Home > CRM Software > Cirrus Insight > Cirrus Insight vs monday sales CRM

Cirrus Insight vs monday sales CRM

Last Updated: November 18th, 2024

Our analysts compared Cirrus Insight vs monday sales CRM 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 Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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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.

monday.com sales CRM is a cloud-based solution that helps businesses manage their end-to-end sales and sales enablement processes. It optimizes productivity by providing complete visibility into the sales pipeline. Users can access sales, customer and company data in a centralized location.

It allows sales teams to manage multiple sales funnels, update deal stages and add columns to the interface. Build custom, real-time dashboards to gain insights on business-critical metrics. Other capabilities include lead management, contact management, automation and native integrations.

$14/User, Monthly

Free Trial is available →

Get a free price quote

Tailored to your specific needs

$12/User, Monthly, Freemium

Free Trial is available →

Get a free price quote

Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

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

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

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.

Intuitive Interface: We found the solution intuitive to navigate. Create new boards, manage workflows and add contacts with a compact and uncluttered interface with color-coding for deals, deadlines and stages. Extra marks for the dark theme.
No-Code Custom Automations: Use a logic-based automation builder to create custom automations for next steps, notifications, tags and lead assignments. For example, we created an automation to change the status of a deal to stuck one day before the expected close date arrives. Scroll through automation templates and modify them to fit your business needs.
Real-Time Data Insights: Connect boards to your sales dashboard and enable live data for real-time insights into your company’s performance. We were also able to search for custom widgets built by monday.com, or build our own. Export individual widgets and the entire dashboard as a PDF.
Easy Quote and Invoice Creation: Click on the Quote and Invoice tab on the Deals board to access a quote template that can be modified for invoices. We could add product items along with discounts and tax in the adjustments section.
Offline Mobile Capabilities: Use the offline mode on the native app to make changes to your boards remotely and without data access, that will sync once the internet is reconnected.

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.

Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities.
Email: Manage email communications within the system by syncing with Gmail and Outlook.
- Set up automated alerts to receive notifications when a prospect opens or replies to emails.
- Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information.
- Automatically save all emails as drafts to prevent data loss.
Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee.
Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system.
Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
- Set up automated reminders for upcoming deadlines.
- Automatically route leads to the right sales rep.
- Instantly receive notifications after task completion.
- Automatically send emails on the due date.
Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub.
Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space.
- Communicate directly on files and tasks to speed up work and avoid constant back and forth.
- Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.
- Secure data by setting up user access and permissions.
- Automate project workflows to keep everyone in the loop.
- Plan projects and centralize communication via kanban boards and Gantt charts.
Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results.

Product Ranking

#79

among all
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#54

among all
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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Cirrus Insight

monday sales CRM

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User Sentiment Summary

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.

92%

of users recommend this product

monday sales CRM has a 'excellent' User Satisfaction Rating of 92% when considering 1296 user reviews from 4 recognized software review sites.

5.0 (11)

n/a

4.2 (1312)

4.6 (768)

4.2 (102)

4.7 (390)

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4.1 (7)

4.1 (46)

4.2 (131)

Awards

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.

Easy-To-Use: Users mentioned the solution was user friendly and easy to deploy and set up.

Customization: Creating customizable workflows and automations that are adaptable as the business grows was a plus for users.

Dashboard and Reports: Reviewers appreciated teh real time updates to customizable dashboards and simple reporting.

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.

Lags: Users mentioned that the system would occasionally lag and load slowly.

Learning Curve: To fully utilize the system, reviewers mentioned a need for time and program knowledge.

Integrations: According to reviewers the APIs needed needed finetuning and doesn’t integrate with some products.

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.

monday.com sales CRM is a user-friendly CRM solution for small and medium businesses. Key strengths include an intuitive interface, custom workflows and automations and real-time data dashboards. Its customization capabilities mean it caters to an array of industries and offers features like lead management, activity tracking, email integration, and multiple pipeline deal views. During our free trial, we appreciated the no-code automation builder, easy contact creation and simple board creation.However, user reviews mentioned occasional lag times, a learning curve for full utilization, and limited API integration capabilities. Overall, monday.com Sales CRM is an excellent starter CRM for businesses thanks to its ease of use, customization options and affordability.

Screenshots

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