Overview

Circleback.ai is an AI-powered conversation intelligence platform designed to eliminate the need for manual note-taking during virtual meetings and calls. It seamlessly integrates with popular calendar and meeting platforms like Zoom, Google Meet, and Microsoft Teams to automatically join and transcribe your conversations in real-time. The tool leverages AI to process the transcript, generating accurate summaries, identifying action items, highlighting key decisions, and extracting crucial details.

The core value proposition of Circleback.ai is enhanced productivity and focus. By automating the documentation process, users can fully engage in the conversation. Beyond simple transcription and summarization, it offers features like CRM integration (e.g., HubSpot, Salesforce) to sync meeting notes directly to relevant records, automatic follow-up email generation, and a searchable knowledge base of past conversations. This makes it an invaluable tool for sales teams, customer success managers, project managers, and anyone looking to efficiently capture, analyze, and act upon information from their daily communications.

Key Features

  • Automatic meeting transcription
  • AI-powered conversation summaries
  • Action item and key decision detection
  • Generative AI for follow-up emails and content
  • CRM integration (HubSpot, Salesforce)
  • Calendar integration (Google, Outlook)
  • Meeting platform integration (Zoom, Google Meet, Microsoft Teams)
  • Searchable conversation library
  • Speaker identification
  • Custom vocabulary

Supported Platforms

  • Web Browser
  • Google Calendar Integration
  • Outlook Calendar Integration
  • Zoom Integration
  • Google Meet Integration
  • Microsoft Teams Integration

Integrations

  • Google Calendar
  • Outlook Calendar
  • Zoom
  • Google Meet
  • Microsoft Teams
  • HubSpot
  • Salesforce
  • Zapier
  • Slack

Pricing Tiers

Free
$0/month
  • Limited recording/transcription minutes per month
  • Basic AI summaries
  • Action item detection
  • Searchable library
Pro
$29/user/month (billed annually) / $39/user/month (billed monthly)
  • Unlimited recording/transcription
  • Advanced AI features
  • CRM integration (HubSpot, Salesforce)
  • Calendar integration (Google, Outlook)
  • Meeting platform integration (Zoom, Meet, Teams)
  • Custom vocabulary
  • Priority support
Business
Custom Pricing
  • Everything in Pro
  • Team management features
  • Admin controls
  • Advanced analytics
  • SSO
  • Dedicated support
Enterprise
Custom Pricing
  • Everything in Business
  • Custom integrations
  • Enhanced security and compliance
  • Dedicated account manager
  • Onboarding & training

User Reviews

G2
Circleback.ai has been a game-changer for managing my sales calls. The transcription is accurate, and the AI-generated summaries and action items save me so much time. Syncing notes directly to HubSpot is seamless.

Pros

Accurate transcription, excellent AI summaries, reliable action item detection, seamless CRM integration, easy setup with calendars and meeting platforms.

Cons

Occasionally struggles with very noisy audio or multiple speakers talking simultaneously, UI could be slightly more intuitive in some areas.

G2
I love how Circleback automatically joins my meetings and handles all the note-taking. It lets me focus entirely on the conversation. The search feature is also incredibly useful for finding past discussions.

Pros

Fully automated note-taking, allows focus during meetings, accurate transcriptions, valuable summaries and action items, effective search functionality.

Cons

Free plan limitations can be restrictive for frequent users, sometimes needs correction on technical terms.

 
 

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