Whether you’re an investment bank, a financial advisor or a financial services provider, a powerful communication tool can make the difference between success and failure. That’s where CircleLoop comes in.
"I can't understand why anybody would buy a standalone telephone system when Circleloop has all of the features of an expensive PBX phone system with no deskphone equipment needed. It's fantastic."
"The costs are a lot more transparent and stable and we also have the integration based click to call and analytics options too. CircleLoop helped us to overcome the limitations of a traditional phone system."
As we are a cloud-based phone system, your employees can access their number from any desktop or laptop device where there is a wifi or ethernet connection. Plus, you can set up dynamic call forwarding at the click of a button, so you can forward important calls to another user or a mobile with ease.
With our custom IVR menus and simple call routing you’ll be able to direct callers to the right department. Combine this with virtual numbers and you have the capability to act local but base your employees anywhere.
To make sure your data is safe, we have a number of things put in place. CircleLoop is:
Each CircleLoop app for desktop and mobile are native to each platform. We work with best-in-class voice carriers to ensure the highest levels of availability and call quality.
We take your security seriously.
Data driven analysis lets you solve problems, improve sales and stop wasting time on poor prospects.
Access hundreds of virtual numbers instantly, allowing you to appear locally or internationally and to assign multiple numbers to a user.
Call recording lets your sales team learn from their mistakes and improve their calls, plus they don’t have to worry about taking note or missing a detail.
Tag calls and contacts to give as much context to a sales professional as possible when making another call.
CircleLoop can sync up with deskphones, so if you still need a physical phone presence we can help there too.
If people need to return your sales calls, you can set up in-call menus to direct callers to the right place.
Port your old number over to CircleLoop, so you haven’t got to worry about losing key inbound prospects.
While our apps lessen the worry of missing a call, we offer voicemail transcribing for any voicemails left to your CircleLoop numbers.
Never have to worry about leaving your CRM platform, with CircleLoop’s ‘Click to Call’ capabilities you can call your prospects directly from your tools.
As a cloud-based phone we run using VoIP (voice over internet protocol), so you can make and receive calls on your mobile or desktop.
Never worry about taking notes during or after a call again. Call recording automatically logs everything you need as a note to the call or contact.
Hook your CRM platform up to CircleLoop and make us your CRM phone system. Get all the benefits of CircleLoop alongside your favourite sales tools.
We know that we offer one of the best communication solutions for financial services, from banks through to insurers. It doesn’t matter what size business you are either, whether you’re a disruptor bank in the startup space, a fintech company that’s grown to SME status or an established business in the insurance sector, we can help.
Not sure it’s for you? Find out about our phone system solutions for…
We know how important your other tools are for helping your business tick. CircleLoop integrates with the most popular helpdesk, chat, CRM, accounting and support tools.
We always have new integrations in the pipeline too.Discover more