# Page 2 | Ricochet360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Ricochet360 the right Sales Enablement 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) 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 MF Michael F. Sales Development Marketing and Advertising Used the software for: 2+ years ### "Great product, great support team" May 2, 2025 5.0 \[sensitive content hidden\] helped me recently with my troubleshooting and support queries. They were very friendly and helped me with my problems whenever they arise. The whole team is great, but I want to give a shout-out to \[sensitive content hidden\] for their recent help! Pros It is very easy to use, and has lots of features that make it easy to follow-up with clients. You can even assign other team members tasks. Cons I wish it wouldn't run out of leads in my dialer. Eventually, it runs out of leads to dial and they have to be restocked with more. I am not the admin so I have to wait for my team to get it done for me. It still works for manual dials, so I can still make outbound calls. Review Source 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 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 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 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 AO Araceli O. insurance agent Insurance Used the software for: Less than 6 months ### "Great quality service" May 15, 2025 5.0 10/10 experience Pablo was very patient and detailed when training and answering any questions Pros The program is very straight forward and easy to use. Pablo was very helpful and very detailed on the live training I attended through zoom Cons At the moment no cons so far, everything seems straight forward like I mentioned 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 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 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 DT Dannielle T. Exclusive Agent Insurance Used the software for: Less than 6 months ### "Great customer support!" May 6, 2025 5.0 Pros \[sensitive content hidden\] answered my questions with onboarding and gaining a better understanding of the system. Cons I don't have any cons about Ricochet360. I'm new to the system and am excited about the possibilities. 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 TM Tomas M. BDR Automotive Used the software for: I used a free trial ### "Great experience!" May 9, 2025 4.0 After some initial training, our team was able to leverage its features effectively for everyone. That's cool! Pros The CRM and lead management system is robust and highly customizable (I really like that! it's an importante thing to me) Cons The interface could be more modern and user-friendly. Some features are buried under multiple menus, making navigation a bit cumbersome for new users 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 Talk to a Capterra advisor for free and get results within 15 minutes.