Book a demo
Demo
menu
Demo

logo-rg-vs-ci

The Best Cirrus Insight Alternative for Complete Salesforce Coverage

Searching for a better activity capture tool and Cirrus Insight alternative? Revenue Grid delivers superior automation, custom object support, and enterprise-grade flexibility for teams that work smarter, not harder.

Get Started with Revenue Grid

Trusted by 900,000 Salesforce users globally

See Why Teams Switch From
Cirrus Insight To Revenue Grid

logo-salesforce-green
Full Salesforce Coverage
Automatically capture emails, meetings, and tasks to any standard or custom object in Salesforce with AI-driven linking to Opportunities, Leads, and Accounts. Cirrus Insight limits support for custom objects.
logo-circle-arrows-green
Smarter Email & Calendar Sync
From full-thread syncing to attachments and shared mailbox support, Revenue Grid handles complex email/calendar setups with ease. Cirrus Insight? It only covers the basics.
logo-stonk-green
Reliable, Native Reporting
With Revenue Grid, every captured email, event, or task is saved as a native Salesforce record, ready for custom reports. Cirrus Insight’s data often sits outside Salesforce, limiting visibility.
logo-security-green
Enterprise-Grade Control & Compliance
SOC 2, HIPAA, ISO 27001 — Revenue Grid meets the highest data protection standards. Cirrus Insight lacks advanced deployment options & certifications.

See the Difference Clearly

Revenue Grid vs. Cirrus Insight

logo-rg-vs-ci-big

Features
RG-logo
Salesforce Integration
Custom Object Support
Full support for all standard and custom objects with configurable rules
Only standard objects supported; custom support is partial and manual
Data Reportability
Activities saved as native Salesforce records, fully reportable
Some fields only available via limited/beta Unified Reporting
Smart Linking
Context-aware rules link activities to correct Opportunity
Links to all related Opportunities, may create irrelevant associations
Linking to Salesforce Records
Emails/events linked to Leads, Contacts, Accounts, Opportunities, and custom objects
Limited, not configurable beyond basic Person objects and Accounts
Email & Calendar Sync
Email Thread Sync
Full-thread auto-sync, configurable by admin
Beta stage only, no thread boundary control
Attachments Capture
Automatically captures and saves email attachments with record, configurable by type/size
Basic support only, lacks configuration options
Email Capture Methods
Auto, category-based, and manual capture; supports Tasks, Enhanced Emails, or Custom Interactions
Auto and manual logging only, limited Enhanced Email support
Calendar Sync
Full two-way sync with recurring, private, internal/external events; supports delegated/shared calendars
No true two-way sync; limited shared/delegated calendar support
Mailbox Support
Multiple Mailbox Support
Supports syncing multiple O365/Gmail mailboxes per user
Not supported
Contact & Lead Management
Contact/Lead Creation
Auto-converts unknown email recipients/invitees to Salesforce records based on rules
Manual creation only
Contact/Lead Suggestions
Auto-suggests new Contacts/Leads/Accounts from email body/header/signatures
No suggestion feature
Scheduling
Meeting Scheduling
Includes “Book Me,” MS Teams integration, shared calendar availability, link invalidation, supports 10+ calendars
Basic "Book Meeting" links; no MS Teams, shared availability, or auto-parsing
Customization & Controls
Admin Configuration
Profile-based sidebar configs, object visibility, field-level permissions, sync filters by type/time/mailbox
Basic object visibility and filters; many settings are global or limited
Sidebar Capabilities
Full-featured (save, smart lookup, record creation, drag-and-drop, productivity tools)
Basic record saving/task creation, limited search, no advanced controls
Reporting & Admin Tools
Salesforce Reportability
All captured activity is reportable natively in Salesforce
Limited access via beta Unified Reporting
Admin Console & Alerts
Includes user management, profile push, sync health alerts, usage monitoring
Includes user management, profile push, sync health alerts, usage monitoring
Connectivity & Deployment
Mail Server & CRM Connectivity
Full support for Exchange, O365 (Graph & EWS), Gmail, all Salesforce editions
O365 (EWS only), partial Exchange, no Gmail, limited Salesforce support
Deployment Options
Supports multi-tenant, dedicated cloud, and customer-hosted deployment
Basic cloud deployment only
Security & Compliance
Certifications & Controls
SOC 2 Type II, ISO 27001/27701, HIPAA, GDPR, CCPA, DPF, encryption, BYOK/HYOK support
No published compliance certifications or encryption details

Book a Demo

Measured. Proven.
Undeniable.

400%
More activity
in CRM
62%
Increase in
productivity
85%
Reduction in
data entry errors
90%
Less time on
scheduling & reporting

Hear it Straight From
Our Customers

Revenue Grid allows us to work much more efficiently by capturing all our Outlook contacts, correspondence, and meetings and updating Salesforce automatically.
Andrew M.
Partnership Manager
Seamless integration with our CRM eliminated our data and pipeline management challenges. Revenue Grid lets our teams focus on building relationships with clients and closing deals.
Shiomi S.
Enterprise Accounts Manager
Remote work made it incredibly hard to help my team execute. With Revenue Signals, I can provide “hold-me-by-the-hand” guidance without being physically present or micromanaging my reps.
Gustavo B.
Senior Director Sales & Strategic Operations

Unified. Synced. Actionable.

