Revenue Grid vs
Cirrus Insight
If you’re comparing Cirrus Insight competitors, start here: both tools log email and calendar activity to Salesforce. What separates them is who decides what gets logged, what happens to the people who aren’t in Salesforce yet, and what you can build on top of the result.
Revenue Grid captures under rules your admin sets, creates the contacts, leads and accounts it doesn’t recognise, and runs meeting intelligence, deal guidance and forecasting on those same records. Cirrus sells sixteen capabilities separately, priced per user, with the rep deciding what gets filed.
What that means in practice
Revenue Grid, point by point
Capture model set per profile — sales on automatic, legal on rep-directed
Unknown senders and attendees become records without a rep typing them in
$30 per user / month covers capture, sidebar, scheduling, admin controls and reporting
ISO 27001, ISO 27701 and HIPAA, with a customer-hosted option
Revenue Grid
$30
Cirrus Insight, matched
$41.50
The short answer
Which One Fits Your Team
Choose Revenue Grid if
Coverage of the activity record shouldn’t depend on whether a rep remembered to file something.
Sales needs automatic capture while other teams need rep-directed saving
Relationship maps must stay current without anyone doing data entry
Different teams need different sync and sidebar policies
Sequences and a dialer should sit on the same contract as capture
ISO 27001, HIPAA, data residency or customer-hosted deployment apply
You want one tier rather than six line items to reconcile
Choose Cirrus Insight if
You want to buy narrow capabilities for different groups, and you want reps deciding what reaches the CRM.
Only part of the company needs each capability, at different seat counts
Inbound routing on utilisation and territory is a core requirement
Live coaching prompts during the call are the deciding feature
Scope
What both do,
and what only one does
Capability
Revenue Grid
Cirrus Insight
What both do
Where Revenue Grid keeps going
Partial
Partial
Partial
Where Revenue Grid is stronger
Four differences that show up
after you’ve bought
Capture model
01
Automatic or rep-directed, per team
An admin picks the model per profile. Sales runs automatic, so coverage doesn’t depend on who remembered to file at quarter-end. Legal and exec-facing users run rep-directed with a narrower scope. Change it later without changing products.
Cirrus Insight
Cirrus is rep-directed by design — their docs say the rep decides what belongs in the CRM. There are no role-based profiles, so a team that needs a different setup has to run as a separate child org.
Record completeness
02
Unknown people become records
A recipient or invitee who isn’t in Salesforce gets created as a Contact, Lead or Account under your rules. Contacts sync both ways with field mapping, so the relationship map doesn’t decay between CRM clean-ups.
Cirrus Insight
Cirrus creates contacts and leads well — title, phone and company are lifted from the signature — but from email a rep has to do it in the sidebar; only call participants are added automatically, with the $39 Meeting Capture, and custom field mapping for contacts sync is not documented.
Governance at scale
03
One org, different rules per team
The same profiles control object and field visibility, sidebar layout, filters, and who can create or edit what. Set them once, then push changes to selected profiles.
Cirrus Insight
Cirrus settings are largely global. Admins can hide objects and set filters, but giving AEs one configuration and partner users another means splitting them into separate child orgs.
Enterprise fit
04
What security review will ask about
SOC 2 Type II, ISO 27001 and 27701, HIPAA, GDPR, CCPA and EU–US DPF. BYOK and HYOK. US, EU or UK residency. Multi-tenant, a dedicated instance, or hosted in your own cloud.
Cirrus Insight
Cirrus holds SOC 2 Type II, GDPR and CCPA, on multi-tenant cloud. ISO 27001, HIPAA and DPF are not published, and there is no customer-managed key option.
Cirrus Insight pricing vs Revenue Grid
Sixteen line items,
or three tiers
Cirrus publishes every price, so this is checkable. Both stacks below use their list prices, assembled to match what each Revenue Grid tier already includes.
To match
Activity Capture 360
Revenue Grid
$30.00
One tier, per user / month
Cirrus Insight
$41.50
Six capabilities, per user / month
Cirrus line item
List price
Salesforce Sidebar
$11.00
Calendar Sync
$11.00
Personal Scheduling
$7.00
Email Sync
$5.00
Fast Sync — five-minute cycle
$5.00
Task Sync
$2.50
Revenue Grid: every line above is part of the tier
To match
Revenue Grid Ultimate
Revenue Grid
$149.00
One tier, per user / month
Cirrus Insight
$166.50
Assembled stack, per user / month
Cirrus line item
List price
Salesforce Sync — five capabilities
$34.50
Scheduling — personal and team, without Smart Scheduler routing
$14.00
Meeting AI — three, excluding Live Coaching
$89.00
Engagement — three available today; Sales Sequences not yet released
$29.00
Revenue Grid: every line above is part of the tier
Matching one Revenue Grid tier takes six Cirrus capabilities.
$41.50 against $30 per user per month. Their 20% annual discount brings those six to $33.20, still above Revenue Grid’s list price — and real-time sync is one of the six, sold as a $5 add-on that moves the cycle from fifteen minutes to five.
