--- description: Review of ClientCircle Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ClientCircle | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Feedback and Reviews Management Software](/directory/4285/review-management/software) > [ClientCircle](/software/292699/rocket-referrals) # ClientCircle Canonical: https://www.softwareadvice.co.nz/software/292699/rocket-referrals Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.nz/software/292699/rocket-referrals?page=2) > 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. > > Verdict: Rated **4.9/5** by 121 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 121 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Rocket Referrals - **Location**: Des Moines, US - **Founded**: 2013 ## Commercial Context - **Starting Price**: US$30.00 - **Pricing model**: Per User - **Pricing Details**: 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 - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - AI/Machine Learning - API - Activity Dashboard - Alerts/Notifications - Batch Communications - CRM - CRM Integration - Campaign Analytics - Campaign Management - Chat/Messaging - Communication Management - Contact Management - Content Management - Customer Experience Management - Customer History - Customer Segmentation - Customisable Branding - Customisable Reports - Customisable Templates - Customizable Fields ## Integrations (10 total) - AgencyBloc AMS+ - Applied Epic - EZLynx - HawkSoft CMS - NowCerts - QQCatalyst - Vertafore AMS360 - Veruna - Xanatek Connect - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Feedback and Reviews Management Software](https://www.softwareadvice.co.nz/directory/4285/review-management/software) ## Related Categories - [Feedback and Reviews Management Software](https://www.softwareadvice.co.nz/directory/4285/review-management/software) - [Customer Communications Management Software](https://www.softwareadvice.co.nz/directory/4742/customer-communications-mngt/software) - [Reputation Management Software](https://www.softwareadvice.co.nz/directory/4509/reputation-management/software) - [Referral Software](https://www.softwareadvice.co.nz/directory/4568/referral-management/software) ## Alternatives 1. [Trustpilot](https://www.softwareadvice.co.nz/software/364802/trustpilot) — 4.5/5 (1202 reviews) 2. [TrueReview](https://www.softwareadvice.co.nz/software/193489/truereview) — 5.0/5 (150 reviews) 3. [Birdeye](https://www.softwareadvice.co.nz/software/86768/birdeye) — 4.7/5 (702 reviews) 4. [Okendo](https://www.softwareadvice.co.nz/software/353128/okendo) — 4.9/5 (223 reviews) 5. [Score My Reviews](https://www.softwareadvice.co.nz/software/201586/score-my-reviews) — 4.9/5 (80 reviews) ## Reviews ### "RR has enabled me to engage my clients and gauge their level of satisfaction with my services." — 5.0/5 > **Ryan** | *17 March 2018* | Insurance > > **Pros**: 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. > > **Cons**: I 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. ----- ### "Client Communication System" — 5.0/5 > **Verified Reviewer** | *14 November 2019* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: Rocket 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. > > **Cons**: It'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. > > 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. ----- ### "rocket referral" — 3.0/5 > **HOPE** | *25 February 2020* | Insurance | Recommendation rating: 9.0/10 > > **Pros**: i like that youcan see what clients like ,you can email cards to customers,see how we compare to others,see clients reviews > > **Cons**: theres 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 > > overall i like this product very much ,theres nothing bad i can say about it ----- ### "Really Easy Customer Relationship Platform" — 5.0/5 > **Verified Reviewer** | *26 October 2019* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: The portal is super easy to use, seamless and integrates well into the daily work. Customer service is top notch as well\! > > **Cons**: Nothing really as of this review. We've had nothing but great experiences so far and no real negative comments. > > 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. ----- ### "Fantastic service" — 5.0/5 > **Jared** | *14 August 2018* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: It doesn't sync with our management system...but that's hard to blame on Rocket Referrals. > > FANTASTIC ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.nz/software/292699/rocket-referrals?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/292699/rocket-referrals) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data