User Reviews Overview
About Ricochet360
Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solution. Designed for small to large businesses, it comes with a progressive dialer for users to automate processes...
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- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Richochet Farmers Review
Its been great. We can track sales, and the auto-dialer is a dream. No more producers looking through lists finding "the best lead". You just go online and thats it, they wait for someone to be on the phone.
Pros
This software has helped me track my leads and sales when others offered cannot.
Cons
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!!
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Ricochet CRM
It has been mostly positive and is constantly evolving. The only suggestion I would make is continued training for advanced system capabilities after working on the system for a few years.
Pros
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.
Cons
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.
- Industry: Banking
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Ricochet 360 review
We no longer use this service. we were using it in a mortgage call center to manage leads and auto dial them as they came into our system. we ended up switching to five9 and incorporating with salesforce.
Pros
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.
Cons
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.
Top Ricochet360 Alternatives
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great Support!
Great System to Scale!
Pros
Really listens and builds the system towards your needs.
Cons
Was difficult at first to train staff, but once you get the rhythm it is smooth.
Reasons for Switching to Ricochet360
[sensitive content hidden] really tailored to my needs for my Agency and really supported me and my staff while scaling and growing.- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Would recommend
System has lots of features. Takes awhile to learn them but I really like the system right now for managing the office.
Pros
It helps my employees to not have to think as much about which lead to call. One lead comes in, its called, and then you move onto the next lead.
Cons
It is a little costly. I wish it was more affordable in the past. I would have tried it awhile ago.
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Best Automation Tool
Increased call time by 200% and outbounds dials by 250%. Incredibly efficient, easy to learn, and a valuable asset to the company.
Pros
Automates processes.
Easy to roll out.
Maximizes callers' efforts.
Cons
The software works perfectly. At this time everything is exceeding our expectations.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great platform to scale your business!
Pros
Pipeline tracking is a huge factor when managing a team of sales people.
Cons
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Great software and superb support team
Pros
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.
Cons
The monthly cost of Ricochet is pretty high.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
CRM with a purpose
Pros
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!
Cons
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Ricochet360- Review
Ricochet360 has been super help. Always going above and beyond to help make sure system is performing well and letting us know of the new features.
Pros
sparm guru auto dialer are our favorite features
Cons
we enjoy everything about the software no changes

- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Powerful Tool
It's been extremely positive. Ricochet has allowed us to organize customer data so we can easily find it when they call in. The dialer has enabled us to get significantly more dials completed per day. 100's of calls a day is easily possible using Ricochet's dialer.
Pros
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.
Cons
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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
2years in
Fantastic Support, both from [SENSITIVE CONTENT] at AgencyShield and the team on the Troubleshooting in Zoom on M/W/F each week
Pros
The speed of contact, customizability of campaigns, and reporting metrics
Cons
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"
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Easiest dialer we have used
It has been a very easy transition and the experience has been great.
Pros
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
Cons
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
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Game Changer
Fantastic. Their team is extremely helpful in insuring my company is maximizing the tool and the resources available in it.
Pros
It does what they said it would and more!
Cons
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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Excellent CRM
Ricochet has been amazing and my rep [sensitive content hidden] has been extremely helpful with nay questions I have
Pros
Easy to use and very helpful to stay organized with the leads in the system
Cons
There hasn't been many things I have not liked about the software
- Industry: Retail
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Great Value
Ricochet is an excellent easy to use software. The changes being made are heading in the right direction. Great company/product!
Pros
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.
Cons
Wish there was more analytic data/reports available. Was told we were going to be upgraded to 3.0 but never was.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Works very well
It is an excellent system where I have a few features I would like but overall I cannot complain.
Pros
I love how well the support works and the seemingly almost endless flexibility this system has.
Cons
The interface is not the most intuitive and seems a little dated. There are a few features it could have.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Top of its class software
Excellent software, makes organization easy. Keeps all my followup sales clear and organized and effectively scheduled, as well as saving all the key details and accessing them very easily.
Pros
Easy to learn, easy to use, and very little mistakes or down time.
Cons
I dont have anything negative to say about this software.
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Commission Reporting
I use the commission reports to payout commissions
Pros
I'm able to pay our rep's with confidence
Cons
That my salesmen can go back & back date entries a month or more
- Industry: Staffing & Recruiting
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Love it!!
[SENSITIVE CONTENT] have been absolutely incredible with helping and answering any questions I may have and being readily available.
Pros
The efficiency of getting into contact with my leads.
Cons
I don't have any complaints about this software.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Works great
[SENSITIVE CONTENT] was great in helping get our team setup
Pros
Efficient, simple, effective. Great at helping agents bang out calls
Cons
Expensive, algorithim can get thrown off quickly, spam guru is iffy
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
User Friendly
Pros
I find that the software is user friendly and has a lot of capabilities
Cons
Don't like incoming calls at the same time I am dialing out

- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
CRM, Phone system, Marketing, and more!
The main thing that is being solved is that now all of the features are in one system and not pieced together.
Pros
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.
Cons
Video chat and desktop sharing are not available, but the techs came up with a webhook solution for it.
- Industry: Retail
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Ricochet by Speed to Contact review
Our experience with Ricochet was amazing! The reps were very patient with us and guided us with no complaint. Their customer service and knowledge of the industry is why we went with the Ricochet Software!
Pros
The software is user friendly! We loved that we were able to access the software from any device.
Cons
We loved everything about this software..NO cons!
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
[sensitive content hidden] is GREAT
[sensitive content hidden] helped us a lot
Pros
[sensitive content hidden] helped our agency a lot. She was able to customize our leads.
Cons
[sensitive content hidden] is great she set up a list of a specific category of leads