At full scope the gap widens.
$166.50 against $149, and that stack deliberately leaves out Live Coaching at $125 per user and Smart Scheduler routing at $20, neither of which Revenue Grid offers. Sales Sequences ($39) is left out too, because Cirrus has not released it yet. All sixteen capabilities together list at $350.50 per user per month.
Two things genuinely work in their favour.
Term discounts stack to 40% on a three-year commitment, and you can set a different seat count on every capability — ten people on sequences, the whole company on calendar sync. For a team where only a slice needs each feature, they do offer that flexibility.
Feature by feature
The detail
your admin will ask for
Graded consistently across both products from their published documentation, including the rows where Cirrus leads.
Activity capture
Inbox & engagement
AI & intelligence
Admin & security
Capability
Revenue Grid
Cirrus Insight
Capture model
Leader
Automatic, rep-directed or both, set per profile — different teams run different capture models under one configuration
Good
User-directed by design. Their documentation states the rep decides what belongs in the CRM; different setups per team need separate child orgs
Auto-creation of missing records
Leader
Contacts, Leads and Accounts created automatically from unresolved recipients and invitees, under rules you set
Good
A rep creates contacts and leads from the sidebar, with title, phone and company lifted from the signature — call participants are added automatically only with Meeting Capture ($39)
Contacts sync
Leader
Two-way, with custom field mapping and filtering by Salesforce view
Partial
Contact sync is claimed; custom field mapping and view-based filtering are not documented
Tasks sync
Leader
Two-way with status mapping and custom field mapping
Strong
Two-way, including tasks generated by Salesforce workflow. Priced separately at $2.50
Calendar sync
Leader
Full two-way including recurring, private, internal and delegated calendars
Strong
One-way or bi-directional per user, recurring events as a series, and skip logic for private events
Sync speed
Leader
Instant sync for email and calendar, included in every tier
Good
Fifteen-minute cycle as standard. A five-minute cycle requires the Fast Sync capability at $5 per user
Object coverage
Leader
Standard and custom objects on linking rules your admin configures
Strong
Custom objects supported across the sidebar, email sync and calendar sync
Attachments
Leader
Auto-saved with the related activity, configurable by file type and size
Strong
Attachments file against the same record as the message they arrived on
Email thread sync
Leader
Full-thread auto-sync with admin control over thread boundaries
Strong
Thread-based link and thread-based sync, surviving a change of object or owner
Multiple and shared mailboxes
Leader
Personal and shared inboxes on Office 365 or Google under one user
Partial
Shared mailboxes supported in the Outlook sidebar; sync runs per user mailbox
Historical backfill
Leader
Email, meetings and tasks with a cutoff date you choose, included
Strong
Historical email and calendar sync for a defined period; email scope on enquiry
Reportability
Leader
Native Salesforce records readable by every report, dashboard and workflow you already run
Strong
Writes to standard Salesforce objects, so existing reports read the activity
Grades
Leader
Strong
Good
Partial
None
Evidence
Measured. Proven. Undeniable
+10 hrs
Selling time back, per rep per week
25%
Faster deal cycles
85%
More meetings booked
14%
Sales increase after three months
3×
More contacts auto-created
Slalom
93%
Fewer clicks in routine work
Morgan & Morgan
25%
More new-logo pipeline in 12 months
Rand Simulation
761
Person-days saved from manual entry
Vapotherm
G2
What reviewers say on G2
Overall rating
Revenue Grid
Rated higher
4.6
out of 5
Cirrus Insight
4.2
out of 5
Revenue Grid scores higher on all four G2 measures compared here.
Category scores · out of 10
Revenue Grid
Cirrus Insight
CRM integration
+0.6 for Revenue Grid
9.4
8.8
Email tracking and automation
+0.6 for Revenue Grid
9.4
8.8
Quality of support
+1.1 for Revenue Grid
9.1
8.0
“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
Migration
If you do switch,
here’s what it involves
A configuration exercise rather than a data project — but plan it as a cutover, not a parallel trial, since two capture layers writing the same emails will produce duplicates.
History comes with you
Historical sync backfills past email, meetings and tasks on install, as Salesforce records under your own retention rules. You set how far back it runs.
It installs as a Salesforce package
A managed package under your existing permission model. Native widgets and custom fields your standard reports can already read. No browser extension to roll out on Outlook.
Deploy it where policy says
Multi-tenant, a dedicated instance in our cloud, or customer-hosted in yours, on monthly or quarterly update schedules. Basic rollout is included in the subscription.
Straight answers
Questions worth asking before either demo
1. Is Revenue Grid a good Cirrus Insight alternative?
2. Is Cirrus Insight pricing actually cheaper?
3. Automatic capture or rep-directed — which does Revenue Grid use?
4. Does Cirrus support custom objects?
5. How do the two compare on security and compliance?
6. Can we see it on our own data before talking to sales?
Test it against
your own Salesforce org
Bring your own org — the custom objects, the shared inboxes, the contacts nobody ever created. That is the test that matters, and it is the one a sandbox demo can’t give you.