Feedback and Tips
Straight from the CRM
A SaaS platform for collecting feedback and tips after a deal: the manager sends a personal link from the amoCRM card, the customer rates the service and tips the employee in half a minute, and the manager sees per-employee analytics.
Challenge
Companies that sell and serve customers through a CRM lose their feedback: managers have to ask for reviews by hand, customers drop off on the way to third-party review sites, and there is no way to thank a specific employee with money. Meanwhile the manager cannot see who serves customers well, and tip payouts are tracked in a notebook. The product had to fit into the CRM workflow: the form link goes out right after the deal, the customer completes the flow in half a minute, and all statistics and payouts live in the cabinet.
Solution
We built a multi-tenant platform: a public feedback and tipping form, a company cabinet with roles and analytics, a superadmin console, and an amoCRM widget that sends the customer a personal link straight from the deal card.
- Public form by link with no signup: employee photo and name, a 1–5 rating, comment chips and tips
- amoCRM widget: a button on the deal, contact and company card sends a personal link and posts it as a note on the deal
- A permanent public link for every employee plus a demo mode of the form — for staff training without real charges
- Company cabinet: employees, teams, feedback, tips, payout requests and an audit log
- Analytics for the manager: daily trends, rating distribution, top employees
- Five access roles and a separate superadmin console for tenant management
- Employee and avatar sync from amoCRM over OAuth, with access tokens encrypted at rest
- Pluggable payment and file storage providers — from mocks in development to live integrations
- Form branding per client, Docker Compose deployment and automated rollout via GitHub Actions
Results
Collecting feedback is no longer a separate task for the manager: the link goes out in one click from the deal card, and both the rating and the tip reach a specific employee. The numbers in the cards above are portfolio guidelines; once measurements are available, replace with actual KPIs.
Screenshots
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