Circleback Review: Meeting Notes With the Follow-Ups Extracted
Circleback fits teams that want meeting notes and action items sent on to a CRMIn this Circleback review, no tagged review counts back the scores, and Free keeps 30 days of meeting and recording history, read on Sep 28, 2026.
Every score on this page validated by the site owner · latest validation Oct 16, 2026 · How we score
Circleback in three sentences
Circleback is an AI meeting notes app with action items, automations and meeting search, per its home page read on Sep 28, 2026. No tagged review counts exist for it, so this Circleback review states the vendor's facts and sets no sentiment claim. Pro is $15 per user a month billed annually, read on Oct 5, 2026.
See it before you read on
Nothing loads from the video host until you press play; the player then opens in privacy-enhanced mode.
What it costs
Four plans. Every figure read on the vendor's pricing page between Sep 28 and Oct 5, 2026.
Spotted a change? Tell us
- Meeting history
- Unlimited
- Recording storage
- 1 year
- Teams
- 5
- Meeting history
- Not published
- Recording storage
- 2 years
- Teams
- Unlimited
- Meeting history
- Not published
- Recording storage
- Unlimited
- Teams
- Not published
Prices read on the vendor's page: Pro $15, Business $25, per user a month billed annually; $18 and $29 billed monthly.
Scores set with no tagged review counts; global score 7.6.
What you get, what you don't
Six things Circleback does. None of the six is missing on the vendor's pages.
- Google CalendarNative
- GmailNative
- OutlookNative
- SlackNative
- NotionNative
- Data hostedUS (primary processing)
- GDPR data processing agreementAvailable
- SOC 2 reportSOC 2 Type II
- Single sign-onEnterprise plan
- ChannelsNot published
- HoursNot published
- PhoneNot published
- Tagged reviewsNone discuss support
The data behind the score
Our five scores against the average of the tools we score.
Should you buy it?
Name your dealbreaker. No profile is scored on its own yet: too few tagged reviews per profile, so the page shows the overall score.
Buy it if You want bot or bot-free capture, action items assigned after each meeting and automations into HubSpot, Salesforce, Notion or Attio. Skip it if You need recordings kept longer than 1 year on Pro: its recording storage is 1 year, and Business lists 2 years.
Free keeps 30 days of meeting and recording history The pricing page lists a 30-day meeting and recording history on Free, read on Sep 28, 2026. Pro lists unlimited meeting history, read on Oct 5, 2026. We hold no published fact that shows another tool here does better.
Recordings are stored 1 year on Pro and 2 years on Business The pricing page lists 1 year of recording storage on Pro and 2 years on Business, read on Sep 28, 2026. Unlimited recording storage is listed on Enterprise only, read on Sep 28, 2026. We hold no published fact that shows another tool here does better.
Payments are non-refundable and Enterprise bills yearly only The terms say payment obligations are non-refundable except as the agreement expressly states, read on Sep 28, 2026. The pricing page lists yearly billing only on Enterprise, read on Sep 28, 2026. We hold no published fact that shows another tool here does better.
Questions to ask the vendor
- How long are recordings kept on the Free plan?Free lists a 30-day meeting and recording history, read on Sep 28, 2026.
- How does volume pricing change the per-user price on Enterprise?Enterprise lists volume pricing, read on Oct 5, 2026.
- Which refunds does the agreement allow beyond the non-refundable default?Payment obligations are non-refundable except as the agreement expressly states, read on Sep 28, 2026.
- Do the automations into Salesforce and HubSpot run on the Free plan?The pricing page lists automations with all integrations, including Notion, HubSpot, Salesforce, Attio and webhooks, read on Sep 28, 2026.
If Circleback isn't it
Three tools we score in this category. Each card names where the tool is weaker. Free history limit, Recording storage and Refunds and billing have no card: we hold no published fact that shows another tool here does better. Click a card, or a name below, to put it next to Circleback.
- Business syncs key data and summaries with CRM, ATS and VoIP tools
- Starter caps recorded calls at 20 hours a month
- Starter imports audio and video files
- Free plan limits meetings to 45 minutes
- Otter lists Salesloft and Outreach among its native integrations
- Basic lists 300 monthly transcription minutes
Circleback vs Leexithe three alternatives
 Circleback |
Leexi |
Grain |
Otter.ai |
|
|---|---|---|---|---|
| Our score | 7.6* | 8.8 | 7.8* | 7.7* |
| Price and plan | ||||
| Entry price | $18 /seat /mo | $15 /seat /mo | $19 /seat /mo | $16.99 /seat /mo |
| Free plan | Free plan | No free plan stated | Free plan | Free plan |
| Free trial | Free trial (length not stated) | 7-day free trial | 14-day free trial | 7-day free trial |
| Four dimensions, same grid | ||||
| Ease of setup | 8.4 | 9.2 | 8.6 | 8.4 |
| Feature depth | 7.5 | 7.6 | 7.8 | 7.4 |
| Value for money | 8.3 | 9.7 | 8.5 | 8.5 |
| Support quality | 7.3 | 8.6 | 7.6 | 7.3 |
| Fit | ||||
| Integrations | HubSpot, Salesforce, Slack | Salesforce, HubSpot, Slack | HubSpot, Salesforce, Slack | HubSpot, Salesforce, Slack |
| Support channels | Not published | Assistant and email | Live chat, email | Request form, email |
| Main strength | Meeting notes with action items | Automatic meeting notes and summaries | Bot-less meeting transcription | Live transcription with speaker recognition |
Leexi lists its Ask Leexi chat as built in on the AI-Meeting plan, read on Sep 28, 2026.
