41.18

v 10.0 v 11.0 v 12.0 Third Party 2
Required Apps CRM (crm)
Surveys (survey)
Lines of code 190
Technical Name sh_crm_customer_survey
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 14.0 v 10.0 v 11.0 v 13.0
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Required Apps CRM (crm)
Surveys (survey)
Lines of code 190
Technical Name sh_crm_customer_survey
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 14.0 v 10.0 v 11.0 v 13.0
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Enterprise Community Odoo.sh

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(lead/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.

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 12.0.1 | Released on : 8 April 2021

  • Initial Release.
  • Yes, we provide free support for 90 days.

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