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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.
It allows a company to communicate and survey their customers in the best way possible. The software is capable of sending surveys, questioners, thank you cards, welcome e-mails and so much more.
Some settings are automatic to the point that it is frustrating.
I greatly appreciate all of the help that she has offered me, and I am excited to continue working with Rocket Referrals.
I found the interface to be a little messy but that's a minimal complaint.
Above all, they have an excellent team that is always willing to help onboard and train new users (speaking from personal experience!). I'd recommend it to other businesses and organizations.
I haven't found anything about the software I don't like.
For us, the most important feature of the software is finding out how our clients view us and the job we're doing for them. It's great to know who's happy, and more importantly who's not.
I cannot think of anything that I dont like about this product.
We are getting new customer and creating prospect into buyers. Customer service is awesome, my specialist Marco, has been awesome.
I found problem that client call from tracking number and it doesn’t get to my phone number Directly or show in miss call. So , I can’t talk with them but I got email that they call.
Extremely helpful for quick coorespondents with clients and staff. The loyalty program is very helpful also, our clients love building up their points.
The level of control we have over our client email and text lists is frustrating.
I like the functionalities and the support team. They are awesome and are willing to guide you.
Inability to use the platform as an email platform to send out individual emails.
In about a month I have had 21 past customers or leads purchase summer camps and I have 32 more pending that I have connected with already. The Loyalty program is great for my current customers.
Still learning all features , so once I study more I’ll know what is easy or hard.
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.
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.
ClientCircle
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ClientCircle
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