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 such as engaging with prospects via emails or texts, recording calls, optimizing contact rates and more. Features of Ricochet360 include lead management, call analytics, skills-based calling queues, email messaging drip automation, gamification, scripting and more. The customer relationship management module allows marketers to automatically capture, track and distribute leads among sales representatives based on skills, availability, and pooling. Additionally, it provides a cloud phone system for users to facilitate click-to-call conversions, call transfers, performance tracking, among other processes. Ricochet360 lets businesses run custom and targeted call campaigns per specific lead types, improving sales funnels. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.
Ricochet360 Software - Ricochet360 lead assignment
Ricochet360 Software - Ricochet360 marketing automation
Ricochet360 Software - Ricochet360 customer relationship management
Ricochet360 video
Ricochet360 Software - Ricochet360 lead assignment - thumbnail
Ricochet360 Software - Ricochet360 marketing automation - thumbnail
Ricochet360 Software - Ricochet360 customer relationship management - thumbnail

Ricochet360 pricing

Ricochet360 does not have a free version and does not offer a free trial. Ricochet360 paid version starts at US$24.00/month.

Starting Price:
US$24.00/month
Free Version:
No
Free trial:
No

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Browse Ricochet360 Reviews

55 of 55 reviews
Sort by:
Nik
Nik
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 9/6/2020

Robust Software with a learning curve

Overall, Ricochet is the top of it's class compared to other dialers.

Pros

Ricochet is a wonderful piece of software for telemarketing. It allows the user to have a CRM, dialer, marketing automation and a VOIP system all within one ecosystem.

Cons

There is a learning curve associated with the software. However, like anything else the more time you spend using it, the easier it becomes.

derrek
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/2/2024

[sensitive content hidden] is AMAZING!!

[sensitive content hidden] is AMAZING!! [sensitive content hidden] is a great [sensitive content hidden] and love the company and system

Pros

Love everything about the system. No complaints

Cons

It needs to be more streamlined for my service team to use the system.

Rocky
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 19/2/2025

Training review

Pros

Just took some new employee training with [sensitive content hidden]. Very knowledgeable and thorough. Took the time to answer my questions and found answers to questions he didn't know himself. Good work [sensitive content hidden]. I am feeling comfortable moving forward and look to put up big numbers with Ricochet's help!

Cons

Not applicable. I'll come back if I feel the need to complain.

Verified Reviewer
  • Industry: Banking
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Functionality
2
Ease of Use
4
Customer Support
5

3
Reviewed on 20/5/2022

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.

Don
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/7/2023

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.

Sally
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 26/1/2023

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.

Verified Reviewer
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 14/2/2020

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.

Tom
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
0

5
Reviewed on 30/1/2024

review of the system

good. it has helped with sales and production

Pros

no lead gets left behind, in our old system we lost leads

Cons

complexity can be an issue sometimes. it takes time.

Eddy
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 2/8/2024

Ricochet is great

fabulous that certainly helping the operation to generate more income

Pros

the system is amazing. the support is very good. [sensitive content hidden] done a great job helping me to review and make suggestion on how to improve my ROI.

Cons

none so far. The support, the system are great

Nick
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
2

4
Reviewed on 18/4/2024

Kevin Calder Agency Review

Pros

-speed to contact is fantastic
-saw an increase in internet lead efficiency/productivity almost immediately

Cons

-customer support leaves a lot to be desired. hop on the zoom call and after 45 minutes get absolutely no where. have to book a time with either [sensitive content hidden] to get questions answered

keythel
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 25/1/2024

[sensitive content hidden] Was Great

Is a good platform, and the support team is the best ever

Pros

is Fast and easy to use

Cons

nothing for the moment

marissa
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/2/2023

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

Chad
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 31/5/2023

Customer Service

[sensitive content hidden] did a great job reviewing the reports within Ricochet that helped me identify issues I was having with staff that statusing calls correctly.

Pros

Reporting features to look at user history

Cons

Have to make sure user are plugged into hardware with ether.

Keith
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 21/2/2023

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.

Lily
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
3
Customer Support
5

4
Reviewed on 20/2/2023

[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

David
David
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 5/11/2019

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.

Christopher
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/2/2023

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.

Alternatives Considered

AgencyZoom and RingEX

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.
Gage
Gage
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 28/10/2022

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!!

David
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 6/12/2022

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.

Corey
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
3

5
Reviewed on 25/2/2021

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

Jonathan
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/2/2023

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

Greg
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
4
Customer Support
0

5
Reviewed on 16/1/2023

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.

Winky
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 5/1/2023

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.

Kara
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/11/2022

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

Thomas
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/2/2023

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.

