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ClientCircle

Happier clients, more sales. Made for insurance.

Table of Contents

Is this product right for your business?

Find out with a

ClientCircle - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: September 2026

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.

Starting price

30per user

Alternatives

with better value for money

Do you work for ClientCircle? Manage this product listing

ClientCircle’s user interface

Ease of use rating:

4.9

(121)

ClientCircle reviews

Overall rating

4.9

121

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.97/10

Rating distribution

112

Pros

“ClientCircle brings all the business reputation to a manageable state, and proper communication is made.”

Valentina C.

ICT Manager

“The ability to automate feedback emails, cross-selling campaigns, renewal reminders, and more makes everyone's lives easier.”

Reagan F.

Marketing Manager

“Office locations each have their own landing page instead of one master platform for all locations”

Reagan F.

Marketing Manager

Cons

Who uses ClientCircle?

Based on 121 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance

Information Technology and Services

Use cases

Customer Communications Management

Reputation Management

Review Management

Referral

Insurance

ClientCircle's key features

Most critical features, based on insights from ClientCircle users:

Activity dashboard

(0)

AI/Machine learning

(0)

Alerts/Notifications

(0)

API

(0)

Automation

(0)

Batch communications

(0)

Campaign analytics

(0)

Campaign management

(0)

Chat/Messaging

5.0

(1)

Communication management

(0)

All ClientCircle features

Features rating:

4.8

(121)

Activity dashboard

(0)

AI/Machine learning

(0)

Alerts/Notifications

(0)

API

(0)

Automation

(0)

Batch communications

(0)

Campaign analytics

(0)

Campaign management

(0)

Chat/Messaging

5.0

(1)

Communication management

(0)

Contact management

5.0

(4)

Content

(0)

Content management

(0)

CRM

(0)

CRM integration

(0)

Customer experience management

5.0

(2)

Customer history

(0)

Customer segmentation

(0)

Customer service

(0)

Customizable branding

(0)

Customizable fields

(0)

Customizable reports

(0)

Customizable templates

(0)

Dashboard

5.0

(2)

Data import/export

(0)

Email management

(0)

Email marketing

(0)

Email reminders

(0)

Engagement

(0)

Engagement tracking

(0)

Feedback management

(0)

For customer referrals

(0)

Gamification

(0)

HR management

(0)

Incentive management

(0)

Lead capture

(0)

Lead engagement

(0)

Loyalty program

(0)

Marketing

(0)

Multi-Campaign

(0)

Multi-Channel communication

(0)

Multi-Channel marketing

(0)

Multi-Language

(0)

Multi-Location

(0)

Negative feedback management

5.0

(4)

Performance metrics

(0)

Personalization

(0)

Ratings/Reviews

(0)

Real-Time analytics

(0)

Real-Time data

(0)

Real-Time reporting

(0)

Referral templates

(0)

Referral tracking

4.6

(8)

Reporting

(0)

Reporting/Analytics

(0)

Reporting & statistics

(0)

Response management

5.0

(7)

Review monitoring

5.0

(8)

Review notification

5.0

(2)

Review request

5.0

(7)

Review sharing

(0)

Rewards management

(0)

ROI tracking

(0)

Sentiment analysis

(0)

SEO management

(0)

SMS messaging

4.5

(2)

Social sharing

(0)

Surveys & feedback

(0)

Template management

(0)

Third-Party integrations

(0)

Website integration

(0)

Workflow management

(0)

ClientCircle alternatives

ClientCircle

4.9

(121)

Starting from

/user

One-time payment

Free trial

Free version

Ease of Use

4.8

Features

4.8

Value for Money

4.7

Customer Support

5.0

Birdeye

4.7

(707)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.7

Features

4.6

Value for Money

4.5

Customer Support

4.6

Thryv

4.2

(538)

learn more

Starting from

Per month

Free trial

Free version

Ease of Use

4.1

Features

4.1

Value for Money

4.0

Customer Support

4.2

Yotpo

4.5

(377)

learn more

Starting from

199

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.0

Customer Support

4.5

ClientCircle pricing

Value for money rating:

4.7

(121)

Starting from

/user

One-time payment

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about ClientCircle price and value

Value for money rating:

4.7

(121)

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

“ClientCircle brings all the business reputation to a manageable state, and proper communication is made.”

Valentina C.

ICT Manager

“The ability to automate feedback emails, cross-selling campaigns, renewal reminders, and more makes everyone's lives easier.”

Reagan F.

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.

Vertafore AMS360

Integration rating: 5.0 (1)

“This is our day-to-day management system and has the most up to day client details”

Marissa W.

Operations Manager

Other top integrations

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. Who are the typical users of ClientCircle?

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

These products have better value for money

Q. What level of support does ClientCircle offer?

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

Related categories

Reputation Management

Customer Communications Management

Sales Engagement Platform

CRM