• CRM Survey Management
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  • About Module


    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


    • 1) Easy to manage customer surveys from the CRM.
    • 2) Easy to share survey form to the customer by email.
    • 3) Easy to resume postponed survey form.
    • 4) Easy to print survey form from the CRM.
    • 5) Easy to track survey by status in 'Survey Answers' tab like 'Not started yet', 'Resume Survey', 'Partially Completed',' Complete'.

    • 6) 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.

    • 7) Easy to Manage survey which is sent by email and also track it through the status.
    • 8) Easy to Manage all survey which is sent by email and also track it through the status in the 'Survey Answers' tab.
    • 9) In the CRM, you can see the result of all surveys in the 'View Result' smart button.
    • 10) This module saves your important time.

    Versions


    • v14.0
    • v13.0
    • v12.0
    • v11.0
    • v10.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_crm_customer_survey’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_crm_customer_survey’.

    7) Click on ‘Install’ to install it.

    Support

    You will get free support and assistance in case of any issues