# ClientCircle Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ClientCircle Software - reviews, pricing plans, popular comparisons to other Customer Communications Management products and more. Source: https://www.capterra.com/p/141002/Rocket-Referrals --- # ClientCircle Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ClientCircle ## What is ClientCircle? ClientCircle is complete suite of sales, marketing, and communications tools and services that help insurance agencies grow. We help insurance agents manage the full customer journey—from prospecting to cross-sales to building long-term, meaningful relationships. ## What is ClientCircle used for? [Customer Communications Management](https://www.capterra.com/customer-communications-management-software/)[Reputation Management](https://www.capterra.com/reputation-management-software/)[Referral](https://www.capterra.com/referral-software/) Top alternative Featured Overall rating Based on 121 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% Starting price $30 Per User, One Time Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ClientCircle?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.rocketreferrals.com&name=ClientCircle) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ClientCircle 4.9 (121) VS. [4.3 (669)](https://www.capterra.com/p/141842/Weave/reviews/) Starting Price $30 Per User, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (121) Ease Of Use 4.5 (669) Value For Money 4.7 (99) Value For Money 4.1 (604) Customer Service 5.0 (115) Customer Service 3.9 (631) ## ClientCircle alternatives Highest Rated [4.9 (223)](https://www.capterra.com/p/176189/Okendo/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (704)](https://www.capterra.com/p/152997/BirdEye/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.8 (35)](https://www.capterra.com/p/141023/ReviewInc/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Yotpo](https://www.capterra.com/p/144389/Yotpo/) [4.5 (376)](https://www.capterra.com/p/144389/Yotpo/reviews/) Starting price $199.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/144389/Yotpo/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Referral Tracking 4.6 (8) 37.50% of 8 reviewers that rated this feature as important or highly important Log and store the source of contacts/leads Review Monitoring 5.0 (8) 37.50% of 8 reviewers that rated this feature as important or highly important Automatically monitor and receive alerts for any new online reviews Response Management 5.0 (7) 42.86% of 7 reviewers that rated this feature as important or highly important Planning and managing of resources and procedures to mitigate the impact of events and incidents Review Request 5.0 (7) 28.57% of 7 reviewers that rated this feature as important or highly important Allows businesses to request reviews from their customers Contact Management 5.0 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Negative Feedback Management 5.0 (4) 0.00% of 4 reviewers that rated this feature as important or highly important Identify, track, and respond to negative feedback ClientCircle 65 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Software program that continuously adjusts its behavior based on observed data Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Send messages, notifications, or documents to an entire customer base at the same time Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Communicate using direct chat or messages within the system Manage and track all internal and external communication conducted via calls, email, text, or chat Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Access previous interactions or concerns to maintain customer relationships Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Reminders sent via email Tracks metrics that provide insight into how a user interacts with any interface or product Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service For customer referral programs / referral marketing products Games or game-like elements to track progress and reward accomplishments Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Automatically identify and save contact information of potential customers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Manage and support multiple languages Manage and support multiple locations Identify, track, and respond to negative feedback A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Adjust communications based on previous interactions or personal preferences Ratings/Reviews Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Customizable templates for referral documents, emails, and sharable links Log and store the source of contacts/leads Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Planning and managing of resources and procedures to mitigate the impact of events and incidents Automatically monitor and receive alerts for any new online reviews Notifies a business when a review is left Allows businesses to request reviews from their customers Share internal and external reviews on social media platforms Strategize and implement rewards for returning customers, employees and other members Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Optimize and manage the search engine optimization efforts for a website or digital content Send messages via SMS Allows businesses to share their videos on social media. Gauge satisfaction and receive information for improvement and success Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Seamlessly integrates with 3rd party websites Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.8 (106) 4.8 Based on 106 reviews ## Pricing Value for money 4.7 (99) [View pricing plan details](https://www.capterra.com/p/141002/Rocket-Referrals/pricing/) Premium $30.00 Per User,One Time It includes: - Access More Communications - Access Standard Communications and Analytics and Send Bulk Emails to Client Lists - Advanced NPS Analytics - Automate Online Review and Testimonial Collection - Create Your Own Communications Campaigns - Cross-Sell With Ready-to-to Automations and Templates - Integrate Your Management System - Leaderboard and Metrics and Get 20 Handwritten Cards Every Month - Set up the Net Promoter Score (NPS) Survey - Talk to Clients Live via Web Chat and Build Your Own Integrations With Zapier or Our API Value for money 4.7 (99) 4.7 Based on 99 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/)[ NowCerts](https://www.capterra.com/p/132779/NowCerts/)[ Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[ AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[ EZLynx](https://www.capterra.com/p/102928/EZLynx/)[ HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)[ Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[ QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) 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. ## Support, customer service and training options Customer Service 5.0 (115) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (115) 5.0 Based on 115 reviews ## User reviews Overall rating 4.9 Based on 121 reviews Filter by rating 5(112) 4(7) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent VC Valentina C. ICT Manager Information Technology and Services ### "Suitable Approach for Client Management " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 30, 2024 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. Switched from [Client Hub](https://www.capterra.com/p/180857/Client-Hub/) [JointJS](https://www.capterra.com/p/213029/Rappid/) [Simple GIS Client](https://www.capterra.com/p/151419/Simple-GIS-Client/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JK Jason K. Founder Insurance ### "Insurance agency must have" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 14, 2023 Pros Ashley is amazing! This is must have insuretech! We are now set up to give the personalized service to our members that we promised. Cons There is nothing that I like least about ClientCircle. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 1, 2023 Thank you so much for your kind review, Jason! We will make sure to share with Ashley as well :). TC Terry C. Owner Insurance ### "Rocket Referrals" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 30, 2022 Pros Ease of use and support, and the ability to stay in touch with clients Cons lack of tracking for new sales and commission tracking Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Justin S. President Insurance ### "The foundation of your company's client retention." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 16, 2022 Pros Ease of use. Ability to send out realistic physical cards. Emailed articles to keep in contact with clients. Use of online reviews for Google and social media. Cons The toughest part so far is the ability to link the chat feature to my website. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MK Mickey K. Managing Partner Insurance ### "Satisfies Customer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 8, 2022 Very pleased with the product and service. Pros Ease of use. Site is user friendly and set up was painless. Cons I can't think of a con. The product is good, service is good, price is fair. What's not to like? Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RF Reagan F. Marketing Manager Insurance ### "Highly Recommend" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 8, 2022 Rocket Referrals is an essential tool for independent agents. The ability to automate feedback emails, cross-selling campaigns, renewal reminders, and more makes everyone's lives easier. The existing integration to our agency management system helps things run smoothly, and our account manager, Matt, is incredibly helpful and supportive of our goals. I would highly recommend this service." Pros Ease of deployment Cross-selling capabilities Custom communication capabilities Customer service/dedicated client success manager Cons Office locations each have their own landing page instead of one master platform for all locations The testimonial widget only pulls customer testimonials from a single office location Emails are plain text, not HTML (not a big deal) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PL Pete L. Agent Insurance ### "Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 14, 2022 Pros The initial setup process was pretty simple Cons Welcome and onboarding call possibly to explain further features of the program Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC Cary C. Director Insurance ### "Love RR!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 13, 2022 Pros The product is really helpful and easy to use! I like the automation with requesting surveys and feedback. For me, the VERY best part is the customer service. Cons I wish I could see metrics regarding referral partners more easily. Alternatives considered [Birdeye](https://www.capterra.com/p/152997/BirdEye/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SB Steve B. Managing Agent Insurance ### "Big Help to a Small Agency" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 5, 2022 Really Great! Especially my Implentation Specialist - \[SENSITIVE CONTENT\] She is very knowledgeable, and more than patient with me as I work to learn the system. Pros Saves time for me to sell, while still keeping in close contact with my clients Cons Catch 22 here. So many great features, however for someone like me who is not so much IT proficient, it is a bit overwhelming Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Bruce L. Owner Insurance ### "Very Useful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 22, 2022 Very useful up until now - about one month of use. 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. Reasons for choosing ClientCircle Cost and ease of integration. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/141002/Rocket-Referrals/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Birdeye vs ClientCircle](https://www.capterra.com/compare/141002-152997/Rocket-Referrals-vs-BirdEye)[Yotpo vs ClientCircle](https://www.capterra.com/compare/141002-144389/Rocket-Referrals-vs-Yotpo) [NiceJob vs ClientCircle](https://www.capterra.com/compare/141002-142037/Rocket-Referrals-vs-NiceJob)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)