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ClientCircle vs Referrizer: Which is a better fit?

Updated on November 24th, 2024
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What's your intended use case?
Summary
Key features rated by users
Features selected based on 1,681 reviews from Reputation Management users.
% Fit
Not enough reviews
Feature ratings
Negative Feedback Management
5.0
Review Request
5.0
Review Monitoring
5.0
Response Management
5.0
Reporting/Analytics
--
% Fit
Missing features
Feature ratings
Negative Feedback Management
NA
Review Request
NA
Review Monitoring
4.6
Response Management
NA
Reporting/Analytics
NA
User satisfaction
4.9
User reviews121
Ease of use
4.8
Functionality
4.8
Value for money
4.7
Customer support
5.0
4.8
User reviews194
Ease of use
4.7
Functionality
4.7
Value for money
4.7
Customer support
4.8
Price starts from
/user
One-time payment
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

We work with insurance agencies of all sizes, carriers, aggregators, management systems, industry groups and associations, and enterprise clients.

Marketing automation tool for small and medium-sized businesses that helps with maximizing referrals, revenue growth, automated customer communication, and traffic conversion.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
Jason K
Founder
5.0

Jason: Hi, I'm Jason, the founder of KilGO Insurance, here in Virginia. ClientCircle's been a great asset to us and I would rate them a 5 out of 5. ClientCircle has a variety of benefits. I think the best benefit we use it for is it helps us know who our raving fans are. It's got a great net promoter feature that we look at every single day and try to make sure we're wowing our clients and then the ones that maybe we just didn't pay enough attention to, gives us the opportunity to reach out to them and show some love and get that turned around and make sure we're giving them the excellent customer service they deserve. So, ClientCircle has a new feature now, Client Journeys, which I absolutely love, and what it does is it sets some automation in place for you to help that client go through, whether it be an onboarding process or a win-back process, a prospect process. It just gives them multiple journeys to help your members, help your clients walk through things that they won't normally get from any other service. I really do love ClientCircle. They have so many benefits to what the company is doing. One of the things I wish they would work on though a little bit is their AI technology and being a little bit more intuitive to customer of what the client needs. So if a member is going through a customer journey and they're not happy with this or they love this, it can take them on different guides, different experiences to make sure that they're getting all the service that they're requesting. And so I just... the intuitive part about it and making sure things flow a little bit more geared, more personal touch to the client. I know that's probably coming down the trail here, so I'm looking forward to seeing what ClientCircle's got in the future.

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Josh B
owner
5.0

Josh B: Hi, my name is Josh. I'm the owner of Cryo Nation. And Cryo Nation is a health and wellness center that's intended to provide simple, sustainable solutions for health and wellness. And we've been using Referrizer now for the last few years, and it's definitely taken our business to the next level. I give Referrizer a five out of five. We looked at a few different operating systems to utilize other than Referrizer, and we've used several other services before, and ultimately we ended up canceling all those other ones for various reasons. One, some of them are too expensive, some of them were not intuitive enough. Others required you using other platforms in conjunction with this, so it was just overly complicated and wasn't fitting the criteria that we were looking for in a program such as that. We ended up choosing Referrizer because they didn't have any of the other issues that the other companies had. Referrizer very competitive rates, very intuitive and simple to use, and there's a lot of different resources along with it. We were able to get it to work with some of the other programs we already had such our check-in system that we used, our point of sale system in the store. So it's very intuitive, very easy to use, and you can really augment Referrizer and use that with any of the platforms you're already using. Working with Referrizer has been very simple. They've made everything very easy. They've got a great support team. They have upgraded subscription platforms for those that are interested as well. So again, you can customize it to the enth degree. I highly recommend using Referrizer. They just make the process very seamless. Anyone who's interested in using Referrizer, I would highly recommend utilizing it as another tool for your business. We've used it for so many different things. I'm putting together a campaign right now that will send out automated texts as well as emails for our New Year's specials. And again, very easy to set it up and we get great response from our customers with that. So it definitely pays for itself.

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User interface
141002 video thumbnail}
1 Video
144990 video thumbnail}
1 Video
141002
5 screenshots
144990
5 screenshots

ClientCircle

Top Features
18/33
  • Automated Responses
  • Brand Management
  • Competitive Analysis
  • Customer Advocacy
  • Employee Advocacy
  • Hashtag Tracking
  • Keyword Tracking
  • Media Monitoring
  • Multi-Channel Distribution
  • Predictive Analytics
  • Scoring
  • Search/Filter
  • Social Media Integration
  • White Label
  • Widgets
  • AI/Machine Learning
  • Alerts/Notifications
  • API
  • CRM Integration
  • Customer Experience Management
  • Customizable Fields
  • Customizable Reports
  • Engagement Tracking
  • Negative Feedback Management
  • Reporting/Analytics
  • Response Management
  • Review Monitoring
  • Review Request
  • Review Sharing
  • Sentiment Analysis
  • SEO Management
  • Template Management
  • Third-Party Integrations
See All features
Hide Reputation Management Software Features -

Referrizer

1/33
Show Reputation Management Software Features +

ClientCircle

Referrizer

ClientCircle
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Referrizer
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
ClientCircle
  • By Rocket Referrals
  • Located in United States
  • Founded in 2013
Referrizer
  • By Referrizer
  • Located in United States
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