One customer, every moment, handled.
Workflows are how Informly's modules hand over to each other. A 5★ survey can ask for a Google review, add a wallet stamp and share a referral link in one flow. Pick a pattern and turn it on.
Fix a bad visit
Low score → ticket with an owner → Slack alert → reply
A 1-3★ answer opens a ticket assigned to the location manager and sends a Slack alert. Informly AI drafts a reply the manager can edit and send by email.
- 1-3★ response
- P2 ticket opened
- Slack alert
- Reply sent · loop closed
5★ to public review
Great score → review ask → link to your Google page
A 5★ answer sends a review ask with a link to your Google page, or any review page you choose. Everyone can leave a review, so there is no gating.
- 5★ promoter
- Review ask sent
- Review on your Google page
Cadence-drop win-back
Quiet regular → personal email → single-use coupon
When a regular stops coming as often as they used to, a personal email with a single-use coupon goes out. The coupon expires on its own.
- Cadence drop detected
- Personal email
- Single-use coupon · expires
- Customer returns
Refer-a-friend on milestone
Milestone reward → personal share link → both-sided credit
Loyalty milestone (5 visits, 30-day streak, package half-finished) triggers a refer-a-friend prompt. Friend redeems via personal link; both sides credited after first transaction.
- Milestone hit
- Personal share link
- Friend redeems · both credited
Customer history in one place
Every answer and visit → one profile → a segment to act on
Survey answers, tickets, visits and redemptions land on one customer profile. Filter for regulars who have gone quiet and send them a win-back.
- One profile per customer
- Segment of quiet regulars
- Win-back sent
Promoter to case study
9-10 NPS → testimonial ask → on your website
A 9 or 10 asks the customer for a short testimonial. You approve it and it shows on your website through the testimonial widget.
- 9-10 NPS
- Testimonial ask
- Approved · on your site
Hear them. Keep them.
Grow with them.
Start on the free plan today, or book a walkthrough and we’ll show you round with your business in mind.
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