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Why Cirrus Insight Outperforms Salesforce Inbox

By seamlessly integrating with Gmail and Outlook, users are able to automatically sync all sales activity data to Salesforce, send personalized emails at scale, and track email interactions directly from their inbox.
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Cirrus Insight is the #1 Alternative to Salesforce Inbox

Cirrus Insight is the only solution that can sync to multiple objects simultaneously and store all your data in Salesforce.

Sync inbound and outbound emails across all devices and platforms to appropriately record all leads, contacts, opportunities.

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With Cirrus Insight there is no need to worry about data storage. Activity logs are automatically synced and updated in your inbox and Salesforce. Reliable and relevant data is always a click away.

Salesforce Inbox stores sale activity in a separate database, which requires an active license and is deleted after two years. Sales activities will not show in standard Salesforce reports, nor will they appear in external business intelligence systems.

Salesforce Sync is Our Strength

Cirrus Insight provides more admin control, a better user experience, and faster setup.
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Salesforce sync has been Cirrus Insight’s top focus for the last nine years. Because of that, we have been able to create a superior integration solution that meets the needs of over 250,000 users.

Our hands-on-approach has provided users with:

  • Synchronization with Salesforce
  • Email, Calendar, and Salesforce in one Interface
  • Email, Link, and Attachment Tracking

As a small piece in a massive company, Salesforce Inbox is unable to provide customers with all the tools they desperately want.

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Supports Any Email Environment,

and Connects to Every Salesforce Version.

If you have Exchange 2010, multiple instances of Exchange, Community Cloud, or you need to support recurring events, Salesforce products won’t work for you, but Cirrus Insight will!

Salesforce Versions Supported

  • Salesforce Community Cloud
  • Salesforce Group Edition
  • Salesforce Professional Edition
  • Salesforce Enterprise Edition
  • Salesforce Unlimited Edition
  • Salesforce Partner Community Edition
  • Salesforce Force.com Edition
  • Salesforce Single Sign On (SSO)
  • Salesforce Industry Cloud
  • Salesforce Service Cloud
  • Salesforce Sales Cloud
  • Salesforce Financial Services Cloud

Works with

  • Exchange 2010
  • Outlook Desktop 2013
  • Outlook Desktop 2016
  • Office 365
  • Outlook Office Add-In
  • Outlook Office Add-In for Exchange 2013 & 2016
  • Outlook for Mac with Office 365 or Exchange 2013, 2016
  • Support for Terminal Server & Citrix
  • Support for Published Desktop & VMWare
  • Gmail
  • Gmail Extension (Chrome)
Phil Torres
“Love this app. I’m not a huge fan of Salesforce because of all the clicking to enter data into each field. I mainly work out of my email which is my lifeline day to day. This has made creating new accounts, contacts, filing emails and tracking new opps very easy.”
Phil Torres, National Account Manager
Convergence Communications

That’s Not All. With Cirrus Insight You Can Do Even More.

Leverage features like workflow groups, availability matching, and utilization logic to seamlessly connect leads, prospects, and customers with the right team member's.
Send personalized emails at scale with ease. Get actionable insights, prospect faster, and fill your pipeline.
Cirrus Insight helps you find information on your prospects so you can make more informed decisions
Cirrus Insight offers AI meeting prep using Salesforce, LinkedIn, and past conversations, but Yesware doesn’t provide any AI-powered meeting tools.
Nurture key relationships with personalized email templates. Track how clients interact with your emails, links, and attachments.

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.

We’ve got you covered to make the transition smooth.

How do I start using Cirrus Insight? Do I need to install the application on my computer? My mobile device?

If you use Gmail, you'll install our extension in your Chrome or Firefox browser. If you use Outlook, you'll install our plugin for Outlook. If you use an iPhone, iPad, or Android device, you'll download the app from the Apple or Android store to install on your device.

Do you provide training and support?
Do you support my version of Outlook?
Do you support my edition of Salesforce?
Is the Cirrus Insight platform secure?

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