scheduling meetings with Microsoft Teams.
May 2021 Release Notes
This release introduces new settings and tooltips to the Dashboard for both users and admins, along with other minor updates and fixes.
April 2021 Release Notes
Learn what's new in the April 2021 release
March 2021 Release Notes
March 2021 Release Notes
February 2021 Release Notes
February 2021 Release Notes
December 2020 Release Notes
Enhanced email is now support with Salesforce email sync. Indicators will now display to let users know that an email has been filed to Salesforce.
October 2020 Release Notes
October 2020 Release Notes
Aug 2020 Release Notes- 2020 Dashboard
The new 2020 Cirrus Insight Dashboard now offers admins user adoption metrics, disable/enable features, and take control of your Salesforce data.
Cirrus Insight 2020 July Release Notes
Cirrus Insight 2020 July Release Notes
Cirrus Insight 2020 May Release Notes
File emails to Salesforce using the enhanced email object. Receive notifications when emails have been filed to Salesforce.
Cirrus Insight February 2020 Release Notes
Cirrus Insight February 2020 Release Notes
Release Notes - Prod-20190624
Release Notes - Prod-20190624
Release Notes – Prod-20190527
Release Notes – Prod-20190527
Release Notes - Prod-20190404
Release Notes - Prod-20190404
Release Notes - Cirrus Insight 4.2019
Release Notes - Cirrus Insight 4.2019
Release Notes - Cirrus Insight 1.2019
Release Notes - Cirrus Insight 1.2019
Release Notes - Cirrus Insight 12.2018
Release Notes - Cirrus Insight 12.2018
Release Notes Sidebar v. 3.6.3.91
Release Notes Sidebar v. 3.6.3.91
Release Notes - Cirrus Insight 11.12.2018
Release Notes - Cirrus Insight 11.12.2018
Release Notes Sidebar Gmail 10.23.2018 v 2.1.3
Release Notes Sidebar Gmail 10.23.2018 v 2.1.3
Release Notes Web Portal 10.14.2018
Release Notes Web Portal 10.14.2018
Release Notes OWA, Gmail 10.15.2018
Release Notes OWA, Gmail 10.15.2018
Release Notes OWA, CRM API 09.30.2018
Release Notes OWA, CRM API 09.30.2018
Release Notes Web Portal 09.09.2018
Release Notes Web Portal 09.09.2018
Release Notes Sidebar v. 3.6.2
Release Notes Sidebar v. 3.6.2
Release notes Mobile iOS 1.39
Release notes Mobile iOS 1.39
Release Notes Sidebar OWA and Gmail Release 08.19.2018
Release Notes Sidebar OWA and Gmail Release 08.19.2018
Release Notes Sidebar v. 3.6.0.79
Release Notes Sidebar v. 3.6.0.79
Release Notes Sidebar OWA and Gmail Release Version: 2.0.15
Release Notes Sidebar OWA and Gmail Release Version: 2.0.15
Release Notes Sidebar 02.26.2018
Release Notes Sidebar 02.26.2018
Release Notes Sidebar for Gmail 07.06.2018
Zynbit July Release notes for Gmail are included in this post.
Release Notes Sidebar OWA and Gmail Release Version: 2.0.16
Release Notes Sidebar OWA and Gmail Release Version: 2.0.16
Release Notes - Sidebar Outlook Desktop 05.04.2018
Release Notes - Sidebar Outlook Desktop 05.04.2018
Cirrus Insight Release Notes - Outlook Desktop 10.23.2017
Cirrus Insight Release Notes - Outlook Desktop 10.23.2017
Release Notes - Cirrus Insight for Gmail - Summer Release 2017
Release Notes - Cirrus Insight for Gmail - Summer Release 2017
Cirrus Insight Release Notes - 12.19.2016
Cirrus Insight Release Notes - 12.19.2016
Zynbit Release Notes - 10.31.2016
Zynbit Release Notes - 10.31.2016
Cirrus Insight Release Notes - 08.17.2016
Cirrus Insight Release Notes - 08.17.2016
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