All ClientCircle Reviews
1-25 of 121 Reviews
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George
11 - 50 employees
Used less than 6 months
OVERALL RATING:
5
Reviewed December 2021
An easy-to-use and convenient method to stay in touch with your clients throughout the year!
David
Verified reviewer
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
Great way to connect to our customer base!
Great product and takes minimal effort to use once you get everything setup. The staff gets to see all of the reviews as they come in so they get good feedback as well.
PROSAutomated process to get a pulse on your customer base. Full integration with agency management system.
CONSGift card option on client cards should allow us to pick a specific vendor (i.e. Amazon) to create an easier process for our clients.
Jeremy
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2019
See Results Immediately!
In two short weeks, we have seen an increase of traffic on Facebook and Google! We have received multiple reviews on each platform as well! This is a great tool to gauge how your customers view your customer service, which is so important for customer retention. The staff at Rocket Referrals have been so accommodating and responsive as I have have been learning to navigate all the amazing tools their portal offers.
CONSThe only this I wish was different was the option for sending custom emails. The interface is not very user friendly and uses code that you need to learn in order to create the email. It also is not easy to add pictures or links.
Reason for choosing ClientCircle
Price
Vendor Response
Thanks for the thoughtful review, Jeremy. We really appreciate you taking the time to share your experience with Rocket Referrals. Awesome to hear that you're seeing results right away! We've also shared your feedback on our custom email builder with the team. We're always improving and this feedback helps a lot.
Replied September 2019
HOPE
Insurance, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed February 2020
rocket referral
overall i like this product very much ,theres nothing bad i can say about it
PROSi like that youcan see what clients like ,you can email cards to customers,see how we compare to others,see clients reviews
CONStheres 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
Vendor Response
Thanks for stopping by Hope, this review made our day!
Replied December 2020
Dasha
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2017
Excellent, must-have software with outstanding customer service and exceptional team!
Rocket Referrals is a fantastic software with an outstanding team! It allows a company to communicate and survey their customers in the best way possible. The software is capable of sending surveys, questioners, thank you cards, welcome e-mails and so much more. The best part; it can run completely on "auto" after you set up the preferences. Our agency started using Rocket Referrals a couple months ago and we have received so much feedback from our customers already. Not only does it allow us to follow up with customers without having to spend extra time on it, but it also teaches us how to be the greatest we can for our customers from the testimonies and survey responses. I recently participated in one of the Rocket Referral webinars and it was enlightening! Every time I have a conversation with someone at Rocket Referrals, I am always impressed with the passion each person has about Rocket Referrals and their clients. Your questions always get answered and everything is done in a very professional matter. Rocket Referrals is very simple to set up, run and use. I highly recommend Rocket Referrals to anyone!
CONS
Vendor Response
This review made our day Dasha. Helping you be the greatest agent you can be is our passion, keep up the great work!
Replied December 2020
Dinesh
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2020
Excellent product
The ability to easily connect with existing customers is a definite advantage
PROSProduct is very easy to use. Integration with our Agency Management system is excellent
CONSI cannot think of anything that I dont like about this product.
Reason for choosing ClientCircle
Rocket Referrals has helped us considerably with my marketing effort to keep in touch with my clients, especially in this COVID19 situation. Their software identified and helped us clean up all the email and location address errors. It can also automatically correct up all the duplicates. Getting Rocker Referrals was definitely one of our better decisions. [SENSITIVE CONTENT HIDDEN] is very helpful and can solve problems almost immediately.
Vendor Response
Thank you so much for leaving such kind words Dinesh. We know times have been tough so hearing that we have helped you and your clients is a true blessing.
Replied December 2020
Larry
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2017
Awesome system for my insurance agency
I own a family insurance agency that is over 114 years old. We just completed our best year ever in 2016 and that was accomplished in a great part by using the Rocket Referrals' system.
PROSEase of use
CONSNothing I can think of.
Vendor Response
Thank you Larry! It's great to hear that your agency has been doing so well. We are happy for the opportunity to work with you.
Replied January 2017
Anonymous
2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed November 2019
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.
PROSRocket 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.
CONSIt'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.
Ashlee
Verified reviewer
Insurance, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2018
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.
PROSI 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.
CONSThe program gets a little glitchy when trying to switch between communication types.
Ryan
Verified reviewer
Insurance
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2018
RR has enabled me to engage my clients and gauge their level of satisfaction with my services.
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.
CONSI 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.
Anonymous
501-1,000 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
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.
PROSThe portal is super easy to use, seamless and integrates well into the daily work. Customer service is top notch as well!
CONSNothing really as of this review. We've had nothing but great experiences so far and no real negative comments.
Kevin
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Putting The Software To Work For US
Positive responses shared on google helps our search engine optimization in a more organic fashion. Enhanced ability to get feedback from policyholders. Easy way to seek referrals!
PROSAlmost set it and forget it. Yet, have the ability to customize it for projects and campaigns.
CONSNot the software's problem - just not enough time in the day to become familiar with all it's capabilities.
Reason for choosing ClientCircle
Contemporaries (Erie Agents) in the DMV and beyond highly recommended RR.
Caitlyn
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
Excellent product
Rep. is so helpful! She has taken the time to explain everything to me in a clear, concise way so that I could understand it easily, and she is always available to answer my questions. I greatly appreciate all of the help that she has offered me, and I am excited to continue working with Rocket Referrals! *Now that I have been using Rocket Referrals for a few weeks, I can honestly say it's been an absolute pleasure. This system is so easy to use, and incredibly efficient. It makes my life much easier!!!
