How to Set Up Reputation Management in CRM Support (Collect Google Reviews Automatically)

- 90% of consumers read online reviews before choosing a business. - Businesses with more than 10 positive reviews are trusted 3x more than those with none. - Reviews improve SEO rankings on Google Maps and boost local credibility. CRM Support helps you:

• Collect reviews via SMS or email.
• Monitor customer feedback in one dashboard.
• Respond quickly to negative feedback.
• Automate the review collection process after each job or purchase.

To start collecting Google reviews, you need to connect your business profile:

1. Go to Reputation → Settings → Integrations.
2. Click “Connect Google My Business”.
3. Sign in with your Google account and choose your verified business location.
4. Grant permissions for CRM Support to send review requests and view feedback.

Once connected, your reviews and ratings will sync directly into your CRM Support dashboard.

CRM Support allows you to send customized review requests via **SMS** and **Email**.

1. Go to Reputation → Settings → Templates.
2. Click + New Template and write your message:

Hi {{contact.first_name}},  
Thank you for choosing {{company.name}}!  
Could you please take a moment to share your feedback?  
👉 {{review_link}}
          

You can personalize messages with dynamic fields (contact name, company, service, etc.) to make them friendly and genuine.

To automate review collection:

1. Go to Automation → Workflows → + Create Workflow.
2. Choose a trigger — for example:
   • Appointment Status = Completed
   • Opportunity Stage = Closed Won
   • Tag Added = Job Completed
3. Add actions:
   • Send SMS using your review request template.
   • Send follow-up email after 1 day (if no review).

✅ *Now every time you complete a service, the client automatically receives a review request.*

CRM Support generates a review link once your Google My Business account is connected. To access it:

1. Go to Reputation → Settings → Review Link.
2. Copy your unique link.
3. Add it to SMS templates, thank-you pages, or email footers.

You can even shorten it using bit.ly or your own domain for better branding (e.g., yourbrand.com/review).

Inside CRM Support:

• Go to Reputation → Overview to see all reviews in one dashboard.
• Filter by source (Google, Facebook, internal).
• View star ratings and sentiment analysis.
• Respond directly to Google reviews (if permission enabled).

You can also flag negative feedback for internal follow-up.

Showcase your best reviews publicly:

1. Go to Reputation → Widgets.
2. Choose a style (carousel, grid, or badge).
3. Copy the embed code and paste it into your website or funnel.

This automatically updates as new positive reviews come in — boosting social proof and conversions.

If a client leaves a 1–3 star rating:

• Trigger a workflow to alert your support team.
• Send an automated “We’re sorry” message to follow up and resolve the issue.
• Once resolved, ask if they’d like to update their review.

Turning unhappy customers into satisfied ones can lead to more authentic positive feedback in the long run.

You can embed review buttons on thank-you pages or post-service emails:

• Add a “Leave Us a Review” button in your funnels linking to your review URL.
• Use automations to send reminder emails after 3 days if no review is left.
• Add testimonials directly on sales pages to build credibility.

CRM Support's Reputation Management tools give your business the power to **automate feedback, collect authentic reviews, and grow trust at scale**. With a few workflows and templates, you can turn every happy customer into a brand ambassador. Want us to connect your Google My Business account, automate review requests, and build your review widget? Book a Reputation Setup Session and our experts will set everything up for your business — end-to-end.