AI Reviews & Reputation Flows Powered by IN ONE CRM

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

Today’s review health

AI watching 3 channels

Overall rating (last 90 days)

4.6★ +0.3 vs previous 90 days

312 public reviews · 47 private feedback notes

Google

4.7★ · 9 new

WhatsApp feedback

23 replies · 3 “call me”

Private NPS

2 detractors flagged

IN ONE AI summarises the mood and routes issues. Your team sees which themes are trending and which clients need a human call-back.

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 when to ask for feedback.

1 · Timing & targeting

Ask the right people, not everyone.

Trigger review 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 are triggered by job status, not memory – “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 dashboards show 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.

1

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.

2

AI sends a short, branded invite.

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

3

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.

4

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.

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. Direct public praise to review platforms and route concerns to a named coach.

Courses & memberships

Cohorts, communities, recurring revenue.

Ask for feedback at module completions, renewals and after live calls. Turn happy graduates into testimonials and case studies stored on their IN ONE 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 or two simple flows – for example “job done” or “case closed” – and expand once your team sees how often 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 internal note is written to the client timeline: timestamped, attributed and easy to pull during reviews.
You can adjust frequency limits – for example “max 1 review request every 90 days per client” – to avoid over-contact.

Humans still close the loop.

AI helps classify sentiment, but your team decides how to respond.
At-risk replies create tasks or tickets with suggested responses – your staff can edit and send from within IN ONE.
Management sees which complaints were acknowledged, replied to and resolved – not just how many stars you have.
You choose which templates and flows are “auto-approve” vs “always review”. No surprises in front of clients or the public.

Questions

AI reviews & reputation in IN ONE – common questions.

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

No. Many teams start with one or two simple flows – for example, Google review invites after completed jobs, plus a basic WhatsApp feedback check. Once that’s working smoothly, we can add more channels, surveys and NPS-style questions over time.

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

Yes. You can choose which flows send clients to public review sites and which ones stay internal – for example, post-matter surveys for legal clients or sensitive debt-help journeys. Those responses still enrich the client spine and your dashboards without going public.

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

The AI doesn’t reply on its own by default. It suggests wording and tags the type of issue. Your team can review, personalise and send from inside IN ONE. Over time, you might mark a few low-risk templates as safe to send automatically – for example, “thank you for your review” – but that’s your call.

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

Yes. Because reviews and feedback are linked to the same client, job and team fields you use elsewhere in IN ONE, you can break down reputation by branch, product, salesperson, technician and more – straight from your dashboards.

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

Bring one service line or product where reputation really matters. We’ll sketch a simple “job complete → invite → response → action” lane, show you how AI helps sort the feedback, and how it all sits on the IN ONE client spine.

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