What is Cirrus Insight?
Cirrus Insight syncs email and calendar activity with Salesforce to reduce manual CRM data entry.
It provides a Salesforce Sidebar and two-way calendar sync for managing pipeline and customer records directly from the inbox.
Smart Scheduler and calendar scheduling route leads, automate group bookings, and share booking links to increase meetings.
Meeting AI and Conversation Intelligence generate meeting briefs, summaries, and call transcriptions to support coaching and deal progression.
Buyer Signals capture email opens, link clicks, and replies to surface intent and prioritize follow-up.
Email Blast, templates with Salesforce merge fields, and attachment tracking enable personalized outreach at scale.
Integrations with Gmail, Outlook, Microsoft Teams, and Salesforce streamline workflows for sales reps, managers, CRM admins, and marketing teams.
Cirrus Insight pricing
Verify on the official pricing page.
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Cirrus Insight's key features
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Salesforce Sidebar: manage customer and pipeline data directly from the email inbox
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Salesforce Sync: automatically sync emails, calendar events, tasks, and meetings to Salesforce objects
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Smart Scheduler: intelligently route leads and match customers to the right team member's calendar using customizable workflow logic
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Meeting AI: automate prospect and customer research and pre-meeting preparation
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Conversation Intelligence: capture, transcribe, and organize sales conversations for searchable insights
Cirrus Insight use cases
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Keep Salesforce up-to-date without leaving your inbox by automatically syncing email and calendar activity with Cirrus Insight's inbox CRM sidebar and two-way calendar sync, ensuring every interaction is logged and contact records are enriched in real time for accurate pipeline reporting
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Book meetings faster and reduce no-shows using smart scheduling links and group booking automation, letting prospects pick available times across team calendars while meeting AI generates briefs and transcripts to prepare reps and capture actionable follow-ups
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Boost outreach effectiveness with buyer intent signals and personalized email templates/blasts, enabling reps to prioritize high-intent leads, craft tailored sequences from the inbox, and measure response performance to increase conversion rates
Who is it for?
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Sales managers
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Account executives
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Sales operations
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Revenue operations teams
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Marketing coordinators
