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.
"Excellent "
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.