--- description: Get information about ClientCircle price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ClientCircle Price, Features, Reviews & Ratings - Capterra India --- Breadcrumb: [Home](/) > [Referral Software](/directory/30681/referral/software) > [ClientCircle](/software/141002/rocket-referrals) # ClientCircle Canonical: https://www.capterra.in/software/141002/rocket-referrals Page: 1 / 6\ Next: [Next page](https://www.capterra.in/software/141002/rocket-referrals?page=2) > 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**. ----- ## Overview ### Who Uses ClientCircle? We work with insurance agencies of all sizes, carriers, aggregators, management systems, industry groups and associations, and enterprise clients. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 121 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support Software | 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**: $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 - CRM Software - Campaign Management Software - Content Management Software (CMS) - Customer Experience Management - Customer History - Customer Segmentation - Dashboard Software - Email Marketing Software - Engagement Tracking - Incentive Management - Lead Engagement - Multi-Channel Communication - Multi-Channel Marketing - Negative Feedback Management - Performance Metrics - Personalization Software - Reporting & Statistics - Response Management - Review Monitoring - Review Notification - Review Request - Review Sharing - SEO Management - Sentiment Analysis - Social Sharing - Template Management - Third-Party Integrations - Workflow Management Software ## 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 Software - Phone Support - Chat ## Category - [Referral Software](https://www.capterra.in/directory/30681/referral/software) ## Related Categories - [Referral Software](https://www.capterra.in/directory/30681/referral/software) - [Reputation Management Software](https://www.capterra.in/directory/30750/reputation-management/software) - [Customer Communications Management Software](https://www.capterra.in/directory/31002/customer-communications-management/software) - [Review Management Software](https://www.capterra.in/directory/31024/review-management/software) ## Alternatives 1. [WhatsApp](https://www.capterra.in/software/180345/whatsapp) — 4.7/5 (16297 reviews) 2. [Viber](https://www.capterra.in/software/180348/viber) — 4.4/5 (4058 reviews) 3. [Text Request](https://www.capterra.in/software/167015/text-request) — 4.6/5 (1193 reviews) 4. [Telegram](https://www.capterra.in/software/180347/telegram) — 4.7/5 (6406 reviews) 5. [Weave](https://www.capterra.in/software/141842/weave) — 4.3/5 (668 reviews) ## Reviews ### "Suitable Approach for Client Management" — 5.0/5 > **Valentina** | *30 April 2024* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: ClientCircle brings all the business reputation to a manageable state, and proper communication is made. > > **Cons**: ClientCircle is impressive and nothing that affect how the program operates. ----- ### "Rocket Referrals is a must have for insurance agents\!" — 5.0/5 > **Eric** | *20 July 2021* | Insurance Software | Recommendation rating: 10.0/10 > > **Pros**: Easy to use\! Affordable price\! Great results\! > > **Cons**: I haven't found anything about the software I don't like\! > > I love being able to monitor the performance of our agency\! Rocket Referrals is a must have tool for any agent\! ----- ### "Customer service is excellent\! The system is easy to navigate and highly effective." — 5.0/5 > **Jermaine** | *1 August 2018* | Insurance Software | Recommendation rating: 9.0/10 > > **Pros**: Customer service is excellent\! The system is easy to navigate and highly effective. Big shout out to their I.T. team and account managers. If you present them with a problem, they will not stop until they have an easy to use solution. Everyone is so kind and friendly to work with. > > **Cons**: Some settings are automatic to the point that it is frustrating. It would be better to allow the user to have more control over settings. Also, it is best to call them directly or use their help guide if you ever need assistance. Which you will need a lot of assistance when you are first starting. The online chat is slow to respond. It took over 12 hours to get a response to a chat question. It took less than 10 mins to get an answer anytime that I call them directly. ----- ### "Unhappy with results" — 3.0/5 > **Jacquelyn** | *7 January 2020* | Insurance Software | Recommendation rating: 3.0/10 > > **Pros**: I really liked the ease of use, and how easy it was for our clients to send us testimonials and reviews. > > **Cons**: I was unhappy with how few of our clients actually made referrals. We got quite a few reviews, but little to no referrals. > > It was helpful for testimonials and putting them on our website, as they update automatically, but it wasn't worth the price for just that. ----- ### "Very Useful" — 5.0/5 > **Bruce** | *22 March 2022* | Insurance Software | Recommendation rating: 10.0/10 > > **Pros**: I like how it interacts with my agency management software and automatically sends out emails and contacts to my clients but I have the right to approve any communication first. It forces me to update my contacts in my ams. > > **Cons**: Sometimes the integration with the ams is not exact or I have to go into the ams to change it in order for it to work correctly with Rocket Referrals. > > Very useful up until now - about one month of use. ----- Page: 1 / 6\ Next: [Next page](https://www.capterra.in/software/141002/rocket-referrals?page=2) ## Links - [View on Capterra](https://www.capterra.in/software/141002/rocket-referrals) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data