# Page 2 | Ricochet360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Ricochet360 the right Call Tracking solution for you? Explore 82 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/141932/Ricochet/reviews --- Ricochet360 4.8 (82) [View alternatives](https://www.capterra.com/p/141932/Ricochet/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 6th, 2026 # Page 2 - Reviews of Ricochet360 ## Showing most helpful reviews Showing 26-50 of 82 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DS Donn S. President Insurance Used the software for: Less than 6 months ### "Great support from Werner - love the Zoom session access!" April 17, 2025 5.0 Just launched in March. Very positive so far. Still getting familiar with established protocols and such. Pros Used the Zoom support today to address some issues that were happening within our agency. \[sensitive content hidden\] did a great job of patiently walking thru our issues and addressing them one by one. Took the time to explain & respond to numerous questions and we were able to come up with proactive fixes as a result. Turned a big frustration (almost all due to operator error) into a very positive experience Cons Sales team performance tracking & reporting could be beefed up. Looking forward to call recording & AI coaching tools. Review Source RK Rachid K. Sales Executive Banking Used the software for: 2+ years ### "Ricochet360 Review " April 16, 2025 5.0 For a good success of your business, Ricochet360 is the best solution given the features it provides such as CRM. Pros The best feature on Ricochet360 is its automation such as texts,call tracking and social media tools. Cons Ricochet360 is an easy to use software with a good Marketing Management with 360 degree vision. Review Source JH Judy H. Owner Apparel & Fashion Used the software for: I used a free trial ### "Handmade Jewelry " May 9, 2025 5.0 Overall experience was very wonderful I would recommend it to anyone Pros Everything was very easy to understand and use the step by step was easy Cons The customer support was very slow at getting back in touch. Review Source EH ESTHER H. OFFICE MANAGER Insurance Used the software for: I used a free trial ### "Great Quality Service" May 15, 2025 5.0 Pablo A. was very helpful and answered all our questions went over all the information to get us started quoting and was supper energetic and fun to speak with! Pros Program has a lot of helpful futures and where very easy to work with! Enjoy all the tabs that allow us to be detailed in notes as well as logging our calls per day future. Cons No complains as of now, excited to start quoting. Only bad thing is that other vendors get same information as us which can lower our chances of getting sale if they offer lower price. Review Source NI Nicole I. Project Coordinator Construction Used the software for: 6-12 months ### "Customer service is above the rest. " May 1, 2025 5.0 Sometimes, it can be hard to use while using other programs. Pros The price is what sold us first. Very good pricing. Customer service and the implentation team is wonderful. Cons I found it to be harder to navigate than other platforms. Review Source AH Andi H. Office Manager Insurance Used the software for: Less than 6 months ### "Great customer service!" April 16, 2025 5.0 Great customer service and training. I can always get a hold of someone to help! Pros seems like an intuitive system. The customer support and training are great! Cons Learning how to navigate something new is always hard at first. Review Source MW Mike W. IT Project Manager Retail Used the software for: 6-12 months ### "Delivering highly satisfactory lead engagement with strong sales correlation" April 16, 2025 4.0 Pros Ricochet360 redesigned outbound calling by bringing an auto-dialer through which agents are connected to leads per second and such benefits come with a level of competition. I was able to contact fresh leads the one moment they signed up and joined the CRM, which kept them warm and active. Cons I faced a challenge in call routing especially during high inbound traffic period. Some calls are received from the distribution logic to agents that are already involved in another activity inconspicuously creating overlap and docket mishmash. Review Source RH Rocky H. Sales Producer Insurance Used the software for: Less than 6 months ### "Training review" February 19, 2025 5.0 Pros Just took some new employee training with \[sensitive content hidden\]. Very knowledgeable and thorough. Took the time to answer my questions