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Access Customer Data from your Inbox.
Cirrus Insight frees Customer service teams to spend more time on meaningful customer interactions without CRM friction.
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Salesforce Sidebar
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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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.
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 the inbox using the Sidebar and file emails to related customer records such as; cases, contacts, accounts, custom objects, and more.
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“Standardization is becoming key, and we want certain data. Some of the basic ones are the lead sources; what industries they are in... We were trying to do more centralized marketing on their behalf, and without this data, we couldn’t do it.”
“With this app, there’s no excuse for not keeping your communication with customers up to date in Salesforce. Everything you need is in Cirrus Insight so no more jumping back & forth trying to remember to include everything. Couldn’t be any simpler.”
“Cirrus Insight is a must have for any organization using Gmail or Outlook. Beyond creating contacts in Salesforce directly from my inbox and relating emails with one click, being able to look into Salesforce directly from my inbox sidebar has changed the way I collaborate with coworkers for the better. Brilliant!”