All Ricochet360 Reviews
1-25 of 52 Reviews
Sort by
Nik
Insurance, 2 - 10 employees
Used less than 6 months
OVERALL RATING:
5
Reviewed April 2022
Robust Software with a learning curve
Gage
Verified reviewer
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 October 2022
Richochet Farmers Review
Its been great. We can track sales, and the auto-dialer is a dream. No more producers looking through lists finding "the best lead". You just go online and thats it, they wait for someone to be on the phone.
PROSThis software has helped me track my leads and sales when others offered cannot.
CONSyou cannot customize much, unless you want to pay a consultation fee. I am happy to help and refer you to someone who can assist and implement quickly!!
Reasons for switching to Ricochet360
CRM and Call Center Functionality
Sally
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2023
Ricochet CRM
It has been mostly positive and is constantly evolving. The only suggestion I would make is continued training for advanced system capabilities after working on the system for a few years.
PROSOne of the best features is when adding a new producer, they have a ready-made pipeline. It certainly helps when recruiting for new staff. The producers no longer need to plan out the day and try to figure out the best prospects to follow up with as the system cadence dials the best lead for them at any given moment. It prevents quoted prospects from slipping through the cracks.
CONSIt can be a complicated system when making changes. Fortunately, [sensitive content hidden] from [sensitive content hidden] are extremely helpful, intuitive and competent in implementing solutions and changes needed to make the system better fit our specific needs.
Reasons for switching to Ricochet360
For the automated CRM capabilities that Ricochet offers. DYL was a good phone system but not a good CRM.
Anonymous
51-200 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
2
Reviewed May 2022
Ricochet 360 review
We no longer use this service. we were using it in a mortgage call center to manage leads and auto dial them as they came into our system. we ended up switching to five9 and incorporating with salesforce.
PROSSoftware was overall pretty simple to use, and did the job in terms of auto-dialer systems and updating with leads as they are uploaded in real time.
CONSSoftware interface seemed pretty dated and a little clunkly in appearance, it wasn't a very intuitive system sometimes and just felt like a 2nd tier phone system.
derrek
Insurance, 11-50 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 February 2024
[sensitive content hidden] is AMAZING!!
[sensitive content hidden] is AMAZING!! [sensitive content hidden] is a great [sensitive content hidden] and love the company and system
PROSLove everything about the system. No complaints
CONSIt needs to be more streamlined for my service team to use the system.
Reason for choosing Ricochet360
Rico is the best system in our business and has been game changing for my agency
Reasons for switching to Ricochet360
Rico is the best system in our business and has been game changing for my agency
Christopher
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 February 2023
Great Support!
Great System to Scale!
PROSReally listens and builds the system towards your needs.
CONSWas difficult at first to train staff, but once you get the rhythm it is smooth.
Reason for choosing Ricochet360
[sensitive content hidden] really tailored to my needs for my Agency and really supported me and my staff while scaling and growing.
Don
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
5
Reviewed July 2023
Would recommend
System has lots of features. Takes awhile to learn them but I really like the system right now for managing the office.
PROSIt helps my employees to not have to think as much about which lead to call. One lead comes in, its called, and then you move onto the next lead.
CONSIt is a little costly. I wish it was more affordable in the past. I would have tried it awhile ago.
Reasons for switching to Ricochet360
I used DYL for many years. They just didn't keep upgrading and I thought they became stagnant in keeping up with technology. Aircall was a good reliable system but not centered around insurance as much as I wanted.
Anonymous
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 February 2020
Best Automation Tool
Increased call time by 200% and outbounds dials by 250%. Incredibly efficient, easy to learn, and a valuable asset to the company.
PROSAutomates processes. Easy to roll out. Maximizes callers' efforts.
CONSThe software works perfectly. At this time everything is exceeding our expectations.
Reasons for switching to Ricochet360
Not quick enough. Not enough Admin controls.
Tom
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed January 2024
review of the system
good. it has helped with sales and production
PROSno lead gets left behind, in our old system we lost leads
CONScomplexity can be an issue sometimes. it takes time.
Reasons for switching to Ricochet360
better system than old system that we had.
David
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2019
Powerful Tool
It's been extremely positive. Ricochet has allowed us to organize customer data so we can easily find it when they call in. The dialer has enabled us to get significantly more dials completed per day. 100's of calls a day is easily possible using Ricochet's dialer.
PROS1. I love the ability to customize this application. Being able to add and delete fields allows me to create something that's specific to me. 2. The ability to automate text messages, emails, and voicemails has really helped me be more efficient. 3. I like that I can call directly from my laptop using Ricochet. Doing so has enabled me to get rid of my business phone system. This savings helps offset the cost of Ricochet.
CONSBecause the software is so flexibile and powerful, it requires alot of setup. I'd rather have the flexibility than have something out of the box that doesn't quite fit.
Reasons for switching to Ricochet360
Able to do much more with Ricochet. Was able to get rid of my DYL phones.
keythel
Marketing and Advertising, 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
5
Reviewed January 2024
[sensitive content hidden] Was Great
Is a good platform, and the support team is the best ever
PROSis Fast and easy to use
CONSnothing for the moment
Charles
Insurance, 51-200 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 March 2020
CRM, Phone system, Marketing, and more!