and found answers to questions he didn't know himself. Good work \[sensitive content hidden\]. I am feeling comfortable moving forward and look to put up big numbers with Ricochet's help! Cons Not applicable. I'll come back if I feel the need to complain. Switched from [Perforce ALM](https://www.capterra.com/p/19303/TestTrack/) Ease of use and functionality far exceed ALM. Review Source CG Celeste G. Office Manager Health, Wellness and Fitness Used the software for: Less than 6 months ### "fantastic peace of mind" May 9, 2025 5.0 My experience has been mind-blowing never knew how much i needed it Pros How easy it is to use and the format is easy to read and use Cons There is nothing not to like about Ricochet360 its absolutely great Review Source MJ Mandi J. sales agent Insurance Used the software for: Less than 6 months ### "Great Product" May 2, 2025 5.0 Pros Everything is in one place. Clear & easy use Cons I didn't find any imperfections in the system Review Source TJ Tyler J. Licensed insurance agent Insurance Used the software for: Less than 6 months ### "First Time user Experience" April 11, 2025 5.0 The overall experience went well. \[sensitive content hidden\] was great very knowledgeable and everything was easy to understand. Pros The ease of use it seems like it will be an great user friendly experience Cons I didn't find anything i haven't liked yet. Review Source GM Gilberto M. Producer Insurance Used the software for: Less than 6 months ### "Great product" April 14, 2025 5.0 Nothing to report yet, . Pros very user friendly, \[sensitive content hidden\] did a great job at guiding me through it..... Cons Don't have experience with it yet, . Review Source CR Clarence R. Agency Owner Insurance Used the software for: Less than 6 months ### "Ricochet Support " April 11, 2025 5.0 \[sensitive content hidden\] and the other support team is amazing and all willing to help. They are amazing and I look forward to a long partnership. Pros The quick response and willingness to go above and beyond to help. Also the fact that they will jump on the call Cons Nothing that I can think of at this point. Review Source DH Devin H. Owner Insurance Used the software for: Less than 6 months ### "New User - " April 14, 2025 5.0 So far so good. The onboarding has been very thorough but not overly complicated. Pros The robust but simple reporting and monitoring. You can customize it to be what you want it to be. Cons We just started, so I don't have any at the moment. I'm looking forward to getting more familiar. Review Source MH Marix H. Principle Insurance Used the software for: Less than 6 months ### "1st training and set up" April 14, 2025 5.0 Overall experience so far has been great. Pros Very thankful for the initial setup. Trainers did a great job of explaining. Cons I don't have anything negative at this time. Review Source LJ Lari J. Sales Manager Chemicals Used the software for: Less than 6 months ### "Ricochet 360 helped a lot" May 9, 2025 5.0 Pros Ease of use and versatility was my fave part Cons Nothing comes to mind, efficient software Review Source EC Eddy C. Owner Insurance Used the software for: Less than 6 months ### "Ricochet is great" August 2, 2024 5.0 fabulous that certainly helping the operation to generate more income Pros the system is amazing. the support is very good. \[sensitive content hidden\] done a great job helping me to review and make suggestion on how to improve my ROI. Cons none so far. The support, the system are great Review Source SM Sally M. Director of Operations Insurance Used the software for: 2+ years ### "Ricochet CRM" January 26, 2023 5.0 It has been mostly positive and is constantly evolving. The only suggestion I would make is continued training for advanced system capabilities after working on the system for a few years. Pros One of the best features is when adding a new producer, they have a ready-made pipeline. It certainly helps when recruiting for new staff. The producers no longer need to plan out the day and try to figure out the best prospects to follow up with as the system cadence dials the best lead for them at any given moment. It prevents quoted prospects from slipping through the cracks. Cons It can be a complicated system when making changes. Fortunately, \[sensitive content hidden\] from \[sensitive content hidden\] are extremely helpful, intuitive and competent in implementing solutions and changes needed to make the system better fit our specific needs. Switched from [DYL](https://www.capterra.com/p/130022/Dial-Your-Leads/) For