Related Products
|
||||||
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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Contact Management app for businesses professionals
|
Audience
Businesses searching for a solution to improve their services and increase sales
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCircleBack
Founded: 2014
United States
www.circleback.com
|
Company InformationRelenta
United States
www.relenta.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Contact Management Features
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
|
Contact Management Features
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
|
|||||
Integrations
Katalyst
|
||||||
|
|
|