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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

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Katalyst Yes 
Mimasa AI Yes 
ON24 No 
PhoneBurner No 
Rattle No 

Integrations

Katalyst No 
Mimasa AI No 
ON24 Yes 
PhoneBurner Yes 
Rattle Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

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

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 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

Contact Management

Activity Management Yes 
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 No 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

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