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Ask any marketer and you will hear the same thing. The customers are happy, but the stories never quite make it onto the website.
Treat each story like a small project. Give it a stage, an owner and a next step, all linked to the customer it belongs to.
Because every email, meeting and note sits on the contact and company record, it is easy to see who has had a good experience recently. You can also check whether anyone else has already approached them.
Write your best request email once and save it as a template. A short email sequence can send a gentle reminder, and it stops on its own as soon as the customer replies.
Set up a pipeline with stages such as Requested, Agreed, Draft sent, Approved and Ready to use. The board shows at a glance which stories you can use in a campaign today.
The wording and timing of a testimonial request makes a real difference to how many people say yes. Our blog covers practical tips you can try with your next batch of customers.
SalesPeep turns testimonial management from a manual hassle into a reliable process so your best customer stories are always ready to use.
No. SalesPeep is a CRM, not a review platform. You use it to find customers, send requests, follow up and track approval, then you publish approved content on your website or review sites yourself.
Yes. Each request and reply is logged on the contact's activity history, so anyone can check when the customer was last asked before sending a new request.
Yes. Add stages such as Draft sent and Approved to your pipeline, and set a reminder to follow up. You can share the draft through a secure link and see when it was opened.
No. SalesPeep email sequences stop automatically when the person replies, so customers do not receive reminders after they have already answered.
Each organisation's data is kept in its own separate, isolated workspace. Role-based permissions control who can view or edit records, and an activity log keeps a record of important changes.
You can start with one pipeline, a couple of email templates and a short sequence. The setup time depends on how detailed you want your process to be, and you can add more later.
You can keep notes and documents on the customer record and move the story to a Ready to use stage. Many teams also record what the customer agreed to, such as use on the website or in sales decks.
Yes. The 14-day free trial includes full access, and you do not need a credit card to sign up.
