IN ONE CRM · AI Reviews & Reputation

Turn quiet fans into 5★ reviews – automatically.

After the work is done, IN ONE keeps working. AI review flows send the right clients to Google, HelloPeter and social – while unhappy clients are routed back to your team, not the public.

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We’ll show a real “job complete → review → internal follow-up” flow running inside IN ONE.

Google & platform reviews WhatsApp & email feedback AI sentiment & alerts

What the AI review flows actually do

Ask at the right time, learn from replies and protect your brand.

This isn’t a separate “reviews tool”. It’s a set of flows inside IN ONE that know who you served, what you did and (most importantly) when to ask.

1 · Timing & targeting

Ask the right people, not everyone.

Trigger invites after jobs, appointments, milestones or tickets close.
Exclude clients with open complaints, escalations or unpaid balances.
Segment by product, branch or team to see who generates the most 5★ love.

2 · AI drafting & sentiment

Friendly nudges, clear signals.

AI drafts short, on-brand review invites for WhatsApp, SMS and email.
Reads free-text replies and tags them: delighted, neutral, at-risk.
Summarises themes – service, pricing, speed, communication – for management.

3 · Public vs private flows

Send fans public, route issues internal.

Happy clients get links to Google or other review platforms.
Negative or unsure responses open tasks and internal follow-up workflows.
Everything writes back to the IN ONE client spine for future decisions.

Before IN ONE vs with AI review flows.

Same clients, same team – different system. The change is in how predictable your feedback and public reviews become.

Before

Reviews by hope and memory.

Occasional “please leave us a review” lines at the bottom of invoices.
Staff forget to ask when it’s busy or awkward.
Unhappy clients sometimes go straight to social and complaint sites.
Feedback lives in WhatsApp screenshots, random emails and one-off surveys.

After

Review flows built into your workflows.

Invites trigger from status changes – “job done”, “case closed”.
Happy clients glide to public review links in 1–2 taps.
Frustrated clients land in an internal queue with full context.
IN ONE shows review trends by branch, product and team.

A simple “job complete → review → action” lane.

One lane you can reuse across security, clinics, trades, debt help, coaching and more.

IN ONE sees the job is done.

A deal, job card, ticket or appointment moves to “completed” in IN ONE. The client spine holds what you did, who did it and when.

Dashboards & alerts keep you ahead.

IN ONE shows review volume, score and themes over time. Spikes in complaints trigger alerts, not surprises at month-end.

AI sends a short, branded invite.

WhatsApp, SMS or email goes out with your tone: “How did we do today?” + 1–2 simple questions and a star rating or link.

Sentiment decides the next step.

Positive replies flow to Google / public review links. Neutral or unhappy replies create an internal task with a summary of the issue.

You control when this lane runs (every client, specific segments, high-value deals only) and which teams see which feedback.

Where this really shines

Reviews & reputation flows that fit how you already work.

Anywhere you deliver a service and then move on to the next client, IN ONE can help you pause for feedback – without slowing teams down.

Field & trades

Solar, security, HVAC, maintenance.

Auto-send review links after site visits and call-outs. See which technicians delight clients and where issues repeat by site or area.

Clinics & wellness

Appointments, programmes & aftercare.

Gather gentle, compliant feedback after sessions or programmes. Use AI summaries to improve bedside manner, wait times and communication.

Debt help & financial coaching

Trust-heavy, high-anxiety journeys.

Check in after key milestones – plan approved, first debit order, score improvement. Route concerns to a named coach, not the public.

Courses & memberships

Cohorts, communities, recurring revenue.

Ask for feedback at module completions, renewals and after live calls. Store key testimonials on the client record.

Professional services

Law, advisory, consulting, agencies.

Use discreet post-matter surveys and NPS-style flows. AI surfaces themes by practice area, partner, project type or industry.

Any service business

From small teams to multi-branch.

Start with one simple “job done” flow, then expand once the team sees how reliably great work turns into reviews.

Control & compliance

Reputation automation that respects your rules and your clients.

AI helps with drafting and sorting. IN ONE keeps the guardrails: consent, routing, approvals and audit trails.

POPIA-aware by design.

Flows only target clients with the right communication consent set in IN ONE.
Opt-outs are respected across all channels that touch the review flows.
Every invite, reply and note is written to the client timeline.
Frequency limits prevent over-contact (e.g. max 1 request per 90 days).

Humans still close the loop.

AI helps classify sentiment, but your team decides how to respond.
At-risk replies create tasks with suggested wording (editable before send).
Management sees what was acknowledged and resolved – not just star counts.
You choose which templates are “auto-approve” vs “always review”.

Questions

AI reviews & reputation in IN ONE – common questions.

Do we have to connect every review platform on day one? +

No. Start with one or two simple flows (e.g., Google review invites after completed jobs + WhatsApp feedback). Add channels and surveys once it’s running smoothly.

Can we keep some feedback private and not push it public? +

Yes. Choose which flows send clients to public platforms and which stay internal. Private feedback still enriches the client spine and reporting.

What if staff are nervous about AI replying for them? +

AI drafts and suggests. Your team reviews and sends from IN ONE. Over time you can mark specific low-risk templates as safe to auto-send.

Can we see which branches or teams get the best reviews? +

Yes. Because feedback is tied to the same client, job and team data, you can break reputation down by branch, product, technician, salesperson and more.

Want to see your review and feedback flows inside IN ONE?

Bring one service line where reputation matters. We’ll map a “job complete → invite → response → action” loop and show how it lives on the IN ONE client spine.