Home > CRM Software > Cirrus Insight > Cirrus Insight vs PipelineDeals

Cirrus Insight vs PipelineDeals

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Our analysts compared Cirrus Insight vs PipelineDeals based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Cirrus Insight Software Tool
PipelineDeals Software Tool
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Product Basics

Cirrus Insight makes it easy for Salesforce users to manage all sales and marketing tasks on one dashboard. Users can track emails, schedule meetings, set follow-ups and more from their inbox. Android and iOS apps enhance productivity. Users can create or update contact information, see email performance, check their inbox, mark meetings on calendars and view customer profiles.

Salesforce integration provides additional functionality for sales professionals, and 16 certified Salesforce Admins are available to answer questions. An organization-wide deployment model helps align work for all users and teams.
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Designed to serve small and midsize businesses, PipelineDeals is equipped with sales-focused features, enabling sales teams to automate redundant tasks and nurture relationships with customers. With an intuitive user interface, it helps set up scalable processes, resulting in improved productivity and increased profitability.

Deal management and sales acceleration tools expedite the sales cycle, and help set and track targets. A sales dashboard offers a 360-degree view of performance status, while lead management capabilities help streamline lead generation and nurturing. Customizations ensure enhanced experience and expanded functionality.
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$14/User, Monthly
Free Trial is available →
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Tailored to your specific needs
$29 Annual, monthly, quote-based
Free Trial is available →
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Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
we're gathering data
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Unified Integration: Easily handle commonly used apps through one Gmail account by integrating all required apps on a single dashboard. This helps track all activities through one single page so no tasks are missed. Syncs with all Salesforce applications, along with a few other commonly used ones such as Adobe, Ambition, Eloqua, Drawloop, HubSpot and many more. 
  • Time Saver: Save hours of manual work by automatically syncing apps and useful data. It auto-updates data and sends notifications about tracked emails, scheduled meetings, upcoming follow-ups and a lot more. 
  • Enterprise-Centric: Leverage a range of services for enterprise-level companies to enhance productivity and performance. Capabilities include validation rules, custom objects, record types and dependent picklists, which aid smarter work. 
  • Free Trial: Use free for 14 days to gauge functionality and features and determine if the product is a good fit based on company needs. Doesn’t require entering credit card information. 
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  • Improves Business Outcomes: Get detailed visibility into customer accounts to nurture relationships, recognize upsell opportunities and grow business. Also, manage project details, key deliverables, deadlines and milestones. 
  • Supports Collaboration: Team-centric accounts enable knowledge transfer across teams, ensuring collaborative strategizing. 
  • Grants Full Pipeline Control: Track multiple sales workflows accurately, gain control of pipelines with visual reporting, track each deal's progress and view activities in real time using a visual sales pipeline. Map, record and see every stage of a sale using these details. 
  • Streamlines Lead Management: Gain efficiency by having all the information required to track the progress of each lead. Facilitate better communication, faster responses, sharing of real-time updates with team members and customizable status tracking. 
  • Optimizes Selling: Maximize pipeline opportunities with the ability to see when leads are at risk and know which items are most important to prioritize. Make informed business decisions with this visibility. 
  • Enables Efficient Sales Processes: Guide sales reps and set objectives for them using team management tools. Eliminate delays, confusion and redundancy by designing a framework for collaborative sales efforts and organizing the collective knowledge of the team.  
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  • Sales Insights:
    • Offers detailed insight into the customer buying journey with features such as link tracking, quotes and reminders on upcoming proposals.
    • Supports scheduling client meetings that avoid time zone conflicts and other issues.
    • Presents company information right across emails, helping gain fruitful sales and marketing outcomes.
  • Salesforce Integration: Makes usability and data more reliable and uncluttered. 
    • Automatically sync inbox with Salesforce to create new leads, surface contact profiles while in the email interface and pull email templates from Salesforce.
    • Sync calendar events with Salesforce and updates contact records without having to log in to Salesforce.
  • Enterprise Scheduling: Simplifies the process of managing meetings and busy schedules. Allows scheduling meetings in advance and lets prospects choose a suitable date and time to reschedule another meeting. 
  • Flight Plans: Helps users of any technical skill engage with prospects using drip campaigns and set up a timeline for productive results. Has capabilities for nurturing client relationships, such as email tracking, customized messaging, and one-click calls and meetings. 
  • Attachment Tracking: Keeps sales and marketing teams aligned by providing a repository of approved content to use. Also provides analytics that measure reader engagement and allows taking back documents after they’ve been sent, making it easy to rectify errors. 
  • Analytics: Delivers insights into prospect data, which managers can use to build and share useful marketing and sales collaterals with their teams. 
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  • Automation: Sales reps can free up time to engage leads across multiple channels and increase sales by adding efficient workflows. With suggested next steps and activity reminders, they can focus on the most valuable tasks. It’s also possible to share progress reports across teams as leads move through the pipeline leading to closed deals. 
  • Reporting: Actively measure business health through data-driven reports that are shareable across teams. Comparison charts show which team members and lead types bring in the most revenue, as well as the success of business deals over the lifecycle. Track team performance, types of deals acquired and custom data points. 
  • Email Sync: Save time and streamline workflows by managing emails in the sales pipeline. A complete history of sales communication is viewable in an easy-to-filter place so that fewer deals are missed out on. 
  • Mobile App: Manage sales pipeline while on the go using Android and iOS apps. Sales-focused features include: 
    • Smart search
    • Talk-to-text records
    • Real-time notifications
    • Tasks and calendars
    • One-click activity notes
    • A mobile business card scanner
    • Nearby geolocation
  • SuperShare: Enhance productivity and enable faster deal closing by letting users collaborate from the dashboard in real time and add activities to deals. Grant access and share deals with outside partners. 
  • Customization:  Boost the sales process by customizing details based on unique business needs. Customize field names, choose which data to see first, assign permissions to team members, prioritize important customer details and use templates. The system color and theme can also be changed to match company branding. 
  • Integrations: Integrates with popular software including Mailchimp, Google apps, Outlook, Excel, QuickBooks, Zapier, Paycove, Help Scout, ActiveDemand and more. 
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Product Ranking

