Circleback
AI meeting notetaker that joins by bot or records bot-free from your desktop, then writes notes, action items and CRM follow-ups
FreemiumFree plan
Decision snapshot
Fast-read signals for fit, pricing, and trust.
- Category
- Business & Productivity
- Best for
- ai meeting summary tool
- Pricing
- Freemium
- Access
- Free plan available
What is this tool?
Suits teams whose calls end in follow-up work - a CRM record to update, a Notion page, a Slack post - and who want that done automatically after every meeting instead of copying notes across. The plan line is drawn by history and control: the Free plan keeps only the last 30 days and limited automations, automations with all integrations start at Pro, admin roles and custom retention at Business, and single sign-on and a HIPAA Business Associate Agreement only at Enterprise.
By QT Desk
Read full overviewHide full overview
Connect a Google or Outlook calendar and the bot joins scheduled calls, or install the desktop app to record on your own machine without a bot; the mobile apps handle in-person meetings. After each meeting Circleback writes the notes, assigns action items and runs whatever automations you have set, and the assistant can be asked about anything said across past meetings.
Paid plans can be billed monthly or yearly, and the pricing page quotes the yearly-billed per-user rates. Plans, billing interval and seats can be changed at any time with prorated charges, and cancelling means moving to the Free plan; the terms make fees non-refundable except where the agreement says otherwise. Pro, Business and Enterprise each start with a 15-day free trial.
Circleback reports SOC 2 Type II and EU-U.S. Data Privacy Framework certification with encryption at rest and in transit. Users can stop audio and video recordings from being stored while still getting notes and transcripts, and admins on plans with custom retention can set automatic deletion for recordings, transcripts and meeting data. The customer owns what it puts into Circleback, which is licensed to process it only to provide the service.
Is this right for you?
Quick fit check against how you actually work.
Choose this if
- Some of your calls are with clients who object to a bot joining; the desktop app records on your own computer without one
- You want notes pushed into HubSpot, Salesforce, Attio, Notion or Slack after every call, using automations with all integrations from Pro
- You record in-person conversations as well as video calls, using the iOS, Android or Apple Watch apps
- You need a HIPAA Business Associate Agreement and can buy the Enterprise plan
Consider alternatives if
- You want to stay on the free tier long term: Free keeps only the last 30 days of meetings and carries limited automations
- You need single sign-on below Enterprise, or a BAA on your own terms: Circleback offers only its standard BAA, and only on Enterprise
- You may want your money back after paying: the terms rule out refunds unless the agreement provides for one
- You want to see the month-to-month price before signing up: monthly billing is offered, but the pricing page quotes only yearly-billed per-user rates
What people say
Aggregate community sentiment, summarized — not native reviews.
Common praise
Two Reddit users writing in 2026 have each used Circleback for over a year: one says it keeps getting better, the other that it is worth the investment for their team. Among the comments on its 2024 Product Hunt launch, one praised how accurate the notes were after six months of use and another called it a must in day-to-day work.
Key features
What you can actually do with this tool.
Bot or bot-free capture
A notetaker bot joins Zoom, Google Meet, Microsoft Teams, Webex, Slack huddles and GoTo calls from your Google or Outlook calendar, or the macOS and Windows desktop app records any call on your computer with no bot in the meeting. Mobile and Apple Watch apps cover in-person conversations, and past recordings can be imported.
Notes, action items and speakers
Each meeting produces notes and assigned action items with speakers labelled by name. Transcription follows the meeting's main spoken language (the vendor cites over 100), and notes can be written in a different language set in preferences.
Questions across meetings
An assistant answers questions across all your recorded meetings rather than one transcript at a time.
Post-meeting automations
Conditional automations can generate insights, share notes, call webhooks, post to Slack, update Notion, HubSpot, Salesforce, Attio or Zoho, create Linear issues or monday.com items, and pass data to Zapier or Make. Automations with all integrations require Pro or above.
API, MCP connector and CLI
Developers and AI agents can reach meeting data through an API, an MCP connector and a command-line tool, included from the Free plan.
Integrations
Tools and platforms this connects with.
ZoomGoogle MeetMicrosoft TeamsSlackNotionHubSpotSalesforceAttioZohoLinearmonday.comZapierMake
Plans & pricing
Pricing tiers and what's included in each.
Free
$0
- Unlimited meetings with AI notes and action items
- Meeting bot or bot-free desktop app; mobile and Apple Watch recording
- 30 days of meeting and recording history
- Limited automations; up to 2 teams; API, MCP and CLI access
Pro
$15 per user a month, billed yearly ($180 per user a year)
- Unlimited meeting history and 1 year of recording storage
- Automations with all integrations
- Custom AI insights and a personalised notetaker name
- Up to 5 teams; 15-day free trial
Business
$25 per user a month, billed yearly ($300 per user a year)
- Admin and member roles; unlimited free viewers
- Custom data retention and enforceable workspace settings
- 2 years of recording storage and a usage dashboard
- Unlimited teams; 15-day free trial
Enterprise
$35 per user a month, billed yearly ($420 per user a year)
- SAML/OIDC single sign-on with SCIM
- HIPAA Business Associate Agreement (Circleback's standard BAA only)
- Unlimited recording storage, invoice/PO billing and priority support
- Volume discounts applied automatically as users are added; 15-day free trial
Official pricing pagePricing may have changed. Always verify before purchasing.
Frequently asked
Common questions about this tool, answered.
Does Circleback have to join my meeting as a bot?
No. With the desktop app installed on macOS or Windows, Circleback captures the call from your own computer and nothing joins the meeting; the mobile apps cover in-person conversations.
What happens when the 15-day trial ends?
You are not charged until the trial ends. If no payment method is added, the workspace moves to the Free plan, where only the last 30 days of meetings stay visible.
Does Circleback train AI on my meetings?
Circleback says customer data is not used to train AI models. You can also stop recordings from being stored while still receiving notes and transcripts.
Are there discounts?
The pricing FAQ lists a 30% discount for non-profits and a 50% education discount for students; Enterprise volume discounts apply automatically as users are added.