CRM Survey Integration | Stage-Based Lead Feedback & Customer Survey Management

CRM Surveys | Stage-Based Lead Feedback | Quick Survey Sharing from CRM

Description:

This module extends your custom CRM workflow in Odoo by integrating survey dispatch directly into your CRM pages. By default, if you want to send a survey to a CRM customer, you have to navigate to the survey app, then open the share wizard, then select the customer, and then send. But with this module, you can share the survey with the customer with just a simple click, directly from the CRM form.

Purpose of the Module:

The purpose of this module is to provide sales teams with clear survey tools directly from the CRM form. By integrating a backend survey configuration into the pipeline stages, users can send, track, and manage feedback without leaving the CRM.

This helps organizations provide better customer support, optimize the sales process, prevent data loss, and improve overall sales efficiency by ensuring that CRM feedback is highly organized and clear.

Main Features

• One Click Survey Sending:
  • Integrates direct survey dispatch into individual CRM pages. A clean send button is displayed alongside every valid CRM record, providing instant access to customer feedback tools.
• Stage Based Configuration:
  • Automatically links default surveys directly to the pipeline stage using a simple backend menu.
• Smart Tracking Button:
  • Applies intelligent tracking across the CRM to accurately count completed surveys, preventing lost data and scattered responses.
• Dynamic Button Visibility:
  • Dynamically adjusts button visibility based on the selected stage and previous survey sends, ensuring you only send surveys when needed.
• Direct CRM Linking:
  • Click the smart button to view comprehensive details, including specific answers and participant scores, linked neatly to the original opportunity.
• Bypass Default Wizard:
  • Provides a convenient shortcut to send surveys exactly how you want them, enabling you to skip extra popups.
• Enhanced Sales Support:
  • Empowers sales teams with clear feedback at the closing stage, helping reduce lost deals, avoid confusion, and improve overall sales efficiency.
• Seamless User Experience:
  • Maintains the native Odoo CRM interface and behavior, ensuring users can manage details easily on both mobile and desktop screens.
• Detailed Visuals for Better Understanding:
  • Explore the screenshots below to see the survey layout in action. You will see the smart buttons, the stage configuration, and the clean backend setup.

Scope of the Module

The CRM Survey module extends the sales process by incorporating specific survey functionality directly into CRM pages. It provides clear feedback insights, enabling sales teams to evaluate customer details before closing a deal.

Module Scope Includes:

• Information Visibility:
  • Display specific survey counts and feedback information directly on CRM pages.
  • Show completed answers neatly tucked into a clean layout.
  • Provide access to a backend configuration menu from the pipeline stage.
  • Show formatted survey records neatly tucked into a clean layout.
• Decision Support:
  • Enable sales teams to analyze client feedback before moving CRM records forward.
  • Support better decision making for pipeline management.
• Sales Control:
  • Improve team experience by providing clear tools during the sales process.
  • Reduce manual data entry by identifying common answers before closing.
  • Help prevent lost opportunities through clear information.
  • Maintain consistency with standard Odoo CRM design and user experience.

Business Benefits:

• Efficiency:
  • Enhanced CRM feedback management.
  • More informed and confident sales decisions.
• Optimization:
  • Improved sales conversion rates.
  • Reduced manual entry volume and user confusion.
  • Better visibility into specific pipeline details.

Supported Business Verticals / Industries

The CRM Survey module is designed for organizations that manage their CRM online and need to collect specific customer information across different stages.

• Software and Technology:
  • Manage specific questions for software implementation and client requirements, ensuring users understand project scope before purchasing.
• Manufacturing and Production:
  • Support custom order details, equipment requirements, and operational questions with clear answers on the CRM page.
• Professional Consulting:
  • Track client expectations, project compatibility details, and onboarding answers to prevent delays and improve customer understanding.
• Real Estate and Property:
  • Manage property requirements, buyer preferences, and budget rules while maximizing agent clarity.
• Healthcare and Clinics:
  • Control details of patient inquiries, intake forms, and health requirements to ensure staff have exact medical information.
• Automotive and Parts:
  • Improve sales decisions by providing specific vehicle preferences, finance rules, and trade in details across the CRM.
• And Many More Businesses:
  • Many more businesses can use it to provide clear answers and improve the sales experience for any type of service.

Survey Button Visibility & Default Survey Configuration

Open the CRM stage settings to enable the send button and select a default survey that will automatically link to CRM records in this stage.

Survey Dashboard (Odoo Standard)

View your complete list of active surveys and monitor total questions and completed answers in one simple screen.

Detailed Survey Question Configuration (Odoo Standard)

Open any survey record to add specific questions and define the exact answer format you need to collect customer details.

Example 1: Manual Survey Assignment and Dispatch

Select CRM Record from Pipeline for Manual Survey (Odoo Standard)

Click on a specific CRM record in the early pipeline stage to manually assign and send a custom assessment.

Manual Survey Assignment on CRM Form

Open the CRM record and manually select the desired survey from the dropdown before clicking the send button at the top.

Manual Survey Dispatch Confirmation

Check the chatter log to confirm that your manually selected survey was successfully emailed to the client.

Customer Assessment Survey Email Sent (Odoo Standard)

The system generates an email with a direct link so the client can participate in the site assessment.

Start Site Assessment Screen (Odoo Standard)

The client clicks the link in their email to access the assessment page and begin providing site details.

