Best Software for 2025 is now live!
View the Winners
  1. Home
  2. ClientCircle
Product Avatar Image

ClientCircle

Show rating breakdown
4.0 out of 5 stars
1 review
  • 1 profiles
  • 3 categories
Average star rating
4.0
Serving customers since
Profile Type
Category

All Profiles

Profile Filters
Profile Type
Category

Profile Name

Star Rating

1
1
0
0
0

ClientCircle Reviews

Review Filters
Profile Name
Star Rating
1
1
0
0
0
GT
Getinet T.
08/21/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Use of lead nurturing techniques such as automation

|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.
Allie M.
AM
Allie M.
Licensed Agent at Consumers Insurance Agency
09/11/2018
Validated Reviewer
Verified Current User
Review source: Organic

Excellent

|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.

About

Contact

HQ Location:
Des Moines, IA

Details