1 million+ businesses helped. Get advice
Get Free Advice
Home

/

Insurance CRM Software

/

Ricochet360

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

Ricochet360 2026: Benefits, Features & Pricing

Wondering if Ricochet360 is right for your organization?

Our Insurance CRM Software selection experts can help you in 15 minutes or less.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Ricochet360
Ricochet360
4.8
(82)

Pricing

Starting at $24.00 per month

About Ricochet360

Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solution. Designed for small to large businesses, it comes with a progressive dialer for users to automate processes such as engaging with prospects via emails or texts, recording calls, optimizing contact rates and more.

Features of Ricochet360 include lead management, call analytics, skills-based calling queues, email messaging drip automation, gamification, scripting and more. The customer relationship management module allows marketers to automatically capture, track and distribute leads among sales representatives based on skills, availability, and pooling.

Additionally, it provides a cloud phone system for users to facilitate click-to-call conversions, call transfers, performance tracking, among other processes. Ricochet360 lets businesses run custom and targeted call campaigns per specific lead types, improving sales funnels. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.

Ricochet360 Screenshots

0
0
1
2

Ricochet360 Pricing and Plans

Starting price: $24.00 per month
Free Trial
Free Version

SHUTTLE

$24.00

per user, per month

Plan includes:

  • CRM & Phone

CRUISER

$42.00

per user, per month

Plan includes:

  • CRM, Phone & SMS
  • Telephony
  • CRM/LMS
  • Reporting
  • Storage
  • Support

BOOSTER

$102.00

per user, per month

Plan includes:

  • CRM, Phone, Dialer & SMS
  • SMS (Texting)
  • Emailing
  • Marketing Automation

EXPLORER

$150.00

per user, per month

Plan includes:

  • CRM, Phone, Dialer, SMS & Marketing Automation
  • Integrations

GALAXY

$198.00

per user, per month

No plan information available

    Advisor Get Price CTA Image

    Confused about pricing? We've got you covered.

    Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

    Ricochet360 Features

    • Popular features found in Insurance CRM
      For Insurance Industry
      Lead Management
      Quotes/Estimates
      Sales Pipeline Management
    • More features of Ricochet360
      Activity Dashboard
      Alerts/Escalation
      Alerts/Notifications
      Answering Machine Detection
      API
      Auto-Dialer
      Automated Routing
      Automatic Call Distribution
      Automatic Outbound Dialer
      Blended Call Center
      Calendar/Reminder System
      Callback Scheduling
      Call Center Management
      Call Disposition
      Caller ID
      Caller Profiles
      Call List Management
      Call Logging
      Call Monitoring
      Call Recording
      Call Reporting
      Call Routing
      Call Scheduling
      Call Scripting
      Call Tagging
      Call Tracking
      Call Tracking Metrics
      Call Transfer
      Campaign Management
      Campaign Specific Caller ID
      Channel Management
      Compliance Management
      Computer Telephony Integration
      Contact Management
      Content Management
      Conversion Tracking
      CRM
      Customer Database
      Customizable Reports
      Dashboard
      Data Import/Export
      Data Management
      Data Security
      Document Storage
      Drip Campaigns
      Dynamic Content
      Email Management
      Email Marketing
      FCC Compliance
      Field Sales Management
      For Sales Teams/Organizations
      FTC Compliance
      Gamification
      Inbound Call Center
      Interaction Tracking
      Internal Chat Integration
      IVR
      Keyword Tracking
      Lead Capture
      Lead Distribution
      Lead Generation
      Lead Nurturing
      Lead Qualification
      Lead Segmentation
      List Management
      Live Chat
      Manual Dialer
      Marketing Automation
      Mobile Access
      Multi-Channel Communication
      Multi-Channel Marketing
      Opportunity Management
      Outbound Call Center
      Performance Management
      Performance Metrics
      Pipeline Management
      Predictive Dialer
      Progressive Dialer
      Prospecting Tools
      Queue Management
      Referral Tracking
      Reporting/Analytics
      Reporting & Statistics
      ROI Tracking
      Sales Activity Management
      Sales Reports
      Search/Filter
      Segmentation
      SMS Marketing
      Social Marketing
      Social Media Integration
      Source Tracking
      Task Management
      Template Management
      Territory Management
      Text to Speech
      Third-Party Integrations
      Voice Mail
      VoIP Connection
      Web-based Deployment
      Workflow Management

    Ricochet360 Integrations

    Salesforce Marketing Cloud
    Salesforce Marketing Cloud
    SendGrid
    SendGrid
    Velocify
    Velocify
    WordPress
    WordPress
    Constant Contact
    Constant Contact
    Mailchimp
    Mailchimp

    See all 11 integrations

    Ricochet360 User Reviews

    Overall Rating

    4.8

    Ratings Breakdown

    5

    89%

    4

    9%

    3

    1%

    2

    0%

    1

    1%

    Secondary Ratings

    Ease of Use

    4.7

    Value for money

    4.8

    Customer support

    4.8

    Functionality

    4.7

    GH

    Gage H.