PROSThis software is very user friendly, and very organized. It makes sending communications to my clients and publishing their testimonials an absolute breeze! It's an incredibly efficient system, and makes my life so much easier!
CONSI honestly have zero complaints about Rocket Referrals.
Isabel
Computer Software, 2-10 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Great software, even better service!
RocketReferrals helps us generate ratings, reviews, and testimonials. Doing so helps us become more visible to our target audience and better understand where our product gaps are.
PROSRocketReferrals does exactly what we need it to. There is logic built into the software to ensure the greatest success of the users/organizations using it. Above all, they have an excellent team that is always willing to help onboard and train new users (speaking from personal experience!). I'd recommend it to other businesses and organizations.
CONSInitially, I was hazy on how some features work together, but the person working with me was very helpful in catching me up to speed.
Marc
Insurance, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2020
Very happy customer
We have had an outstanding experience with Rocket Referrals.
PROSLove getting good feedback and sharing with our team. Devin is GREAT to work with! RR helps us stay in contact with our customers. It is super easy to use and ties right in with our management system.
CONSnone so far, everyone from the start has been friendly, easy to work with and professional.
Reason for choosing ClientCircle
na
Vendor Response
Happy to hear your experience has been great so far Marc. User experience is at the core of what we do. Keep up the great work staying connected with your customers. That is everything!
Replied December 2020
Alexa
Insurance, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2020
Great tool for tracking referrals
They have a great support team and really focus on bringing requests from customers to a reality with product enhancements
PROSI like how easily you can send thank you/ referral cards and customize your handwritten message on the cards.
CONSThere's nothing really that I don't like. It serves the purpose for our customers, integrates with the agency management platforms
Vendor Response
We wouldn't be here if it weren't for our amazing customers such as you Alexa. We will always listen to your feedback and make enhancements when possible.
Replied December 2020
John
Used free trial
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
Reviewed February 2015
Thanks Rocket Referrals
We have been using Rocket Referrals in earnest for about 3 months. It feels like the system was built just for us. We like the simple automated survey system that tells us how our customers think about us. The positive testimonials are rolling in. We are also discovering the hidden places where we have work to do. When we get a low score from a customer, we call and ask them how we can improve. To us, Rocket Referrals helps us systematically connect with our customers on a personal level. We believe this will lead to higher retention and referrals to new prospects.
Vendor Response
Thanks, John! It was a great fit for your agency, I agree. We think it fits nicely with your 'Customers for Life' program you implemented. You've also went from 2 to 12 reviews on Google since using us - having such a loyal client base is definitely helping make this work! Thanks for being a great client and advocate, we appreciate it.
Replied July 2015
Cary
Insurance, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Love RR!
The product is really helpful and easy to use! I like the automation with requesting surveys and feedback. For me, the VERY best part is the customer service.
CONSI wish I could see metrics regarding referral partners more easily.
Steve
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Big Help to a Small Agency
Really Great! Especially my Implentation Specialist - [SENSITIVE CONTENT] She is very knowledgeable, and more than patient with me as I work to learn the system.
PROSSaves time for me to sell, while still keeping in close contact with my clients
CONSCatch 22 here. So many great features, however for someone like me who is not so much IT proficient, it is a bit overwhelming
Oscar
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
WOW!!
I really like hearing from my clients in a positive manner. I think they are seeing that we care about them, especially with the touchpoints RR has in place.
PROSHow it finds duplicates and errors. How easy it is to use.
CONSI wish it was part of Ezlynx so it's all in one. I love this software.
Vendor Response
Sounds like your clients are lucky to have you as their agent/agency Oscar. Thank you for the kind words!
Replied December 2020
Brad
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed July 2021
new user
I love the product and had a great experience with my first call to customer support! I look forward to customizing our emails and utilizing the system to its fullest.
CONSthere are some features that they haven't incorporated yet, but the product is young and the plans seem to be in place.
Reasons for switching to ClientCircle
ease of use and price
Anonymous
2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
Efficient product
This product is very efficient, and one of the best ways to stay engaged with clients.
CONSI don't have any complaints about this product. I am still learning about the different features.
Miles
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2016
Fantastic Tool to automate customer contact and create real connections to your agency
I am loving the feedback we are getting from our clients. We would have never known. The software plugs right into our CRM.
PROSThe API technology allows it to plug right into our current CRM
Vendor Response
Miles, we really appreciate you taking the time to give us a testimonial and online review. It has been fun getting you and your agency onboard and we look forward to working with you into the future. New features coming soon!
Replied October 2016
Brian
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2019
Totally Recommend
Totally recommend Rocket Referrals to help put a pulse on what matters most to your business...your clients. Great feedback to help you build your business internally.
PROSEase of use. Love seeing the feedback from our clients.
CONSNothing yet. If anything comes up, I will be sure to let you know.
Nibby
Used free trial
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
Reviewed March 2016
Insurance Agency having great success with Rocket Refferrals
Our independent insurance agency started using Rocket Referrals in February. We have had great success. Our entire agency is onboard with our NPS. We want to be 90 and above. We find RR a great resource to stay in contact with our clients and engage our staff. What we like: 1. Price, 2. no committment 3. Training/Support 4. Handwritten cards to clients, 4. Integration w/ our management system Vertafore AMS360
Vendor Response
Thanks, Nibby! It's been a pleasure working with you so far - and, you've been scoring all sorts of positive reviews from your clients. It's nice to have quality agencies to engage with!
Replied March 2016