Grain lists bot-less transcription and video recording with bots, read on Sep 28, 2026.
Otter lists bot-free desktop recording on Mac and Windows, read on Sep 29, 2026.
Read on Sep 28, 2026: Circleback lists automations into HubSpot, Salesforce and Attio; Leexi lists CRM, ATS and VoIP sync and Grain bot-less transcription. Otter lists bot-free desktop recording, read on Sep 29, 2026.
Same five-dimension grid for every tool; the fifth dimension changes with the category and stays out of this table. Prices and integrations read on each vendor's public pages between Sep 28 and Oct 6, 2026. * Under 10 tagged reviews: the score is weighted toward the site average; with none, it is the site average. Some of these prices have not been read again for 6 months. Check the vendors' pages before you buy.
What the vendor's pages say, in depth
Circleback records with a bot or the bot-free desktop app
The pricing page lists a bot or the bot-free desktop app for online meetings, and mobile and Apple Watch apps for in-person meetings, read on Sep 28, 2026. The home page says each speaker is identified by name, with 100+ languages supported, read on Sep 28, 2026.
The home page says action items are captured, assigned and organized after every meeting, read on Sep 28, 2026. Ask Circleback answers questions drawn from past conversations, read on Sep 28, 2026.
Pro, Business and Enterprise are priced per user, beside a Free plan
Pro is $15 per user a month billed annually and $18 billed monthly, read on Oct 5, 2026. Business is $25 per user a month billed annually and $29 billed monthly, read on Oct 5, 2026.
Free is $0 and lists API, MCP and CLI access, read on Oct 5, 2026. Enterprise is $35 per user a month, billed annually, and lists volume pricing, read on Oct 5, 2026.
Free keeps 30 days of history, and recording storage grows by plan
Free lists a 30-day meeting and recording history and 2 teams, read on Sep 28, 2026. Pro lists unlimited meeting history, read on Oct 5, 2026.
Pro lists 1 year of recording storage and 5 teams, and Business lists 2 years of recording storage and unlimited teams, read on Sep 28, 2026. Enterprise lists unlimited recording storage, read on Sep 28, 2026.
HubSpot, Salesforce and Attio are updated after meetings
The home page lists automatic updates to contacts and deals in HubSpot and to people, companies and deals in Attio after meetings, read on Sep 28, 2026. It lists updates to contacts and opportunities in Salesforce, read on Oct 5, 2026.
Google Calendar, Gmail, Slack, Notion, Linear and Zapier are listed as native, read on Sep 28, 2026. Outlook is listed as native, read on Oct 5, 2026.
SOC 2 Type II, a DPA and cancel anytime
The security site lists SOC 2 Type II, and the help centre lists a Data Processing Agreement, read on Sep 28, 2026. Primary processing takes place in the United States, and SSO is listed on Enterprise, read on Oct 5, 2026.
Pro shows a Start free trial button, read on Oct 5, 2026. The pricing page says you can cancel anytime, and payments are non-refundable except as the terms state, read on Sep 28, 2026.
Before you commit
Free is $0 and lists API, MCP and CLI access, read on Oct 5, 2026. It lists a 30-day meeting and recording history and 2 teams, read on Sep 28, 2026. Pro shows a Start free trial button, read on Oct 5, 2026.
This page holds no accuracy figure for Circleback speaker identification, and no tagged review counts. The home page says each speaker is identified by name automatically, read on Sep 28, 2026.
The home page lists automations that update HubSpot contacts and deals after meetings, read on Sep 28, 2026, and Salesforce contacts and opportunities, read on Oct 5, 2026. Slack is listed for sending notes with automations, read on Sep 28, 2026. This page holds no fact on which fields action items fill.
This page holds no fact on which meeting platforms Circleback joins. The home page says to connect Google Calendar to record meetings, read on Sep 28, 2026, and the pricing page lists a bot or the bot-free desktop app for online meetings, read on Sep 28, 2026.
This page holds no fact on what happens when a capture fails, and no tagged review counts set a judgement on it. The pricing page lists mobile and Apple Watch apps for in-person meetings, read on Sep 28, 2026.
This page holds no fact on Circleback support channels or response times. Enterprise lists priority support, read on Sep 28, 2026.
Affiliate linksThis page contains affiliate links: some vendors pay us a commission when you subscribe through their Try button. Scores come from public user reviews, on the same grid for every scored tool. Affiliate disclosure