$ 38.44
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Survey (survey) • Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) • Website Builder (website) |
Lines of code | 190 |
Technical Name |
sh_crm_customer_survey |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 11.0 10.0 18.0 15.0 13.0 14.0 17.0 16.0 12.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Survey (survey) • Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) • Website Builder (website) |
Lines of code | 190 |
Technical Name |
sh_crm_customer_survey |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 11.0 10.0 18.0 15.0 13.0 14.0 17.0 16.0 12.0 |
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.
Related Module
Features
- Easy to manage customer surveys from the CRM.
- Easy to share survey form to the customer by email.
- Easy to resume postponed survey form.
- Easy to print survey form from the CRM.
- Easy to track survey by status in 'Survey Answers' tab like 'Not started yet', 'Resume Survey', 'Partially Completed',' Complete'.
-
Smart Buttons,
Start Survey: Where you can start a survey manually for that customer.
Print Survey: Where you can print a blank survey form offline.
Share and Invite by Email: Where you can share the survey to related customers.
View Results: Where you can see the survey results. - Easy to Manage survey which is sent by email and also track it through the status.
- Easy to Manage all survey which is sent by email and also track it through the status in the 'Survey Answers' tab.
- In the CRM, you can see the result of all surveys in the 'View Result' smart button.
- This module saves your important time.
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.
Version 11.0.1 | Released on : 8 April 2021
- Initial Release.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 90 days.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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