Surveys

Section: Operations
URL: /admin/surveys
Page title: Surveys

Overview

The Surveys module lets you create questionnaires, send them to clients or leads, and analyse responses. Surveys support multiple question types and can be scheduled for automatic delivery via cron-based sending.

Business value

Captures structured customer feedback at scale — NPS, CSAT, product feedback, renewal intent — without leaving the CRM. Responses are linked to client records for context.

• Who uses it: Customer success, marketing, product, sales
• Key benefit: Turns qualitative feedback into measurable data tied to specific accounts and segments.
• Metrics it influences: NPS, CSAT, renewal rate, feature adoption signals

Typical use cases:

• Send a post-onboarding satisfaction survey 14 days after contract signing
• Run a quarterly NPS programme to all active clients
• Collect feedback after a support ticket is resolved
• Survey leads after a product demo to gauge interest

Accessing this module

From the admin sidebar, navigate to Surveys, or open the URL directly:

/admin/surveys

List view

The list view shows all surveys with their status (draft, active, closed), response count, and creation date.

Common actions

1. Create a survey — click Add Survey, define the title, description, and expiry date.
2. Add questions — use the survey builder to add question types (text, multiple choice, rating, etc.).
3. Send to recipients — select clients or leads and send the survey link by email.
4. Schedule sending — configure automated delivery at a specific date/time.
5. View results — open a survey to see aggregate response charts and individual answers.
6. Export responses — download raw response data for external analysis.
7. Settings — configure default sender, email templates, and reminder behaviour at /admin/surveys/settings.

Client participation

Recipients receive a unique link to a public participation form (/surveys/participate/{token}). No login is required. Responses are recorded and linked to the originating client or lead record.

Source: crm-connect-main/app/modules/surveys