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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.

About

Capture rich contextual data from sales activities automatically, so your teams can focus on customer interactions. Learn from the best performers in your own organization and abstract best behaviors to coach the rest. Predict ‘next best actions’ in the moment so your sales people can get management support to close more deals. Vymo is a team of people who are passionate about transforming the global sales engagement landscape. What our founders set out to build in 2013, has grown into the fastest-growing sales engagement platform in the world! And our zeal has multiplied 200 times, because we’re now 400+ and growing. We’re a diverse mix; strategists, ideators, enablers, hustlers – and we’re here to win together. Vymo is a sales engagement platform for global enterprises. We help drive revenue outcomes for our customers by capturing rich contextual data and generating intelligent, actionable insights for salespersons to close more opportunities and managers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies in need of a Referral solution

Audience

Companies searching for a solution to manage and improve their customer interactions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$2 per employee per month
Free Version
Free Trial

Pricing

$10 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Rocket Referrals
Founded: 2013
United States
www.rocketreferrals.com

Company Information

Vymo
Founded: 2013
India
www.getvymo.com

Alternatives

Alternatives

ezTask.io

ezTask.io

AppiVa Software

Categories

Categories

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

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Integrations

Axis LMS
Salesforce
Wufoo
Zapier

Integrations

Axis LMS
Salesforce
Wufoo
Zapier
Claim Rocket Referrals and update features and information
Claim Rocket Referrals and update features and information
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Claim Vymo and update features and information