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!
Brad
Verified reviewer
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
4
Reviewed October 2018
Clean UI, easy to use, great service team
It's been a great experience. I recommend them to any agent that needs an automated way to communicate with their clients. It's too easy to plan to send a card or email or give them a call but then forget and get distracted. With Rocket Referrals you know it is getting done.
PROSIt's very easy to use and has a clean feel to it. It's intuitive.
CONSI would like the ability to create more customer communications. That's the only thing I'd change about it
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
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.
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.
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.
Tom
Financial Services, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
Meeting with [SENSITIVE CONTENT HIDDEN]
Provides me up-to-the-minute feedback from clients to help me improve our customer service area of the agency
PROSThe ease of use and the value it provides my agency
CONSNone I am happy with the software and its ease of use
Reason for choosing ClientCircle
I was one of the folks chosen for the pilot program thru our company and stayed on afterwards because of what the software and program offers
Vendor Response
We're so happy to hear you stayed with us even after the pilot was over. Let us know how we can continue to provide value to your agency. Thanks, Tom!
Replied December 2020
Reagan
Insurance, 51-200 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 August 2022
Highly Recommend
Rocket Referrals is an essential tool for independent agents. The ability to automate feedback emails, cross-selling campaigns, renewal reminders, and more makes everyone's lives easier. The existing integration to our agency management system helps things run smoothly, and our account manager, Matt, is incredibly helpful and supportive of our goals. I would highly recommend this service."
PROSEase of deployment Cross-selling capabilities Custom communication capabilities Customer service/dedicated client success manager
CONSOffice locations each have their own landing page instead of one master platform for all locations The testimonial widget only pulls customer testimonials from a single office location Emails are plain text, not HTML (not a big deal)
Thomas
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 2020
Blasting Off with Rocket Referrals
I'm still in the training phase but really like the ease of use and the responses we have received so far. [SENSITIVE CONTENT HIDDEN] (our onboarding specialist) has been fantastic. I can't believe how easy they made this process. It's as easy as ASK and YOU WILL RECEIVE! Reviews, testimonial, and activity are coming in as promised. I can't wait for the next phase to begin. Thank you, [SENSITIVE CONTENT HIDDEN], and Thank you Rocket Referrals!
CONSI can honestly say I haven't found a con yet...
Vendor Response
You're spot on Thomas, ask and you shall receive! Thanks for the kind words and please let us know how we can continue to make the system as easy as possible.
Replied December 2020
Laura
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 April 2020
Excellent!
Mahi is amazing - so patient and VERY detailed. SHe is part of the reason we love this product!
PROSWe loved how easy it was to turn on this product and get it up and running. I check in with it daily and there's always up to date information and content.
CONSNothing! We love it all and look forward to engaging more clients, and seeing all the positivity.
Reason for choosing ClientCircle
To gather quantitative data about our services.
Vendor Response
The world needs more positivity Laura, so we hope you continue to see lots of positive feedback from your clients. Thank you for the amazing review!
Replied December 2020
Michelle
Insurance, 201-500 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed September 2019
Rocket Referrals
Rocket Referrals is so easy to use and we love that our business is growing!
PROSMy team and I really like this program! We work in insurance and a lot of the business we get is through referrals. This program helps us get and manage those referrals.
CONSI'm having a hard time thinking of any cons for this product! It's great and I would recommend it to anyone!
John
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed August 2018
Virginia Insurance Group
As a non-technical person, Rocket Referrals allows us integrate our management system with Google reviews and website reviews and use our current clients to drive more quality new business to us. Rocket Referrals is simply the most cost effective marketing tool I've ever used.
PROSFor us, the most important feature of the software is finding out how our clients view us and the job we're doing for them. It's great to know who's happy, and more importantly who's not.
CONSI don't have any problems with the software.
Mark
Insurance, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2020
Works great to stay in touch with my clients
[SENSITIVE CONTENT HIDDEN] has been very accommodating to adjust meetings to meet my schedule and work with me to best utilize Rocket Referrals for the maximum benefit of my business.
PROSPretty easy to integrate into my routine and business
CONSStill taking time to learn the intricacies of completing all the tasks and schedule the communications but still like the product.
Vendor Response
Thanks Mark, appreciate the time you took to leave us a review. Let us know how we can continue to be of benefit to your agency.
Replied December 2020
James
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 April 2020
Rocket Referrals Review
Rocket Referrals has been this far exactly what we expected and looking for. Our Account Manager, [SENSITIVE CONTENT HIDDEN] has been outstanding. Very responsive to all questions and patient walking us through the set up.
CONSNone at this time. Very pleased thus far.
Vendor Response
We're thrilled we have been exactly what you expected James! Please let us know how we can continue to meet those expectations.
Replied December 2020
Lance
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed June 2020
Getting Ready to Blast off!
I have enjoyed the onboarding and training sessions. Easy to follow and my brain just keeps thinking of ways to use the platform to my advantage.
PROSVery intuitive and does most of the work for me.
CONSNot sure if anything but give me some more time with the product and I will know more
Vendor Response
This may be the best review title of all time Lance. Thanks for trusting us to help get your agency off the ground and to the moon!
Replied December 2020
Jeff
Insurance, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2020
Easy so far!
We have never completed a client survey, so the feedback is great.
PROSI like the ease of use of this software so far.
CONSWould like to see more on the back end. I think seeing the analytics would be helpful. Who opened the emails, what did they look at, did they read the whole email, etc.
Reason for choosing ClientCircle
Ease of use and it is a local company for us.
Nikki
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 December 2019
Highly Recommend
I highly recommend Rocket Referral! They make the process easy and take their time showing you everything you need to know to keep in contact with your customers and make sure they are satisfied with your service. Integration was easy and communication is sent out to your customers with a click of a button.
PROSVery easy to navigate and use this software
CONSOur agency has not experienced any negative issues so far.
Chip
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2018
Customer service is top notch and this services is working for my agency! Making my life easier!
It has saved me quite a bit of time and we are getting the reviews I was hoping for when I signed up for this service.
PROSAutomation. I also like the thank you card function as well. It easy to upload lists and they are really helpful.
CONSNot wild about the fonts they use for the thank you cards. A little customization for the cards would be helpful.
Kimberly
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 2021
Thank you, Rocket Referrals
I am starting to see the benefits of Rocket Referrals. Thank you for making the process so easy.
PROSThank you for making the process so easy.
CONSThe learning curve which was not bad. Thank you to your support staff!
Reason for choosing ClientCircle
A recommendation from other users.
Judy
Insurance, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2016
Sylwia Gold and Rocket Referrals
Sylwia Gold is our representative and she is always professional, friendly and willing to go the extra mile for any questions or concerns we might have.
Vendor Response
Thanks Judy. Working with you and the IPS team is a pleasure. We've added your recommendation for the testimonials to our feature requests as well. We'll keep you posted, and we appreciate the feedback.
Replied June 2016