CircleBack Integrations

Mimasa AI is an Enterprise Agentic AI platform for building and deploying autonomous AI agents and intelligent workflows that automate complex business processes. It connects with ERP, CRM, databases, spreadsheets, documents, APIs, and other enterprise systems, allowing AI agents to analyze data, make decisions, execute actions, and collaborate with humans when approval is required. The platform includes AI Agent Builder, workflow automation, data intelligence, dashboards and reporting, document processing, Vision AI, enterprise integrations, human-in-the-loop controls, and Gosthi collaboration. Organizations can automate finance, sales, reporting, market intelligence, manufacturing inspection, document workflows, and other operations without replacing their existing systems.

Katalyst is an AI sales agent that works your Salesforce pipeline, turning calls, emails, and signals into Salesforce updates, next steps, and account plans so enterprise sales reps close deals, not tabs. It surfaces timely signals, summarizes every touchpoint, and keeps every deal always up to date by capturing customer interactions across meetings, notes, emails, and calls, then updating the relevant deal fields in Salesforce. With always-updated pipeline data, teams can improve forecasting, pipeline analysis, and win/loss visibility without relying on manual CRM hygiene. Katalyst turns every interaction into action by using the company playbook, deal history, and deal context to suggest the right next step, then writes it back to Salesforce. It also deploys critical deal signals such as leadership moves, hiring, events, news, 10-Ks, and website activity, helping reps engage buyers at the right time and move opportunities forward with confidence.