Platform
Everything your customer journey needs. Connected.
Circle Suite brings CRM, communication, automation, marketing, reputation and reporting into one business system your whole team can work from.
CRM & Sales
- Contacts
- Opportunities
- Pipelines
- Custom Fields
- Smart Lists
- Tasks
- Lead Management
- Segmentation
Communication
- SMS
- Calling
- Social Messaging
- Website Chat
- Unified Conversations
Automation
- Workflows
- Triggers
- Conditional Logic
- Notifications
- Automated Follow-Up
- Appointment Automation
- Review Automation
- Reactivation Automation
AI
- AI Conversations
- Voice AI
- AI Assistance
- AI Review Assistance
- AI Content Tools
- AI Automation Assistance
Scheduling
- Booking Calendars
- Appointment Reminders
- Team Scheduling
- Calendar Integrations
Marketing
- Websites
- Landing Pages
- Funnels
- Forms
- Surveys
- Quizzes
- Email Marketing
- Social Planning
- Advertising Tools
Reputation
- Review Requests
- Review Management
- Review Widgets
- AI-Assisted Responses
Commerce
- Estimates
- Proposals
- Invoices
- Payment Links
- Products
- Subscriptions where applicable
Reporting
- Dashboards
- Pipeline Reporting
- Appointment Analytics
- Marketing Analytics
- Custom Reports
Customer Engagement
- Communities
- Courses
- Membership experiences
Feature availability and usage may vary by plan and configuration.