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 performance improvements.
Ratings and Reviews
Slow and not user friendly.
Really needs an overhaul. Not easy to switch between read and unread mails and other folders in inbox. Emails do not auto load in background and does not send push notifications for incoming mail unless app is opened, which defeats the purpose. Also when cloud storage is opened, some folders do not show if there are many folders, and cannot search in cloud storage.
Really need to re-think the whole interface and streamline like salesforce inbox. Too nad, The potential is there...
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.