What Cirrus Insight does

Cirrus Insight, operated by CirrusPath, Inc. and headquartered in Raleigh, North Carolina, is a sales enablement SaaS platform founded in 2011 that keeps Salesforce CRM continuously synchronized from within Gmail, Outlook, and mobile inboxes. The product is anchored on a Salesforce Sidebar that surfaces CRM data and activity in the email client, and Salesforce Sync that automatically pushes 100% of meetings, tasks, and emails into the CRM with bidirectional validation-rule and custom-object support. The platform runs on Microsoft Azure with 256-bit encryption in transit, TDE at rest, ISO 27001 data centers, and SOC 2 Type 1 and Type 2 compliance. Around this core, the company has built an expanding module set including Email Blast, Attachment Tracking, Smart Scheduler, Calendar Scheduling, Buyer Signals, Meeting AI, CRM AI, Conversation Intelligence, AI Signature Capture, List Send, Deal Room, Thread-Based Smart Link, and a beta Cirrus Next experience.

The company makes money primarily through subscription SaaS contracts structured under the Cirrus Flex model, where access is governed by contracted feature capacity rather than named seats, with usage-based add-ons charged in arrears. A 14-day free trial with no credit card requirement serves as the top-of-funnel PLG entry, while a sales-assisted motion handles enterprise deals via demos and a direct phone line. Distribution is global through the Chrome Web Store, the Microsoft Add-in marketplace, a self-service hub, and a partner referral program. The platform serves 250,000+ professionals across 50,000+ customer-facing teams, with named enterprise users including Walmart, Samsung, Discover, Equitable, Tableau, and Tripadvisor, alongside SMB and mid-market adopters across financial services, higher education, technology, and energy and utilities. The company has earned three or more consecutive years on the Inc. 5000 list of fastest-growing companies, and in 2024-2025 launched AI Agents and a wave of AI-driven modules to reposition the product toward agentic sales orchestration.

Name

Cirrus Insight

Legal name

CirrusPath, Inc.

Website

https://cirrusinsight.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Cirrus Insight is a sales enablement SaaS platform, founded in 2011, that automatically syncs Salesforce CRM with Gmail, Outlook, and mobile inboxes and adds AI-driven modules for meeting prep, conversation intelligence, and buyer signals to serve sales teams, managers, and CRM admins.

Ownership category

akta.pro rank

Product category

Sales Engagement / Sales Enablement Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketing Automation & Campaign Management CRM (HDAEAFAB)

akta.pro secondary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

Keywords

• Salesforce email integration
• Sales engagement platform
• CRM data synchronization
• AI sales enablement
• Inbox productivity software

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations, Others

Revenue model

1. Subscription SaaS: Cirrus Insight operates as a cloud-based SaaS platform with subscription pricing. User access is governed by contracted capacity per feature under Cirrus Flex model. The company offers modular pricing allowing customers to pay only for capabilities they want, with plans including Trial, Expert, and Pro tiers.
2. Feature Capacity Contracts: User access is not restricted by named seats; usage is governed by contracted capacity per feature under Cirrus Flex. Purchases of additional contracted feature capacity or usage-based add-ons are charged in arrears based on actual usage during the applicable billing period.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels9 records

Core offering

Cirrus Insight is an AI-powered sales enablement SaaS platform that operates inside Gmail and Outlook inboxes to automate Salesforce CRM updates and accelerate sales workflows. It synchronizes 100% of emails, meetings, and tasks to Salesforce (bidirectional, respecting validation rules and custom objects) and adds AI capabilities including Meeting AI briefs, CRM AI opportunity hygiene, Conversation Intelligence with live coaching, Buyer Signals intent tracking, Smart Scheduler lead routing, and orchestrated AI Agents covering research, proposal drafting, and deal management. The product is sold primarily through a 14-day free trial with modular subscription pricing (Cirrus Flex) and sales-assisted enterprise deals.

Product overview

Cirrus Insight is an AI-powered sales enablement platform that operates as a unified workspace within Gmail and Outlook inboxes. The core product combines Salesforce Sidebar for CRM management directly from email, Salesforce Sync for automatic bidirectional email/calendar/task synchronization, Email Blast for mass personalized outreach, and Attachment Tracking for engagement monitoring. The platform extends through AI-powered modules including Meeting AI for automated meeting research and summaries, CRM AI as a background assistant for opportunity hygiene, Conversation Intelligence for call transcription and coaching, Buyer Signals for intent tracking, Smart Scheduler for intelligent lead routing, and AI Agents for orchestrating the entire sales journey. Additional modules include Email Templates, List Send for mass emailing, Signature Capture, Thread-Based Smart Link, Deal Room, and Calendar Scheduling. The platform serves over 250,000 professionals across 50,000+ customer-facing teams, targeting email-centric sales teams, CRM admins, sales operations, and account executives.

