Circle is a comprehensive customer engagement platform designed to simplify and enhance how businesses interact with their customers. Whether you're managing messages, launching marketing campaigns, gathering feedback, or resolving customer issues, Circle provides the tools you need to streamline your operations and boost customer satisfaction. Our mission is to help businesses like yours build stronger customer relationships, improve retention, and drive growth—all from one unified platform.

What can circle do for you?

Circle is packed with powerful features to meet the diverse needs of businesses that prioritize customer communication and engagement:

• Shared Inbox: Manage all your customer conversations from multiple channels (e.g., Email, WhatsApp, Gmail) in one place.

• Campaign Management: Design and send targeted email, SMS, and WhatsApp campaigns to engage your customers effectively.

• Contact Management: Organize and segment your customer base with tags, groups, and detailed profiles for better personalization.

• Surveys and Forms: Collect valuable customer feedback through embeddable forms and dynamic surveys, and analyze responses in real time.

• Ticketing System: Track and resolve customer issues with customizable ticket stages and seamless collaboration.

• Analytics and Reporting: Gain actionable insights into customer behavior, campaign performance, and team productivity through detailed reports.

Who is the Manual For?

This user manual is intended for businesses and teams of all sizes who use Circle to manage their customer engagement efforts. It is especially useful for:

• Business Owners: Looking to consolidate customer interactions and scale their business.
• Marketing Teams: Seeking tools for targeted campaigns and data-driven insights.
• Customer Support Teams: Needing efficient ways to manage inquiries and resolve issues.
• Team Managers: Setting up roles, permissions, and workflows for seamless collaboration.

Why Use Circle?

Circle simplifies your customer engagement processes by offering a centralized platform to manage:

• Communication: Handle messages from multiple channels without switching tools.
• Engagement: Personalize campaigns to connect with your audience more meaningfully.
• Growth: Turn insights into action and foster customer loyalty.

With Circle, you’re not just managing tasks—you’re building lasting relationships with your customers.

How to Use This Manual?

This manual is organized to help you get started quickly and make the most of Circle’s features:

• Getting Started: Set up your account and navigate the platform.
• Core Features: Learn about Circle’s key modules like Campaigns, Shared Inbox, Contacts, and more.
• Advanced Features: Explore automation, analytics, and reporting to unlock the full potential of Circle.
• Support: Troubleshoot issues and get answers to common questions.

Let’s dive in and see how Circle can revolutionize the way you engage with your customers!