Cirrus Insight for the Customer Success Expert Role

In customer service, you're the front line for client retention and nurturing a lasting relationship. Cirrus Insight puts the Salesforce data you need at your fingertips to get a holistic view of the account -- including closed/open opportunities, recent sales and marketing communications, and more.

Today's customers are continually raising the bar on service expectations, and they want help when, where, and how they want it. Join the thousands of customers who use our suite of productivity and automation tools to power up their inbox and keep pace with the ever-increasing speed of business.

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Includes 14 Days Free, No Credit Card Required
Works in Chrome, Firefox, and Outlook

Customer Success Experts choose Cirrus Insight to close more deals.

  • Manage a high volume of requests with ease -- and without the manual work required to log it in Salesforce
  • Build better client relationships with follow up reminders, scheduled sends, read receipts, and more
  • Increase cross-functional visibility for a more complete view of the customer
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Easy to use and great features!

“I just started using this app but I've found it so easy to use and offers many great features that we didn't have with our previous solution. I love being able to add things directly into Salesforce from my email!”

– Stacy Simpson, Client Success Manager, Montage Talent​


Makes me better in both Gmail and Salesforce

“If you live in Salesforce and use Gmail, you gotta' have this integration. It puts all of the most important information from Salesforce at your finger-tips in Gmail. I found that it made me better at using Salesforce as well.Now, I can instantly see if a contact isn't already in Salesforce and add them right from Gmail. Brilliant! This is so much better than BCCing my Salesforce address. I like it so much, that I chose to pay for it out of pocket when my company couldn't foot the bill.”

– Scot Catlin, Customer Success Manager/Co-Founder, The Windsor Circle


Great product!

"Makes it very easy to push important data (contacts, email thread, etc) to Salesforce."

– Ria Cruz, Customer Success Rep, Perkville


We have thousands of amazing customers.

250,000 professionals use Cirrus Insight in Gmail or Outlook to track email opens, create personalized email templates, send email drip campaigns, set follow-up reminders, and schedule 3x more meetings with customers. Plus, Cirrus Insight has world-class Salesforce integration including email and calendar sync, and the ability to update Salesforce from your inbox – even custom fields and custom objects. We’re committed to delivering robust software with personal support. Give Cirrus Insight a try, and schedule a demo to get our insider tips for maximizing your inbox productivity.

Brandon & Ryan, co-founders

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Try Cirrus Insight

Track emails, schedule meetings, set follow-ups and more, right from your inbox.

Free 14-Day Trial

No credit card required.

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