When a deal closes, project completes, or onboarding finishes in Insightly, Reviewflowz automatically sends a review request to your client via email, SMS, or WhatsApp. Set it up once and every client gets asked for a review using the data already in your CRM. No extra tools, no manual follow-ups, no missed opportunities.
Know exactly who your promoters are
When a customer leaves a review, that signal flows directly into their Insightly record. Now you can instantly identify your biggest fans and turn them into powerful advocates. Ask your promoters for testimonials, referrals, or case studies to fuel your growth.
Staff attribution without the name-drop
Most businesses ask customers to mention a staff member by name in their review. Problem: Google flags those reviews more often, and customers forget or misspell names. Reviewflowz takes a different approach. Because it's connected to Insightly, it already knows who handled each closed deal or client relationship. When the review comes in, it's automatically attributed to the right team member. Reviews read naturally, fewer get removed, and you still get per-person performance data.
How serious are you about your reviews?
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A business celebrating 200 reviews might actually be underperforming if they served 15,000 clients. That's only 1.3% conversion. Your competitor with 80 reviews from 2,000 clients has a 4% rate and is winning. Because Reviewflowz connects to Insightly, it knows exactly how many deals you closed, giving you the real metric: 342 closed deals this month, 47 reviews, 13.7% conversion rate. No other review platform can calculate this because they lack the denominator from your CRM.
Stop ignoring reviews. Start replying at scale.
Replying to reviews boosts your Google ranking, builds trust with future customers, and gives unhappy ones a reason to come back. But who has time to reply to every single one? Reviewflowz generates on-brand replies using AI across Google, Yelp, Facebook, and 200+ other sites. Approve them manually or let them publish automatically.
FAQs
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What review sites should I focus on?
Google Reviews should always be your top priority since it's the most visible and impacts local search rankings. Beyond Google, focus on Yelp, Facebook, and Trustpilot as they're valuable across most business types, plus any industry-specific platforms relevant to your sector. With Reviewflowz monitoring all 200+ platforms from one dashboard, you don't have to pick and choose.
How do I measure my review performance?
Most businesses only track raw review counts, but 200 reviews means nothing without knowing if they came from 2,000 customers (great 10% rate) or 20,000 customers (terrible 1% rate). Since Reviewflowz integrates directly with your Insightly CRM, it automatically calculates your true review conversion rate by dividing your reviews by your closed deals and customers. This gives you the real metric that matters: what percentage of your clients are actually leaving reviews.
How does the review request actually get sent?
When a specific trigger event occurs in Insightly (like a deal closing, project completion, or opportunity status change), Reviewflowz automatically detects this and sends a review request to your client through your chosen channel: email, SMS, or WhatsApp. You configure the trigger and delivery method once during setup, then every future client who hits that trigger automatically receives a review request without any manual intervention from you.
Can I send review requests via WhatsApp?
Yes, Reviewflowz supports WhatsApp review requests with nearly 98% open rates, significantly higher than email. WhatsApp requests work the same way as email and SMS, automatically triggered from Insightly when deals close, onboarding completes, or projects are delivered.
Can I track which team member generates the most reviews?
Yes, Reviewflowz automatically tracks which team member generates each review by connecting directly to your Insightly data to see who handled each closed deal or client interaction. When reviews come in, the system automatically attributes them to the correct team member without customers needing to mention anyone by name. This also helps avoid Google flagging reviews, since reviews mentioning specific staff names are more likely to be removed.
How long does it take to set up Reviewflowz with Insightly?
Setup takes just minutes, not days. Simply connect your Insightly account, choose your trigger and messaging channel, and you're live without needing any developer or IT support. Your first automated review request goes out the same day.
How much do review request emails and SMS cost?
Review request emails cost $5 per 1,000 sends and SMS messages cost $5 per 100 sends on a pay-as-you-go basis with no monthly minimums or contracts. For most businesses using Insightly, this translates to just pennies per review collected. WhatsApp pricing varies by country and follows the same pay-as-you-go model.
