Circleback.ai

4.50

RATING

6 M+

EXPOSURE

About this tool

Name

Circleback.ai

Category

tools

Circleback.ai is a cutting-edge AI tool designed to enhance your networking and follow-up strategies. Ideal for professionals looking to stay connected with their contacts, Circleback.ai automates the process of managing, tracking, and nurturing relationships. By integrating with your email and calendar, it keeps track of interactions, reminds you of important follow-up tasks, and suggests the best time to reach out to key contacts. Whether you’re working in sales, recruitment, or general networking, Circleback.ai ensures you never miss an opportunity to maintain valuable connections.

Ratings and Reviews

4.50

"Circleback.ai has been a lifesaver for my sales outreach. The follow-up reminders are spot on, and it’s helped me stay organized across multiple accounts. Definitely a must-have for busy professionals!"

2024-12-04

Tom H.

4.20

“I’ve been using Circleback.ai for a few months now. It’s great for tracking contacts and scheduling follow-ups. I’d love to see more customization in reminders, but overall it’s a great tool!”

2024-11-21

Grace W.

4.80

"This tool has helped me maintain strong relationships with my clients and colleagues. The automatic follow-ups are a huge time-saver, and the insights into my interactions are very valuable."

2024-10-18

Carlos V.

How to use

Sign Up and Connect Accounts: Create an account on Circleback.ai and link your email and calendar accounts to allow the platform to sync with your communication history. Import Contacts: Automatically import contacts from your email, CRM, and calendar. Circleback.ai will organize them by interactions and provide insights into your relationship history. Track Interactions: Circleback.ai tracks your communication and activity with each contact. It keeps a log of emails, meetings, and conversations for easy reference. Set Follow-Up Reminders: Based on your interactions, Circleback.ai suggests the ideal times for follow-up and sends you reminders, ensuring you stay on top of important connections. Relationship Insights: The AI analyzes your past interactions to provide insights on how to strengthen your relationships, including tips on personalization and timing. Manage Tasks: Create tasks related to specific contacts or meetings and track your progress to stay organized and proactive in your networking efforts. Export and Share Reports: Export activity reports to analyze your networking efforts or share them with colleagues or stakeholders.

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