RevenueGrid unifies fragmented
sales workflows

Connect every touchpoint—from emails to meetings—and turn chaos into clarity.
Unlock insights that drive action, not just reporting.

Book a demo

Frequently Asked Questions

Revenue Grid offers superior automation, full custom object support, and enterprise-grade features, while Cirrus Insight provides basic email tracking with limited customization. Revenue Grid scores 4.5/5 on G2 compared to Cirrus Insight's 4.2/5, with users highlighting Revenue Grid's better CRM integration (9.4 vs 8.8), quality of support (9.1 vs 8.0), and email automation capabilities (9.4 vs 8.8).
Revenue Grid is significantly better for enterprise teams, offering SOC 2, HIPAA, and ISO 27001 certifications, advanced deployment options, mass deployment capabilities, and profile-level control. Cirrus Insight lacks these enterprise-grade security features and advanced deployment options.
Revenue Grid starts at $30/user/month for Activity Capture 360, while Cirrus Insight begins at $14/user/month for Salesforce Sync. Despite the higher price point, Revenue Grid delivers superior value with more comprehensive features, better support, and enterprise-grade capabilities. Salesforce Integration Questions
Yes, Revenue Grid provides full support for both standard and custom Salesforce objects with AI-driven linking to Opportunities, Leads, and Accounts. Cirrus Insight only supports standard objects, with limited and manual custom object support.
Revenue Grid excels in Salesforce reporting by saving every captured email, event, and task as native Salesforce records, ready for custom reports. Cirrus Insight's data often sits outside Salesforce, limiting visibility and reporting capabilities.
Revenue Grid offers more robust multi-environment support with advanced customization options for complex Salesforce setups. While both platforms support Salesforce integration, Revenue Grid provides more flexible deployment options for organizations with multiple Salesforce instances.
Revenue Grid provides superior email synchronization with full-thread syncing, attachment support, shared mailbox capabilities, and support for multiple Gmail/Office 365 mailboxes per user. Cirrus Insight offers basic email syncing but cannot sync more than one mailbox per user and lacks advanced features like shared mailbox support.
Both platforms offer meeting scheduling features, but Revenue Grid provides more comprehensive scheduling capabilities with better integration and customization options. G2 users rate Cirrus Insight's Meeting Scheduling at 9.1, while Revenue Grid's overall scheduling capabilities, including notifications (8.9), offer a more complete solution.
Yes, both Revenue Grid and Cirrus Insight offer email tracking capabilities. However, Revenue Grid scores higher on G2 for Email Tracking/Automation (9.4 vs 8.8), indicating more robust automation capabilities that users find beneficial for managing email outreach effectively.
Both platforms score similarly for Ease of Setup (Revenue Grid: 8.6, Cirrus Insight: 8.3) and Ease of Admin (both: 8.4). However, Revenue Grid offers more advanced administrative features for enterprise deployments, including mass deployment and profile-level controls.
Revenue Grid provides significantly better support quality, scoring 9.1 vs Cirrus Insight's 8.0 on G2. Revenue Grid includes premium 24/7 customer support as part of the subscription, while users report that Revenue Grid's support team is more responsive and helpful when issues arise.
Users report mixed experiences with both platforms' browser extensions and plugins. Some Cirrus Insight users have noted frequent logout issues and connection problems with the Outlook plugin, while Revenue Grid generally receives better reliability ratings from users.
Revenue Grid is significantly more secure, with certifications in HIPAA, SOC2 Type II, GDPR, and ISO 27001, plus encryption at rest and in transit with BYOK/HYOK options. Cirrus Insight lacks these advanced security certifications and deployment options.
Revenue Grid meets the highest data protection standards with multiple compliance certifications including GDPR, HIPAA, and SOC 2. Cirrus Insight has basic security measures but lacks the comprehensive compliance certifications required for highly regulated industries.
Revenue Grid users report significant improvements: 400% more activity captured in CRM, 62% increase in productivity, 85% reduction in data entry errors, and 80% less time spent on scheduling and reporting tasks.
Revenue Grid provides comprehensive migration support and implementation services. The platform is designed to handle complex email/calendar setups that Cirrus Insight may struggle with, making the transition beneficial for teams needing more robust functionality.
Yes, both Revenue Grid and Cirrus Insight offer free trials, allowing teams to test the platforms before making a commitment. This enables direct comparison of features and capabilities.
Both platforms primarily serve mid-market companies (Revenue Grid: 48.9%, Cirrus Insight: 46.0%), but Revenue Grid is better suited for enterprise organizations due to its advanced security, compliance, and administrative features.
close

More results...

expand_less