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Average Ratings 7 Ratings

Total
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features
design
support

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

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Alore No 
Claude No 
Claude Code No 
Easyflow No 
Fireflies.ai No 
HubSpot CRM No 
HubSpot Data Hub No 
Integrately No 
KudosHub Email Validation No 
Leadberry No 
Make No 
Mimasa AI Yes 
NextBee No 
Ohmylead No 
Pabbly Connect No 
Salesforce No 
Shift No 
Trello No 
WP-Chatbot No 
Xero No 

Integrations

Alore Yes 
Claude Yes 
Claude Code Yes 
Easyflow Yes 
Fireflies.ai Yes 
HubSpot CRM Yes 
HubSpot Data Hub Yes 
Integrately Yes 
KudosHub Email Validation Yes 
Leadberry Yes 
Make Yes 
Mimasa AI No 
NextBee Yes 
Ohmylead Yes 
Pabbly Connect Yes 
Salesforce Yes 
Shift Yes 
Trello Yes 
WP-Chatbot Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29/month/user
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CircleBack

Founded

2014

Country

United States

Website

www.circleback.com

Vendor Details

Company Name

Salesflare

Founded

2014

Country

Antwerp, Belgium

Website

salesflare.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

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
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 Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture No 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Sales Acceleration

CPQ No 
Campaign Management Yes 
Dialer No 
Email Sequencing Yes 
Email Templates Yes 
Email Tracking Yes 
List Building Yes 
Meeting Scheduler No 
Predictive Analytics Yes 
Reporting Yes 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation Yes 
Modeling & Simulation No 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

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