+ CircleLoop

Keep your team in InfusionSoft, make better calls, log and track client communications effortlessly.

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CircleLoop + InfusionSoft
Integration Gives You...

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Contact Sync

Click to Call

Automatic call activity logging

Missed calls create follow up tasks

Benefits for your team

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Instantly know who’s calling

CircleLoop identifies the caller and gives you a direct link to InfusionSoft

Better customer management

No need to leave InfusionSoft to speak to clients

Instant access to call analytics

Everything is logged automatically in InfusionSoft

Onboard new team members faster

Call notes and recordings make client handovers easier and more effective

Search & call on the move

Quick search customers / prospects in CircleLoop's app

Sales process development

Call recording and logging allows better feedback on lead quality

Instant access to all comms data

You already log your email & chats, add your phone to close the loop

Smart features that save you time and money

Self Service

desktop and mobile apps

DESK-PHONE OPTIONAL

Retain existing numbers

voicemail

Set working hours

Call transfer

Notifications

Conference Calling

Call recording

call greetings and menus

call forwarding

Simple pricing

No contract, no set-up fees, no nasty surprises.

RECOMMENDED

Make 15 + mins of calls a day

Unlimited

£15

+ VAT monthly per user

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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Unlimited outbound calls

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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UK outbound calls

From 3p / min

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

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14 day free trial, no credit card required

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Unlimited inbound calls

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Flexible packages

See the CircleLoop + InfusionSoft integration in action

Start your FREE CircleLoop trial today

Setup only takes a couple of minutes. 14 day free trial - no card details required.

Already using Circleloop?

All you need to do is link your CircleLoop & InfusionSoft accounts.

Get CircleLoop for InfusionSoft

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