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Feature
Circleback
Circleback Project Management
PathPilot
PathPilot Project Management
Rating
4.4
3.2
Reviews 13 5
Category Project Management Project Management
Description

Circleback helps teams get the most out of every conversation with best-in-class AI-powered meeting notes, action items, automations, and search. For example, Circleback can automatically identify feature requests that come up in product demo calls and create Linear tasks for each of them, or update your CRM with customer details after a sales call. Before Circleback, Ali led the first integration of LLMs into the Stripe support product and Kevin worked on predictive analytics at Tableau as a senior software engineer.

Fintechs, banks, and other institutions managing financial services face constant pressure to reduce costs, enhance customer experience, and ensure regulatory compliance. PathPilot provides the speed of pre-built AI agents combined with the flexibility of full customization. This enables internal teams to remain in full control—designing, deploying, and governing AI solutions independently, without reliance on external vendors.

Website https://circleback.ai https://www.getpathpilot.com/
Positives
"Customer service is responsive and helpful."
Antoinette Bashirian - 5/5
"Great price point for the features offered."
Camylle Zieme - 5/5
Negatives
"The interface is confusing and needs improvement."
Floyd Russel - 2/5
"Had to switch to a different solution after trying this."
Miss Chanel Dickens - 1/5
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