Circleback
Circleback turns your meetings into written notes, action items, and searchable records — automatically.
Independent overview by new Mantra · updated July 16, 2026
- Category
- Operations
- Pricing
- Free; Pro $15/user/mo billed annually ($18 monthly); Business $25/user/mo ($29 monthly); Enterprise $35/user/mo (annual)
- Implementation
- Under 1 week
- Adoption risk
- Low
- Integrates with
- Zoom, Google Meet, Microsoft Teams, Slack, Salesforce, HubSpot
What Circleback does
Circleback joins your video calls and records what happens. After each meeting it produces structured notes, identifies who said what, and pulls out action items — assigning them to the right people without you having to do it manually. It works across Zoom, Google Meet, and Microsoft Teams.
Beyond individual meetings, Circleback indexes every conversation you've had so you can ask questions and retrieve information from past calls. That search layer means you're not hunting through old transcripts or relying on memory when you need to recall a decision or a commitment someone made.
The solution connects to CRMs like Salesforce and HubSpot, and to Slack, so meeting data can flow into the places your team already works. It also supports over 100 languages and handles technical terminology and varied accents in its transcription.
Key capabilities
Automatic meeting notes
After each call, Circleback writes structured notes on your behalf. You don't need to edit a raw transcript or fill in a template.
Action item assignment
Action items are captured and assigned to the relevant people automatically at the end of every meeting.
Speaker-labeled transcription
Each speaker is identified by name in the transcript, and the system is built to handle technical terms and a range of accents across more than 100 languages.
Search across past meetings
You can ask questions and get answers drawn from every recorded conversation, not just the most recent one.
CRM and app integrations
Circleback can update records in Salesforce, HubSpot, and other solutions, and share meeting output to Slack — reducing manual data entry after calls.
Best for
- Small teams or individual contributors who run frequent external or internal meetings and lose time on follow-up admin
- Sales or account teams who need meeting details pushed into a CRM like Salesforce or HubSpot without manual logging
- Managers or founders who want a searchable record of past conversations to track commitments and decisions over time
- Teams already using Zoom, Google Meet, or Microsoft Teams who want notes without adding a complex new workflow
- Organisations with multilingual participants or heavy use of technical language who need accurate transcription
Worth knowing
- There is a free plan, then Pro at $15 per user per month on an annual plan ($18 monthly) and Business at $25; for larger teams the per-seat cost adds up
- The solution works with Zoom, Google Meet, and Microsoft Teams — if your team uses a different video platform, confirm compatibility before committing
- Circleback records and stores your conversation data; review their privacy policy and data processing terms if your meetings involve sensitive or regulated information
- The value compounds over time as your meeting history grows — teams with very few recurring meetings may not get as much from the search and history features
- Implementation is listed as under one week, but getting full value from CRM integrations like Salesforce or HubSpot will require some setup and testing of automation rules
Related solutions
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