Related Products
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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.
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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.
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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
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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
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Audience
Contact Management app for businesses professionals
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Audience
Businesses searching for a solution to improve their services and increase sales
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCircleBack
Founded: 2014
United States
www.circleback.com
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Company InformationRelenta
United States
www.relenta.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Grok Bot
Not Supported
Katalyst
Not Supported
Mimasa AI
Not Supported
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