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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

At the heart of every achievement lies a meaningful relationship, whether with a collaborator, advisor, or client. CircleBack provides the essential tools to nurture these relationships, allowing you the freedom and time to progress and accomplish your goals. The platform addresses a significant productivity challenge: the inability to reach the right individuals at the right moment. Utilizing a unique data engine, CircleBack identifies changes in crucial connection details and retrieves updated contact information, ensuring your relationships remain strong and productive. The email signature capture feature seamlessly creates entries for individuals you've communicated with but haven't yet saved in your contacts, streamlining the process of keeping your network informed. Additionally, you can effortlessly add contacts to your address book using a robust OCR business card scanner, making it simpler than ever to maintain an organized and accessible contact list. This innovative approach not only enhances your connectivity but also empowers you to focus on what truly matters.

Description

Receive concise lessons on Holacracy best practices straight to your inbox, enabling you to dismantle outdated management habits while cultivating new ones for effective self-management. With Habit Support, you and your team can transition smoothly to a self-managed environment. A single hour spent with an experienced coach can significantly transform your approach. During live monthly sessions, you can engage with a Certified Holacracy Coach to ask questions and receive guidance in various languages. The presence of regular tactical and governance meetings, where real issues are addressed, indicates a flourishing circle. Assess the vitality of your circle through metrics that monitor the frequency of meetings and the issues resolved over time. Conduct tactical and governance meetings with real-time agendas, proposals, and outputs accessible to all participants, regardless of their location. Facilitate the management of projects and actions by organizing them according to circle, role, date, and desired outcomes. Embrace transparency throughout your entire organization to foster collaboration and efficiency. By adopting these practices, you will enhance communication and alignment among team members, ultimately driving better results.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Asana No 
BI Book No 
Katalyst Yes 
Mimasa AI Yes 
OmniFocus No 
Slack No 
Trello No 

Integrations

Asana Yes 
BI Book Yes 
Katalyst No 
Mimasa AI No 
OmniFocus Yes 
Slack Yes 
Trello Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$6 per user per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CircleBack

Founded

2014

Country

United States

Website

www.circleback.com

Vendor Details

Company Name

GlassFrog

Founded

2007

Country

United States

Website

www.glassfrog.com

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline No 
Email Marketing No 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

Product Features

Collaboration

Brainstorming No 
Calendar Management No 
Chat / Messaging No 
Contact Management No 
Content Management No 
Document Management No 
Project Management No 
Real Time Editing No 
Task Management No 
Version Control No 
Video Conferencing No 

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