# ClientCircle Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ClientCircle the right Customer Communications Management solution for you? Explore 121 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/141002/Rocket-Referrals/reviews --- ClientCircle 4.9 (121) [View alternatives](https://www.capterra.com/p/141002/Rocket-Referrals/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of ClientCircle Ease of use 4.8 Customer Service 5.0 ## Pros and Cons in Reviews JK Jason K FounderInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “We are now set up to give the personalized service to our members that we promised.“ April 14, 2023 JS Justin S PresidentInsurance, Self-employedUsed the software for: Less than 6 months. “The toughest part so far is the ability to link the chat feature to my website.“ August 16, 2022 RF Reagan F Marketing ManagerInsurance, 51 - 200 employeesUsed the software for: 6-12 months. “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.“ August 8, 2022 JJ Jimmy J OwnerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “EZ Lynx capabilities are not so user friendly.“ August 24, 2020 RF Reagan F Marketing ManagerInsurance, 51 - 200 employeesUsed the software for: 6-12 months. “I would highly recommend this service."“ August 8, 2022 MK Mickey K Managing PartnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “Site is user friendly and set up was painless.“ August 8, 2022 ## Showing most helpful reviews Showing 1-25 of 121 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Eric H. Owner Insurance Used the software for: Less than 6 months ### "Rocket Referrals is a must have for insurance agents!" July 20, 2021 5.0 I love being able to monitor the performance of our agency! Rocket Referrals is a must have tool for any agent! Pros Easy to use! Affordable price! Great results! Cons I haven't found anything about the software I don't like! Alternatives considered [Podium](https://www.capterra.com/p/164285/Podium/) Reason for choosing ClientCircle Rocket Referrals price is affordable and it works great! It is built for insurance agents! Review Source Jermaine A. VP of Personal Lines Insurance Used the software for: Less than 6 months ### "Customer service is excellent! The system is easy to navigate and highly effective. " August 1, 2018 5.0 Pros Customer service is excellent! The system is easy to navigate and highly effective. Big shout out to their I.T. team and account managers. If you present them with a problem, they will not stop until they have an easy to use solution. Everyone is so kind and friendly to work with. Cons Some settings are automatic to the point that it is frustrating. It would be better to allow the user to have more control over settings. Also, it is best to call them directly or use their help guide if you ever need assistance. Which you will need a lot of assistance when you are first starting. The online chat is slow to respond. It took over 12 hours to get a response to a chat question. It took less than 10 mins to get an answer anytime that I call them directly. Review Source JB Jacquelyn B. Sales & Marketing Coordinator Insurance Used the software for: 6-12 months ### "Unhappy with results" January 7, 2020 3.0 It was helpful for testimonials and putting them on our website, as they update automatically, but it wasn't worth the price for just that. Pros I really liked the ease of use, and how easy it was for our clients to send us testimonials and reviews. Cons I was unhappy with how few of our clients actually made referrals. We got quite a few reviews, but little to no referrals. Review Source Response from Rocket Referrals January 8, 2020 Thanks for the feedback Jacquelyn. It was our pleasure working with you and your agency in 2017, though we're sorry to hear that your expectations were not aligned with the results you saw. We've added a lot to Rocket Referrals since our time together and would love the opportunity to show around again. Bruce L. Owner Insurance Used the software for: Less than 6 months ### "Very Useful" March 22, 2022 5.0 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. Reason for choosing ClientCircle Cost and ease of integration. Review Source Jane Lee F. Operations Manager Insurance Used the software for: Less than 6 months ### "New to the program" October 23, 2018 5.0 We have been pleasantly surprised at our customer response....that folks will take time from their busy schedules to give us "atta boy"s. It has been encouraging for our staff AND management. It is proving a good tool to assess what we're doing right and where there might be room for improvement. Pros Although complex to some degree, it is a great program. Rep has been quite helpful with my questions and never grows weary that I can discern of helping me to implement the program for our agency. Cons A bit of a bombardment of information....so many options...maybe too many Review Source Clark S. Owner/Corporate Secretary/Licensed Insurance Agent Insurance Used the software for: Less than 6 months ### "Just getting started, but loving it." January 25, 2019 5.0 Pros Keegan has done a great job of getting us started and the testimonials are already starting to flow in. We are excited about what the future holds with this wonderful tool and the testimonials have already had a positive effect on our morale, and the information on who isn't as happy is improving our service levels and potentially our retention.. Cons Having to physically run a report to update info from our management system. Review Source Ryan M. Insurance Agent Insurance Used the software for: 6-12 months ### "A lot of value for your customers!" May 5, 2018 5.0 Easily touch base with your customers with just a few clicks of a button. Pros This program is great. We are able to do multiple soft touches to our client base with a few clicks of a button. Whether it's thanking them for the referral or sending out a Happy Birthday card, this program can do it all. Cons The cost may come into play with a smaller business but overall I think for what you are