Cada operación cerrada genera una solicitud de revisión
When a deal closes or onboarding completes in Wealthbox, Reviewflowz automatically sends a review request to your client via email, SMS, or WhatsApp. You set it up once, and every client gets asked. No extra tools, no manual follow-ups, just automatic reviews flowing from the CRM you already use.
Averigua exactamente quiénes son tus promotores
When a client leaves a 5-star review, that signal flows directly into their Wealthbox record. Now you know exactly who your biggest advocates are, so you can ask them for referrals, testimonials, or case studies. Your best marketing comes from your happiest clients, but only if you know who they are.
Atribución del personal sin mencionar nombres
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 Wealthbox, it already knows who handled each client relationship. When the review comes in, it's automatically attributed with no name needed. Reviews read naturally, fewer get removed, and you still get per-person performance data.
¿Hasta qué punto te tomas en serio tus reseñas?
Empieza a usarlo en minutos • Mejora tu plan cuando estés listo
Reseñas por operación cerrada. La métrica que realmente importa.
A business with 200 reviews sounds impressive until you realize they've served 15,000 clients. That's a 1.3% conversion rate. Your competitor has 80 reviews from 2,000 clients. A 4% rate. They're winning. Because Reviewflowz connects to Wealthbox, it knows exactly how many closed deals you completed. So instead of celebrating raw numbers, you see: 342 closed deals this month, 47 reviews, 13.7% conversion rate. That's the number you optimize against.
Todas las reseñas reciben una respuesta. Por fin.
Responder a las reseñas mejora tu posicionamiento en Google, genera confianza entre los futuros clientes y ofrece a los insatisfechos una razón para volver. Pero, ¿quién tiene tiempo para responder a todas y cada una de ellas? Reviewflowz genera respuestas acordes con la imagen de marca mediante inteligencia artificial en Google, Yelp, Facebook y más de 200 sitios web adicionales. Apruébalas manualmente o deja que se publiquen automáticamente.
Preguntas frecuentes
Todo lo que necesitas saber sobre el producto y la facturación. ¿No encuentras la respuesta que buscas? Chatea con nuestro equipo.
¿En qué sitios web de reseñas debería centrarme?
Google Reviews should always be your #1 priority since it's the most visible to potential clients searching for your services. Beyond Google, focus on Yelp, Facebook, and Trustpilot as they're valuable across most businesses, plus any industry-specific platforms relevant to your field. The good news is that Reviewflowz monitors all 200+ review platforms from one dashboard, so you don't have to choose or manage them separately.
¿Cómo puedo evaluar el rendimiento de mis reseñas?
Most businesses only count total reviews, but that's meaningless without knowing your client volume. Reviewflowz connects directly to your Wealthbox CRM to calculate your true review conversion rate by dividing your reviews by your total clients. For example, 80 reviews from 2,000 clients (4% conversion) actually outperforms 200 reviews from 15,000 clients (1.3% conversion).
¿Cómo se envía realmente la solicitud de revisión?
When a deal closes or project completes in Wealthbox, Reviewflowz automatically detects this trigger event and immediately sends a review request to your client via your chosen channel (email, SMS, or WhatsApp). You configure this once by selecting your trigger event and preferred communication method, then every future client gets contacted automatically without any manual work from you. It's completely set-and-forget once the initial setup is complete.
¿Puedo enviar solicitudes de reseñas por WhatsApp?
Yes, Reviewflowz supports WhatsApp review requests with nearly 98% open rates, significantly higher than email. WhatsApp requests are automatically triggered from Wealthbox just like email and SMS when deals close, onboarding completes, or projects are delivered. This makes it especially powerful in markets where WhatsApp is the preferred communication channel.
¿Puedo saber qué miembro del equipo genera más reseñas?
Yes, Reviewflowz automatically tracks which team member generates each review by connecting directly to your Wealthbox data to see who handled each client or closed deal. When reviews come in, the system attributes them to the right person without requiring clients to mention names. This automatic attribution also helps avoid Google's tendency to flag and remove reviews that specifically mention staff names.
How long does it take to set up Reviewflowz with Wealthbox?
Setup takes just minutes, not days. Simply connect your Wealthbox account, select your trigger and communication channel, and you're live with no developer or IT support needed. Your first automated review request goes out the same day.
¿Cuánto cuestan los correos electrónicos y los SMS de solicitud de reseñas?
Review request emails cost $5 per 1,000 emails and SMS costs $5 per 100 messages on a pay-as-you-go basis with no monthly minimums or contracts. For most financial advisors using Wealthbox, this works out to just pennies per review collected. WhatsApp pricing varies by country but follows the same pay-as-you-go model.
