The sales productivity features loved by over 100,000 Cirrus Insight users are available in iOS.
Gain customer intelligence at the conversation level with Salesforce and email merged, unlimited email tracking and more.
"I get to interact with critical Salesforce data and make the updates my manager/me need from where I live...my email inbox (where my customers and prospects talk with me). Great app!" - Lauren K.
Cirrus Insight Mobile is Feature Rich:
# Know exactly when to respond to clients
-- With unlimited email tracking, you’re notified in real-time when your recipients open them and click on embedded links.
# Schedule meetings with one click
--Choose the meeting times that work for you and let your customer book the meeting in one click.
# Make Salesforce work for you
-- Create tasks to never miss a follow up, log calls or emails to any record, and edit/create records in seconds to minimize busy work.
# Access customer details when you need them most
-- Cirrus Insight gives you instant access to your customers Salesforce information so you never miss an opportunity to advance or close a deal.
# Schedule meetings and events
-- You use email to figure out when your customers are available to meet. Now you can easily schedule that meeting in Salesforce without having to leave your inbox.
Installing Cirrus Insight Mobile:
## To connect Cirrus Insight Mobile with Salesforce you need to have an active Salesforce license.
## If you do not have a Salesforce license, enjoy the full inbox and sales productivity features.
## Cirrus Insight works with Gmail, Outlook, Lotus, Yahoo, as well as any other Exchange ActiveSync or IMAP inbox.
Bug Fixes and Improvements
Ratings and ReviewsSee All
Makes a huge difference. Perfection will follow
I have been using Cirrus for quite a while, and it is getting better and better, although it isn't quite all there yet.
I started with the salesforce outlook app, and that crashed over and over again, so I tried Cirrus.
Their iPhone/iPad app is now really good. I love it while traveling. It is incredibly easy to add emails to salesforce, and to pull up the email of any contact to send things to. I haven't found out how to customize the left/right swipes, or I would use it all the time. I tend to leap over there for more salesforce related emails.
The outlook add-in is an invaluable part of my desktop workflow, I wouldn't be without it. And it has gotten better and better. But it isn't quite right yet. I tend to have patience, because whatever bug I am experiencing, they tend to fix with an update. The current outlook screen is superb, with the degree of access to salesforce etc; But there are still things which cause outlook to crash, that I learn to avoid, and there's something that worked ok 2 weeks ago that isn't quite right now.
But it still beats any alternative I know, and I have quiet confidence that it will just get better and better.
Hire some designers, guys....
The capabilities of Cirrus insight are wonderful, and the integration in Gmail is pretty good, but this app is quite a bummer. I’m writing this review on the device I use CI on - an 11” ipad pro (2018) For one, you can’t sort the email tracking, so to find out if someone opened the emails you need to scroll to the bottom EVERY TIME. What? Also, you can’t modify the fonts in any part of the email. Any pro organization has brand standards and you need to be able to adjust to those. Finally, consider that people spend hours in these apps and that they should be a pleasant - not antiquated - design experience. For anyone who uses Cirrus to work in a creative field, the design and cumbersome nature of the app makes it a broken deal.
Great when it works
This app can be a huge time saver for serious SF users but the company needs to improve upon fixing the bugs. The iPhone app was the more stable of the two apps I use - the other is the Outlook Add on - but as of this morning, I cant get the app to load as it continually crashes. The Outlook add on is finicky too but when working, is extremely helpful.
With Family Sharing set up, up to six family members can use this app.