Plans | ClientCircle
ClientCircle® web logo

No contracts or setup fees

Classic

$ 10

per employee

+$180 for the first 3,000 contacts

Get the basics

Integrate your management system, set up the Net Promoter Score (NPS) surveys, automate review collection, access standard communications and analytics, send bulk emails to client lists and get 20 handwritten cards every month. Add a website for $200/mo. Add texting for $15/mo per employee.

Premium

$ 30

per employee

+$180 for the first 3,000 contacts

Get advanced tools

Access our fully automated CRM, create custom automations, forms and campaigns, talk to clients live via web chat, build your own integrations with Zapier or our API. All Classic plan features included. Add a website for $200/mo. Add texting for $15/mo per employee.

Premium bundle

$ 45

per employee

+$320 for the first 3,000 contacts

Get it all and save

Bundle your features and save. A website, texting for each user and all Premium and Classic plan features are included. One plan—everything you need.

We make it easy

There are no contracts, setup fees or long-term commitments—you always pay month to month. Pick a plan and give it a try.

Add texting

ClientCircle texting addon

Text your clients and prospects via the dashboard and the mobile app, TCPA- and compliance-ready. Every employee gets their own line. Add this feature to your Classic or Premium plan for $15 per employee per month + carrier fees. Texting is included in the Premium bundle.

Add a website

Websites ic3.svg

With a website from ClientCircle, you’ll create seamless experiences for your prospects, customers and employees automatically, all while looking good. Add a website to your Classic or Premium plan for $200. A website is included in the Premium bundle.

Enterprise

We work with management systems, carriers and other large insurance organizations to build custom solutions for their agents. Our enterprise products are powered by Rocket Referrals, the parent company behind ClientCircle.

Learn about enterprise

*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.