getting, the value is there. Review Source Jason S. Marketing Coordinator Insurance Used the software for: Less than 6 months ### "Perfect for our agency" March 20, 2019 5.0 Pros Working with \[SENSITIVE CONTENT HIDDEN\] has been a wonderful experience where I feel confident that we're being taken care of. With Rocket Referrals being so in tune with the insurance industry, I'm excited to see our growth going forward. It's only been a few weeks since using Rocket Referrals and the data I have to work with is so valuable! Cons Nothing major at this time to comment on. Review Source Brad P. Managing Partner Insurance Used the software for: Less than 6 months ### "Clean UI, easy to use, great service team" October 9, 2018 5.0 It's been a great experience. I recommend them to any agent that needs an automated way to communicate with their clients. It's too easy to plan to send a card or email or give them a call but then forget and get distracted. With Rocket Referrals you know it is getting done. Pros It's very easy to use and has a clean feel to it. It's intuitive. Cons I would like the ability to create more customer communications. That's the only thing I'd change about it Review Source David L. Vice President Insurance Used the software for: Less than 6 months ### "Great way to connect to our customer base!" January 22, 2019 5.0 Great product and takes minimal effort to use once you get everything setup. The staff gets to see all of the reviews as they come in so they get good feedback as well. Pros Automated process to get a pulse on your customer base. Full integration with agency management system. Cons Gift card option on client cards should allow us to pick a specific vendor (i.e. Amazon) to create an easier process for our clients. Review Source DH Dasha H. Marketing Director Used the software for: Less than 6 months ### "Excellent, must-have software with outstanding customer service and exceptional team!" August 21, 2017 5.0 Pros Rocket Referrals is a fantastic software with an outstanding team! 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. The best part; it can run completely on "auto" after you set up the preferences. Our agency started using Rocket Referrals a couple months ago and we have received so much feedback from our customers already. Not only does it allow us to follow up with customers without having to spend extra time on it, but it also teaches us how to be the greatest we can for our customers from the testimonies and survey responses. I recently participated in one of the Rocket Referral webinars and it was enlightening! Every time I have a conversation with someone at Rocket Referrals, I am always impressed with the passion each person has about Rocket Referrals and their clients. Your questions always get answered and everything is done in a very professional matter. Rocket Referrals is very simple to set up, run and use. I highly recommend Rocket Referrals to anyone! Cons Review Source Response from Rocket Referrals December 23, 2020 This review made our day Dasha. Helping you be the greatest agent you can be is our passion, keep up the great work! AS Alana S. Director of Operations Insurance Used the software for: 6-12 months ### "Incredibly Easy to Use" September 22, 2020 5.0 I have told many of my peers about Rocket Referral and have given brief demonstrations about how wonderful Rocket Referral is for our business. \[SENSITIVE CONTENT HIDDEN\] is wonderful to work with and so very helpful and patient. Pros This is a thrid party integration that works seamlessly with our agency management software. Incredibly easy. Cons I have not found anything, that I am unhappy with. Reason for choosing ClientCircle The ease of use and the automation factor was very key for us. Review Source Response from Rocket Referrals December 23, 2020 Alana, we cannot thank you enough for your review or the kind words you've said about us to others. You rock! TB Tom B. Agent Financial Services Used the software for: 2+ years ### "Meeting with \[SENSITIVE CONTENT HIDDEN\]" September 29, 2020 5.0 Provides me up-to-the-minute feedback from clients to help me improve our customer service area of the agency Pros The ease of use and the value it provides my agency Cons None I am happy with the software and its ease of use Reason for choosing ClientCircle I was one of the folks chosen for the pilot program thru our company and stayed on afterwards because of what the software and program offers Review Source Response from Rocket Referrals December 23, 2020 We're so happy to hear you stayed with us even after the pilot was over. Let us know how we can continue to provide value to your agency. Thanks, Tom! MY Michael Y. Insurance Used the software for: 2+ years ### "Rocket Referrals is brilliant!" September 16, 2016 5.0 It is easy to set up and the support is awesome. I highly recommend them to anyone that is serious about growing their business. Pros It is on autopilot. Review Source Response from Rocket Referrals September 16, 2016 Thanks Micheal. You're killing it with testimonials. Says a lot about your agency! IR Isabel R. Sales Coordinator Computer Software Used the software for: 2+ years ### "Great software, even better service!" January 22, 2021 5.0 RocketReferrals helps us generate ratings, reviews, and testimonials. Doing so helps us become more visible to our target audience and better understand where our product gaps are. Pros RocketReferrals does exactly what we need it to. There is logic built into the software to ensure the greatest success of the users/organizations using it. 