# Page 3 | ClientCircle Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of ClientCircle ## Showing most helpful reviews Showing 51-75 of 121 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MB Michelle B. Assistant Account Manager Insurance Used the software for: 1-2 years ### "Rocket Referrals" September 6, 2019 5.0 Rocket Referrals is so easy to use and we love that our business is growing! Pros My team and I really like this program! We work in insurance and a lot of the business we get is through referrals. This program helps us get and manage those referrals. Cons I'm having a hard time thinking of any cons for this product! It's great and I would recommend it to anyone! Review Source CC Colton C. Agency Representative Insurance Used the software for: Less than 6 months ### "Excellent Product and Service!" August 17, 2021 5.0 Pros Tyler is great! Very detailed and helpful during our trainings. Rocket Referrals offers an amazing product and service! Cons It is expensive, but it’s worth it. Just something to consider. Review Source CP Caitlyn P. Insurance Agent Insurance Used the software for: Less than 6 months ### "Excellent product" January 10, 2019 5.0 Rep. is so helpful! She has taken the time to explain everything to me in a clear, concise way so that I could understand it easily, and she is always available to answer my questions. I greatly appreciate all of the help that she has offered me, and I am excited to continue working with Rocket Referrals! \*Now that I have been using Rocket Referrals for a few weeks, I can honestly say it's been an absolute pleasure. This system is so easy to use, and incredibly efficient. It makes my life much easier!!! Pros This software is very user friendly, and very organized. It makes sending communications to my clients and publishing their testimonials an absolute breeze! It's an incredibly efficient system, and makes my life so much easier! Cons I honestly have zero complaints about Rocket Referrals. Review Source JS Justin S. President Insurance Used the software for: Less than 6 months ### "The foundation of your company's client retention." August 16, 2022 5.0 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 VR Verified Reviewer Principal Agent/Owner Insurance Used the software for: Less than 6 months ### "Highly Reccommended" February 15, 2022 5.0 Pros The variety of templates, easy to use, many options to communicate with customers Cons I have not used it enough to know really what I don't like. Reason for choosing ClientCircle The bulk emails plus so much more Review Source JP Jordan P. Manager Insurance Used the software for: 1-2 years ### "We enjoy Rocket Referrals" April 29, 2021 5.0 Its been a great experience for our business. We will continue to use! Pros We have enjoyed using rocket referrals. It has been a great tool for our business and helps us streamline the processes Cons None as of right now. We have not ran into any problems or issues while using rocket referrals. Its a easy program to use Review Source BW Brad W. Partner Insurance Used the software for: Less than 6 months ### "new user" July 20, 2021 5.0 Pros I love the product and had a great experience with my first call to customer support! I look forward to customizing our emails and utilizing the system to its fullest. Cons there are some features that they haven't incorporated yet, but the product is young and the plans seem to be in place. Review Source CC Cary C. Director Insurance Used the software for: Less than 6 months ### "Love RR!" May 13, 2022 5.0 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 Sara Q. Vice President Insurance Used the software for: Less than 6 months ### "Great System" October 10, 2019 5.0 We just started using Rocket Referrals a couple months ago and so far think it's great! It's encouraging to get good reviews and hear testimonials from satisfied customers. It's also good to know if a customer is not completely satisfied so we can address any concerns. I recommend Rocket Referrals. Pros Easy to use and navigate. We like all of the communication options available. Cons Cost of handwritten cards a little high. Review Source JM Jonathan M. CEO Insurance Used the software for: Less than 6 months ### "Great product" August 15, 2019 5.0 Pros Wow. What an impact in only a week! We've had a TON of positive reviews come back already! We were spending a lot of valuable time with referrals and hand-written notes. This allows us to accomplish that task, plus do a lot more that we've always wanted to do, but never found the time for. Highly Recommend! Cons Takes a little while to work out the kinks within your contact management system Review Source GG Grady G. Owner Used the software for: ### "This is one of the best things I have EVER done for my Insurance Agency!" July 27, 2015 5.0 Rocket Referrals is a MUST for all insurance agencies. This is one of the best things our insurance agency, Golden Rule Insurance Assoc. has ever done! Because Rocket Referrals is able to link with our agency management system, all of our clients merged right into their system, and they have made everything so easy for us to better connect with our clients with many "soft" touches (via mail and e-mail) and it leaves such a great taste for our agency. Rocket Referrals is truly helping our agency stay in front of our clients and it helps our agency to "keep the temperature" of our clients, as well as keeping our agency on the "cutting edge" of the insurance industry." Torey is one of the sharpest software developers I have ever seen or known! Thank you Rocket Referrals, and no, they are not paying me for this review! Review Source Response from Rocket Referrals July 29, 2015 Grady, it has been awesome working with you! We have been working hard to bring even more features to Rocket Referrals that we think you will like. Thanks! AM Aditya M. Owner Insurance Used the software for: Less than 6 months ### "Aditya Review" June 25, 2021 5.0 Pros Ease of use and out of the gate simplicity to start managing my client base. Cons None at this time, other than I should've implemented sooner. Review Source MS Mandi S. Customer Service Representative Insurance Used the software for: Less than 6 months ### "I have found the program easy to use and when I need help support team is always and email away!" July 5, 2018 4.0 Pros I can track referrals, helps reach out to clients and know exactly what we can do better, and the fact we can reward our clients with ease Cons I wish there was a place to put notes