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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

For two decades, we have been assisting businesses and organizations across New Zealand, which has equipped us with extensive knowledge in contact management. Founded in Dunedin, NZ, Outreach Software Limited began its journey in 2002, specializing in online contact relationship management solutions tailored for small enterprises. From the very beginning, OutreachCRM was designed as an accessible online platform, enabling users to effortlessly keep track of contacts, clients, customers, members, donors, and any other groups that require management. You can easily add, manage, and monitor all essential information related to your contacts, customers, members, or donors. Capture the data that is vital and pertinent to your organization through customizable fields. Input information using drop-down lists, free text, multiple choice, or date fields. Organize your contacts by grouping or tagging them into categories, allowing you to create targeted contact lists, pinpoint specific markets, or facilitate communication with groups. By connecting your contacts, you can also clearly define the nature of each relationship, ensuring effective management and communication. Thus, our expertise and innovative solutions continue to evolve to meet the needs of our clients in this dynamic landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ON24
PhoneBurner
Rattle

Integrations

ON24
PhoneBurner
Rattle

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CircleBack

Founded

2014

Country

United States

Website

www.circleback.com

Vendor Details

Company Name

Outreach Software

Website

www.outreachcrm.co.nz

Product Features

Contact Management

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

Product Features

Contact Management

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

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