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features
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What is CircleBack?

At the core of every success is a significant relationship, be it with a partner, mentor, or customer. CircleBack offers vital tools designed to cultivate these connections, granting you the time and flexibility needed to advance and achieve your objectives. The platform effectively tackles a major productivity hurdle: the challenge of engaging with the right people at the right time. By employing a distinctive data engine, CircleBack tracks alterations in essential connection information and retrieves the latest contact details, ensuring your relationships are both robust and effective. Its email signature capture function conveniently generates entries for those you have interacted with but have not yet saved, simplifying the task of keeping your network updated. Furthermore, you can easily incorporate contacts into your address book with a powerful OCR business card scanner, making it easier than ever to keep a well-organized and accessible contact list. This inventive strategy not only improves your ability to connect but also enables you to concentrate on what is truly important in your professional journey, fostering an environment where success can thrive.

What is Business Card Reader?

The Business Card Reader is a mobile app that allows users to quickly and easily transfer information from business cards into their CRM with just a couple of taps. By simply photographing the card, all relevant details are immediately imported into the user's CRM system. This innovative tool not only facilitates the collection of essential data but also provides the ability to gather extensive insights about potential clients, partners, or colleagues. It is worth mentioning that the application does not support custom fields. The Multi CRM edition of the Business Card Reader is particularly notable for being the most efficient, rapid, and secure option for transferring data from business cards. With its ability to integrate with over 12 CRM systems within one app, users can switch between different platforms without any hassle. Therefore, if you handle multiple CRMs, downloading this app will significantly enhance your management experience. Additionally, the app allows for even greater insight into potential connections, positioning it as a comprehensive solution for networking needs. In just a few moments, you can capture a business card and effortlessly upload the data to your CRM account, ensuring that all your vital information is neatly organized in one accessible place. This functionality not only saves time but also streamlines the process of maintaining professional relationships.

Media

Media

Integrations Supported

Act!
Bitrix24
Capsule
Creatio
Freshsales
HubSpot CRM
HubSpot Customer Platform
Insightly
Keap
Kommo
Pipedrive
Solve CRM
Zendesk Sell
Zoho CRM

Integrations Supported

Act!
Bitrix24
Capsule
Creatio
Freshsales
HubSpot CRM
HubSpot Customer Platform
Insightly
Keap
Kommo
Pipedrive
Solve CRM
Zendesk Sell
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CircleBack

Date Founded

2014

Company Location

United States

Company Website

www.circleback.com

Company Facts

Organization Name

MagneticOne Mobile

Date Founded

2014

Company Location

Ukraine

Company Website

magneticonemobile.com/business-card-reader-apps/

Categories and 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

Categories and 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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