Review requests, on the roadmap
The whole feature is a trigger and a timing rule. The trigger exists today; the automatic send does not, and the difference is worth stating first.
- Not automatic today
- Email cadence works now
- No review gating, by design
The short answer
- The plan: a deal moving to won fires a review request by SMS or email, once per customer, with the link to the platform you care about, and never to a suppressed contact.
- Today: the stage change is a real event you can build on, and an email cadence can carry the ask. What is missing is the automatic trigger and the SMS channel.
- One design decision that will not change: no gating. Filtering satisfied customers toward a public link and unhappy ones toward a private form is prohibited on several major platforms, so the request goes to everyone the rule matches.
What it will do
When a deal reaches the stage you nominated as won, a request will send. The rule around it is the feature: once per customer, a minimum gap since any previous ask, never to a contact on the suppression list, and inside your sending window.
Timing is why this belongs on the stage change rather than in a monthly batch. The ask that lands the day the work went well performs differently from the same words a fortnight later, and only the CRM knows when that day was.
Aggregating the reviews you then receive from Google Business Profile sits further out on the roadmap. Asking and counting are different features and only the first is planned for the local pack.
What is planned, and why
The trigger is the product
A stage change is a dated event in your database, which is the only reliable way to ask at the right moment.
Read moreOnce, and only once
A rule enforced rather than remembered. Repeated asks train customers to ignore you.
Read moreA reply is a conversation
Someone answering the ask with a complaint lands in the shared inbox, which is a better outcome than a review.
Read moreHow it will be set up
Two of these you can do today.
- 1
Connect
Nothing to connect for the email version. The SMS version will need a messaging provider and carrier registration, both roadmap items.
- 2
Configure
Which stage counts as won, the wording of the ask, the platform link, and the minimum gap between asks per customer.
- 3
Run in review
Any agent-drafted wording waits in the approval queue, because a review request is an external send like any other.
- 4
Move to auto
Once the wording is settled and the once-per-customer rule is enforced rather than remembered.
In which tier
Review requests ship with the local-services pack.
| Tier | Price | Reviews status |
|---|---|---|
| Core | $299/mo | No review feature. An email cadence can carry the ask today |
| Local | $499/mo | Review requests on won, by SMS or email. On the roadmap |
| Outbound | $699/mo | The pack when it ships, plus Campaign and LinkedIn agents |
| Agency | $1,200/mo | Everything above, plus marketplaces and the marketing module |
Published tiers as of September 2026, unlimited seats on every one.
Questions
- Can it ask for reviews today?
- Not automatically. An email cadence you configure can send the ask, and someone has to move the deal to won for anything to happen.
- Will it screen out unhappy customers?
- No, and it will not be built to. Several review platforms prohibit that practice, and a feature designed around it would be doing you harm.
- Which platforms will it link to?
- Whichever you configure. The link is yours; the product supplies the trigger and the rule.
- Can I offer an incentive for a review?
- Platform rules on incentives differ and several forbid it. Read the rules for the platform you use. This is not legal advice.
- Does it collect the reviews afterwards?
- No. Aggregating reviews from Google Business Profile is a later roadmap item, separate from asking.
Build the trigger now, automate it later
A stage that means won and a cadence that asks once is most of the value already.