#79

among all
CRM Software

#36

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 1471 reviews
Great User Sentiment 1475 reviews
84%
of users recommend this product

Cirrus Insight has a 'great' User Satisfaction Rating of 84% when considering 1471 user reviews from 4 recognized software review sites.

87%
of users recommend this product

PipelineDeals has a 'great' User Satisfaction Rating of 87% when considering 1475 user reviews from 5 recognized software review sites.

5.0 (11)
5.0 (14)
4.2 (1312)
4.3 (842)
4.2 (102)
4.4 (605)
n/a
4.0 (1)
4.1 (46)
3.5 (13)

Synopsis of User Ratings and Reviews

Integration: Connection with G Suite, Salesforce account management, streamlined admin assistance integrations and more make the product’s functionality easy, mention 100% of reviews about integrations.
Sync and Scheduling: Syncing with a calendar and adding client correspondence directly to Salesforce helps schedule meetings and collaborate with clients, according to 66% of reviews on this topic.
Navigation and Tracking: The software is easy to navigate and tracks emails opened, providing knowledge of engagement for the intended audience, note 87% of users mentioning these features.
Workflow: Aligned workflows help boost productivity in the experience of 80% of users mentioning workflows.
Automation: A map sync feature automatically records everything into Salesforce, saving time and making the application easy to use, according to 66% of users referring to automation.
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Ease of Use: The system is simple to navigate and user-friendly, as observed by 97% of reviewers who mention usability.
Organized Data: According to 95% of reviewers who talk about this feature, it’s easy to look for information about deals, companies, clients and more very quickly in a centralized place.
Deal Management: This feature helps organize deals, track clients, make notes, manage priorities, and offers immediate view of deal status and reminders for timely follow-up, as observed by every user referencing it.
Customization: It’s easy to customize, according to more than 85% of reviewers who talk about this feature.
Customer Support: The support team is helpful and responds quickly, according to 92% of reviewers mentioning the aspect.
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Difficult Customization: Users can only assign one standard object besides the contact, which makes it difficult to customize, according to 66% of users writing about customization.
Cumbersome: The platform keeps logging out after each session, making the system slow, suggest 61% of users reviewing this feature.
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Technical Glitches: Every user mentioning this aspect noted the platform has issues with contact deletion, sifting through older notes and more.
Interface: The interface is unappealing and needs improvement, as noted by 75% of reviewers.
Search: Every user referencing search felt the process isn’t effective, as accurate results aren’t displayed even when using exact titles.
Slow Loading: Every user talking about this aspect noted the system becomes slow or tends to hang at times, such as when switching pages.
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Cirrus Insight helps Salesforce users track email activity and streamline tasks like scheduling calls. Its chief advantage is its extensive integrations, particularly with Salesforce, to help record data and provide actionable insights. The majority of users also cite its automation and workflows as key elements that save time and enhance productivity. However, customization is restricted and the system requires users to keep logging in for every session, which makes it tedious to use. It’s best for businesses looking to automate their operations and enhance their marketing and sales performance through seamless Salesforce integration.

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Equipped with sales-focused features, PipelineDeals enables sales teams to automate redundant tasks and nurture relationships with customers. The system is easy to navigate and customize, and the support team is very responsive, as noted by most reviewers. It also helps manage deals and client information efficiently. However, it suffers from technical glitches, and tends to hang at times. Reviews also observed that the search process isn’t accurate and that the interface needs improvement. Overall, the system is a good fit for small and mid-sized businesses looking for efficient deal management.

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Screenshots

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