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What is ContactBase?

Create strategic relationship maps to enhance your understanding of the political environment influencing your transactions, identifying both allies and opposition to determine the best allocation of your efforts. It’s crucial to document insights and analyze the influence patterns among key stakeholders. To facilitate this, merge and organize your contacts across personal and professional platforms to build a thorough address book, categorizing entries by organization while allowing for searches by job title. Be diligent in identifying and removing duplicate contacts, and make sure to capture important information and observations as they occur. Visualize your contacts within their respective organizational structures, highlighting their hierarchical reporting lines and distinct departments. Sharing these organizational charts with colleagues should be effortless and quick. Regularly check for inconsistencies in your address book data, updating job titles and company names to improve your Contact Identification Score. Your address book should be synchronized across all devices for seamless access. Strategically label key contacts, including decision-makers, budget authorities, executive sponsors, and advocates, to enhance your networking strategy. By implementing these measures, you can significantly enhance the effectiveness of your business relationships, thereby boosting your success in negotiations, and fostering a more collaborative and informed approach to your dealings.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

ContactBase

Date Founded

2018

Company Location

United Kingdom

Company Website

www.contactbase.net

Company Facts

Organization Name

CircleBack

Date Founded

2014

Company Location

United States

Company Website

www.circleback.com

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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