Circleback review (2026): features, pros and cons, and what to check before you buy
AI meeting notes tool that captures action items with or without a bot and offers an SSO/SCIM tier priced openly at $35 per user.
Our take for buyers
Circleback captures meeting notes and action items either with a bot or, on macOS and Windows, with a desktop app that records without one. It supports Zoom, Google Meet, Teams, WebEx, Slack huddles, GoTo and in-person meetings, over 100 languages, and integrations such as Slack, Notion, HubSpot, Salesforce and Zapier, plus API, MCP and CLI. Enterprise pricing and the security portal are published openly, which makes early vendor checks easier than usual.
Its security posture is better documented than many peers. SOC 2 Type II, the EU-U.S. Data Privacy Framework and HIPAA with a BAA are listed, customer data is not used for training, and a pentest report is shared through a security portal. The caveat is a thin review base: G2 has only 4 reviews, with one noting speaker identification and in-person meetings could be better.
Pros
- Automatic notes and action items.
Cons
- Speaker identification and in-person meetings could be better (G2 reviewer)
- Best for
- Teams wanting transparent public pricing through the Enterprise tier.
- Starting price
- $15 per user/month (Pro)
- G2 rating
- 4.6 (4 reviews)
What is Circleback?
AI meeting notes tool that captures action items with or without a bot and offers an SSO/SCIM tier priced openly at $35 per user. Buyers who dislike opaque pricing get public numbers up to a $35 Enterprise tier with SSO and SCIM. Rollout can use a joining bot or a desktop app that records quietly. Compliance reviewers will see SOC 2 Type II and HIPAA with a BAA. Circleback was founded in 2023 and is based in San Francisco, US.
Category: AI Meeting Assistants
Circleback key features
| Criterion | What we found |
|---|---|
| Pricing model | Per user, four tiers, free viewers. |
| Target company size | Individuals to enterprise. |
| Transcription accuracy and languages | Over 100 languages (vendor) |
| Meeting platform support | Zoom, Google Meet, Teams, WebEx, Slack huddles, GoTo, in-person. |
| Summaries and action items | Structured notes, action items assigned and organized; search across meetings. |
| CRM and workflow integrations | Slack, Notion, Linear, HubSpot, Salesforce, Attio, Asana, Monday, Zoho, Intercom, Zapier, Make, API, MCP, CLI. |
| Privacy and security | SOC 2 Type II, EU-US DPF, HIPAA with BAA; no training on customer data. |
| Bot-based vs botless capture | Either: bot joins or macOS/Windows desktop app records without a bot. |
Circleback plans and pricing
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Free | $0 | per user | 2 teams, 30 day history |
| Pro | $15 | per user/month | 5 teams, 1 year recording storage |
| Business | $25 | per user/month | unlimited teams, 2 years storage, admin roles, free viewers |
| Enterprise | $35 | per user/month | HIPAA, SSO, SCIM, invoice/PO billing |
The vendor shows one price per tier and does not state separate monthly and yearly figures. Nonprofits 30% off, students 50%.
Who should shortlist Circleback
A strong fit for
- Teams wanting transparent public pricing through the Enterprise tier.
- Users who need bot-free desktop capture plus API/MCP/CLI automation.
A weak fit for
- Teams needing long recording storage on cheap plans (1 year on Pro)
- Buyers needing a deep G2 review history (4 reviews)
Circleback alternatives
GranolaIndividuals and teams who dislike visible bots in calls.
FathomIndividuals and small teams wanting unlimited free recording.
Fireflies.aiTeams wanting broad integrations and a free tier.
Otter.aiIndividuals and small teams wanting a free or low-cost transcription tool.
KrispTeams on Zoom/Meet/Teams who want notes without a bot in the call.
Read AITeams that want meetings, email and messages summarized in one tool.
Security, admin and compliance
Published: SOC 2 Type II, EU-U.S. Data Privacy Framework, HIPAA with BAA, a processor DPA at circleback.ai/dpa, and a pentest report via the security portal. SSO (SAML or OIDC) and SCIM are Enterprise only, and Enterprise supports invoice or PO billing and priority support. Not published: audit logs and data residency. Contract can be monthly or yearly. Ask about the storage location and audit logging before onboarding regulated teams.
- SAML SSO
- Enterprise only (SAML or OIDC)
- SCIM provisioning
- Enterprise only.
- Public DPA
- Yes, circleback.ai/dpa (processor)
- Certifications
- SOC 2 Type II, EU-U.S. Data Privacy Framework, HIPAA (BAA)
Contract and buying terms
- Contract
- Invoice/PO billing on Enterprise.
- Support
- Priority support on Enterprise.
- Starting price
- $15 per user/month (Pro)
- Pricing model
- Per user.
- Free plan or trial
- Free plan.
What to test in a Circleback demo or trial
Test bot-free capture on the desktop app against the bot option in your real meetings, including an in-person one, since a G2 reviewer flagged in-person quality and speaker identification. Check that action items are assigned and organized correctly and that search across meetings finds past decisions. Connect your CRM and task tools, such as HubSpot, Salesforce, Asana or Linear. Confirm retention against plan limits: 30 days on Free and 1 year on Pro. Try the free viewers on Business with colleagues who are not users.
Questions to ask Circleback before you sign
These are the points Circleback's public pages leave open. Get the answers in writing before procurement signs off.
- Which plan includes audit logs, and how long are they kept?
- Where is our data stored, and can we choose the region?
- What will the price be at renewal, and is the increase capped?
Things to know before a demo
- SSO (SAML or OIDC) and SCIM only on the $35 Enterprise tier.
- Pentest report shared via security portal.
- Free viewers on Business let non-users read shared notes.
- Enterprise says no sales call required with automatic volume discounts.
Circleback FAQ
What is Circleback used for?
Buyers who dislike opaque pricing get public numbers up to a $35 Enterprise tier with SSO and SCIM. Rollout can use a joining bot or a desktop app that records quietly. Compliance reviewers will see SOC 2 Type II and HIPAA with a BAA. It suits teams wanting transparent public pricing through the Enterprise tier.
Does Circleback support SAML SSO?
Yes, on the Enterprise tier only, which is $35 per user per month. It supports SAML or OIDC, and SCIM is included on the same tier.
Is Circleback HIPAA or SOC 2 compliant?
The vendor lists SOC 2 Type II and HIPAA with a BAA. HIPAA is part of the Enterprise tier. It also lists the EU-U.S. Data Privacy Framework.
Can Circleback record without a bot?
Yes. A bot can join meetings, or the macOS and Windows desktop app can record without one.
Vendor profile
- Founded
- 2023.
- Headquarters
- San Francisco, US.
- Funding or owner
- Seed (USD 2.5M, Nov 2024, Y Combinator led)
Sources
Every fact on this page comes from Circleback's own pricing, product or documentation pages, G2 and company records, checked on October 24, 2026. Unknown values are left out instead of estimated.