PeopleTide CRM · Proactive customer follow-up
Follow up while the experience is still fresh.
Check in after a completed visit, respond to feedback, and move the right next action forward.
How it helps
See it in action.
PeopleTide can start a timely post-visit conversation, listen for satisfaction or concern, and route the response into the appropriate next step.
Completed visit
Priya ShahFollow-up due- Trigger
- Visit completed yesterday
- Concern path
- Route to care team
- Positive path
- Thank customer + optional review
PeopleTide agentHi Priya — I hope your visit went well. Do you have any concerns, and were you satisfied with your experience?
Everything went smoothly. I’m very satisfied. Thank you.
PeopleTide agentWe’re glad to hear that. Thank you for choosing us. If you have a moment, would you be willing to share your experience in a Google review?
If a customer raises a concern, PeopleTide routes it to the responsible team instead of requesting a review.
Available in PeopleTide CRM · Requires the relevant workspace and workflow configuration.
What it supports
What your team can do.
- 01
Start a timely check-in after a completed visit.
- 02
Route concerns to the responsible team for human follow-up.
- 03
Thank satisfied customers and offer an optional review request.
Where it fits
Ways to use it in your daily work.
Use these examples to see how this feature could help your team serve customers.
Ask whether a recent visit met the customer’s expectations.
Send a concern to the team that can resolve it.
Invite a satisfied customer to share a voluntary review.
People stay in control. PeopleTide connects this capability to visible ownership, configured workflow rules, and human escalation where required.