The satisfied feeling we  finally have since we have a system for our Marketing and Retention.

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.

Provides me up-to-the-minute feedback from clients to help me improve our customer service area of the agency.

Rocket Referrals is so easy to use and we love that our business is growing.

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.

Professional, Staff very friendly and easy to work with, easy to use and navigate, they responds quickly if you need help or have question.

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.

I am starting to see the benefits of Rocket Referrals. Thank you for making the process so easy.

Rocket Referral was great helping to make sure we got everything set correctly so everything would start working immediately. Secondly, we have already starting seeing it work with GREAT results.

They have a great support team and really focus on bringing requests from customers to a reality with product enhancements.

RocketReferrals 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.

Not sure if anything but give me some more time with the product and I will know more.

Rocket Referrals is simply the most cost effective marketing tool I've ever used.

The ease of use and the value it provides my agency.

Very easy to use and my rep is fantastic to work with. Very knowledgeable and friendly.

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.

Rocket Referrals works as advertised. They do a great job of following up with clients and prospects.

It allows clients to rate our service and better help me to determine where I may need attention to assist clients better.

Excellent, must-have software with outstanding customer service and exceptional team.

There's nothing really that I don't like. It serves the purpose for our customers, integrates with the agency management platforms.

Its settings are more automatic at times, which means you're going to change things at times. Its mildly frustrating, but it could be worse.

Some settings are automatic to the point that it is frustrating.

I'm having a hard time thinking of any cons for this product.

Product is very easy to use. Integration with our Agency Management system is excellent.

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.

That the software is integrative, seamless and so easy to use. I love that it integrates my management system and website.

The portal is super easy to use, seamless and integrates well into the daily work. Customer service is top notch as well.

Very Pleasant Experience I love this program and would suggest to everyone.

Easy to use and navigate. We like all of the communication options available.

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.

It just for online they need offline to use in a business with street address as part of the management program.

I don't like that I can't get someone on the phone over the weekend. If there's a tracking issue in this business you can quickly loose thousands of dollars in minutes.

I've been using the CAKE platform with prior companies for years, so I was ecstatic to be able to use it again. What I love most is the quick responses from all members of the Technical Support Team.

I don't like the new navigation layout. I quickly switched back to the old.

Our account manager has always been there to help me and their ticket system has always been quick to resolve issues. Can't say enough good things about Cake support.

CAKE is simply an all-around amazing tracking platform. There is not another system in the marketplace that comes close.

Simplicity in navigation, campaign build-out, integration, customization and exceptional support and customer service.

CAKE is a very powerful piece of software, which allows for a lot of complex customisation and specific set up.

Overall, when considering the cost of the software, we have been extremely impressed.

Not well localized for European date formats and number formats. No scheduling of payout changes in events.

CAKE has some really great features, and allows us to work directly with affiliates without having to go through networks that take huge commissions.

Very easy to use and user friendly design. Customizable user roles and reporting capabilities are very helpful for controlling visibility across our company's different team members.

I wasn't a fan of the new layout that was rolled out. The app on my phone is also quite limited which is a shame.

The setup and deployment of new campaigns is simple. The reporting granularity is amazing.

The reporting system makes this powerful piece of software the best.

I can integrate with 3rd parties and it is very easy to do, plus I can send my affiliates their tracking so I know that it matches up and there is no room for discrepancy.

The design is really good and the platform has some excellent features. Integration with other platforms is so easy which is great.

US Dollar

ClientCircle is complete suite of sales, marketing, and communications tools and services that help insurance agencies grow. We help insurance agents manage the full customer journey—from prospecting to cross sales to building long-term, meaningful relationships.

Whether you’re an insurance carrier, an aggregator, a management system or another group interested in a custom tool, we have you covered. Think: your company's branding, single-sign on, custom libraries, webinars and education for your members, consolidated billing and reports, custom features and integrations, the list goes on.

With ClientCircle, you'll have happier clients and more sales. Made for insurance. 

LongDescription

Rewards Management

Personalization

Referral Tracking

Sentiment Analysis

Review Generation

Template Management

Contact Management

Review Notification

Content Management

Multi-Channel Communication

Review Monitoring

Response Management

Dashboard

Social Sharing

Review Request

Negative Feedback Management

Gamification

Campaign Management

Social Media Monitoring

ROI Tracking

Interaction Tracking

Real-Time Analytics

Multi-Channel Marketing

Surveys & Feedback

Customizable Reports

SEO Management

SMS Messaging

Real-Time Monitoring

For Customer Referrals

Pipeline Management

Customizable Fields

Campaign Scheduling

Batch Communications

Data Import/Export

Campaign Segmentation

Campaign Planning

Email Templates

Customer Experience Management

Email Marketing

Real-Time Data

Performance Metrics

Referral Templates

AI/Machine Learning

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Chat/Messaging

Customizable Templates

Multi-Language

Real Time Reporting

Customizable Branding

Contact Database

Life & Health

Campaign Analytics

Client Management

Third-Party Integrations

Loyalty Program

Review Display

Review Sharing

Workflow Management

Feedback Management

Website Integration

Ratings/Reviews

Customizable Forms

Light: $2 per employee + $180 for the first 3000 contacts
Pro: $10 per employee + $180 for the first 3000 contacts
Premium: $30 per employee + $180 for the first 3000 contacts

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

ClientCircle

Live Online

Webinars

Documentation

Videos

CAKE is a cloud-based affiliate marketing solution designed to help businesses in the performance marketing industry manage partner campaigns using custom targeting, whitelisting, reporting and data security tools. Key features include campaign management, lead generation, rewards distribution, partner marketing and contact management. 


Advertising teams using CAKE can measure click and conversion rates based on custom targeting parameters such as traffic caps, redirects, devices, location and browsers to increase profit margins and maximize website traffic. Hosted on Amazon Web Services (AWS), the solution allows publishers to generate reports on partner and campaign performance and facilitate decision making to optimize sales conversion rates. Additionally, users can receive notifications about abnormal campaign behaviors, ensuring compliance with Type 1 SOC 2 and GDPR regulations.


CAKE's API interface allows integration with various third-party applications such as QuickBooks, Ezepo, Payoneer, Optizmo, DialogTech and more. Pricing is available on request and support is extended via documentation, phone, email, FAQs and other online measures. 



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