and easily see them upon returning to the screen, and custom emails for birthdays could be set up for automatic on that day with out having to find them click on them all the time. Review Source HP HOPE P. agent Insurance Used the software for: 6-12 months ### "rocket referral" February 25, 2020 3.0 overall i like this product very much ,theres nothing bad i can say about it Pros i like that youcan see what clients like ,you can email cards to customers,see how we compare to others,see clients reviews Cons theres nothing i really dont like about this product,so far everything has been good and it comes in very handy for all kinds of things Review Source Response from Rocket Referrals December 23, 2020 Thanks for stopping by Hope, this review made our day! CP Chris P. Owner Insurance Used the software for: Less than 6 months ### "Great complement to my business" September 10, 2019 5.0 Rocket Referrals has already helped me with my social media reviews and cross selling and \[SENSITIVE CONTENT HIDDEN\] has been a wonderful trainer teaching me how to use their software. Pros Their product is simple to navigate, it allows you to access your management system and really ask your current book of business for their feedback and referrals. Cons There is nothing I can think of that I dislike Review Source JZ Joan Z. Intern Used the software for: Less than 6 months ### "I used it for insurance to see how the company was growing " July 24, 2018 5.0 Pros It displayed very well, always easy to use and sign in. I enjoyed the quick numbers it displayed when you first logged in. Cons There was a lot that could be used and it was a little overwhelming. I also wish there was a way you could integrate the system I was using to update information to the referrals, that way the numbers were updated in real time. Review Source JS Joann S. Producer Insurance Used the software for: Less than 6 months ### "Blue Ridge Insurance " July 16, 2021 5.0 Everyone that I have interacted with has been very friendly and helpful. The system is great to work with. Pros The integration between what we have already and the ease of use. Cons I have not been working with the product long enough to know of anything not working. So far it all is great. Review Source NB Nikki B. Office Manager Insurance Used the software for: Less than 6 months ### "Highly Recommend" December 9, 2019 5.0 I highly recommend Rocket Referral! They make the process easy and take their time showing you everything you need to know to keep in contact with your customers and make sure they are satisfied with your service. Integration was easy and communication is sent out to your customers with a click of a button. Pros Very easy to navigate and use this software Cons Our agency has not experienced any negative issues so far. Review Source Brad E. President Used the software for: Less than 6 months ### "We are just getting started and eager to move forward." December 8, 2017 5.0 We are new to the service and look forward to having Birthday and Thank You cards sent to Oklahoma Strong Roofing & Construction customers. Pros All the ways it will help us keep in contact with our customers. Oklahoma Strong Roofing & Construction will now be able to outsource the mailing of Birthday cards and thank you notes. Review Source PL Peter L. Principal Insurance Used the software for: Less than 6 months ### "Great Product" June 23, 2021 5.0 Pros Very Easy to use! great support! we just started using it and have had great feedback so far Cons So far everything has been easy to use.. Review Source JW John W. Owner Used the software for: ### "Thanks Rocket Referrals" February 19, 2015 5.0 We have been using Rocket Referrals in earnest for about 3 months. It feels like the system was built just for us. We like the simple automated survey system that tells us how our customers think about us. The positive testimonials are rolling in. We are also discovering the hidden places where we have work to do. When we get a low score from a customer, we call and ask them how we can improve. To us, Rocket Referrals helps us systematically connect with our customers on a personal level. We believe this will lead to higher retention and referrals to new prospects. Review Source Response from Rocket Referrals July 27, 2015 Thanks, John! It was a great fit for your agency, I agree. We think it fits nicely with your 'Customers for Life' program you implemented. You've also went from 2 to 12 reviews on Google since using us - having such a loyal client base is definitely helping make this work! Thanks for being a great client and advocate, we appreciate it. Heather B. Agent Insurance Used the software for: Less than 6 months ### "Nifty program!" November 26, 2019 5.0 We are loving the feedback we get from our customers, thanks to Rocket Referrals! It's not something that we have been able to assemble before now! Even better, now it's all documented and analyzed :) Pros It is incredibly easy to use and streamlines everything! Cons If only it could clean up my poorly-entered contacts for me! (kidding!) Review Source SI Sam I. President Insurance Used the software for: Less than 6 months ### "Being in the know about our customers" July 30, 2019 5.0 Regular contact with customers. Pros I love being in the phone know about how our customers feel about us, whether it's positive or negative. Rocket Referrals helps us to have that insight. We are able to better capture feedback from customers so we can respond accordingly. Cons There isn't anything I like least about this software. Reason for choosing ClientCircle N/A Review Source DP Dave P. Agency Principal Insurance Used the software for: Less than 6 months ### "Awesome Product" June 16, 2016 5.0 Matt has been great, always follows up and has great ideas for helping me get the most out of my software! Pros Constant communication with my clients. It's great because it is automated. Cons Nothing too bad, the drawbacks that I have found are things they are working on adding in the future. I really would like to see the renewal communication, and that is something they said will be available soon Review Source Response from Rocket Referrals June 16, 2016 We really appreciate the review, Dave! Happy to hear things are going nicely - and we look forward to getting renewal communication for you as well. TC Terry C. Owner Insurance Used the software for: Less than 6 months ### "Rocket Referrals" August 30, 2022 5.0 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 Similar Products Featured