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. Cons Initially, I was hazy on how some features work together, but the person working with me was very helpful in catching me up to speed. Review Source LB Laura B. Marketing Manager Insurance Used the software for: Less than 6 months ### "Excellent!" April 28, 2020 5.0 Mahi is amazing - so patient and VERY detailed. SHe is part of the reason we love this product! Pros We loved how easy it was to turn on this product and get it up and running. I check in with it daily and there's always up to date information and content. Cons Nothing! We love it all and look forward to engaging more clients, and seeing all the positivity. Reason for choosing ClientCircle To gather quantitative data about our services. Review Source Response from Rocket Referrals December 23, 2020 The world needs more positivity Laura, so we hope you continue to see lots of positive feedback from your clients. Thank you for the amazing review! MD Marc D. vp Insurance Used the software for: Less than 6 months ### "Very happy customer" January 8, 2020 5.0 We have had an outstanding experience with Rocket Referrals. Pros Love getting good feedback and sharing with our team. Devin is GREAT to work with! RR helps us stay in contact with our customers. It is super easy to use and ties right in with our management system. Cons none so far, everyone from the start has been friendly, easy to work with and professional. Reason for choosing ClientCircle na Review Source Response from Rocket Referrals December 23, 2020 Happy to hear your experience has been great so far Marc. User experience is at the core of what we do. Keep up the great work staying connected with your customers. That is everything! AT Alexa T. Marketing Director Insurance Used the software for: 6-12 months ### "Great tool for tracking referrals" March 5, 2020 5.0 They have a great support team and really focus on bringing requests from customers to a reality with product enhancements Pros I like how easily you can send thank you/ referral cards and customize your handwritten message on the cards. Cons There's nothing really that I don't like. It serves the purpose for our customers, integrates with the agency management platforms Review Source Response from Rocket Referrals December 23, 2020 We wouldn't be here if it weren't for our amazing customers such as you Alexa. We will always listen to your feedback and make enhancements when possible. MK Mark K. Agent Insurance Used the software for: 6-12 months ### "Works great to stay in touch with my clients" August 28, 2020 5.0 \[SENSITIVE CONTENT HIDDEN\] has been very accommodating to adjust meetings to meet my schedule and work with me to best utilize Rocket Referrals for the maximum benefit of my business. Pros Pretty easy to integrate into my routine and business Cons Still taking time to learn the intricacies of completing all the tasks and schedule the communications but still like the product. Review Source Response from Rocket Referrals December 23, 2020 Thanks Mark, appreciate the time you took to leave us a review. Let us know how we can continue to be of benefit to your agency. KH Kaleb H. Owner Insurance Used the software for: 6-12 months ### "Actual Results!" August 20, 2019 5.0 Pros Automation. I don’t have to do much other than an hour a month maintenance Cons Nothing really comes to mind. Pretty easy to use Switched from [Podium](https://www.capterra.com/p/164285/Podium/) No results Review Source Response from Rocket Referrals August 21, 2019 Thank you Kaleb for taking the time to review us. We enjoy working with you! JJ James J. VP Operations Insurance Used the software for: Less than 6 months ### "Rocket Referrals Review" April 24, 2020 5.0 Pros Rocket Referrals has been this far exactly what we expected and looking for. Our Account Manager, \[SENSITIVE CONTENT HIDDEN\] has been outstanding. Very responsive to all questions and patient walking us through the set up. Cons None at this time. Very pleased thus far. Review Source Response from Rocket Referrals December 23, 2020 We're thrilled we have been exactly what you expected James! Please let us know how we can continue to meet those expectations. LN Lance N. owner Insurance Used the software for: Less than 6 months ### "Getting Ready to Blast off!" June 18, 2020 5.0 I have enjoyed the onboarding and training sessions. Easy to follow and my brain just keeps thinking of ways to use the platform to my advantage. Pros Very intuitive and does most of the work for me. Cons Not sure if anything but give me some more time with the product and I will know more Review Source Response from Rocket Referrals December 23, 2020 This may be the best review title of all time Lance. Thanks for trusting us to help get your agency off the ground and to the moon! OA Oscar A. Agent Insurance Used the software for: Less than 6 months ### "WOW!!" May 12, 2020 5.0 I really like hearing from my clients in a positive manner. I think they are seeing that we care about them, especially with the touchpoints RR has in place. Pros How it finds duplicates and errors. How easy it is to use. Cons I wish it was part of Ezlynx so it's all in one. I love this software. Review Source Response from Rocket Referrals December 23, 2020 Sounds like your clients are lucky to have you as their agent/agency Oscar. Thank you for the kind words! JL Jeff L. Owner Insurance Used the software for: Less than 6 months ### "Easy so far!" December 21, 2020 4.0 We have never completed a client survey, so the feedback is great. Pros I like the ease of use of this software so far. Cons Would like to see more on the back end. I think seeing the analytics would be helpful. Who opened the emails, what did they look at, did they read the whole email, etc. Reason for choosing ClientCircle Ease of use and it is a local company for us. Review Source HM Holly M. Supervisor, Agency Administration Insurance Used the software for: Less than 6 months ### "Fantastic! So glad we found this product!" March 1, 2022 5.0 Pros The integration with our agency management system is key and definitely makes our processes more efficient. Cons Just getting started with Rocket Referrals but I haven't found anything yet that I don't like. Review Source Similar Products Featured ## Related categories [Review Management](https://www.capterra.com/review-management-software/)[Referral](https://www.capterra.com/referral-software/)[Customer Communications Management](https://www.capterra.com/customer-communications-management-software/)