| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Surveys (survey) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 238 |
| Technical Name |
eg_crm_customer_survey_form |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Surveys (survey) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 238 |
| Technical Name |
eg_crm_customer_survey_form |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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CRM Survey Management
CRM Survey Management enables seamless integration of customer feedback directly within your Odoo CRM. This module allows you to create, distribute, and manage surveys from the CRM interface, facilitating enhanced customer engagement and data collection.
Features
Screenshots
Support
Service
Features
Default Survey Form Setup
You can set a default survey form that will automatically be linked with CRM records (leads/opportunities).
Customer Survey from CRM
From a CRM record, you can initiate a survey that is tied to the customer or opportunity. Odoo Apps Store Detail: Allows sales teams to collect feedback directly in the CRM workflow without switching modules.
Resume Postponed Survey Form
Partial or interrupted surveys can be resumed later.Useful if a customer couldnât complete the survey in one go; survey progress is saved and tracked.
Print Survey Form from CRM
Ability to print a survey form (blank or partially filled) directly from the CRM record.Ideal for field teams who might fill the survey offline or manually before uploading responses.
View Results Directly in CRM
From a CRM record you can click a View Results smart button to see survey outcomes.Sales or account managers can see feedback linked to that particular lead or customer conveniently.
Screenshot
1) Survey Features in CRM
Here, in CRM form user can see Survey Start button, Share button, Print button, View result button, default
2) Survey Start Button
Start Survey from CRM Lead. User can start Survey directly from Lead in single click.
3) Survey Started
After clicking Start survey button, Survey form will open.
4) Share Survey Button
User can share survey form vai mail directly from CRM lead.
5) Survey URL Send by Mail
After clicking share survey button a popup form will open and user can share survey directly from there.
6) Print Survey Option
Print survey option in crm lead form. user can print survey direclty from Lead by clicking Print survey button.
7) Print Survey Form
After clicking Print Survey a form view will be open and user can print survey directly from there.
8) View Result Button
User can check result by clicking View Result button.
9) Result View
Here is the Result View of Survey.
10) Resume Button
User can continue Partially filled survey by clicking on Resume button.
11) Continued Survey Form
Here is the continued form opens when user click on Resume button.
12) Print Survey of Particular Customer
User can print Survey form of specific customer from Survey Lines
13) Survey Form of Single Customer
Particular customers survey form.
14) View Survey Button
User can view attended survey form by clicking View button.
15) Customers Survey Popup View
When user can click view button the popup view
16) Default Survey In Lead
Admin can set default survey form in lead. so when user creates lead this survey form will be automatically assigned in lead.
17) Default Survey Assigned
Here is the default survey form assigned while createing new lead.
User Guide
Teams
team@inkerp.com
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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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