Circleback

The Circleback free plan includes a limited number of meeting minutes per month. While the exact number isn't specified, it's designed for light usage. If you exceed your monthly limit, Circleback will likely stop transcribing new meetings until the next billing cycle, or you'll be prompted to upgrade to a paid plan to continue using the service.

While Circleback automatically generates summaries, the level of customization for the format is limited. You can't currently define specific sections or prioritize topics within the automated summary creation process. However, you can always edit the summary after it's generated to add your own sections, emphasize key points, and tailor it to your team's specific needs before sharing or exporting.

Yes, Circleback's HubSpot integration allows you to automatically associate meeting notes and action items with contacts and deals. Circleback uses the email addresses of meeting participants to match them with existing HubSpot contacts. You can then configure Circleback to push meeting summaries and action items directly to the associated contact or deal record in HubSpot, keeping your CRM data up-to-date.

Circleback prioritizes data security and employs industry-standard security measures to protect your meeting recordings and transcripts. While specific security protocols aren't detailed, they are designed to safeguard sensitive information. It's recommended to review Circleback's privacy policy on their website (https://circleback.ai/) for comprehensive details on their data handling practices and security certifications.