Cirrus Insight
Sales productivity and CRM companion tools built around Salesforce for sales teams.
Cirrus Insight is a sales productivity platform built around Salesforce, designed to reduce manual CRM data entry and keep customer activity, pipeline data, and meeting workflows in one place. It syncs emails, calendar events, and tasks to Salesforce, and provides scheduling, email tracking, and AI-assisted meeting preparation and conversation capture for customer-facing teams.
Core modules include the Salesforce Sidebar for managing CRM data from the inbox, Salesforce Sync, Smart Scheduler for lead routing, Calendar Scheduling, Email Blast with Salesforce merge fields, Attachment Tracking, and Buyer Signals for email opens, link clicks, and replies. AI features include Meeting AI for pre-meeting research, CRM AI for opportunity hygiene updates, and Conversation Intelligence for capturing and organizing sales conversations. It integrates with Salesforce, Gmail, Outlook, and Microsoft Teams, and offers an API with webhooks for custom workflows.
The platform is aimed at account executives, sales managers, sales operations, CRM admins, and marketing teams, with solutions organized by role and industry. A free trial is available without a credit card, and a self-service hub lets users build quotes.
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