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Feature
Circleback
Circleback Project Management
Winford Wealth
Winford Wealth Project Management
Rating
4.4
4.1
Reviews 13 7
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.

We’re solving personal finances for a generation that’s been left to figure it all out alone. From managing cash to filing taxes to actually starting to invest, Winford gives everyone the real guidance and tools they need, all in one place. Download our app on the app store to get started! We also offer a cash account (AlphaCash) that goes beyond traditional and high yield savings accounts — allocating your idle dollars into high-quality, short-term bonds through money market funds, personalized for your taxes and goals. Included with Winford subscriptions or available on its own.

Website https://circleback.ai https://winfordwealth.com
Positives
"Outstanding performance and great documentation."
Dr. Callie Greenholt - 5/5
"Switched from our old tool and never looked back."
Prof. Brenda Kuhn - 5/5
Negatives
"The interface is confusing and needs improvement."
Floyd Russel - 2/5
"The interface is confusing and needs improvement."
Dr. German Marquardt II - 2/5
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