ClientCircle
4.8
119

Not Claimed

ClientCircle is a software platform for insurance agents that assists in managing the entire customer journey, from prospecting to sales to retention.
Strengths
  • Ease of use

    Intuitive interface and simple navigation

  • Customization

    Flexible options for branding and personalization

  • Collaboration

    Facilitates communication and teamwork among clients

Weaknesses
  • Limited features

    Lacks some advanced functionality compared to competitors

  • Pricing

    May be too expensive for small businesses or individuals

  • Integration

    May not integrate with all necessary tools or platforms

Opportunities
  • Potential to expand into new markets or industries
  • Opportunities to form strategic partnerships with complementary services
  • Potential to develop new and innovative features to stay ahead of competitors
Threats
  • Facing competition from established players in the market
  • Potential impact on sales and revenue during economic downturns
  • Risk of data breaches or security vulnerabilities

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https://www.clientcircle.com/
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Review Distribution

  • 👍
    High - rated users

    Clients can see what clients like, email cards to customers, see how we compare to others, and see clients reviews.There are no cons mentioned in the high-rated segment.

  • 🤔
    Average - rated users

    Clients like that they can set communications on auto pilot and that Rocker Referrals is easy to use.ClientCircle marks email and physical addresses invalid when they're not, which requires manual override or contacting Rocket Referrals for assistance.

  • 👎
    Low - rated users

    ClientCircle improves consistent communication with clients and the NPS surveys have been helpful.ClientCircle marks email and physical addresses invalid when they're not, which requires manual override or contacting Rocket Referrals for assistance.

Media

ClientCircle 5bcd545e-fa64-46da-a279-0334a3f71594.png ClientCircle 982b0f70-dc48-44e6-a135-01aa0b9180e2.png ClientCircle 92524727-5244-4351-a92e-6a89bb0183f4.png ClientCircle 3894c6b0-04dd-4c7e-8703-0bc5f7c459a7.png ClientCircle 53b0b00f-5aaa-4c64-9cff-91612d37d037.png

ClientCircle Plan

ClientCircle offers a tiered pricing strategy with three versions (Basic, Pro, and Enterprise) ranging from $29 to $99 per month.
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