# Compare Ricochet360 vs NextAgency 2026 | Capterra > Unsure of what to choose? Check Capterra to compare NextAgency and Ricochet360 based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/141932-171245/Ricochet-vs-NextAgency --- # NextAgency vs Ricochet360 Features and Cost Comparison Last updated June 3rd, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: NextAgencyRicochet3602/4 selected [NextAgency](https://www.capterra.com/p/171245/NextAgency/)[4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) [Ricochet360](https://www.capterra.com/p/141932/Ricochet/)[4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) [## NextAgency](https://www.capterra.com/p/171245/NextAgency/)[4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting Price $85.00/month Value-for-Money 4.9 Functionality 4.7 Ease of Use 4.8 Customer Service 4.9 Reviews Sentiment RB AJ MM Based on [41 reviews](#user-reviews) Positive 41 Neutral 0 Negative 0 [## Ricochet360](https://www.capterra.com/p/141932/Ricochet/)[4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Starting Price $24.00/month Value-for-Money 4.8 Functionality 4.7 Ease of Use 4.7 Customer Service 4.8 Reviews Sentiment MW Based on [82 reviews](#user-reviews) Positive 80 Neutral 1 Negative 1 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Insurance CRM Software Best performer 24 / 32 Only NextAgency - Access Controls/Permissions - Activity Tracking - Email Templates 23 / 32 Only Ricochet360 - Interaction Tracking - Mobile Access - Sales Activity Management User satisfaction User satisfaction 4.9 User reviews[41](https://www.capterra.com/p/171245/NextAgency/reviews/) Ease of use 4.8 Functionality 4.7 Value for money 4.9 Customer support 4.9 User satisfaction 4.8 User reviews[82](https://www.capterra.com/p/141932/Ricochet/reviews/) Ease of use 4.7 Functionality 4.7 Value for money 4.8 Customer support 4.8 Price starts from Price starts from $85Per User, Per Month - Free version - Free trial Price starts from $24Per User, Per Month - Free version - Free trial Best for Best for Agencies selling benefits, senior, and life policies needing agency management software with CRM, marketing, compliance, automation, and commission tools. Used by agencies of all sizes nationwide. Best for Ricochet360 is the All-In-One sales and marketing automation platform is ideal for SMB, SME, and Large Enterprise companies looking to efficiently scale their sales operations. ## User reviews Pros & cons Not enough reviews MW Mike W. IT Project Manager > "Ricochet360 redesigned outbound calling by bringing an auto-dialer through which..." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6778752) EH ESTHER H. OFFICE MANAGER > "Only bad thing is that other vendors get same information as us which can lower..." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6811306) AC Amanda C. Sales Team Manager > "The support is my favorite part as well as the way the system has our agents..." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6784383) MF Michael F. Sales Development > "I wish it wouldn't run out of leads in my dialer." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6798647) VR Verified Reviewer SeniorAnalyst > "Sure, there were challenges with setup at first, but once I got past that, it..." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6807141) NI Nicole I. Project Coordinator > "I found it to be harder to navigate than other platforms." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6798105) VR Verified Reviewer SeniorAnalyst > "It’s been a real game-changer for managing leads efficiently." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6807141) VR Verified Reviewer SeniorAnalyst > "I found the initial setup to be a tad complex." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6807141) MF Michael F. Sales Development > "They were very friendly and helped me with my problems whenever they arise." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6798647) AC Amanda C. Sales Team Manager > "It's not easy to find group chats." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6784383) MH Marix H. Principle > "Trainers did a great job of explaining." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6777198) TB Tom B. Owner > "complexity can be an issue sometimes." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6149483) AH Andi H. Office Manager > "Great customer service and training. " [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6779472) NG Nick G. Sales Development Manager > "hop on the zoom call and after 45 minutes get absolutely no where." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6262207) TJ Tyler J. Licensed insurance agent > "sensitive content hidden\] was great very knowledgeable and everything was easy..." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6775147) NG Nick G. Sales Development Manager > "customer support leaves a lot to be desired." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6262207) NI Nicole I. Project Coordinator > "Customer service and the implentation team is wonderful." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6798105) DZ Don Z. President > "It is a little costly. " [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___4920014) GP Gionina P. Insurance Agent > "Training with \[sensitive content hidden\] A. was very smooth & relaxing actually." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6775219) VR Verified Reviewer Mortgage Banker > "Software interface seemed pretty dated and a little clunkly in appearance, it..." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___3529289) LJ Lari J. Sales Manager > "Ease of use and versatility was my fave part" [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6806174) HA Holly A. Sales Producer > "Not available" [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___4489439) AH Andi H. Office Manager > "The customer support and training are great!" [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6779472) SJ Steve J. Owener > "Everything, the training is no good, and the support is bad." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___3450128) AP Amado P. Sales agent > "Im excited to try it out but it looks very simple and easy to work with" [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___6784516) SJ Steve J. Owener > "Not good at all, have much better at a lower price." [See full review](https://www.capterra.com/p/141932/Ricochet/#Capterra___3450128) [View Reviews](https://www.capterra.com/p/141932/Ricochet/reviews/) ## User interface 4.90 (41) 4.84 (82) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features NextAgency Top features 24/32 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar/Reminder System - Contact Management - Customer Database - Customizable Reports - Data Import/Export - Email Management - Email Templates - Forecasting - For Insurance Industry - Generative AI - Insurance Management - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Quotes/Estimates - Reporting/Analytics - Sales Activity Management - Sales Pipeline Management - Sales Reports - Task Management - Task Scheduling - Template Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/171245/NextAgency/#features) Ricochet360 23/32 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar/Reminder System - Contact Management - Customer Database - Customizable Reports - Data Import/Export - Email Management - Email Templates - Forecasting - For Insurance Industry - Generative AI - Insurance Management - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Quotes/Estimates - Reporting/Analytics - Sales Activity Management - Sales Pipeline Management - Sales Reports - Task Management - Task Scheduling - Template Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/141932/Ricochet/#features) ### Recognition NextAgency Best Value Online CRMSoftware (2024)  Ricochet360 is recognized as a top-rated tool in 4 Capterra Shortlist reports Best Value Predictive DialerSoftware (2026)  ### Deployment & support NextAgency Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - 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 Ricochet360 Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - 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 ### Company Details NextAgency - By Take44 - Located in United States - Founded in 2015 Ricochet360 - By Ricochet360 - Located in United States - Founded in 2009 ## Popular Comparisons [NextAgency](https://www.capterra.com/p/171245/NextAgency/)[4.90 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) vs [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) $85/month Price Contact vendor for pricing 4.7 Features 4.4 4.8 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/27609-171245/VanillaSoft-vs-NextAgency) [Ricochet360](https://www.capterra.com/p/141932/Ricochet/)[4.84 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $24/month Price $20/month 4.7 Features 4.4 4.7 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/141932-152373/Ricochet-vs-HubSpot-CRM)