CircleHQ

How can we help?

Browse guides and tutorials below, or contact our support team.

🔍
Search help articles...

Most Popular

Getting started guideHow to scan a business cardWhat is AVIS AI?Setting up your pipelineImporting contactsNatural language reminders
🚀

Getting Started

Set up your account, import contacts, and learn the basics in 5 minutes.

  • →Creating your account
  • →Importing contacts from phone
  • →Setting your first reminder
  • →Scanning a business card
  • →Sharing your Circle profile
👥

Contacts & Relationships

Add, organise, and manage your professional network.

  • →Adding a new contact
  • →Using tags and segments
  • →Logging a call or meeting
  • →Viewing relationship timeline
  • →Merging duplicate contacts
🧠

AVIS AI

Understand how AVIS works and get the most from your AI advisor.

  • →What is AVIS AI?
  • →How AVIS scores contacts
  • →Acting on AVIS suggestions
  • →Training AVIS with your data
  • →AVIS privacy & data usage
🔔

Reminders & Planner

Never miss a follow-up with smart reminders and the daily planner.

  • →Creating a reminder
  • →Natural language reminders
  • →Using the daily planner
  • →Recurring reminders
  • →Snooze and reschedule
💼

Pipeline & Deals

Track your sales pipeline and manage deal stages.

  • →Setting up your pipeline
  • →Adding a deal
  • →Moving contacts between stages
  • →Expected revenue tracking
  • →Closing a deal
💳

Account & Billing

Manage your subscription, billing, and account settings.

  • →Upgrading your plan
  • →Cancelling your subscription
  • →Updating payment details
  • →Downloading invoices
  • →Deleting your account

Didn't find your answer?

Our support team responds within 24 hours on business days.