Cirrus Insight Pricing

Choose Your Cirrus Insight Plan

Streamline your sales workflow with powerful Salesforce integration and advanced productivity tools

Sync

$14 /user/mo

billed annually

Capture all emails, calendar events, and tasks in Salesforce without any manual data entry.

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Salesforce Sync Plan Includes:

Bi-Directional or One-Way Sync
Email, Event, and Task Sync
Data Stored in Salesforce
Custom Sync Frequency
i Configure how often your data syncs between your email client and Salesforce, with options for real-time or scheduled intervals.
Smart Link
i Automatically relates synced emails to the most recently created or modified related record in Salesforce for better data organization.
Near-Time Sync
i Sync your emails, events, and tasks to Salesforce within minutes of creation for near real-time data updates.
Sync Filters

Pro

$21 /user/mo

billed annually

Manage all of your relationships with Salesforce Sidebar, Advanced Sync, and Calendar Scheduling.

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Includes Salesforce Sync AND:

Outlook & Gmail Integration
Inbox Sidebar for Salesforce
Access Data on Mobile Devices
Thread-Based Sync
i Allows users to manually set related records on a synced email. Once set, all future emails in that thread automatically sync to the same related records.
Personal Scheduling Page
Book Time Insert
i Add your personal scheduling link directly into emails with one click, making it easy for prospects to book time with you.
Custom Meeting Types
i Create different meeting types with custom durations, descriptions, and availability settings for various types of appointments.

Expert

$49 /user/mo

billed annually

Remove CRM friction and close more deals with Email Blast, Buyer Signals, and Smart Scheduler.

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Includes Salesforce Sync & Pro AND:

Team Scheduling
Email Blast
Email Templates
Email Open Tracking
Link Tracking
Reply Tracking
Smart Scheduler
i AI-powered scheduling that automatically finds the best meeting times based on participant availability and preferences.

Custom

Pick What You Want

Create a Cirrus Insight plan that fits your team perfectly. Only pick the features you want.

Build Your Plan

Features That Can Be Included:

Salesforce Sidebar
Salesforce Sync
Calendar Scheduling
Smart Scheduler
i AI-powered scheduling that automatically finds the best meeting times based on participant availability and preferences.
Email Blast
Buyer Signals
Meeting AI
i Receive automated daily emails displaying contact and company info, recent activity, and Salesforce data.

Cirrus Insight - Interactive Pricing

Build Your Custom Plan

Volume discounts available. Contact sales.

Feature Discount

Discount applied when selecting multiple features

Monthly Cost Per User

0 features selected

Compare plans and see detailed feature descriptions.

Proudly Supporting Over 50,000 Customer Facing Teams Across The Globe

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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

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

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!

Sales Nurture Automation

Personalized Email Templates

Access personal and shared email templates from your inbox, activate Salesforce merge fields to personalize with speed.

List Send

Organize contacts and leads to easily send nurture emails to different segments of your customer territory or book of business.

Email Blast

Easily nurture your prospect and customer opportunities with personalized content.

Smart Follow-up

Prioritize follow up based on email engagement; opens, clicks and replies.

Schedule Send

Schedule your Email Blast to go out on a specific date and time to increase engagement rates.

Send on Behalf

Busy or don’t like fiddling with tech? Let someone else create, prep and queue your email nurture. You simply review, approve and send when ready!

Buyer Signals

Email Opens

Know when emails are opened, not opened to prioritize follow up accordingly.

Email Click Through

Understand click engagement to contextualize follow-up.

Reply Tracking

Get notified when prospects and customers haven’t responded to your emails within a given time.

Accelerate Your Sales Funnel With Cirrus Insight

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“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?

Choose Your Cirrus Insight Plan

Compare plans and see detailed feature descriptions.

Proudly Supporting Over 50,000 Customer Facing Teams Across The Globe

Compare Plans Side By Side

Accelerate Your Sales Funnel With Cirrus Insight

Meetings Drive Revenue

Deliver on Growth

Frequently Asked Questions

Features

Solutions

Resources

Company

Choose Your Cirrus Insight Plan

Compare plans and see detailed feature descriptions.

Proudly Supporting Over 50,000 Customer Facing Teams Across The Globe

Meetings Drive Revenue

Deliver on Growth

Frequently Asked Questions

Features

Solutions

Resources

Company

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