CRM and Integrations Updated
How do you manage online reviews from your CRM?
The short answer
Use the CRM to ask for reviews at the right moment, such as after a job closes, and to track who was asked and who responded. Connecting a review tool lets your team see feedback on the customer record and follow up on unhappy customers quickly.
Key points
- Send review requests automatically when a job or deal closes.
- Track request, response, and rating on the contact.
- Alert a manager when a low rating comes in.
- Report on reviews by location, team, or service.
A simple review workflow
- 01A job or deal is marked complete in the CRM.
- 02The customer receives a short email or text asking for a review.
- 03A reminder goes out if there is no response.
- 04The rating and link are saved on the contact.
- 05Low ratings create a task for a manager to call the customer.
Why reviews matter for search
Search engines and AI assistants look at reviews on outside sites when they decide which businesses to show or recommend. A steady flow of real reviews helps both local search and AI answers.
From our team
How Proven ROI helps
Proven ROI builds review request workflows inside HubSpot and connects field service systems such as ServiceTitan, so requests go out when jobs close.
Talk to a real personCommon follow up questions
- Is it allowed to automate review requests?
- Check the review platform's rules before sending requests; some discourage solicitation. For platforms that allow it, avoid incentives or screening out unhappy customers. Follow email and text consent requirements as well.