Differentiator

Problem solved

Functional benefit

Brands

• Assistant.to: A trademark of Cirruspath, Inc. - calendar scheduling and meeting booking tool
• Attach.io

Products and services

• Salesforce Sidebar Real-time Outlook/Gmail panel that shows customer data and activity, allowing sales users to manage Salesforce records directly from their inbox without switching applications. For sales reps, account executives, and CRM users running inside Gmail or Outlook.
• Salesforce Sync Automatic bidirectional synchronization of emails, meetings, tasks, and contacts directly to Salesforce with no manual data entry, supporting validation rules, custom objects, and complex record types. For B2B sales teams using Salesforce CRM.
• Email Blast One-to-many personalized email sending using high-performing templates and Salesforce merge fields at scale, including tracking and compliance features. For sales and marketing teams running scaled outreach from the inbox.
• Attachment Tracking Tracks what happens to attachments after sending, including opens and engagement metrics. For sales reps sending proposals and collateral that want engagement visibility.
• Smart Scheduler Instantly routes leads to the right team member's calendar using customizable workflow logic and smart routing for efficient buyer-seller connections. For sales teams and SDRs converting inbound demand.
• Calendar Scheduling Share calendars, automate scheduling, and book more meetings synced directly to Salesforce with personal and team scheduling options. For individual contributors and sales teams.
• Buyer Signals AI-powered tracking of customer touchpoints including email opens, link clicks, and replies to surface intent, engagement, and buying signals instantly. For sales reps and managers seeking real-time prospect engagement insight.
• Meeting AI Automates prospect and customer research before meetings, auto-generates meeting briefs with context and talking points, and provides meeting transcription and summaries. For account executives preparing for prospect and customer meetings.
• CRM AI Background AI assistant that queues up opportunity hygiene tasks for one-tap Salesforce updates. For sales reps and operations keeping CRM data accurate with minimal effort.
• Conversation Intelligence Captures and transcribes meeting content, organizes every conversation, provides live coaching during calls, and delivers post-call analysis with recommended next steps. For sales reps, managers, and coaching teams.
• AI Agents AI-powered agents that orchestrate the entire sales journey including automated research, meeting transcription, proposal drafting, competitive positioning, and deal room management. For sales teams seeking end-to-end AI workflow automation.
• Deal Room Shared workspace for buyers and sellers providing a central deal hub for collaboration and deal management. For sales reps and buyers collaborating through deal cycles.
• Email Templates Pre-built and customizable email templates for sales outreach and follow-up sequences. For individual sellers and sales teams standardizing outreach.
• List Send Send mass emails to custom lists of up to 500 recipients using Salesforce list views, with Email Templates or custom content directly from inbox. For sales and marketing teams running scaled list-based outreach.
• Signature Capture Automatically scans email signatures to pre-fill contact fields like name, email address, and phone number when creating new contacts or leads. For sales reps and admins populating CRM records.
• Thread-Based Smart Link Relates synced emails to the same records as already filed messages in the email thread, maintaining consistent record associations across multi-message threads. For sales reps and admins managing email-to-record linkage.

Quantifiable outcome

• +60% more meetings booked weekly when using AI tools
• +3 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability12 records

Feature13 records

Partnerships

Three partnerships are on record, tiered core.

• SalesforcecoreTechnology or IntegrationCirrus Insight is a Salesforce partner with deep native integration. The platform syncs emails, calendars, and tasks directly to Salesforce, respecting validation rules, custom objects, and complex record types. Supports OAuth token authentication and bidirectional sync.
• Google (Gmail)coreTechnology or IntegrationCirrus Insight offers a Chrome Web Store extension that integrates with Gmail, allowing users to manage Salesforce data directly from their inbox. Supports OAuth token authentication.
• Microsoft (Outlook/Office 365)coreTechnology or IntegrationCirrus Insight provides an Outlook add-in for Microsoft Office 365 and Outlook users. Supports both Microsoft Graph API and Exchange connections, allowing sidebar integration and Salesforce sync from within Outlook.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Gong: Gong pioneered revenue intelligence and conversation intelligence with call recording, deal analytics, and AI-driven coaching, directly overlapping Cirrus's 2024 Conversation Intelligence and AI Agents launches.
• Outreach: Outreach is a leading sales engagement platform with sequence automation, AI-powered deal insights, and Salesforce integration, competing across the broader workflow Cirrus is expanding into via AI Agents.
• Salesloft: Salesloft is a sales engagement platform with email/cadence, dialer, conversation intelligence (Drift), and Salesforce integration, overlapping with Cirrus across email sync, scheduling, and AI conversation features.
• HubSpot Sales Hub: HubSpot's Sales Hub is a CRM and sales engagement suite with email tracking, sequences, and meeting scheduling, competing with Cirrus especially in the SMB and mid-market segments Cirrus targets.

Direct peers

• Chili Piper: Chili Piper is a scheduling and lead routing platform with deep Salesforce integration, competing directly against Cirrus's Smart Scheduler and Calendar Scheduling modules.
• Yesware: Yesware is an inbox-native sales engagement and email tracking tool that integrates with Gmail/Outlook and Salesforce, directly competing with Cirrus Insight's core sidebar and email-tracking capabilities.
• Revenue Grid: Revenue Grid provides Salesforce-native email, calendar, and engagement sync inside Outlook and Gmail, competing head-to-head with Cirrus on bidirectional CRM sync and sales productivity features.

Emerging players

• Apollo.io: Apollo combines a B2B contact database, sales engagement, and AI-driven deal insights, overlapping with Cirrus's buyer signals, email blast, and AI Agents in the sales productivity stack.
• Calendly: Calendly is a leading scheduling platform with Salesforce integrations and routing features, overlapping with Cirrus's Smart Scheduler, Calendar Scheduling, and lead routing capabilities.

Others

• ZoomInfo: ZoomInfo is a GTM intelligence and data platform with buyer intent signals and sales workflow tools, complementing/competing with Cirrus's Buyer Signals AI and AI-driven prospecting modules.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/c/cirrusinsight
• LinkedInlinkedin.com/company/cirruspath
• Xx.com/cirrusinsight
• Facebookfacebook.com/cirrusinsight

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cirrus Insight