ClientCircle
Review of ClientCircle Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About ClientCircle
ClientCircle Screenshots
ClientCircle Features
ClientCircle Integrations
Customer Reviews
See why people love ClientCircle
Ryan K.
Verified UserInsurance
RR has enabled me to engage my clients and gauge their level of satisfaction with my services.
Verified reviewer
- The product is easy to use and has proved to be a very effective way to reach clients
- The key for me is the system works
- The fact that my clients engage (both positive and negative) is a huge win
- I wish I would have started using the product sooner
- I don't have any complaints to this point, but will be curious how I feel 6 months down the line
Verified Professional
Insurance · 2-10 employees
Client Communication System
Rocket Referrals will help you stay in touch with existing and new clients. They will also help add that "personal touch" with the cards they send out.
- Rocket Referrals works as advertised
- They do a great job of following up with clients and prospects
- I receive a lot of positive feedback with the handwritten cards that are not really handwritten but look like they are
- It's a bit too pricey in my opinion but they do give you value for your money
- I would recommend if you are part of an organization to try and leverage a discount
HOPE P.
Verified UserInsurance · 2-10 employees
rocket referral
overall i like this product very much ,theres nothing bad i can say about it
i like that youcan see what clients like ,you can email cards to customers,see how we compare to others,see clients reviews
theres nothing i really dont like about this product,so far everything has been good and it comes in very handy for all kinds of things
Verified Professional
Insurance · 501-1000 employees
Really Easy Customer Relationship Platform
RR has done great things for our business. It has driven traffic to review sites and we hope to see that turn into higher retention as well.
- The portal is super easy to use, seamless and integrates well into the daily work
- Customer service is top notch as well
- Nothing really as of this review
- We've had nothing but great experiences so far and no real negative comments
Jared M.
Verified UserInsurance · 2-10 employees
Fantastic service
FANTASTIC
- Set it and forget it, and let your clients tell you how much they love you
- It's truly the best marketing money we've spent period
- It doesn't sync with our management system
- but that's hard to blame on Rocket Referrals
David S.
Verified UserInsurance · 201-500 employees
RR helps to guide the client conversation
We use RR in an automated system. It helps to inform the Client Teams' discussions with the clients (based upon their NPS reply).
- The product was easy for us to integrate and use
- We haven't experienced anything negative to this point
Ashlee W.
Verified UserInsurance · 11-50 employees
Amazing Concept
I have been using Rocket Referrals for over 6 months to reach out to our customer base. The rocket referrals team has been helpful every step of the way. They have a great support staff that regularly checks in on how things are going. They do a great job of training new users on how the system operates. We have had a huge positive response from our customers because of this program.
- I love having our customers be able to give their opinions on our business
- the program really gives us an insight into how our customers view our staff and agency
The program gets a little glitchy when trying to switch between communication types
George P.
Verified UserInsurance · 11-50 employees
An easy-to-use and convenient method to stay in touch with your clients throughout the year!
Verified reviewer
- The means to collect and organize my clients into one area that allows our company to track customer satisfaction surveys and our net promoter score
- Additionally, you can make meaningful contact with your clients with the use of USPS cards that thank them for a referral, welcome them to your business, wish them a "happy birthday" or just thank them for being loyal
Depending on your client database size, it could be cost prohibitive to your organization if you are a small business
Sara Q.
Verified UserInsurance · 11-50 employees
Great System
We just started using Rocket Referrals a couple months ago and so far think it's great! It's encouraging to get good reviews and hear testimonials from satisfied customers. It's also good to know if a customer is not completely satisfied so we can address any concerns. I recommend Rocket Referrals.
- Easy to use and navigate
- We like all of the communication options available
- Cost of handwritten cards a little high
Mandi S.
Verified UserInsurance
I have found the program easy to use and when I need help support team is always and email away!
Verified reviewer
I can track referrals, helps reach out to clients and know exactly what we can do better, and the fact we can reward our clients with ease
I wish there was a place to put notes and easily see them upon returning to the screen, and custom emails for birthdays could be set up for automatic on that day with out having to find them click on them all the time
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ClientCircle
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This is very useful service. The company presents itself in a very professional manner.
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