Wealthbox logo

+ CircleLoop

Integrate Wealthbox with CircleLoop - the better business phone system.

Integration image

CircleLoop + Wealthbox
Integration Gives You...

dashboard circleloop screens

Instant Click-To-Call

Your Wealthbox contacts' phone numbers become clickable links.

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Call Activity Logging

Every call, voicemail and call recording can be logged in Wealthbox.

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Contact Sync

Automatic sync of your Wealthbox contact data into CircleLoop.

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Enhanced Inbound Caller ID

If the contact is in your Wealthbox, you'll see full contact details and tags on the inbound call.

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Benefits for your team

Instantly know who’s calling icon
Instantly know who’s calling
CircleLoop identifies the caller and gives you a direct link to Wealthbox
Better customer management icon
Better customer management
No need to leave Wealthbox to speak to clients
Easy access to call analytics icon
Easy access to call analytics
Everything is logged automatically in Wealthbox
Don’t be a note-taker icon
Don’t be a note-taker
Let CircleLoop log your calls - letting you focus on more important things
Search & call on the move icon
Search & call on the move
Quick search customers prospects in CircleLoop’s app

Get all these features

Self Service icon

Self Service

Desktop and mobile apps icon

Desktop and mobile apps

Desk-phone optional icon

Desk-phone optional

Retain existing numbers icon

Retain existing numbers

Voicemail icon

Voicemail

Set working hours icon

Set working hours

Call transfer icon

Call transfer

Notifications icon

Notifications

Conference Calling icon

Conference Calling

Call recording icon

Call recording

Call greetings and menus icon

Call greetings and menus

Call forwarding icon

Call forwarding

Simple pricing

No contract, no set-up fees, no nasty surprises.

Unlimited

£15

+ VAT monthly per user

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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Unlimited outbound calls

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

Pay As You Go

£5

+ VAT monthly per user

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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UK outbound calls

From 3p / min

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

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14 day free trial, no credit card required

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Unlimited inbound calls

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Flexible packages

See the CircleLoop + Wealthbox integration in action

Start your FREE CircleLoop trial today

Setup only takes a couple of minutes. 14 day free trial - no card details required.

Already using Circleloop?

All you need to do is link your CircleLoop and Wealthbox accounts.

Get CircleLoop for Wealthbox

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