C12 // Customer Journey CRM · Advocacy

Review, referral and community engines for brokerage growth loops.

Trustpilot orchestration, referral engines and community / Telegram automation — the flywheel layer that turns happy clients into acquisition.

For firms that know their best acquisition channel is a client who talks — but currently ask for reviews by accident and referrals by hope.

The Problem

Why firms come to us for this.

01
Reviews are begged, not orchestrated

A support agent asks for a review at a random moment; the good moments are never captured.

02
Referrals are a landing page

There's a page with a code; nobody uses it; nobody remembers it exists.

03
Communities run themselves

Telegram and Discord channels are alive; you have zero signal on them.

Anatomy

What we actually build for you.

Every engagement is bespoke — but the underlying architecture follows the same layered pattern. Owned by you, deployed on your infrastructure.

L05Advocacy dashboards
L04Review + referral orchestration
L03Community ingestion + AI summary
L02Payout / reward pipeline
L01Customer graph
Capabilities

What ships in the box.

Review orchestration

Structured Trustpilot / Google review programs triggered on genuinely positive client moments.

Referral engines

Multi-tier referral programmes with tracking, attribution, payout and adviser hand-off.

Community intelligence

AI-summarised signal from your Telegram, Discord and social communities — sentiment, topics, VIPs.

Advocacy scoring

Which clients are most likely to advocate — and what to ask of them, when.

Content amplification loops

Programmatic distribution of client wins and case studies into paid, organic and referral loops.

Fraud-safe rewards

Referral fraud detection tied into the fraud + AML stack.

Integrates with
TrustpilotGoogle ReviewsTelegramDiscordXinternal CRMpayment rails
Talk to Us

Scoping a build for a brokerage, wealth firm or fintech?

We take a small number of new engagements each quarter. Send a two-line brief and we'll respond within 48 hours.