ClientCircle Overview
This is a summary of the comprehensive capabilities and benefits of ClientCircle based on over 427 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
ClientCircle, Podium, Broadly, etc., all belong to a category of solutions that help Referral Marketing. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if ClientCircle is right for your needs? Our Cuspera AI engine can evaluate how ClientCircle fits your specific business needs, industry, and context. Get your personalized assessment report today.
ClientCircle supports business activities such as:
- Customer Feedback Management
- Engaging And Following Up
- Contact List Management
- Rating And Review Management
- Sending & Publishing Communications
ClientCircle can help you with many business goals, such as Acquire Customers, Enhance Customer Relationships, Improve Digital And Social Presence, Improve Internal Communications, Improve Consistency, etc. It can help manage these activities if you use Promotions for these needs. As a solution, ClientCircle's capabilities include Feedback Surveys, Gamification, Leaderboards, etc.
ClientCircle Insurance Vertical is its biggest customer base.
Reviews
"Rocket Referrals was so easy to implement, and we had immediate results. In less than 5 minutes per week we are connecting with our clients and positively strengthening the bond with them. We now have tons of testimonials to share that support our m...ission. Thank you! " - Scott Simpson
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well ClientCircle solved their Referral Marketing needs. Cuspera uses 427 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Referral Marketing needs.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using ClientCircle.
Use Cases
Peers recommend Customer Feedback Management , Engaging And Following Up , Contact List Management , as the business use cases that they have been most satisfied while using ClientCircle.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Customer Feedback Management with Promotions |
4.91/5 ★ |
"...With the NPS Leaderboard, you can keep track of how you stack up against your peers...." Measure business performance |
| measuring net promoter score |
4.86/5 ★ |
"...The power of a handwritten card: Sending handwritten birthday cards increases an agency s NPS by an average of 5 points over a 2-year period. ..." Automate emails and cards |
| measuring customer satisfaction |
3.42/5 ★ |
"...The means to collect and organize my clients into one area that allows our company to track customer satisfaction surveys and our net promoter score...." Peer review by George P., Agency Development / Information Services, Insurance |
| Engaging And Following Up |
4.77/5 ★ |
"...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...." Peer review by Dasha H., Marketing Director |
| Contact List Management |
4.22/5 ★ |
"...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...." Peer review by Nikki B., Office Manager, Insurance |
| PEER EXPERIENCES | |
|---|---|
| Customer Feedback Management with Promotions |
4.91/5 ★ |
"...With the NPS Leaderboard, you can keep track of how you stack up against your peers...." Measure business performance |
|
| measuring net promoter score |
4.91/5 ★ |
| measuring customer satisfaction |
4.91/5 ★ |
| Engaging And Following Up |
4.77/5 ★ |
"...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...." Peer review by Dasha H., Marketing Director |
|
| Contact List Management |
4.22/5 ★ |
"...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...." Peer review by Nikki B., Office Manager, Insurance |
|
15+ more Business Use Cases
Our AI advisor, Wyz, harnessed 427 insights from peers and experts to help you assess how these ClientCircle use cases fit your Referral Marketing needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Rocket Referrals was so easy to implement, and we had immediate results. In less than 5 minutes per week we are connecting with our clients and positively strengthening the bond with them. We now have tons of testimonials to share that support our mission. Thank you! Testimonial By Scott Simpson |
|
|
Rocket Referrals is so easy to use, and the benefits are great. We have over 80 Google reviews thanks to this service. Testimonial By Candice Brantley |
|
|
Rocket Referrals has been such a great addition to my agency! I feel like the communication they provide makes me stand out and lets my customers know I genuinely welcome and appreciate them. Testimonial By Sharon Wood |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Scott Simpson |
Rocket Referrals was so easy to implement, and we had immediate results. In less than 5 minutes per week we are connecting with our clients and positively strengthening the bond with them. We now have tons of testimonials to share that support our mission. Thank you! Testimonial By Scott Simpson |
|
Candice Brantley |
Rocket Referrals is so easy to use, and the benefits are great. We have over 80 Google reviews thanks to this service. Testimonial By Candice Brantley |
|
Sharon Wood Wood Griffith Insurance |
Rocket Referrals has been such a great addition to my agency! I feel like the communication they provide makes me stand out and lets my customers know I genuinely welcome and appreciate them. Testimonial By Sharon Wood |
Popular Business Setting
for ClientCircle
Top Industries
- Insurance
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used ClientCircle to Acquire customers and Enhance customer relationships
ClientCircle Alternatives
Peer and Expert Opinion on Features
for ClientCircle
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Feedback surveys | Read Reviews (23) |
| Gamification | Read Reviews (20) |
| Leaderboards | Read Reviews (16) |
| Personalization | Read Reviews (15) |
| Dashboard | Read Reviews (9) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Feedback surveys | Read Reviews (23) |
| Gamification | Read Reviews (20) |
| Leaderboards | Read Reviews (16) |
| Personalization | Read Reviews (15) |
| Dashboard | Read Reviews (9) |
IT and Other Capabilities
for ClientCircle
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (14) |
| Data Import | Read Reviews (22) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (14) |
| Data Import | Read Reviews (22) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (68) |
| Phone Support | Read Reviews (7) |
| Chat Support | Read Reviews (10) |
| Email Support | Read Reviews (7) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (68) |
| Phone Support | Read Reviews (7) |
| Chat Support | Read Reviews (10) |
| Email Support | Read Reviews (7) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (7) |
| Custom Reports | Read Reviews (29) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (7) |
| Custom Reports | Read Reviews (29) |
Software Failure Risk Guidance
?for ClientCircle
Overall Risk Meter
Top Failure Risks for ClientCircle
Vendor Profile Details
Company Name
ClientCircle
Company Website
https://www.clientcircle.com/HQ Location
317 6th Ave, 8th Floor, Des Moines, IA 50309, US
Employees
11-50
Social
Financials
PRIVATE
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