Cirrus Insight Review: A Powerful CRM Tool

Cirrus Insight Review: A Powerful CRM Tool
9
Features
10
UI/UX
8
Support
9
Trust
Our Rating
4.6 / 5
Networks
Instagram
Facebook
Twitter
Youtube
LinkedIn
Support
Telephone
Email
Tickets

Price Plans

  • Starter: $36/mo

  • Closer: $60/mo

  • Rainmaker: $90/mo

  • Enterprise: Custom

Free Version

No

Free Trial

Yes/14 days
  • Web-Based

  • Android

  • iPhone/iPad

  • Credit Card

Starter package

$36/mo

Cirrus Insight Review: In-Depth

Cirrus Insight is a plug-in app for Gmail and Outlook that tracks messages, schedules meetings, and updates sales figures. The platform offers CRM and email marketing solutions to its subscribers. It helps them to manage their inbox and campaigns efficiently and achieve excellent customer relations management. 

It contains a variety of components that enables it to perform top-quality service. Also, it has an integration with Zynbit, Salesforce, and several apps on its AppExchange program. The information provided in this Cirrus Insight article covers comprehensive reviews on the offerings, pricing, pros, and cons of the app. 

Key Features

  • Sales productivity
  • Follow up reminders
  • Email scheduling
  • Mail templates
  • Notifications
  • Salesforce integration
  • Mail syncing
  • Meeting syncing
  • Customized analytics
  • Activity history
  • Events update
  • Flight plans
  • Drip campaigns
  • Analytics
  • Mail personalization
  • Dialer integration
  • Leads building 

Cirrus Insight Review: Background Information

Cirrus Insight is a sub-organization of Cirruspath. It was founded in April 2011 by Ryan Huff and Brandon Bruce. Its headquarters is located in Irvine, California.

Phil Dixon, the CEO, is the head of the company’s management. With 57 workers, it serves more than 250,000 subscribers.

  • In 2012, it topped the charts for about five months in Salesforce.com.
  • It generated a revenue of approximately $12.8M.
  • The firm appears on Inc. 5000’s list of fastest-growing companies for three consecutive years.

Features in Detail

The application is composed of a variety of exciting tools. Some of them are attachment and mail tracking, scheduling, templates, etc. The following content provides a holistic overview of the above components and more.

Email Tracking

Cirrus Email Tracking

The tracking tool enables individuals to monitor how their contacts respond to campaign messages. It reveals how many people read emails and when they viewed them. Also, it tells which link they accessed from the mail.

Email Analytics

Cirrus Email Analytics

The mail analytics assists customers in doing reviews on their email campaigns. It provides reports on important metrics like views, link clicks, etc., on each outbox. This insight enables individuals to monitor their campaign strategies. Added to that, it gives info on bounce estimates, ROI, and numbers of unsubscribers.

Extra Activities

This service helps subscribers to locate old inboxes and records quickly. It provides a detailed timeline of the customer’s activities on its platform. Moreso, It eliminates the stress of searching for past actions using its web search algorithm tool.

Attachment Tracking

Attachment tracking helps the people to monitor the engagement on attached documents. It tracks the time the attachment is read and shows the number of times the file is forwarded. This info allows individuals to understand their audience and to optimize content to meet their interests. 

 

Drip Campaigns

Cirrus Drip Campaigns

This tool deals with sending marketing information to prospects. It then monitors their response to the message and automatically sends a reply. Besides that, it assists subscribers to understand the interests of contacts. It helps perform better with lead generation and security. That gives a bigger chance for more sales.

Salesforce Integration

This integration enables Cirrus Insight to serve as a platform where clients can utilize Salesforce services. It allows the user to sync messages and meetings and to track prospects from their inbox. Detailed reviews and an updated record are also components of this feature.

Enterprise Scheduling

Enterprise scheduling helps people to automate their meeting plans. It allows them and their contacts to adjust the time and date of an appointment. 

More, it supports drip campaigns and the personalized calendar tool. It also reflects an individual’s availability and helps the client keep track of project deadlines and target goals.

Follow-up Reminders

This service enables subscribers to follow-up on outbound messages. It includes the ‘Set Reminder’ tool that sends them a notification when a scheduled time is close. It assists individuals to manage sales and recipient feedback. It has an ‘Add Note’ option, which the user can set based on whether a mail is received or not.

Email Templates

This feature allows the user to compose a letter template quickly and send it to as many users as possible. With it, people can personalize messages and merge tags. It also enhances critical web metrics such as open, click, and bounce rates.  

 

Integrations

The app’s integrations enable users to have access to more web services easily. This platform integrates with other applications to help its users synchronize their data for better management. 

Some of these include:

  • Adobe Echo Design
  • Ambition
  • Conga
  • Job science
  • Marketo
  • Astrea Smart vCard
  • Desk.com

 

Plans and Pricing

Cirrus insight offers two practical options for all intending clients. They can either have an account for Gmail or Outlook. Then, they can choose from the several plans that these two offer. They are Starter, Closer, and Rainmaker, and Enterprise packages.

