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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.

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/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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CircleBack
Founded: 2014
United States
www.circleback.com

Company Information

Relenta
United States
www.relenta.com

Alternatives

Alternatives

Evercontact

Evercontact

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Chaos Intellect

Chaos Software
SpinOffice CRM

SpinOffice CRM

Mulberry Garden
GoConnect

GoConnect

HeyBaldur
Evercontact

Evercontact

One More Company

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

Integrations

Katalyst
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