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A plan to fit any Salesforce environment

Cirrus Insight offers all-inclusive inbox integration supporting all editions and Salesforce Clouds connecting Outlook and Gmail calendars, emails, and tasks to one or many instances of Salesforce. Built with all of the admin controls you need to record activity for native reporting.

Salesforce Sync
$14/user/mo billed annually
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Contact Sales
Capture all emails, calendar events, and tasks without the data entry, stored in Salesforce for better insights and reporting
Salesforce Sync Plan Includes:
Standard Bi-Directional or One-Way Sync
Sync of Emails, Events and Tasks
Data Stored in Salesforce
Custom Sync Frequency
SmartLink
*NEW Near-Time Sync: Quoted Separately
Pro
$21/user/mo billed annually
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Manage all of your relationships with Salesforce Sidebar, Advanced, Sync, and Calendar Scheduling
Includes Salesforce Sync AND:
Outlook & Gmail Integration
Inbox Sidebar for Salesforce
Access Your Data on Mobile Devices
Thread-based Sync
Personal Scheduling Page
Book Meeting Insert
Custom Meeting Types
Expert
$49/user/mo billed annually
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Experience a better way to remove CRM friction and wasted opportunities with Email Blast and Smart Scheduler
Includes Salesforce Sync & Pro AND:
Team Scheduling
Email Blast
Email Templates
Email Tracking
Link Tracking
NEW Smart Scheduler

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Salesforce Sync
Pro
Expert
Monthly Cost Per User
$14
$21
$49
Salesforce Activity Sync
Sync Filters
Filters ensure you only capture the activities you want in Salesforce.
Smart Link
Rules based matching of events and/or email to account and contact related objects in Salesforce such as opportunities, cases or custom objects.
Admin Control
Admins maintain complete control, from allowing users to modify sync settings to globally syncing for all users in the organization.
Custom Sync Frequencies
Sync activity data on your preferred intervals to optimize for data timeliness for Salesforce API consumption.
Near-Time Sync
Don't miss a beat. Rapid email and calendar sync to, and from, Salesforce. We can now provide a faster sync than our previous low (15 min sync).
Quoted Separately
Quoted Separately
Quoted Separately
Historical Sync
Missing activity history due to lack of CRM adoption, employee turnover or need to seed the new CRM with activity data? We can perform a one-time job to backfill the data you need.
Quoted Separately
Quoted Separately
Quoted Separately
Email Sync
Capture and relate all email conversations in Salesforce for relationship continuity and analytics.
Calendar Sync
Capture and relate all meetings in Salesforce to know which activities are driving your pipeline conversion.
Task Sync
Synchronize tasks so that users can manage lists no matter where they are.
Thread-based Link
Many times email conversations need to be redirected to different Salesforce objects. Pair this feature with automation to enable manual overrides.
Thread-based Sync
Get email thread continuity even when object relationships change, ownership changes, or there are multiple owners involved.
Email Blast Sync
Sending emails in bulk? This feature ensures those emails are captured as well.
Sidebar for Salesforce
Outlook & Gmail Integration
Cirrus supports Outlook and Gmail across all modalities and device types (browser, desktop, mobile).
Add & Edit Salesforce Records
Create or update contacts, leads, opportunities, tasks, events, cases, and more. Support for all Salesforce record types.
Signature Capture
Speed up contact or lead data acquisition and reduce data entry errors.
Custom & Related Objects
All Salesforce objects and their related lists are supported out-of-the-box. No setup or configuration required.
File Emails & Attachments
Don’t want to auto-sync? Let users decide which emails and attachments make it to Salesforce and which objects they should be related to.
Search Salesforce
Search, enrich or edit any record in Salesforce without leaving your inbox on any device.
Related Lists
Easily navigate, enrich or edit Salesforce related lists from an email conversation or meeting.
Activity History
Easily view the account or contact activity timeline from an email conversation or meeting.
Social Lookup
Easily link to LinkedIn, Twitter and Facebook profiles directly from an email conversation or meeting.
Worklist
One place to navigate Salesforce or Cirrus records, tasks and notification directly from your inbox.
Scheduling Automation
Personal Scheduling Pages
Tired of playing email ping pong to schedule the next meeting? Share your personal scheduling page for an evergreen scheduling experience customers will love.
Custom Meeting Types
Create meeting types which map to your opportunity stages or customer journey. Enable rich data about pipeline health, sales velocity and overall bandwidth consumed by each individual at each step.
Advanced Availability Views
Want to customize your availability by day, location or timezone? Setup special calendar windows for any circumstance.
Web Conferencing Integration
If the meeting location is virtual, ensure your Zoom, Teams or Google Meet unique meeting link is automatically included in every meeting invite.
Book Meeting Insert
Want to create a stronger call-to-action in your emails? Insert specific meeting slots, beautifully designed to book the next meeting.
Salesforce Integration
Ensure all meeting and booking data is captured in Salesforce for pipeline health and velocity reporting.
Automated Invites
When customers book, they automatically receive an invite as if a human has scheduled the meeting.
SMS Reminders
Send text based reminders to people who've booked meetings.
One Click Booking
Pre-fill the attendee's information when the attendee clicks on any of the booking times you sent, and then the meeting will be immediately booked on that calendar.
Workflow Groups
Organize people and teams based on your customer acquisition, onboarding or retention journey.
Web Enabled Smart Forms
Present customers or schedulers with form data required to match them to resources based on any criteria such as size, skills or location.
Availability Matching
Never have to reschedule by ensuring your customer’s and your people’s availability overlap. Enable on-demand scheduling for great CX.
Utilization Logic
Ensure you always have an even distribution of bookings across the entire pool of people.
Custom Attributes
Fully customizable properties you can define to use with Smart Scheduler to get the perfect User match with customers.
Meeting Form Data
Collect information from your customers dynamically by meeting type at the time of booking so that you can be better prepared for every meeting.
Tracking Parameters
Attach UTM parameters to your scheduling links to track where the traffic is coming from.
Team Scheduling Pages
2 or more people on your team need to meet with a customer? Share the combined availability and let the customer book seamlessly.
Scheduling API
Want to extend availability or scheduling to your customer portal, community or website? Leverage the scheduling API for custom scheduling needs. *Tip: Evaluate Smart Scheduler first. That’s why we built it!
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Josh Bean
“Cirrus Insight allows us to optimize our sales collateral and have real-time visibility into content distribution. In the old days we’d have no idea which content was even being sent let alone viewed.”
Josh Bean, Product Marketing Manager
Base

Frequently Asked Questions

What information can you sync from my email and calendar?

Cirrus Insight syncs emails, email attachments, calendar events with invitees, and tasks to and from Salesforce.

How do I start using Cirrus Insight?
Can I use Sync only?
Do you support my edition of Salesforce?
Are professional services offered for implementation?
Can Cirrus Insight Sync to related Salesforce Records?
Does Cirrus Insight sync activities directly into Salesforce for standard and advanced reporting?
Is Cirrus Insight secure?
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