Related Products
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About
With Rocket Referrals, your clients stay longer, buy more and refer their friends. No contracts or setup fees. Find your happy clients and those who are likely to leave. Get notified when clients are unhappy and save those relationships. Collect feedback regularly to measure client sentiment overtime with NPS. Watch our AI categorize client feedback to help you improve. Automate what you send to your clients and when. Have as much control as you’d like—automate it all or approve messages before they go. Quickly create custom communications and e-mail campaigns. Cross-sell insurance with ready-to-go automations and templates. Send handwritten cards like grandma does. Stay connected in an entirely new way with Rocket Connect. Text your clients easily, TCPA ready. Respond to clients and prospects quickly via web chat.
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About
Timworks is the only client support and communication app for businesses that make customer support effortless and has secure audit trails and unlimited client seats. Timworks seamlessly integrates with all of your favorite tools, so you can work faster and more efficiently. Send invoices from the chat straight to Dext or HubDoc in a snap. Sleep easy knowing your client's data is safe and secure with Timworks. Our platform is GDPR compliant, so you can be sure that you're always audit trail ready and keeping your clients' information protected. Ditch the email threads, with real-time communication you not only show your clients you care but solve queries in seconds. Simply add your colleague to the relevant clients and enjoy some well-deserved time off. Your clients are also in the good hands of our assistant, which is powered by ChatGPT and ready to answer queries and questions, saving you hours every week.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance agencies in need of a Referral solution
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Audience
Accountants in search of a solution to build better relationships with their clients
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$2 per employee per month
Free Version
Free Trial
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Pricing
$63.84 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationRocket Referrals
Founded: 2013
United States
www.rocketreferrals.com
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Company InformationTimworks
United Kingdom
www.timworks.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Referral Features
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management
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Integrations
AutoEntry
Axis LMS
ChatGPT
Datamolino
Dext Commerce
Hubdoc
Slack
Wufoo
Xero
Zapier
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Integrations
AutoEntry
Axis LMS
ChatGPT
Datamolino
Dext Commerce
Hubdoc
Slack
Wufoo
Xero
Zapier
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