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Average Ratings 1 Rating
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
Our comprehensive cloud solution integrates all aspects of your business, from managing clients and leads to handling invoicing, documents, projects, and email marketing, effectively consolidating the functions of three or four separate applications into a single platform. This means your team can work seamlessly without the distraction of toggling between multiple software. SWELLEnterprise streamlines your workflow by centralizing everything, saving you valuable time and effort. With this all-in-one tool, you gain a holistic view of your clientele, making it easier to assess their needs at a moment's notice. Customize SWELLEnterprise to suit your specific requirements; you can enable the features you find essential while hiding those that are unnecessary. Personalize the application by incorporating your brand's colors, allowing for a cohesive company identity. Furthermore, SWELLEnterprise takes care of all the tedious tasks, so you can forget about the hassle of generating contracts, managing projects, creating invoices, or sending out welcome emails ever again. Experience the freedom of automation, enabling you to focus on what truly matters—growing your business.
API Access
Has API
No
API Access
Has API
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$25.00 per month
Use SWELLEnterprise for free or upgrade to our unlimited plan.
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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
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
Swell System
Country
United States
Website
swellsystem.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
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
No
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No