Two Survey Types
Evaluation surveys (satisfaction, NPS, training/event, supplier evaluation) are score-weighted. In profiling surveys not every question is mandatory — gaps can be filled in later and the response is stored as "Partially completed".
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Module Detail
Add-onSurveys
Build satisfaction, NPS, supplier-evaluation and customer-profiling surveys and link them to your CRM records. A survey's subject (the company or deal it is about) is separate from its respondent (whoever fills it in) — so a supplier evaluation completed by your buyer still reports per supplier. An add-on that includes QR codes and no-login response links.
Key capabilities
Linked to Records, Updates the Card
In the survey definition you choose which record types it can attach to (Company, Contact, Lead, Deal, Product, Project, Employee). Map a question to a card field (Headcount, Industry, Estimated Value…) and submission opens a confirmation dialog showing exactly which fields would change — nothing is written without approval.
QR Code & No-login Link
Generate a link with an expiry date and a usage limit; the QR code is shown on screen and downloads as PNG. Whoever receives it fills the survey in without logging in. Links are listed as Active / Used / Expired and can be revoked with one click.
NPS and Per-question Analysis
The analysis screen reports total/completed/partial responses, average completion rate and duration; the NPS split (Promoter 9-10 / Passive 7-8 / Detractor 0-6) and score; and per question the response count, skip rate and average/min/max score. For open-ended answers the most frequent words are listed.
Data Quality Score
Profiling surveys add a "Data quality %" badge to the company or lead card; the score follows your question weights and combines every response collected for that record. The Missing Information analysis ranks the questions most often left blank.
Ready-made Templates & Version Lock
Seven templates (Lead Qualification/BANT, Customer Satisfaction, Supplier Evaluation, Training, Event, Customer Profile, Supplier Profile) are copied with their questions and weights. Questions lock as soon as the first response arrives — past answers keep their meaning; changes go into a "New version".
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We'll walk through the module with your own data in a free 30-minute demo. Typical onboarding takes 1-2 weeks.
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