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Circleone CRM
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CircleOne CRM

by : Bluewhirl

4.13 (1 Reviews & Ratings)   Write a Review

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Brand: Bluewhirl

Type: Software

Operating System: Windows

Free Trial Available: No

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CircleOne CRM Software Overview

What is CircleOne?

CircleOne is a cloud-based CRM software for enterprises, which provides comprehensive customer experience management facilities across multiple communication channels. The software is also capable of automating business-critical activities such as lead capturing, distribution, ticket management, and more. The program can be configured according to unique business requirements. Further, it helps the team members in capturing leads from numerous integrated channels and prioritizing them to enable faster conversion rates. 

Businesses can use CircleOne CRM to customize workflows and relevant processes according to their internal policies. Detailed reports offered by the CRM software features performance metrics showcased by the sales teams, enabling organisations to monitor their overall ROI in a specified time period.  

How does CircleOne CRM solution assure accurate management of individual leads?

  1. Lead Flows: Enterprises can configure different stages of their sales cycle and define flexible and dynamic workflows for their leads. 
  2. Multi-Channel: Agents in the sales team can reach out to prospects across various integrated channels, including social media, chat, phone, and more, via CircleOne CRM. 
  3. Lead Score: Managers can predefine metrics to assign weightages to individual leads. Sales teams can score leads on these parameters and pursue the most valuable ones.
  4. Lead Distribution: Organizations can define rules regarding lead allocation, handing over potential leads to the right member facilitating faster conversion rates.  
  5. Faster Conversions: Sales managers can prioritize leads and define closure timelines. They can follow up with pending closures and eliminate any possibility of revenue leakage.

CircleOne CRM Pricing

The pricing of CircleOne CRM software is available as per the following options :

  1. Echo: Rs. 799.2/- per user per month.
  2. Optima: Rs. 1199.2/- per user per month.
  3. Premium: Rs. 1999.2/- per user per month.
  4. Premium Sales: Rs. 2399.2/- per user per month.

For more queries about the software, feel free to request a callback with our customer care executives.

Benefits of CircleOne CRM

  1. Customer Insights: Enterprises can extract actionable insights related to their valuable customers, to get a detailed understanding of expectations and behaviours showcased by the individuals.  
  2. SLA Management: Agents can generate multiple service levels based on ticket types and define timelines at every stage of their workflows assuring on-time issue resolution. They can also define a scheduled escalation process, so that the right team member gets notified accordingly.

CircleOne CRM Features

Lead Management

Organizations can capture leads across multiple channels, and monitor, qualify, and convert the same in a hassle-free manner.

Cognitive Solutions

With cognitive analytical capabilities and AI based NLP bots, enterprises can gain insights into customer behaviour and automate

Contact Management

 Enterprises can use the CRM software to collect contact relevant data across multiple channels such as social media, chat,

User Management

 Admins can specify role-based access rights, facilitating accurate data management and protection against unauthorized

Email Notifications

Organisations can notify their dedicated clients via email, regarding newly launched products, discounts and upcoming

Ticket Management

Managers can track tickets across numerous channels, customize process flows in departments and automate the entire ticket


Executives can reach out to captured leads via calls and convert them into dedicated clients.  


Business owners can monitor leads at different stages of their sales funnel, score the particulars, track generated revenue and


Managers gain accurate insights into the overall performance of their team, comprising granular details concerning the


CircleOne CRM, facilitates real-time communication over chat, enabling the customer support team to convert conversations into


The chatbots use context switching capabilities and automatic intent identification mechanism to execute contextual conversations

CircleOne CRM Plans & Pricing

  • Contact Management
  • User Management
  • Email Notifications
  • Ticket Management
  • Dashboard
  • Option(s)
    • Users
    • Monthly
  • Contact Management
  • User Management
  • Email Notifications
  • Ticket Management
  • Telephony
  • Dashboard
  • Reports
  • Chatbot
  • Option(s)
    • Users
    • Monthly
  • Contact Management
  • User Management
  • Email Notifications
  • Ticket Management
  • Telephony
  • Dashboard
  • Reports
  • Chat
  • Chatbot
  • Option(s)
    • Users
    • Monthly
Premium Sales
  • Contact Management
  • User Management
  • Email Notifications
  • Ticket Management
  • Telephony
  • Dashboard
  • Reports
  • Chat
  • Chatbot
  • Lead Management
  • Cognitive Solutions
  • Option(s)
    • Users
    • Monthly
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Explain their software features better so that you make the right choice for your business

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With so many options, our tech-experts help you select the right match for your business in terms of features and budget

Trusted by many happy and satisfied businesses


Lead Management

Don't miss out on any business possibility. CircleOne offer a dynamic lead management system to manage & qualify your all leads. CircleOne Transform leads from several channels on the same interface.


Lead flows

Specify flexible and dynamic opportunity process for your leads. Configure the stages of your sales cycle as your prospects, convert to your client. Automate the monitoring and accountability of managing the all leads to closure.


Multi channel

Manage all leads across several channels. Leads originating from channels like chat, social media, phone can be managed on a single interface. Power in the hands of your sales team to join with their prospects throughout channels.

CircleOne CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • English

CircleOne CRM Reviews


Have recommended this product

Overall Score

Based on 1 Reviews

We love to hear from our buyers!

If you have used the solution already, why not share your thoughts and help others make the right purchase.


Anamika Kulkarni








“We Understand Our Customers Better with CircleOne”

Pros :

Cons :

Posted - Feb 9, 2021

Compare CircleOne CRM With other CRM Software

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CircleOne CRM FAQ

A. Organizations can generate department or team-wise workflows, predefine process flows and solve issues in real-time.
A. The CRM solution hosts a variety of predefined tickets comprising relevant information, enabling agents to offer quick solutions to issues raised by individual clients.
A. Yes, you can generate a demo request with our internal team to get a detailed glimpse of CircleOne CRM.
A. Admins can automate priority related settings based on intent identification facilities, besides prioritizing issues depending on their types.
A. No, CircleOne CRM does not have a mobile app as of now.

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