Features | Retention
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Retain more clients

You know it costs a lot more to acquire a new customer than to retain an existing one. And while bringing in new clients is always the goal, it’s important to keep your retention high at the same time. That’s a lot of work, right? We’ll help you automate it.

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We know how your clients feel about you

We'll find your unhappy customers and help you fix what went wrong before it's too late.

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Save relationships and retain revenue

With ClientCircle, you'll start getting valuable feedback from your clients almost immediately.

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We'll use NPS to find out how your customers feel about you

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We’ll alert you when we find clients who are likely to leave

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We'll help you increase your chances of retaining unhappy clients

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We'll continue to survey your customers regularly, at the right times

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We'll categorize feedback for you by topic, employee, product, etc.

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We'll help you monitor and improve your Net Promoter Score

Want to retain more clients? Schedule a demo with us:


Agency retention is through the roof after two years of using ClientCircle. I would highly recommend this platform.

David Carpenter

Main Street Insurance Group

*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.