39.52

v 15.0 Third Party 11
Required Apps CRM (crm)
Surveys (survey)
Lines of code 274
Technical Name sh_crm_customer_survey
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 13.0 v 12.0 v 10.0 v 14.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Surveys (survey)
Lines of code 274
Technical Name sh_crm_customer_survey
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 13.0 v 12.0 v 10.0 v 14.0
logo
Community Enterprise Odoo.sh

CRM Survey Management

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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.

Hot Features

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Customer Survey From CRM
Resume Postponed Survey Form
Print Survey Form From CRM

Features

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  • 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 15.0.1 | Released on : 10 October 2021

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

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We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish Chinese French

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