Ricochet360 Reviews

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!!

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.

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.

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.

Alternatives Considered

RingCentral MVP

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.

Pros

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

Cons

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

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.

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"

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

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.

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.

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.

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

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.

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.

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.

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.

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

Pros

The efficiency of getting into contact with my leads.

Cons

I don't have any complaints about this software.

Pros

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

Cons

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

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

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.

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!

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

Pros

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

Cons

setup is somewhat challenging but WORTH it!

Pros

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.

Cons

Take a little while to get used too