Circles

聯繫人經理和個人CRM

Circles is the contact management and personal CRM app that makes it easy to build deep, meaningful relationships, helping you be the networker, friend, or neighbor you’ve always wanted to be. Use it to nurture your network and build your business.

Remembering all the details that help build better relationships can feel overwhelming. When you’re trying to remember your client’s birthday, friend’s upcoming vacation, or your employee’s quarterly stretch goal, Circles provides the single place to keep (and search!) for all these details.

Keeping track of such simple details shouldn’t be so hard. Circles is the perfect tool to help you organize your contacts, manage your network, and help your business grow!

USES

- Use Circles as your personal CRM: a relationship management tool for your personal and professional life.

- Circles is the perfect solution for Real Estate Agents who need to remember details about leads, prospects, and clients.

- Circles is awesome for church, ministering, groups, and clubs.

KEEP IN TOUCH

- Organize your connections into Circles for easier communication (Text or Email).

- Set goals for how often you want to connect with each person in your network, and be reminded to connect at the perfect time.

- View timelines for all your interactions.

PREPARE FOR UPCOMING EVENTS

- Remember birthdays, anniversaries, weddings, graduations, bar mitzvahs, baby showers, due dates, baptisms, missionary homecomings, etc. No more crowded calendars with Circles!

- Set custom reminders and receive email and push notifications in advance of special events.

ORGANIZE THE DETAILS OF YOUR SOCIAL CIRCLES

- Import existing contacts, dates, emails, and more from your phone.

- Add factoids, track goals, and keep notes on all your network to help remind you of the things that matter most to your connections.

- Keep up to date with your contact’s social media posts so you never miss an update.

SEARCH AND ANALYZE

- Forgot someone’s name? Search anything you remember on a contact and easily retrieve their details.

- All of your contacts' information is searchable.

EVENTS AND CONFERENCES

- Use Circles for your event or conference and have all your information in one place.

- Provide event-goers with all the details of every vendor, speaker, and sponsor.

- Help your event participants network with each other better by sharing and recording each other’s details in Circles.

Avoid the embarrassment of forgetting important details and missing out on networking and business opportunities. Instead, be the thoughtful friend and professional connection who always remembers.