    Verified reviewer

    Insurance

    2-10 employees

    Used daily for less than 6 months

    Review source

    Reviewed October 2022

    Richochet Farmers Review

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    This software has helped me track my leads and sales when others offered cannot.
    Cons:
    you 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

    Read More

    VR

    Verified
    Reviewer

    Information Technology and Services

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed February 2020

    Best Automation Tool

    5

    Increased call time by 200% and outbounds dials by 250%. Incredibly efficient, easy to learn, and a valuable asset to the company.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Automates processes. Easy to roll out. Maximizes callers' efforts.
    Cons:
    The software works perfectly. At this time everything is exceeding our expectations.

    Reasons for switching to Ricochet360

    Not quick enough. Not enough Admin controls.

    Read More

    SJ

    Steve J.

    Verified reviewer

    Insurance

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed April 2022

    Read contract

    1

    Not good at all, have much better at a lower price.

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    1
    Functionality
    icon
    Pros:
    Nothing at was good, read the contract. Save your time.
    Cons:
    Everything, the training is no good, and the support is bad.

    Read More

    MF

    Michael F.

    Verified reviewer

    Marketing and Advertising

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed May 2025

    Great product, great support team

    5

    [sensitive content hidden] helped me recently with my troubleshooting and support queries. They were very friendly and helped me with my problems whenever they arise. The whole team is great, but I want to give a shout-out to [sensitive content hidden] for their recent help!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    It is very easy to use, and has lots of features that make it easy to follow-up with clients. You can even assign other team members tasks.
    Cons:
    I wish it wouldn't run out of leads in my dialer. Eventually, it runs out of leads to dial and they have to be restocked with more. I am not the admin so I have to wait for my team to get it done for me. It still works for manual dials, so I can still make outbound calls.

    Read More

    DS

    Donn S.

    Verified reviewer

    Insurance

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed April 2025

    Great support from Werner - love the Zoom session access!

    5

    Just launched in March. Very positive so far. Still getting familiar with established protocols and such.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Used the Zoom support today to address some issues that were happening within our agency. [sensitive content hidden] did a great job of patiently walking thru our issues and addressing them one by one. Took the time to explain & respond to numerous questions and we were able to come up with proactive fixes as a result. Turned a big frustration (almost all due to operator error) into a very positive experience
    Cons:
    Sales team performance tracking & reporting could be beefed up. Looking forward to call recording & AI coaching tools.

    Read More

    RK

    Rachid K.

    Verified reviewer

    Banking

    5001-10000 employees

    Used daily for more than 2 years

    Review source

    Reviewed April 2025

    Ricochet360 Review

    5

    For a good success of your business, Ricochet360 is the best solution given the features it provides such as CRM.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The best feature on Ricochet360 is its automation such as texts,call tracking and social media tools.
    Cons:
    Ricochet360 is an easy to use software with a good Marketing Management with 360 degree vision.

    Read More

    JH

    Judy H.

    Verified reviewer

    Apparel & Fashion

    Self-Employed

    Used daily for free trial

    Review source

    Reviewed May 2025

    Handmade Jewelry

    5

    Overall experience was very wonderful I would recommend it to anyone

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Everything was very easy to understand and use the step by step was easy
    Cons:
    The customer support was very slow at getting back in touch.

    Read More

    AH

    Andi H.

    Verified reviewer

    Insurance

    2-10 employees

    Used daily for less than 6 months

    Review source

    Reviewed April 2025

    Great customer service!

    5

    Great customer service and training. I can always get a hold of someone to help!

    Ratings Breakdown

    3
    Ease of use
    5
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    Pros:
    seems like an intuitive system. The customer support and training are great!
    Cons:
    Learning how to navigate something new is always hard at first.

    Read More

    EH

    ESTHER H.

    Verified reviewer

    Insurance

    2-10 employees

    Used daily for free trial

    Review source

    Reviewed May 2025

    Great Quality Service

    5

    Pablo A. was very helpful and answered all our questions went over all the information to get us started quoting and was supper energetic and fun to speak with!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Program has a lot of helpful futures and where very easy to work with! Enjoy all the tabs that allow us to be detailed in notes as well as logging our calls per day future.
    Cons:
    No complains as of now, excited to start quoting. Only bad thing is that other vendors get same information as us which can lower our chances of getting sale if they offer lower price.

    Read More

    NI

    Nicole I.

    Verified reviewer

    Construction

    11-50 employees

    Used monthly for less than 12 months

    Review source

    Reviewed May 2025

    Customer service is above the rest.

    5

    Sometimes, it can be hard to use while using other programs.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The price is what sold us first. Very good pricing. Customer service and the implentation team is wonderful.
    Cons:
    I found it to be harder to navigate than other platforms.

    Read More

    Showing 1 - 10 of 82 Reviews

    Other Top Recommended Insurance CRM Software

    Claritysoft CRM
    Claritysoft CRM

    4.5 (204)

    Recently recommended 56 times

    Thryv
    Thryv

    4.2 (505)

    Recently recommended 39 times

    Pipeliner CRM
    Pipeliner CRM

    4.6 (215)

    Recently recommended 38 times

    CallProof
    CallProof

    4.1 (28)

    Recently recommended 36 times

    Advisor Get Price CTA Image

    Stuck Between Options?

    Our experts can help you compare Ricochet360 with other top options, so you can find the best fit for your needs.

    See what companies are saying about Software Advice