Reputation Management module for Perfex CRM

Note: This is a module for
Perfex CRM. Not a standalone script.

Brief description

The Reputation Management Module is a comprehensive solution designed to monitor, analyze, and manage your brand’s reputation across social media, news, forums, blogs, and other digital platforms in real-time. It empowers businesses to understand public perception, respond to customer feedback, mitigate risks, and enhance their influence online.
Whether tracking your own brand, monitoring competitors, or evaluating industry trends, this module delivers unmatched visibility, sentiment intelligence, and actionable insights—all in one centralized dashboard.

Module Features

1. Topic & Keyword Management:
   • Define keywords for monitoring (support for multiple languages).
   • Add or exclude keywords to refine data collection.
   • Configure sentiment tags for contextual accuracy.
2. Project Management:
   • Group related keywords into projects for brand, campaign, or competitor monitoring.
   • Each project includes customizable settings: language filters, data sources, and manual mentions.
3. Mention Management:
   • Centralized view of all mentions across: Social (Facebook, X/Twitter, TikTok, YouTube) and Non-Social (Web, Blogs, Forums)
   • View sentiment, influence score, engagement, and visit status.
   • Manually add mentions, tag, delete, mute authors/sites, or add to PDF reports.
4. Summary & Dashboards:
   • Real-time data visualization: mentions, reach, sentiment, share of voice, trending hashtags, interaction metrics.
   • Breakdown by source, geography, and platform category.
   • AI-driven detection of influential profiles and trending discussions.
5. Vendor Management: Manage external partners (e.g. PR agencies, media monitoring vendors).
6. Social Account Integration:
   • Connect Facebook, Instagram, LinkedIn, X (Twitter), and TikTok accounts.
   • Collect direct messages and public interactions for centralized analysis.
7. Case Management:
   • Automate issue detection and response based on rules (keywords, sentiment, ratings).
   • Assign tasks, set SLAs, and track resolution progress for inbox messages, reviews, or posts.
8. Workflow Automation:
   • Define triggers (e.g., negative sentiment, specific phrases) and automate actions: Hide content, Send email or push notification to staff
   • Custom workflows per channel and content type (review, post, message).
9. PDF Reports:
   • Export executive-ready reports with: Graphs (mentions, sentiment, reach), Quotes, top influencers, trending content, Custom branding, language, and filter controls
   • Designed for legal teams, marketing executives, or public communications.
10. Settings:
    • Full control over sources, filters, languages, tag management, and notification frequency.
    • Configure sentiment dictionary and exclusion rules.

Demo

Reputation Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2025-08-27

    Initial version