+
+

Related Products

  • ClickUp
    19,572 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • InfoFlo
    196 Ratings
    Visit Website
  • Dialpad Support
    1,607 Ratings
    Visit Website
  • Maropost Marketing Cloud
    152 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • Act!
    555 Ratings
    Visit Website
  • Visual Visitor
    251 Ratings
    Visit Website
  • PostScan Mail
    137 Ratings
    Visit Website
  • UENI
    9,731 Ratings
    Visit Website

About

At the core of every success, there’s a valued connection: a partner, a mentor, a customer. CircleBack offers the technologies you need to thrive in those connections while still having the time and freedom to move forward and get stuff done. CircleBack targets the core of a major productivity problem: not having access to the people you need when you need them. Using a proprietary data engine, CircleBack discovers when important connection details change and surfaces new contact info to help you keep connections alive and get stuff done. Email signature capture creates contacts for the people you email but haven’t yet added to your address book, making it easier than ever to have the information you need for everyone you know. Add contacts to your address book in an instant with a powerful OCR business card scanner.

About

Most people struggle with tasks when there are too many apps and tabs open and notifications are screaming at every corner. It’s not easy to keep track of thousands of emails and interactions. It’s even harder when you have to fill out endless CRM forms. Instead of solving customer problems your team members are trying to figure out where the last customer conversation left off. Get an instant real-time 360 degree view into each relationship via Contact Timeline. Communicate with your client base without losing a personal touch. Collaborate, delegate, and see the status of each task without leaving your inbox. Your customers don’t like being passed around. CIM puts everyone on the same page. Sort your contacts into groups and apply Get Things Done productivity workflow to emails and conversations. With an easy-to-use interface, everything is no more than one click away. With email marketing built in, you can send the same email to multiple customers and make it highly personable.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Contact Management app for businesses professionals

Audience

Businesses searching for a solution to improve their services and increase sales

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

CircleBack
Founded: 2014
United States
www.circleback.com

Company Information

Relenta
United States
www.relenta.com

Alternatives

Alternatives

Evercontact

Evercontact

One More Company
Chaos Intellect

Chaos Intellect

Chaos Software
Contacts+

Contacts+

Gentoo Labs
SpinOffice CRM

SpinOffice CRM

Mulberry Garden

Categories

Contact Management Supported

Categories

Contact Management Supported
CRM Supported

Contact Management Features

Activity Management Not Supported
Appointment Management Not Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Not Supported
Email Marketing Not Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Integrations

Grok Bot Supported
Katalyst Supported
Mimasa AI Supported

Integrations

Grok Bot Not Supported
Katalyst Not Supported
Mimasa AI Not Supported
Claim CircleBack and update features and information
Claim CircleBack and update features and information
Claim Relenta and update features and information
Claim Relenta and update features and information