CRM Survey Management
Customer Surveys are a method of getting consumer feedback to help companies measure satisfaction, perform market research. Our module will provide a customer survey from the CRM(opportunity/pipeline). We provide two different ways to manage surveys first is just send a survey form on customer's emails and filled by customer and the second way is the employee will visit the customer and ask survey questions answers will be filled by the employee of the company on behalf of the customer. One more important feature is easy to pause and resume the incomplete survey form.
Select survey form in the pipeline. You can use the smart buttons like 'Start Survey','Print Survey', 'Share and Invite by Email', 'View Results' as per needs.
When you press the 'Start Survey' smart button it opens a survey that looks like this.
After clicking the smart 'Print Survey' button you can see the view as like the below.
After clicking the smart 'Share and Invite by Email' button you can see the view as like the below.
After clicking the smart 'View Result' button you can see the view as like the below.
In the 'Survey Answers' tab, you can see the list of the survey which is sent through email and fill manually. As you can see the list of the survey through emails with answer type, status, and three buttons 'View', 'Resume Survey', 'Print These Answers'.
After clicking the 'Resume Survey' into the line you can resume that survey.
After clicking the 'Print These Answer' into the line you can print the survey.
You can set default survey form from the configuration.
The survey form default selected based on the configuration.
Version 16.0.1 | Released on : 28th October 2022
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas).
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.