The first three subscriptions offer the same features for Gmail and Outlook, while the Enterprise services are available only to Gmail users.

Gmail

Cirrus Gmail

This option is tailored for Gmail account holders.  It contains the following plans: Starter, Closer, and Rainmaker.

These packages have various features and attract differing prices. Of the four, the starter subscription is the cheapest with a $36 monthly fee.

Outlook

Cirrus Outlook

The Outlook plans are suited to those with Microsoft emails. Like the Gmail option, its services are quantized into various packages. They are the Starter and Closer subscriptions. They both attract different prices and amount of benefits. 

Starter Plan

This is the most basic plan the platform offers. It costs $36 monthly and $27 per month for an annual payment.

The Starter package provides mail tracking, template generation, Salesforce integration, and many other web features. However, it is limiting and can only cater to small campaigns. That makes it more suited for small and medium businesses.

Pros

  • It is suitable for small scale clients
  • Mail tracking
  • It integrates with Salesforce
  • Mail syncing 
  • Mail scheduling services

 Cons

  • It lacks meeting scheduling
  • It doesn’t offer the “search-history” feature

Closer Plan

This plan offers more tools that are missing in the Starter package. Some of them include an online calendar, meeting scheduling, detailed reviews, and many more. It costs $60 for a month’s subscription and $47 monthly if paid a year ahead. If prevalent among medium scale enterprises.

Pros

  • It is more suitable for medium scale enterprises
  • It provides coaching options to subscribers.
  • The search history assists users to visit and review their past activities.
  • It allows the user to tag documents and view team reviews
  • It includes the leads insight feature

Cons

  • It doesn’t contain drip analytics
  • The campaign customization feature isn’t included

Rainmaker Plan

This plan is only included in the Gmail package. It is finely tuned to meet the needs of small and large-scale enterprises on the web. Its offerings include Calendar availability, auto-delete feature, drip campaigns, list building, and many more. It costs about $96 monthly. However, an annual payment gives a discounted amount of $72.

Pros

  • Drip campaign analytics
  • Mail personalization feature
  • Lead campaign building
  • Email campaigns to about 100 recipients
  • Flight plans tool

Cons

  • It is limited to only Gmail users
  • The single sign-on feature is not available

Enterprise Plan

The Enterprise package is a custom subscription and is designed for mega businesses. It is the most expensive and sophisticated of all the plans. It contains new introductions like single sign-on features, customized training programs, and many more. The price can be determined based on the volume of services requested.

Pros

  • Efficient customer service
  • Customized training
  • More than 100 customers can utilize this service
  • It contains the most versatile features
  • It allows for proper organization management

Cons

  • It is quite expensive
  • Its sales integration is limited to Salesforce

Price and Key Features Comparisons Table

The packages vary in their price, features, and target customers on the web. Of all the options, the Closer plan is the most popular package used by clients. Here is a table comparing the plans, their prices, and critical services.

  Starter Closer Rainmaker Enterprise
Pricing per Month  $36 $60 $96 Custom
Email Tracking Yes Yes Yes Yes
Email Template Yes Yes Yes Yes
Salesforce Integration Yes Yes Yes Yes
Salesforce Analytics Yes Yes Yes Yes
Email Scheduling Yes Yes Yes Yes
Calendar Syncing No Yes Yes Yes
Document Tagging No Yes Yes Yes
Meeting Schedule Management No Yes Yes Yes
Lead Generation Yes Yes Yes Yes
Email Syncing Yes Yes Yes Yes
Document Auto-update No No No Yes
Customized Customer Service No No No Yes
Email Campaigns No No Yes Yes

 

Terms and Conditions

Cirrus Insight has laid down policies that guide its operations. First, the security of account password details is the subscriber’s responsibility. The software would not be held liable for any damages or loss recorded by the user on its website. 

More so, the site forbids the use of its service for illegal actions. The agreement prohibits any activity that contravenes any existing web laws, local and international. Any breach of the contract will attract severe penalties.

Privacy Policy

The privacy policy covers regulations on clients’ data security and the site’s handling of personal information. It only shares such info with third-parties upon getting consent. Their access to personal data is limited to the type of service they render. They will only receive data that they need for efficient operation. However, the information can be disclosed if the other party violates the agreement.

Information Heading

Subscribers with data security concerns can choose to remove their personal information from the site’s database by contacting the customer service team.

Refund Policy

The company has a strict refund policy. It does not reimburse in cases where the client’s subscription has auto-renewed without consent. It also does not pay back for unused subscriptions. Instead, the site expects subscribers to stop auto-renewal when they wish to end the service. To cancel, individuals can contact the support team.

Attention Heading

Clients will be solely responsible for canceling their subscription 30 days before the renewal date. The site could suspend an account indefinitely if the user owes the platform beyond 30 days. It will only be restored if payment is made in full.

Customer Support

Cirrus Customer Support
The website offers a versatile support service. Apart from its physical office, they provide resources such as help articles, blog posts, videos, live Q&A sessions, and a robust online community. More details are available below.

