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Advanced Features

The only software you'll ever need

The Circle consolidates and replaces most of your other software tools - such as ClickFunnels, Calendly and more.

Customer Relationship Manager (CRM)

Track each of your contact’s interactions with your company! Building a relationship with your customers has never been easier with The Circle. Build rapport by storing notes on each customer to keep a history of all the "little details."

Email Marketing

Connect with your customers and grow your sales by sending emails! Follow-up with your customers via email now or schedule an email for later. You can create and send email broadcasts, promotions, or new offers to build a relationship with your audience and turn them into customers.

2-Way SMS/Text Marketing

Text Messages have a 98% open rate! Keep your customers engaged by delivering timely and relevant messages via text while increasing your response rate. Stay top of mind with your audience and send follow-up messages.

Unified Inbox

Stay connected with all your messaging channels in one place. Monitor conversations from your website chat, Facebook Messenger, Instagram DM, SMS, and more - all from a single interface. Streamline communications and provide better customer service.

Web Chat

Engage with customers on your website in real-time. Provide support and answer customer questions in real-time with the click of a button. Increase customer satisfaction and reduce wait times by providing immediate assistance.

Reputation Management

Improve Your Google review rating. Gather feedback quickly and easily from customers to help improve ratings for your business. Automatically monitor customer sentiment and take proactive steps to improve your business image.

Workflow Automations

Automate Your marketing processes. Set up workflows to automatically send emails and text messages based on your customers' actions, such as following up with customers after a purchase or sending out surveys after an event.

Booking & Appointments

Streamline appointments and bookings. Create a customized booking page and accept reservations from your website or social media pages. Automate email and text message reminders to ensure punctual arrivals for appointments.

Sales Funnels

Increase your conversions and track sales. Create customized funnels to guide your prospects from initial contact with your business, through the sales process. Monitor customer actions and analyze data to optimize campaigns for maximum efficiency.

Sales Pipelines

Track your leads and close more deals. Easily manage sales opportunities from start to finish with our intuitive pipeline tool. Keep an eye on progress and prioritize deals that need attention with the convenient deal board.

Products & Invoices

Easily sell products and send invoices. Easily process payments, generate invoices for customers, and track order statuses. Manage orders, invoices, refunds and more in one place.

Surveys & Forms

Get feedback and insights from customers. Create surveys, polls, and forms to collect valuable customer feedback. Use this data to pre-qualify leads or to identify areas of improvement for your business.


Create a beautiful website in minutes. Our powerful drag-and-drop website builder makes it easy to design and publish a professional website. You can quickly add images, text, and videos to bring your ideas to life! You can also host your Wordpress website with us.

Social Media Planner

Schedule automatic posts to Facebook, Instagram, Twitter, TikTok and more! Stay ahead of the curve by scheduling your posts days or weeks in advance! See all of your accounts in one place and manage posts from multiple channels with ease.

Courses & Memberships

Easily create and sell online courses and members-only content. Post training videos, downloads, lectures and more in a secure area that only your members can access. And with The Circle, you can accept payments and manage subscriptions with ease.

Reporting & Analytics

Comprehensive reporting that provides valuable insights into your business. Get detailed reports on Google & Facebook Ads, appointment show rates, and call performance. Analyze customer data and track key metrics to optimize campaigns for maximum efficiency.

App Store Review

WOW your customers with fast follow-up!

All of your essential business need-to-knows at a glance. Although I’ve only been using this app for a few weeks it’s already taking my customer and prospective client communications to a new level. I love having all of my business vitals at my finger tips. Before, opportunities were getting lost, and now? For me, follow up is now easy to stay on top of! For them? Just Wow! 😃
Jeff Bliss
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Frequently Asked Questions

You're in luck, we've got answers!

Will I be billed for usage (sms/text messages, calls & emails)?

Yes, these charges are billed by the carrier. So we'll use your card on file to cover any carrier usage costs.

What are the usage costs?

Outbound calls $0.065/min
Inbound calls $0.0425/min
Text Messages $0.0375/msg segment
Emails $0.007/email

Usage costs are dependent on current carrier pricing, and is subject to change.

Can I cancel my account?

You sure can! We'd hate to see you go. But if you wish to cancel, just click "Billing" in your dashboard menu to cancel your subscription before your next bill date.

Do you offer any additional services?

Yes, we offer branding, marketing, custom automation and web design services that work in tandem with your account in The Circle. This will allow you to track your customer's journey from start to finish. For custom service requests, please reach out to our team at

I know what I need, but not sure how to implement it. Can you help?

Absolutely! Just reach out to us at and we'll schedule a time to see how we can build it for you.

Do you offer refunds?

You can always cancel as your business needs change. While we don't offer refunds, we're confident that when you sign up today, you'll get exactly what you need to grow your business.