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Access Customer Data from Your Inbox

Cirrus Insight frees customer service teams from CRM friction to spend more time on meaningful customer interactions. No more unnecessary administrative tasks.
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Cirrus Insight Frees You from Trivial CRM Tasks

Cirrus Insight removes unnecessary administrative tasks so you can uncover your best opportunities. Make meaningful communications with customers easier, so you can focus on the right opportunities at the right time.

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Cirrus Insight surfaces all of your customer data from Salesforce right in your inbox- Get the power of Salesforce without leaving your inbox.

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Salesforce Sync

All your activities are automatically synced between your inbox and the record in Salesforce—freeing you to do more important work.

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Sales Cadences

Work smarter with automated “drip” email campaigns so you never miss the opportunity to follow up with a prospect or customer.

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Calendar Scheduling

Automatic scheduling that helps eliminate the “what time works for you” back-and-forth and books more appointments into your calendar.

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Email Templates

Stop wasting time re-inventing the email wheel. Work with pre-written emails ready to send at specific points in the buyer journey.

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Reduce the Time of “Getting Up to Speed” or Logging Customer Data in Salesforce

Customer service reps need a tool that works as hard as they do. Cirrus Insight files emails, calendar events, and tasks to Salesforce records. View and edit customer files from your inbox using our Sidebar, and file emails to related customer records such as cases, contacts, accounts, custom objects, and more.
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Patti McCreadie

“We pretty much live out of Outlook. We were previously using LinkPoint, but our MAC users were not supported. We also have users on various email platforms namely Outlook and Gmail. We needed all of our users to be on the same application. Cirrus Insight supports all of our environments”
Patti McCreadie, One Medical Passport
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Anthony Leo

"Definitely would recommend Cirrus Insight again. I've brought on Cirrus to two companies myself, and have used it at four total. The nice thing is you can tailor it to exactly your needs."
Anthony Leo, Norgren
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Lisa Walker

"It's a huge time saver, and it has a bunch of little add-ons that you never would've thought you needed, but you end up using. It's well worth it to get the program because it pays for itself with the things it can do compared to any other program out there."
Lisa Walker, Barcodes, Inc.
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Cirrus Insight Frees Teams from CRM Friction and Wasted Opportunities

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Bring your customer and pipeline data right to your email inbox.
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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.
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Meeting AI

Automate prospect and customer research to ensure you are prepared to drive better outcomes.

Attachment Tracking

Know exactly 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.

Free Your Team from the Hassles of CRM Friction

View Our Solution for Sales Managers

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Deliver on Growth

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Be a High Performing Organization

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