Email

The company has a dedicated address [email protected] where users can lodge complaints and get to interact with the team. They can use this channel to request a demo or quote. Individuals can expect a reply within 48 hours.

Online Chat

The platform has an active online chat team that offers immediate resolutions to issues experienced by clients. They are available online 24 hours every day, including weekends. Individuals can use this channel to enquire about plans, prices, and other services.

The chat widget can be found at the bottom right corner of the website’s home screen.

 Support Center

The support center provides materials that teach subscribers to maximize the potentials of the application. These include articles, webinars, FAQs, tutorial videos, and blog posts. These materials cover various topics, including data security, features, pricing, installation, and many more.

Individuals who need extra help can contact their support team via this number: +1-844-287-0950.

Attention Header

The phone number is not toll-free. Dialing it will attract regular charges.

Quality of Service

People continually share comments on their experiences with the app. The result from various random reviews gives it an average rating of 4.2 out of 5 stars.  

Many praised the application for its versatile integrations and sleek interface. Several others hailed its tools and analytics reports. However, some customers expressed displeasure over the unavailability of customer support. A few others regarded it as the best among its competitors.


Pros and Cons

Cirrus Insight has many great qualities. Its efficient tools, vital integrations, and easy-to-use nature are some significant highlights. However, it has its share of weaknesses. This block provides an unbiased review of its ayes and nays.

Pros

Cons

  • Immediate updates on all inbound and outbound messages.
  • It integrates efficiently with many platforms, especially Salesforce and Gsuite.
  • It provides an up-to-date campaign analysis.
  • The site has a user-friendly interface.
  • It provides a visual inspection of all past emails.
  • Setting up an account is relatively easy.
  • The software has a robust help and support center.
  • It supports multiple languages: English, French, and Japanese.
  • A fourteen-day free trial, which does not require a credit card.
  • The software may experience glitches sometimes.
  • The interface for MacBook is not as smooth as for Windows.
  • Occasionally it may conflict with other Chrome add-ons.
  • It does not offer a refund on subscriptions.

Cirrus Insight Alternatives

Though Cirrus Insight is outstanding, several other sites compete with it. These competitors include Mailshake, Salesloft, Yesware, and many more. This article provides reviews on top alternatives.

Mailshake: Expert Tool for Mail Campaigns

Over 41000 clients make use of this CRM software for their campaigns. Its offerings include scheduling, tracking, and lead catcher, etc. Also, it has integrations with Gmail, G Suite, Zapier, LinkedIn, and many more. The company offers a $59 base plan with a 30-day money-back guarantee.

Salesloft: All-in-One Platform

Salesloft provides a top-notch platform for sales and customer relations management. G2 names it as the leader in sales engagement for nine straight quarters. It integrates with the Salesforce platform. Its quality, with excellent customer support, gives it its competitive power.

Yesware: Affordable Yet Powerful

Yesware is an all-in-one toolkit for sales professionals. With over 1.2 million users, it boasts of increasing its sales by twenty percent. Unlike many of its competitors, the company has a free plan. It offers a base subscription that costs $19 monthly.

  Cirrus Insight Salesloft Yesware Mailshake
Basic Plan per Month  $27 Custom $19 $59
Free Plan No No No No
Outlook Yes Yes Yes Yes
Multiple Users No No No No
Zapier Integration Yes No No Yes
Mobile App Yes Yes Yes No
Email Tracking Yes Yes Yes Yes
Salesforce Integration Yes Yes Yes Yes
Automation Yes Yes Yes Yes
Mail Merge Yes Yes Yes Yes
Analytics Yes Yes Yes Yes

FAQ Section

  • How Do You Install Cirrus Insight?

    Outlook users can get the app running by following these simple steps:

    1. Visit the site on a browser.
    2. From the home page, select Click ‘Here to Install,’ and then ‘Get Started.’
    3. Select ‘Download for Outlook.’
    4. Run the installation wizard.
    5. Follow the process through and install in a default location.
    6. Once the procedure completes, open Gmail and sign in.

  • How Do I Add Cirrus Insight to Gmail?

    Gmail account owners can get their accounts integrated with the app by following the steps below:

    1. Open the website with a Chrome browser.
    2. Click on ‘Get Started,’ and then ‘Install Now for Gmail.’
    3. Select ‘Add Extension.’ After that, click ‘Go to Gmail.’ The user will see the new Cirrus Insight panel on their Gmail inbox’s right side.
    4. Choose ‘Sign In to Salesforce’ to log in to the software.


The Verdict: Worth Giving a Try?

Having the right CRM tool is paramount, and Cirrus Insight software is an excellent option. Thousands of subscribers use it annually to manage their mails and sales, as revealed in the review.

Are you interested in using this platform in 2021? Do you have any critical information regarding it? Kindly drop your comments in the box below.


Matt Robinson

Matt Robinson

Matt is an experienced technical writer and translator skilled in writing targeted texts for a variety of audiences. He has a diversified background, including social media management of various products. He is a data-driven strategist and a passionate story-teller. He posts about all social innovations and delivers high-quality research and content to our readers.