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We work with insurance agencies of all sizes, carriers, aggregators, management systems, industry groups and associations, and enterprise clients.
pulseM is a review management platform that boosts the online presence, reputation, and growth of home services businesses through automated customer feedback and engagement.
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.
This give us the opportunity to improve our business and it also reminds customers to share their good experience with others on social media.
The set up is a bit confusing at times. It is hard for to remember all of the features that PulseM offers.
I love that when a customer isn't happy with a service we are able to reach out directly and speedily to rectify the situration.
The scoring a leaderboard, we really don't use it because it is confusing and a bit complicated.
We chose it because of its texting ability AND having NPS scores is extremely important to our President. And kept it because of the ease of use and integration with Service Titan.
Sometimes it is difficult to make sure PulseChecks aren't being sent to the right people or the amount of times they get the text/email.
We feel that all of the features are very beneficial. We appreciate the ability to reach out to our customers to remind them of rating and reviewing our technician's.
Can't think of one thing that we dislike about pulseM.
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.
John G.: Hi, my name's John I'm the marketing manager. I'm happy to give pulse a rating of five. For more reviews, click below. We chose pulse to increase our reputation management, and upon a extensive search with different competitors, we found that pulse was the easiest for our customers to use, and it has definitely proven to be so, and we've really enjoyed it. The reasons we chose pulse were number one, because it integrated with ServiceTitan, was easily connected to our Google pages, Facebook, Yelp, had a number of integrations that worked out for us, as well as the ease of use for the customers. It has made it very easy for customers to do that. As well, we use the internal point system as a way to incentivize our technicians. Getting started with pulseM was really easy. The support team and the integration team was beyond helpful. I think it took us less than 48 hours to be up and running with pulse. And we actually got our first review from it within the first two days of using it. I firmly believe that any local service company who does service and would like to increase their Google rankings should use pulse, because it will generate reviews for you very easily without having to do any extra work. And the results with us has been phenomenal. We've gotten so many referrals just from that.
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ClientCircle
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