Help & Support

How Can We Help?

All support flows through our support portal — knowledge base, FAQs, and ticket submission in one place.

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Find step-by-step guides, video tutorials, and frequently asked questions — all in one place.

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Knowledge Base

Guides & tutorials

FAQs

Common questions

Video

Feature walkthroughs

Getting Started

Most members are up and running in an afternoon. Here's the recommended order to set things up.

Step 1

Set Up Your CRM

Import your existing contacts, create custom fields for your business, and organize leads into pipeline stages that match your sales process.

Step 2

Connect Your Channels

Purchase your business phone number, connect your email domain, and register to send SMS messages. Everything routes to your unified inbox so no message gets missed.

Step 3

Build Your First Automation

Start with a welcome sequence or a missed-call text-back workflow. Drag, drop, and publish — your first automation can be live in under 10 minutes.

Step 4

Set Up Your Calendar

Create booking pages for discovery calls, consultations, or any appointment type. Share your link — clients self-schedule and you get notified automatically.

Step 5

Customize Your Pipeline

Rename stages, add custom fields, and configure probability settings so your pipeline accurately reflects how your deals actually progress.

Step 6

Invite Your Team

Add team members, set permissions, and you can even restrict their access to see only what you assign to them. Unlimited seats are included — no per-user fees ever.

Not a Member Yet?

Try The Circle free for 14 days. Full access, no limits — see if it's the right fit for your business.

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