Every closed Insightly deal asks for a review
Everything you need for reviews, with nothing you don't.
- Live in minutes, no demo
- Every closed deal asks for a review
- Each review credited to the account manager
Insightly is connected to Reviewflowz. Trigger in Insightly: closed. A review request is then sent by SMS to the client, and the Google review that comes in is saved on the deal, credited to the account manager, Megan Holloway.
Deal #2318 
A review request goes out when the deal closes
When a deal closes in Insightly, Reviewflowz starts the review campaign for that client. You choose the steps once: an SMS, an email, a WhatsApp message, and how long after the close each one is sent.
Nobody builds a list or remembers a follow-up. Each closed deal starts its own campaign, so no client is missed.
When a deal is closed in Insightly, a review request campaign runs by itself: an SMS one hour later, an email three days later, a WhatsApp message seven days later, until a new 5-star Google review comes in.
The client on the closed deal gets asked
The request goes to the client's phone or inbox, using the contact details already on the deal. The link opens the review platform that needs reviews most right now.
Every client gets the same request. There is no rating screen first and no filter for happy clients only.
When a deal is closed in Insightly, the client gets an SMS asking how it went, with a link to review it. They tap the link, give five stars and post on Google, and the review lands tied to the deal and the office: Chicago Office, Denver Office, Austin Office.
Connect Insightly in minutes
Start the 14-day trial, no card needed, and your next closed deal sends its first review request.
Each review credited to the deal's account manager
Reviewflowz saves each review against the deal it came from and credits it to the account manager assigned to that deal. The client never has to mention a name.
You see how many reviews each account manager brings in and what share of their closed deals turned into one.
The deal in Insightly records which account manager did the work. The review request carries the deal, so when the client leaves a five-star Google review with no name in it, it is credited to the account manager and saved back on the same deal.
Insightly integration: questions
When does the review request go out after an Insightly deal closes?
The campaign starts when the deal closes. You set the timing of each step yourself: for example an SMS soon after, then an email or WhatsApp message later for clients who haven't left a review yet.
Who gets asked for a review?
The client on the closed deal, using the contact details already in Insightly. Every client gets the same request, with no rating screen first. The link opens the review platform that needs reviews most.
What happens with deals that never close?
Nothing is sent. Only a closed deal starts a review request, so open or lost deals never message the client.
How are reviews credited to my team?
Each review is saved against the deal it came from and credited to the account manager assigned to that deal. Clients don't have to name anyone, and you can see each account manager's reviews and how many of their closed deals became reviews.
How do I connect Reviewflowz to Insightly?
Open Integrations in Reviewflowz and connect Insightly. It takes minutes, you do it yourself, and there is no demo to book. Your past deals are imported for reporting, but past clients are never messaged.
What does the Insightly integration cost?
Reviewflowz costs $70 per location per month billed annually, or $80 month to month, with a 14-day trial and no card. Messages are extra: $5 per 1,000 emails and $5 per 100 SMS.