CirqlGet started

Know your business.Know what to improve.

We connect your business data to find what to streamline next. Then we build and support the tools that make the work easier.

Connect · Understand · Build · Support

The foundation

Better tools start
with a clearer picture.

We bring in information from the tools you already use, sort it into the things your business works with, and connect what belongs together. Your team helps us understand the work behind those records.

One foundation. Every improvement builds on it.
  1. 01 · Collect

    Start with your tools.

    Bring together the information your business already has.

    • Salesforce · HubSpotCompanies, contacts & deals
    • Outlook · GmailRequests & conversations
    • NetSuite · Dynamics 365Orders, products & stock
    More example sources
    • Slack · Microsoft TeamsMessages & decisions
    • QuickBooks · SageInvoices & payments
    • Excel · SharePointDocuments & working lists
  2. 02 · Connect

    See how it fits together.

    Link the customer, their order, and the person handling it. This shared picture is your context layer.

    Illustrative example

    Acme

    Order #1042
    Paid
    Delivery
    Thursday · Luis
  3. 03 · Find the next improvement

    Where is time being lost?

    The data and your team show us what gets retyped, repeated, or chased. Together, we choose what to streamline first.

  4. 04 · Build & support

    Give your team time back.

    We can build the right tool, help your team use it, and keep it working.

    • Prepare quotes
    • Enter orders once
    • Draft follow-ups

    Learn. Improve. Repeat.

Example sources shown. We confirm access and connection options for your tools during discovery.

Real-life examples

Familiar problems.
A clearer way forward.

The answer is often already in your business. It’s just spread across different tools. Here’s what changes when we connect the pieces.

1 / 4

“Where’s Acme’s order?”

The customer calls. Your team opens three tools to piece together an answer.

Today The pieces are scattered.

  • Email

    “Will it be here Thursday?”

  • Accounting

    Order paid

  • Delivery sheet

    Thursday · Luis

With Cirql One connected picture.

Acme · Order #1042

Maya’s order is paid and scheduled for Thursday. Luis is handling the delivery.

See how the pieces connect
Who needs an answer
Maya at AcmeFrom email
Order status
PaidFrom accounting
Delivery plan
Thursday, with LuisFrom delivery sheet

What we could build next

Draft a customer update from the order and delivery details, ready for sales to review.

Illustrative scenarios with sample records. We confirm your data and priorities before scoping a build.

Learn from your team

Your team knows
where the work gets stuck.

Your tools hold the records. Your people explain the workarounds, handoffs, and decisions behind them. We use a few ways to bring that knowledge in.

  • Team conversations

    Talk through the work with the people doing it.

  • Job walkthroughs

    Follow a real task, on site or on screen.

  • Our assessment

    Gather input across roles with guided interviews.

A tool we built for this

The Cirql assessment.

One of our favorite ways to start. Our assessment uses AI to ask your team about their work, then asks follow-up questions based on their answers. We bring the responses together into a map of how work happens and a ranked list of what to improve.

Explore the assessment
Illustrative example · From a team member’s answer to a finding

01 · Your team’s input

“I copy emailed orders into our order system. About 20 a week, ten minutes each.”
See the assessment questions
Assessment

Which task takes more time than it should?

Team member

I copy emailed orders into our order system.

Follow-up question

How often, and how long does each one take?

Team member

About 20 orders a week. Ten minutes each.

02 · A finding to review

Order details entered twice.

20 orders × 10 minutes3 hours, 20 minutesReported time on this task each week

What to investigate: capture the details once and pass them into the order system.

Across the team, we compare how much time tasks take, how often they happen, and how practical they are to improve. Combined with your business data, that helps us choose what to streamline next.

Build & support

A better way to work.
A team to keep it working.

Once we know what’s slowing your team down, we turn that insight into a working tool. Then we stay involved: supporting the people who use it and improving it as their needs change.

Illustrative example · One tool, from first build to the next improvement

From retyping to reviewing.

Today

An order arrives by email. Someone types the details into the order system again.

With Cirql

We build a tool that prepares an order draft from the request and your connected records.

  • Customer: Acme
  • Items: 8 × F-12 filters
  • Delivery: Thursday

The tool handles the entry. Your employee reviews the details before anything is sent.

Start with one worthwhile improvement.
Build from there, with your team and ours.

Talk through your first build

The outcome

Find the wasted hours.Give your team time back.

Your data and your team’s experience show us where the most time is being lost. Our job is to reduce those wasted hours while giving your employees better tools, clearer information, and an easier way to get work done.

We build the improvements. We keep them working.
And we keep looking for the next hour we can give back.

Book a discovery call