the automated CRM capabilities that Ricochet offers. DYL was a good phone system but not a good CRM. Review Source dA derrek A. Agent Owner Insurance Used the software for: 2+ years ### "\[sensitive content hidden\] is AMAZING!!" February 12, 2024 5.0 \[sensitive content hidden\] is AMAZING!! \[sensitive content hidden\] is a great \[sensitive content hidden\] and love the company and system Pros Love everything about the system. No complaints Cons It needs to be more streamlined for my service team to use the system. Reason for choosing Ricochet360 Rico is the best system in our business and has been game changing for my agency Switched from [DYL](https://www.capterra.com/p/130022/Dial-Your-Leads/) Rico is the best system in our business and has been game changing for my agency Review Source KZ Keith Z. Agency Owner Financial Services Used the software for: 2+ years ### "Great platform to scale your business! " February 21, 2023 5.0 Pros Pipeline tracking is a huge factor when managing a team of sales people. Cons I guess if I had to state something, the incoming calls could be placed in a waitroom that alarted the attendant a call was there. Again, I'm just listing something to improve on. Not a huge deal. Reason for choosing Ricochet360 Features Switched from [DYL](https://www.capterra.com/p/130022/Dial-Your-Leads/) more features Review Source David K. Owner Insurance Used the software for: 1-2 years ### "Powerful Tool" November 5, 2019 5.0 It's been extremely positive. Ricochet has allowed us to organize customer data so we can easily find it when they call in. The dialer has enabled us to get significantly more dials completed per day. 100's of calls a day is easily possible using Ricochet's dialer. Pros 1\. I love the ability to customize this application. Being able to add and delete fields allows me to create something that's specific to me. 2. The ability to automate text messages, emails, and voicemails has really helped me be more efficient. 3. I like that I can call directly from my laptop using Ricochet. Doing so has enabled me to get rid of my business phone system. This savings helps offset the cost of Ricochet. Cons Because the software is so flexibile and powerful, it requires alot of setup. I'd rather have the flexibility than have something out of the box that doesn't quite fit. Review Source CR Christopher R. Agency Owner Insurance Used the software for: 2+ years ### "Great Support!" February 10, 2023 5.0 Great System to Scale! Pros Really listens and builds the system towards your needs. Cons Was difficult at first to train staff, but once you get the rhythm it is smooth. Alternatives considered [AgencyZoom](https://www.capterra.com/p/158243/AgencyZoom/)[RingEX](https://www.capterra.com/p/242188/RingCentral-MVP/) Reason for choosing Ricochet360 \[sensitive content hidden\] really tailored to my needs for my Agency and really supported me and my staff while scaling and growing. Review Source GH Gage H. Agent/Owner Insurance Used the software for: Less than 6 months ### "Richochet Farmers Review" October 28, 2022 5.0 Its been great. We can track sales, and the auto-dialer is a dream. No more producers looking through lists finding "the best lead". You just go online and thats it, they wait for someone to be on the phone. Pros This software has helped me track my leads and sales when others offered cannot. Cons you cannot customize much, unless you want to pay a consultation fee. I am happy to help and refer you to someone who can assist and implement quickly!! Switched from [Ringy](https://www.capterra.com/p/182372/iSalesCRM/) CRM and Call Center Functionality Review Source mL marissa L. allstate agent Insurance Used the software for: 2+ years ### "Ricochet360- Review" February 20, 2023 5.0 Ricochet360 has been super help. Always going above and beyond to help make sure system is performing well and letting us know of the new features. Pros sparm guru auto dialer are our favorite features Cons we enjoy everything about the software no changes Reason for choosing Ricochet360 support provided Review Source DS David S. President Insurance Used the software for: 2+ years ### "Game Changer " December 6, 2022 5.0 Fantastic. Their team is extremely helpful in insuring my company is maximizing the tool and the resources available in it. Pros It does what they said it would and more! Cons The system works very well. The funny thing is that anything I didn't like about the system was solved when I met with their team. 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