Ricochet360 Reviews

This software has helped me track my leads and sales when others offered cannot.

you cannot customize much, unless you want to pay a consultation fee. I am happy to help and refer you to someone who can assist and implement quickly!!

One of the best features is when adding a new producer, they have a ready-made pipeline. It certainly helps when recruiting for new staff. The producers no longer need to plan out the day and try to figure out the best prospects to follow up with as the system cadence dials the best lead for them at any given moment. It prevents quoted prospects from slipping through the cracks.

It can be a complicated system when making changes. Fortunately, [sensitive content hidden] from [sensitive content hidden] are extremely helpful, intuitive and competent in implementing solutions and changes needed to make the system better fit our specific needs.

Software was overall pretty simple to use, and did the job in terms of auto-dialer systems and updating with leads as they are uploaded in real time.

Software interface seemed pretty dated and a little clunkly in appearance, it wasn't a very intuitive system sometimes and just felt like a 2nd tier phone system.

Really listens and builds the system towards your needs.

Was difficult at first to train staff, but once you get the rhythm it is smooth.

Pipeline tracking is a huge factor when managing a team of sales people.

I guess if I had to state something, the incoming calls could be placed in a waitroom that alarted the attendant a call was there. Again, I'm just listing something to improve on. Not a huge deal.

Ricochet has been our "go to" platform for CRM/lead management and our soft phones. Through its efficiencies in automation, it's proven itself over and over again as a positive contributor to our bottom-line!

It takes some time to get used to and set up. However, there is a solid core of professionals who help with this process from onboarding to post-implementation.

Easy to use and very helpful to stay organized with the leads in the system

There hasn't been many things I have not liked about the software

I love how well the support works and the seemingly almost endless flexibility this system has.

The interface is not the most intuitive and seems a little dated. There are a few features it could have.

Easy to learn, easy to use, and very little mistakes or down time.

I dont have anything negative to say about this software.

auto dialer, ease of use and follow up calling with reminders. 3 way conferencing is a plus and assigning task to team mates

on brake pedal, you must remember to submit taks

1. I love the ability to customize this application. Being able to add and delete fields allows me to create something that's specific to me. 2. The ability to automate text messages, emails, and voicemails has really helped me be more efficient. 3. I like that I can call directly from my laptop using Ricochet. Doing so has enabled me to get rid of my business phone system. This savings helps offset the cost of Ricochet.

Because the software is so flexibile and powerful, it requires alot of setup. I'd rather have the flexibility than have something out of the box that doesn't quite fit.

The speed of contact, customizability of campaigns, and reporting metrics

Onboarding;) Who doesn't hate changing systems? However, AgencyShield and Ricochet made the experience better than I thought a move this large could be. Was a very positive onboarding experience overall, just the part I liked "least"

We used so many dialing systems before Ricochet 360. All hard to use, hard to train on and hard to teach others how to used. After 5 platforms we found ricochet 360 and we have stayed with them the longest

I don’t like that you can not mass assign leads to people. You can’t mass delete leads. You have to individually fix errors

The auto-dialer is second to none. It lets you do all sorts of customizations to the way you want the calls to happen. It's not easy to understand initially, but Ricochet offers superb support. The support is a natural person answering your questions in emails, not system-automated answers. Click the support help in the system, and an email response will arrive the same day. [SENSITIVE CONTENT] had been the most incredible help, from onboarding to system optimization. She is an expert and willing to share her knowledge anytime she is asked.

The monthly cost of Ricochet is pretty high.

It does what they said it would and more!

The system works very well. The funny thing is that anything I didn't like about the system was solved when I met with their team.

Ease of use. Cut down on training time for new employees. Not a lot of requirements. Could check certain things on the go. Love that my consignors has access to log into.

Wish there was more analytic data/reports available. Was told we were going to be upgraded to 3.0 but never was.

I'm able to pay our rep's with confidence

That my salesmen can go back & back date entries a month or more

Automates processes. Easy to roll out. Maximizes callers' efforts.

The software works perfectly. At this time everything is exceeding our expectations.

The efficiency of getting into contact with my leads.

I don't have any complaints about this software.

Efficient, simple, effective. Great at helping agents bang out calls

Expensive, algorithim can get thrown off quickly, spam guru is iffy

I find that the software is user friendly and has a lot of capabilities

Don't like incoming calls at the same time I am dialing out

The fact that they are offering most of what we needed in one area. CRM, a Phone system, a power dialer, a marketing platform, chat, and they offer a SIP service. They are also helping us with our migration from Hubspot to Ricochet. Very detailed videos and manuals.

Video chat and desktop sharing are not available, but the techs came up with a webhook solution for it.

The software is user friendly! We loved that we were able to access the software from any device.

We loved everything about this software..NO cons!

This system is the best phone and lead crm I have found since becoming an insurance agency owner 10 years ago.

setup is somewhat challenging but WORTH it!

I have been using other CRM systems for 15 years now and Ricochet is definitely the most advanced i have ever come across. This system will make you more efficient and increase your sales. My customer service rep has been extremely helpful, patient and always available. The integration of your lead management system and phone service is a must. My old VOIP phones and lead management systems are like a rotary phone compared to Ricochet.

Take a little while to get used too