The main thing that is being solved is that now all of the features are in one system and not pieced together.
PROSThe fact that they are offering most of what we needed in one area. CRM, a Phone system, a power dialer, a marketing platform, chat, and they offer a SIP service. They are also helping us with our migration from Hubspot to Ricochet. Very detailed videos and manuals.
CONSVideo chat and desktop sharing are not available, but the techs came up with a webhook solution for it.
Reason for choosing Ricochet360
They had all of the features in one platform, and they are helping with our data migration.
Reasons for switching to Ricochet360
We wanted everything on one system, along with one-stop billing.
Keith
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Great platform to scale your business!
Pipeline tracking is a huge factor when managing a team of sales people.
CONSI guess if I had to state something, the incoming calls could be placed in a waitroom that alarted the attendant a call was there. Again, I'm just listing something to improve on. Not a huge deal.
Reason for choosing Ricochet360
Features
Reasons for switching to Ricochet360
more features
Corey
Marketing and Advertising, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed February 2021
Easiest dialer we have used
It has been a very easy transition and the experience has been great.
PROSWe used so many dialing systems before Ricochet 360. All hard to use, hard to train on and hard to teach others how to used. After 5 platforms we found ricochet 360 and we have stayed with them the longest
CONSI don’t like that you can not mass assign leads to people. You can’t mass delete leads. You have to individually fix errors
Winky
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2023
Great software and superb support team
The auto-dialer is second to none. It lets you do all sorts of customizations to the way you want the calls to happen. It's not easy to understand initially, but Ricochet offers superb support. The support is a natural person answering your questions in emails, not system-automated answers. Click the support help in the system, and an email response will arrive the same day. [SENSITIVE CONTENT] had been the most incredible help, from onboarding to system optimization. She is an expert and willing to share her knowledge anytime she is asked.
CONSThe monthly cost of Ricochet is pretty high.
Greg
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
5
Reviewed January 2023
CRM with a purpose
Ricochet has been our "go to" platform for CRM/lead management and our soft phones. Through its efficiencies in automation, it's proven itself over and over again as a positive contributor to our bottom-line!
CONSIt takes some time to get used to and set up. However, there is a solid core of professionals who help with this process from onboarding to post-implementation.
David
Insurance, 11-50 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 December 2022
Game Changer
Fantastic. Their team is extremely helpful in insuring my company is maximizing the tool and the resources available in it.
PROSIt does what they said it would and more!
CONSThe system works very well. The funny thing is that anything I didn't like about the system was solved when I met with their team.
marissa
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 February 2023
Ricochet360- Review
Ricochet360 has been super help. Always going above and beyond to help make sure system is performing well and letting us know of the new features.
PROSsparm guru auto dialer are our favorite features
CONSwe enjoy everything about the software no changes
Reason for choosing Ricochet360
support provided
Jonathan
Insurance, 11-50 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 February 2023
Excellent CRM
Ricochet has been amazing and my rep [sensitive content hidden] has been extremely helpful with nay questions I have
PROSEasy to use and very helpful to stay organized with the leads in the system
CONSThere hasn't been many things I have not liked about the software
Brittany
Retail, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2019
Great Value
Ricochet is an excellent easy to use software. The changes being made are heading in the right direction. Great company/product!
PROSEase of use. Cut down on training time for new employees. Not a lot of requirements. Could check certain things on the go. Love that my consignors has access to log into.
CONSWish there was more analytic data/reports available. Was told we were going to be upgraded to 3.0 but never was.
Israel
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2023
Works very well
It is an excellent system where I have a few features I would like but overall I cannot complain.
PROSI love how well the support works and the seemingly almost endless flexibility this system has.
CONSThe interface is not the most intuitive and seems a little dated. There are a few features it could have.
Reason for choosing Ricochet360
I'm used to it.
Thomas
Insurance, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Top of its class software
Excellent software, makes organization easy. Keeps all my followup sales clear and organized and effectively scheduled, as well as saving all the key details and accessing them very easily.
PROSEasy to learn, easy to use, and very little mistakes or down time.
CONSI dont have anything negative to say about this software.
Michael
Financial Services, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2019
Commission Reporting
I use the commission reports to payout commissions
PROSI'm able to pay our rep's with confidence
CONSThat my salesmen can go back & back date entries a month or more
Reason for choosing Ricochet360
Ricochet was more compatable for what we were looking for
Reasons for switching to Ricochet360
Richochet was housing our leads & we didn't want to be using 2 CRM's
Jenni
Staffing and Recruiting, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
Love it!!
[SENSITIVE CONTENT] have been absolutely incredible with helping and answering any questions I may have and being readily available.
PROSThe efficiency of getting into contact with my leads.
CONSI don't have any complaints about this software.
Ethan
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed December 2022
Works great
[SENSITIVE CONTENT] was great in helping get our team setup
PROSEfficient, simple, effective. Great at helping agents bang out calls
CONSExpensive, algorithim can get thrown off quickly, spam guru is iffy