Functional DemoSaaS

Review & Referral Booster

Automated review requests with sentiment routing plus referral tracking and payouts.

RepLift marketing landing page headlined Turn Every Job Into 5-Star Reviews & Referrals, with trial button, stat row, and feature cards for review requests and referral rewards — RepLift landing page

What it solves

After a job is done, contractors rarely follow up for reviews and referrals in a consistent way, and asking every customer to leave a public review risks inviting bad ones. Getting a review normally means sending customers through slow external steps on Google. This tool automates post-job outreach, routes happy customers to public review with pre-written text and unhappy ones to private feedback, and turns referrals into a tracked, rewardable funnel.

Built for Home-service and exterior contracting companies.

Overview

Review & Referral Booster automatically requests reviews and referrals after a job is completed. Customers land on a Review Booster page with a star selector; four- and five-star ratings are routed to the company's Google review link with AI-suggested, one-tap-copy review text, while one-to-three-star ratings are routed to a private feedback form so poor experiences are handled internally. Companies build multi-step SMS and email sequences with timing, templates, and stop rules, triggered by a CRM webhook, CSV import, or a manual mark-complete. Referrals are captured through a homeowner form and tracked through a funnel from submitted to paid, with optional Stripe-based reward payouts, plus branding, opt-out compliance, and an analytics dashboard.

What this demonstrates

Builds a two-path review-routing flow that protects public reputation by diverting low sentiment to private feedback. Implements a sequence engine with a background scheduler that enrolls contacts from webhooks, CSV, or manual events, sends across SMS and email, respects quiet hours and opt-outs, and stops on success conditions. Adds AI-generated review text, a referral status funnel, and Stripe-based payout handling, with per-message event tracking for analytics.

What makes it different

It sends happy customers to Google with the review already written, and quietly routes unhappy ones to a private form so your public rating stays protected.

Sentiment routingFour-to-five stars go to Google; one-to-three stars go to private feedback.
Frictionless reviewsAI-suggested text with one-tap copy and a direct Google review button.
Automated sequencesMulti-step SMS and email cadences with timing, templates, and stop rules.
Flexible triggeringEnroll from a CRM webhook, a CSV import, or a manual mark-complete.
Referral funnelTrack referrals from submitted through contacted, qualified, signed, and paid.
Compliance built inOpt-out keywords and quiet hours are respected before any send.

Core capabilities · 15

Sequence builder
Review and referral cadences with day offsets, channels, templates, and stop rules.
Trigger engine
Enrollment from webhook, CSV import, or manual job completion.
Review Booster pageTwo-Path Routing
Star selector that routes by sentiment to Google or private feedback.
AI review text
Generates editable suggested review text via OpenAI.
Private feedback capture
Collects low-sentiment feedback internally instead of prompting a public review.
Referral submission and funnel
Homeowner referral form with status tracking to payout.
Rewards and payouts
Configurable rewards with Stripe-based referral payouts.
Messaging
SMS via Twilio and email with link tracking.
Event tracking
Logs opens, clicks, copies, and submissions per job.
Branding
Logo, colors, company name, and sender identity.
CRM sync connector
Universal webhook and API-key connector for job-completion events.
Templates
Reusable message templates with placeholders.
Analytics overview
Review and referral funnel metrics and send counts.
Subscription billing
Stripe subscription management for the account.
Opt-out compliance
STOP and UNSUBSCRIBE handling stored per contact.

How it works

Admin

Connect a CRM or set the trigger stage
Configure review and referral sequences
Set branding, rewards, and payout rules
Review incoming referrals
Approve and trigger payouts
Watch the analytics funnel

Homeowner

Receive the post-job SMS or email
Open the Review Booster page
Pick a star rating
If 4-5, copy the AI review and open Google
If 1-3, submit private feedback instead
Optionally submit a referral for a reward

Key screens

Overview DashboardReview and referral funnel analytics.
Jobs & ContactsList with manual mark-complete and enrollment controls.
SequencesReview and referral sequence builder.
BrandingLogo, colors, and sender identity.
IntegrationsCRM connector, API keys, and CSV import.
ReferralsReferral funnel and approval.
Review Booster PagePublic star selector and routing.
Referral SubmissionPublic homeowner referral form.
Review WidgetEmbeddable review request surface.

Data model

Organization
User
OrgBranding
OrgReviewConfig
OrgReferralConfig
OrgSequenceConfig
Contact
Job
Sequence
SequenceStep
SequenceEnrollment
MessageTemplate
MessageSendLog
OptOut
LinkClickEvent
ReviewIntent
PrivateFeedback
Referral
ReferralStatusEvent
PayoutAccount
PayoutTransaction
ApiKey
AuditLog

Screens · 5

RepLift dashboard for Demo Roofing Co with a 0-of-5 getting-started checklist, metric tiles all at zero, and review conversion, reviews-by-rating, and referral funnel panels — RepLift dashboard, getting started

RepLift Sequences page with two columns of automated message flows, Review Sequences and Referral Sequences, each showing an active default and aggressive/conservative variants — Review and referral sequences

Branding and review link settings

RepLift Integrations page with a webhook URL, an expected JSON payload block, API-key authentication note, and an API Keys table showing one revoked key — Webhook and API key integrations

RepLift Settings page configuring quiet hours (start, end, timezone, default delay), an empty opt-outs table, and referral reward amount and type fields — Messaging and compliance settings

How it is built

A React and Vite admin dashboard and public homeowner pages sit in front of an Express API backed by PostgreSQL through Prisma. A node-cron scheduler processes sequence enrollments and sends messages through Twilio for SMS and email, with OpenAI generating review text. Stripe handles subscriptions and referral payouts, and inbound job data arrives via a universal webhook, CSV import, or manual entry.