Selecting Zoning Classification (Odoo Standard)

The client chooses the correct industrial zoning option and clicks continue to proceed with the assessment.

Providing Estimated Square Footage (Odoo Standard)

The client selects the expected size of their project to help the sales team understand the scale of the build.

Confirming Demolition Requirements (Odoo Standard)

The client indicates if any existing structures need full or partial removal before construction can begin.

Submitting Environmental Challenges (Odoo Standard)

The client types specific environmental details into the text box and clicks submit to finalize their assessment.

Assessment Completion Thank You Message (Odoo Standard)

A clear confirmation screen appears to let the client know their site assessment answers were submitted successfully.

Review Survey from Smart Button

Open the CRM form again and click the Surveys smart button at the top to instantly review the submitted site assessment.

Detailed Assessment Survey Answers View (Odoo Standard)

See the exact environmental and zoning answers provided by your client directly inside the CRM to accurately draft the construction proposal.

Example 2: Change and Assign Custom Survey from CRM Record

Select CRM Record from Pipeline to Assign Custom Survey (Odoo Standard)

Click on any CRM record in the qualified stage to manually change the default survey before sending it to the client.

Change and Select Custom Survey on CRM Form

Open the CRM record, remove the default survey, manually select the custom manufacturing survey from the list, and click send.

Custom Survey Dispatch Confirmation in Chatter

Check the chatter log at the bottom to verify that your newly selected custom survey was successfully emailed to the client.

Customer Survey Email with Custom Subject (Odoo Standard)

The system automatically generates and sends an email to the client with a direct link to the custom manufacturing survey.

Start Custom Manufacturing Survey Screen (Odoo Standard)

The client clicks the link provided in the email to open the survey page and begin answering the custom questions.

Providing Manufacturing Material Choice (Odoo Standard)

The client selects the specific material required for their project to help the engineering team determine material costs.

Selecting Precise Tolerance Levels (Odoo Standard)

The client chooses their expected machining tolerance to ensure the final parts meet their strict technical requirements.

Confirming Total Expected Batch Size (Odoo Standard)

The client selects their estimated production volume to help the sales team calculate accurate bulk pricing.

Submitting Intended Part Application (Odoo Standard)

The client types a brief description of how the part will be used and clicks submit to send the details to the CRM.

Custom Survey Completion Thank You Message (Odoo Standard)

A simple confirmation screen appears to let the client know their specific manufacturing requirements were submitted successfully.

Review Custom Survey from Smart Button

Open the CRM form and click the Surveys smart button at the top to instantly review the client's custom manufacturing answers.

Detailed Custom Survey Answers View (Odoo Standard)

See the exact technical specifications and batch size provided by your client directly inside the CRM to prepare an accurate manufacturing quote

Example 3: Select Record from CRM Pipeline (Odoo Standard)

Click on any CRM record from your pipeline to open the detailed view and manage customer requirements.

CRM Form with Default Survey

Open the CRM form to see the default survey automatically selected based on the current stage and click the Send Survey button.

Survey Dispatch Confirmation

Check the chatter at the bottom of the CRM record to verify that the survey email was sent directly to the customer.

Customer Survey Email (Odoo Standard)

The system automatically sends a simple email to your customer with a direct link to start the survey.

Start Survey Screen (Odoo Standard)

Customers can click the link in their email to open the survey page and begin answering your questions.

Customer Answering Questions (Odoo Standard)

The customer selects their timeline choice and clicks continue to move to the next question.

Providing Project Details (Odoo Standard)

Customers can easily pick their project budget from the given options to help your sales team understand their needs.

Submitting Survey Answers (Odoo Standard)

After filling in the final text details, the customer clicks the submit button to send their feedback back to your CRM.

Survey Completion Message (Odoo Standard)

A simple thank you message appears once the customer successfully finishes the survey.

Review Survey from Smart Button

Open the CRM form again and click the Surveys smart button at the top to instantly review the customer answers.

Detailed Survey Answers View (Odoo Standard)

See the exact answers provided by your customer directly inside the CRM to better understand their project needs.

Example 4: Select Proposition Record from CRM Pipeline (Odoo Standard)

Click on any CRM record from the proposition stage to review the proposal details and send a feedback form.

CRM Form with Proposal Feedback Survey

Open the CRM record to see the post proposal feedback survey selected by default and click the Send Survey button.

Survey Dispatch Confirmation in Chatter

Check the chatter at the bottom to confirm that the feedback survey was sent directly to your client.

Customer Proposal Survey Email (Odoo Standard)

The system sends an email to the client with a clear subject and a direct link to open the feedback form.

Start Proposal Feedback Screen (Odoo Standard)

Clients click the link in their email to open the feedback page and start answering the questions.

Customer Answering Proposal Questions (Odoo Standard)

The client selects how well the proposal matches their needs and clicks continue to proceed.

Submitting Technical Questions (Odoo Standard)

The client types any remaining technical questions they have and clicks submit to send the feedback to the CRM.

Survey Completion Thank You Message (Odoo Standard)

A clean thank you screen appears to confirm that the client has successfully finished the proposal survey.

Review Survey from Smart Button

Open the CRM form again and click the Surveys smart button at the top to instantly review the customer answers.

Review Feedback Answers in CRM (Odoo Standard)

Open the CRM record and view the completed answers directly inside the system to understand what the client needs to close the deal.

Contact / Support
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