Every completed Method CRM job asks for a review
Everything you need for reviews, with nothing you don't.
- Live in minutes, no demo
- Every completed job asks for a review
- Each review credited to the team member
Method CRM is connected to Reviewflowz. Trigger in Method CRM: marked complete. A review request is then sent by SMS to the client, and the Google review that comes in is saved on the job, credited to the team member, Megan Ortiz.
Job #4821 
A review request goes out when the job is complete
When a job is marked complete or an invoice is paid in Method CRM, Reviewflowz sends the review request. You choose the event and the channel: email, SMS or WhatsApp.
Nobody on your team has to remember to ask. The request goes out on the timeline you set, with no copying of client details.
When a job is marked complete in Method CRM, 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 job gets the request
The request goes to the client on the Method CRM job, using the contact details already stored there. On their phone they get a short message with one review link.
The link opens the review platform that needs reviews most. Every client is asked the same way, with no rating screen first.
When a job is marked complete in Method CRM, 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 job and the office: Main Office, North Office, Riverside Office.
Connect Method CRM to Reviewflowz
Connect in minutes and your next completed job sends its own review request.
Each review credited to the team member on the job
Method CRM records which team member handled each job. Reviewflowz saves each review against that job and credits it to that team member, so clients never have to mention a name.
You see reviews and conversion rate per team member, worked out from the jobs they completed.
The job in Method CRM records which team member did the work. The review request carries the job, so when the client leaves a five-star Google review with no name in it, it is credited to the team member and saved back on the same job.
Method CRM integration: questions
How are review requests sent from Method CRM?
When a job is marked complete or an invoice is paid in Method CRM, Reviewflowz sends the client on that job a review request. It uses the contact details already in Method CRM and sends by email, SMS or WhatsApp, whichever you choose. The link opens the review platform that needs reviews most.
Can Method CRM users send review requests by WhatsApp?
Yes. WhatsApp is one of the three channels, alongside email and SMS. It fires on the same completed job or paid invoice as the other channels.
What happens with jobs that are never completed?
Nothing is sent. Only a job marked complete or an invoice paid triggers a request. Past jobs you import are used for reporting only, and those clients are never messaged.
How does team member credit work?
Method CRM records which team member handled each job. Reviewflowz credits the review from that job to that person, so the client never has to name anyone. You see reviews and conversion rate per team member.
How long does setup take?
Minutes. Connect Method CRM from Integrations in Reviewflowz, pick the event and the channel, and you are live. It is self-serve, with no demo.
What does the Method CRM integration cost?
Reviewflowz is $70 per location per month billed annually, or $80 month to month. Messaging is $5 per 1,000 emails and $5 per 100 SMS. Start with a 14-day trial, no card needed.