Rewards & Referrals

Easy-to-use rewards program with a built-in innovative referral tool

Follow Up Management Overview

Consolidate your follow up messages into one system. Customer Score / Net Promoter Score (NPS) Not all clients want to leave public feedback, and sometimes you want their feedback before asking for a review. See how Autoflow presents your feedback in ways you can...

Customer Score

Go ahead and focus on great customer service, Autoflow will gather and track your feedback! Not everyone wants to leave a review, but many clients will provide you feedback. Autoflow makes it simple to gather and present feedback in useful ways. Setup Customer Score...

Rainy Day Folder

Don’t wait for the phone to ring, follow up on missed opportunities using the Rainy Day Folder. Clients now have confidence with the validity of your marketing follow-ups. The attached Autoflow DVI assures your client that the items that your advisors...

Reminders

Getting Started Advisors or Admins have access to reminders. Select Reminders from your drop-down menu. Reminders Main Page Customize reminder templates. Write your own message to a customer or member of your staff. View your recent customers and review information...

Review Page Setup

Increasing your volume of high score reviews is simple with Autoflow. Starting From Company Setup From Admin login, go to you user menu and open Company Setup Scroll down to Preferences #1 Click the blue link in the “Send Follow up Message” description...