Turn Client Feedback Into a Track Record You Can Show
Stop relying on word-of-mouth to prove delivery quality. CrmLeaf's Project Rating module captures structured client and internal feedback at every project close.
Built for Teams That Need Project Rating
Everything you need to keep this part of your projects under control, without switching tools.
Post-Milestone Ratings
Collect quick feedback at each milestone, not just project close.
Structured Scorecards
Rate delivery on criteria like timeliness, quality, and communication.
Client Feedback Portal
Let clients submit ratings directly without an email back-and-forth.
Internal Retrospective Scoring
Capture team self-assessment alongside client feedback.
Trend Reporting
Track rating trends across projects, teams, or project managers over time.
Flagged Low Scores
Get alerted automatically when a rating falls below your threshold.
Project Rating That Keeps Work Moving
No more spreadsheets, sticky notes, or scattered updates.
Custom Rating Criteria
Define the scorecard categories that matter to your business.
Centralized Feedback Record
Every project's ratings live in one searchable history.
Automatic Low-Score Alerts
Catch a dissatisfied client before it becomes a churn risk.
Team Performance Trends
See which teams or PMs consistently score highest.
How Project Rating Works
From setup to outcome, in four steps.
Trigger
A rating request goes out automatically at milestone or project close.
Score
Clients and teams rate delivery against your chosen criteria.
Flag
Low scores trigger an alert to the account owner immediately.
Trend
Track scores over time by project, team, or PM.
Ratings Connect to Milestones and Project Discussion
Ratings can be triggered automatically at milestone completion, and low scores can kick off a discussion thread with the account team.
Project Rating: Manual vs CrmLeaf
The same work, without the busywork.
| What | Without CrmLeaf | With CrmLeaf |
|---|---|---|
| Client satisfaction signal | Found out at renewal time | ✓ Captured at every milestone |
| Feedback collection | Email back-and-forth | ✓ Direct portal submission |
| Low-score response | Reactive, after churn risk sets in | ✓ Automatic alert, before it escalates |
| Performance trends | Not tracked | ✓ Reported by team, project, or PM |
What Teams Say
"We only found out a client was unhappy when they didn't renew. Now we get a rating at every milestone, and low scores get flagged before they become a lost account."
Project Rating FAQs
Ready to Transform Your Workforce?
Our experts will show you how CrmLeaf's Project Rating module can streamline your team's work.
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