Circleback

Circleback is an AI notetaker that does the ordinary job unusually well. There is no gimmick here, no agent persona, no engagement dashboard. It records your meeting from your own machine or with a bot, your choice, produces a clean set of notes with action items that are actually actionable, and pushes them wherever you want them to go. That is the whole product, and it is executed with more care than most of the field.

Its desktop mode sits in the same category as Granola and Jamie: capture happens on your device, everything after that happens in the vendor’s cloud. It also offers a conventional bot on every plan; with joining preferences on, it tries the bot first and falls back to the desktop app. So this is not an on-device tool, and we rate its offline capability at the floor accordingly. What separates it from that group is the data posture underneath, which is closer to enterprise-grade than the price suggests.

Key Features

The transcription is the headline. Circleback supports over 100 languages, identifies speakers by name rather than “Speaker 1,” and handles technical vocabulary and accented speech better than most of what we have tested. Vendor materials cite user-reported accuracy above 95%, and while we treat vendor accuracy figures with suspicion as a rule, this one is consistent with what independent reviewers report.

The action items are the second thing people notice. Most tools produce a bulleted list of things that were vaguely mentioned. Circleback identifies discrete tasks and suggests who owns each one, which is the difference between a list you skim and a list you work from.

Around that sits an AI search layer that answers questions across your entire meeting history, and an automation layer that connects to Slack, Notion, HubSpot, Salesforce, Linear, Monday, Zoho, Zapier, and Make. The Zapier and Make hooks are what make it stick in practice: notes and action items can be routed into whatever system your team already lives in, without waiting for a native integration to be built.

What it does not do is help you during the meeting. There is no live transcript surfaced for you to read, no in-meeting prompt, no coaching. Circleback is a post-meeting product, and it is unapologetic about that.

Pricing

Circleback rebuilt its pricing on August 31, 2026. The new Free plan is permanent, not a trial: unlimited online and in-person meetings, 30 days of history (older meetings are locked, not deleted), up to 2 teams, limited automations including Slack and Linear, and API, MCP and CLI access. Pro is $15 per user per month billed annually ($18 monthly) and adds Notion, HubSpot, Salesforce, Attio, webhooks, Zapier and Make. Business is $25 annually ($29 monthly) and adds custom retention. Enterprise is $35 per user per month, annual only, with volume tiers down to $15 at very large seat counts, and adds SSO, SCIM and HIPAA with a signed BAA.

That removes the clearest strike we had against it. Circleback used to start at $20.83 with no free plan; it now sits in the same band as Granola and Bluedot at $14 and Wispr Flow at $12 billed annually, and gives buyers a free plan to build consensus on. The 30-day history limit is the catch, and it is a fair one. TechCrunch reported the same week that Circleback is profitable on roughly $8M ARR with eight staff, which makes the pricing look sustainable rather than promotional.

Privacy & Security

Circleback’s data posture is the strongest part of its story and the reason it scores well here despite being a cloud tool. It states plainly that it does not use customer data to train AI models. That statement sits on its security documentation rather than in a published DPA, so get it into your contract. It holds SOC 2 Type II certification and participates in the EU-U.S. Data Privacy Framework. Data is encrypted at rest and in transit, and the company has commissioned external penetration testing. HIPAA compliance and signed BAAs are available on Enterprise, and custom data retention is configurable from the Business plan up.

That combination — a published no-training commitment plus third-party certification plus configurable retention — puts Circleback ahead of most tools at its price point, and well ahead of Granola and Fathom, which both train on de-identified customer data by default unless you opt out.

The architectural caveat still applies. Audio capture is local, but transcription and analysis run on Circleback’s servers, so the content of your meetings does leave your machine. Encryption and certification reduce that exposure. They do not remove it. For conversations where the content genuinely cannot leave the device, an on-device tool is the only answer.

Bot-free capture also shifts a duty onto you. When you record from the desktop app, nothing joins the call to announce itself, so participants get no automatic notification. Disclosure is your responsibility, and in all-party consent jurisdictions that is a legal obligation, not a courtesy.

Best For

Circleback fits small and mid-sized teams that want excellent notes with or without a bot and care about the training default. The free plan and $15 Pro tier make it easy to trial properly. It is a particularly good fit for consultancies, agencies, and professional services firms where client confidentiality makes the no-training commitment worth paying for, and where the Zapier and Make hooks can route notes into an existing project system.

It is a weaker fit for anyone who needs help during the conversation rather than after it, for teams that need offline capture, and for teams on the Free plan that need more than 30 days of searchable history.

How Circleback Compares to Hedy

These two tools solve different halves of the problem. Circleback is the better pure notetaker of the two on raw transcription breadth, and its automation hooks into project and CRM systems are more mature. If your need is “produce excellent records of what was said and route them into our stack,” Circleback does that very well.

Hedy is built around the part Circleback deliberately skips: the meeting itself. Hedy surfaces questions, follow-ups, and context while you are still in the conversation, which is a different product category than post-meeting notes, and it is why Hedy rates far higher on real-time capability.

The architectural gap is the other decisive difference. Circleback’s no-training pledge and SOC 2 report are contractual and procedural protections — good ones, but they are promises about what a vendor will do with data it holds. Hedy can run its full pipeline on-device on supported hardware, so for sensitive conversations the data does not reach a vendor at all. That is a structural protection rather than a contractual one, and it is the reason Hedy leads our privacy scoring while Circleback, for all its diligence, sits at a 3.

On price, both now have free plans, and Hedy’s $12.99 entry sits slightly below Circleback’s $15 annual Pro. Circleback’s free plan is generous on meeting volume, and it adds better multilingual transcription and deeper native integrations. Which one is right depends on whether you want a better record of the meeting or a better meeting.