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ClientCircle Logo

Happier clients, more sales. Made for insurance.

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ClientCircle - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

ClientCircle overview

What is ClientCircle?

ClientCircle is a leading insurance communications platform in the U.S. The all-in-one platform helps insurance agencies manage customer relationships, collect and analyze feedback, improve retention and reputation, collect reviews and testimonials, grow referrals, automate cross-selling, build websites made for insurance, and send communications spanning multiple channels.

Key benefits of using ClientCircle

Manage the complete customer relationship (CRM),
Connect your tools with a website made for insurance,
Automate online reviews and testimonials,
Improve your online reputation and increase retention,
Grow through referrals,
Communicate in a way your customers prefer,
Sell more with automations,
Manage all conversations in one place,
Get guidance from a dedicated expert,
Measure performance with help from CircleAI,

Starting price

30per user

Alternatives

with better value for money

ClientCircle’s user interface

Ease of use rating:

ClientCircle pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(9)
5(112)

What do users say about ClientCircle?

Reviewers appreciate ClientCircle for its responsive customer support, intuitive interface, and seamless integration with agency management systems. They find it easy to set up, navigate, and use for managing client communications, feedback, and agency processes, which helps them stay connected and organized. They value the frequent check-ins and helpful staff, though some mention slow chat responses and minor integration challenges.

Users say ClientCircle effectively gathers client feedback and reviews, enabling them to improve service and boost online reputation. They report that referral management features help generate and track referrals, though some wish for enhanced metrics and real-time updates.

Select to learn more


Who uses ClientCircle?

Based on 121 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance
Financial Services
Computer Software
Higher Education
Others

Use cases

Customer Communications Management
Reputation Management
Referral
Review Management
Insurance

ClientCircle's key features

Most critical features, based on insights from ClientCircle users:

Review monitoring
Response management
Referral tracking
Review request
Dashboard
Template management

All ClientCircle features

Features rating:

Contact management
Content management
Loyalty program
Multi-Campaign
Multi-Channel communication
Multi-Channel marketing
Multi-Language
Multi-Location
Negative feedback management
Performance metrics
Personalization
Ratings/Reviews
Real-Time analytics
Real-Time data
Real-Time reporting
Referral templates
Reporting & statistics
Reporting/Analytics
Review notification
Review sharing
Rewards management
ROI tracking
Sentiment analysis
SEO management
SMS messaging
Social sharing
Surveys & feedback
Third-Party integrations
Website integration
Workflow management
Activity dashboard
AI/Machine learning
Alerts/Notifications
API
Batch communications
Campaign analytics
Campaign management
Chat/Messaging
Communication management
CRM
Customer experience management
Customer history
Customer segmentation
Customizable branding
Customizable fields
Customizable reports
Customizable templates
Data import/export
Email management
Email marketing
Email reminders
Engagement tracking
Feedback management
For customer referrals
Gamification
Incentive management
Lead capture
Lead engagement

ClientCircle alternatives

ClientCircle logo

Starting from

30

/user

One-time payment

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Starting from

19

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Free version
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ClientCircle pricing

Value for money rating:

Starting from

30

/user

One-time payment

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about ClientCircle price and value

Value for money rating:

To see what individual users think of ClientCircle's price and value, check out the review snippets below.

“RocketReferrals does exactly what we need it to. There is logic built into the software to ensure the greatest success of the users/organizations using it.”
IR

Isabel R.

Sales Coordinator

“Mahi is amazing - so patient and VERY detailed. SHe is part of the reason we love this product.”
LB

Laura B.

Marketing Manager

ClientCircle integrations (7)

Integrations rated by users

We looked at 121 user reviews to identify which products are mentioned as ClientCircle integrations and how users feel about them.

Integration rating: 5.0 (1)

ClientCircle support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Email/Help Desk
Phone Support
Knowledge Base
FAQs/Forum

Training options

Webinars
Live Online
Documentation
Videos

ClientCircle FAQs

Q. What type of pricing plans does ClientCircle offer?

ClientCircle has the following pricing plans:
Starting from: $30.00
Pricing model: One Time License

These products have better value for money


Q. Who are the typical users of ClientCircle?

ClientCircle has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does ClientCircle support?

ClientCircle supports the following languages:
English


Q. Does ClientCircle offer an API?

No, ClientCircle does not have an API available.


Q. What other apps does ClientCircle integrate with?

ClientCircle integrates with the following applications:
NowCerts, Zapier, Vertafore AMS360, Applied Epic, AgencyBloc AMS+, EZLynx, HawkSoft CMS


Q. What level of support does ClientCircle offer?

ClientCircle offers the following support options:
Chat, Email/Help Desk, Phone Support, Knowledge Base, FAQs/Forum

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