Cirrus Insight for Gmail
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.94%
- cirrus4×2.35%
- cirrus insight3×1.76%
- insight3×1.76%
- activity2×1.18%
- cirrus insight supports2×1.18%
- data2×1.18%
- gmail2×1.18%
- inside2×1.18%
- insight supports2×1.18%
- revenue2×1.18%
- supports2×1.18%
Account Contact Relationship Hierarchy
The Account Contact Hierarchy Tree provides a full hierarchy tree view of the contacts associated with an account. This includes direct and indirect account contacts. Each contact is displayed in a separate contact card including their title and contact details. For further details on each contact, simply click through to their record from the contact card. Each contact card in the tree also includes a button which collapses the contacts subordinates to help provide a clearer custom view for the user. A zoom functionality is also included which assists in the viewing of the tree. Any indirect contacts to the account are also displayed and highlighted to separate them from the direct contacts. Indirect contacts have a similar contact card to direct contacts, instead of displaying their subordinates however, a list of their associated accounts are listed. These account records can also be accessed through the card.
Top keywords
- contact8×5.44%
- contacts7×4.76%
- account5×3.40%
- card5×3.40%
- contact card4×2.72%
- tree4×2.72%
- direct3×2.04%
- indirect3×2.04%
- associated2×1.36%