Candace
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 8/3/2023

Ricochet 360

makes calling and follow up task easy

Pros

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

Cons

on brake pedal, you must remember to submit taks

Israel
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 2/2/2023

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.

Charles
Charles
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 4/3/2020

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.

Jenni
  • Industry: Staffing & Recruiting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 9/12/2022

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.

Dustin
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/12/2022

Great job Kemi on helping me out with live training

Solving issue of determining cost per acquisition. By using this it will help determine this and closing more sales. [SENSITIVE CONTENT] was also great on helping out on the live support call.

Pros

Dialer, reporting, and the CRM. This will also get the activity needed from my producers.

Cons

None I can think of. I like all the features of the software.

Ethan
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
4

5
Reviewed on 2/12/2022

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

Michael
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 5/11/2019

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

Scott
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/11/2022

Live Training

Very good so far. makes it fast and efficient to reach a lot of people

Pros

Click to Call and controlling the way I can handle the leads

Cons

Sometimes it is difficult to use while multitasking with other systems in our office.

Brittany
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 24/1/2019

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.

Verified Reviewer
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/11/2020

Great Telemarketing System

Pros

The automation has been great. We go online and it auto dials, texts and emails.

Cons

There is nothing in particular that jumps out to me

Liz
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 15/3/2019

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!

Marshawna
  • Industry: Telecommunications
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
4
Customer Support
0

5
Reviewed on 20/8/2020

Great product

My overall experience with ricochet has been great.

Pros

Love the efficiency of it. Great for keeping track of calls and leads sets. Keeps track of which callers are getting the most callas and which are at the bottom

Cons

Sometimes the calls disposition wrong after setting an appointment. Also would like to be able to disposition calls faster

Jorge
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/2/2023

Revamping Ricochet

I am extremely happy with this software, and I think every company should use it if it applies.

Pros

The job [sensitive content hidden] has done with making this software more user friendly has been incredible. It has made my life 10 times easier and my daily work life better.

Cons

I have zero complaints. Keep up the good work.

Eric
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 1/6/2021

Awesome

Great experience so far

Pros

Automation, and being able to contact more potential clients

Cons

none so far, if anything, I would say price

Frank
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used for 1+ year
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 27/2/2020

Was good at first

Not really great but there were few things as simplicity.

Pros

You don't need a phone since it uses VoIP over the internet. So you just need your laptop wifi and headphones.

Cons

Dropped calls. Crossed calls. Overpriced. Not Allstate compliant. Crashed way too often so we had to switch

Steve
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Functionality
1
Ease of Use
1
Customer Support
1

1
Reviewed on 4/4/2022

Read contract

Not good at all, have much better at a lower price.

Pros

Nothing at was good, read the contract. Save your time.

Cons

Everything, the training is no good, and the support is bad.

Craig
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 2/2/2019

Best Investment in my Business

Excellent. Our rep is FANTASTIC and super helpful.

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!

Paula
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/11/2022

Just getting Started

I'm new to the system. Just getting Started. [SENSITIVE CONTENT] was very friendly and professional and helpful in getting me set up to work. Thank you!

Pros

I'm just new to the system, but it looks good

Cons

I'm new to the system. Have not started using it yet

Jeremy
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 14/3/2019

Ricochet works well

Customer service is good, especially [SENSITIVE CONTENT HIDDEN]

Pros

Outbound calls work very well with complicated setup

Cons

Inbound calls can use a little work with logic

Adam
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/2/2019

Next level system

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

Holly
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 17/1/2023

Customer Service

Excellent customer service! [SENSITIVE CONTENT] was very friendly, patient and helpful in answering questions.

Pros

Not available

Cons

Not available

Rosie
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/1/2019

Exceptional Service

Pros

Once you get familiar with it, the functions are great! Customer rep, was remarkable, she held my hand, was super knowledgeable and even tolerated me as I was extremely frustrated at times. I am so thankful for her and all she did to help me get up and running.

Cons

Simply getting familiar with ALL the functions, it has a ton that it can do so to an average tech person it can be overwhelming.

Donald
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 5/11/2019

review

Pros

the aggressive nature of the sales process

Cons

the startup process, but you get that with just about anything new that you try

John
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 4/2/2019

Ricochet CRM

No longer have to deal with multiple vendors pointing fingers at one another.

Pros

All-in-one CRM solution. One company for all my CRM needs

Cons

Getting started can be a little overwhelming, but if you watch the training videos, you'll get the hang of it.

JASON
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
3
Customer Support
5

4
Reviewed on 20/1/2019

Good Lead Management system for the MOney

Pros

Allows for unlimited customization, robust platform. Rep has been great assisting me in getting it working to my liking.

Cons

A bit challenging to set up initially, integration of prior lead data did not go as expected.

55 reviews

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