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4.9 out of 5
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2 ClientCircle Reviews
4.0 out of 5
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GT
Getinet T.
IT Support Specialist
Telecommunications
Enterprise(> 1000 emp.)
What do you like best about ClientCircle?
I have found ClientCircle useful to monitor my insurance client connections. It has also had the added benefit of being able to communicate with clients as and when in a much more targeted method that is tailored to their needs. Review collected by and hosted on G2.com.
What do you dislike about ClientCircle?
The reporting features may not be refined as much as can be desired. While I can monitor such things as the open rate and the click-through rate, it would be useful to gain more profound understanding of the behavior of clients. Review collected by and hosted on G2.com.
AM
Allie M.
Licensed Agent
Insurance
Small-Business(50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about ClientCircle?
I love how you have the option to set communications on auto pilot. Everything is sent automatically and Rocker Referrals is very easy to use. Review collected by and hosted on G2.com.
What do you dislike about ClientCircle?
It will mark email and physical addresses invalid when they’re not so I then have to either override it or email someone from Rocket Referrals to override it. Review collected by and hosted on G2.com.
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