CRM-NG

Surveys

Know why clients stay, why they leave, and what would win the next one.

Ticket ratings, a quarterly NPS and 95 ready-made business surveys, scored, followed up, and sent at the right moment by your workflows.

Download CRM-NGAll products and modules
  • 95 ready-made surveys
  • Scored good, watch or at risk
  • Follow-ups on poor answers
  • Workflows send them at the right moment
  • Anonymous staff surveys
Surveys: your surveys with their answers and scores, and the library of 95 ready-made ones.
Surveys: your surveys with their answers and scores, and the library of 95 ready-made ones.

Why it matters

Most businesses only find out a client was unhappy when they leave, and only find out why they lost a deal by guessing. A yearly survey sent from another tool tells you little and lands at the wrong time, and the answers never reach the client's record.

  • Problems caught early

    A poor answer becomes a task or ticket for the owner the same day.

  • Learn why you win and lose

    Ask lost and won clients what decided it, and see the pattern over time.

  • Answers on the record

    Every answer sits with the client, and can feed their health score.

How it works

  1. Pick a survey

    Start from the library and make your own copy, or build one from scratch.

  2. Send it

    To clients, chosen staff, or anyone with a link, or let a workflow send it at the right moment.

  3. Act on the answers

    See the scores and averages, and follow up on anything at risk.

What Surveys does

Any business that wants to keep clients longer and understand why it wins and loses work.

  • A library of 95 surveys

    Customer experience, retention, sales, products, people, operations, strategy, website, IT and security, and events.

    • The ten most useful starred
    • Use this makes your own editable copy

  • Ticket ratings and NPS

    A rating when a ticket closes and a quarterly NPS question, built in.

    • Low ratings flagged for review

  • Scored answers

    Each answer is scored from 0 to 100 and marked good, watch or at risk.

    • Ratings, agree, 0-10, effort, yes/no, choices, numbers and text

  • Follow-ups

    An at-risk answer can create a task or ticket for the owner.

    • Answers about a deal are logged on the deal

  • Growth and retention workflows

    Ready-made workflows ask the right question at the right time.

    • Why a deal was lost or won
    • How new clients found you
    • Why a client left

  • Staff surveys

    Engagement, eNPS and exit surveys, to everyone or chosen teams, anonymous when you want.

    • Results by department

Who it is for

  • An IT provider / MSP

    Ticket ratings after every fix, a quarterly NPS and a churn-risk check when a client goes quiet.

  • A professional-services firm

    Ask clients after each engagement what to do better.

  • A trades or field business

    A quick rating after each job and a referral question for happy customers.

Works with the rest of CRM-NG

  • Workflow

    Workflows send a survey when a deal is lost, a client leaves or their health slips.

  • Client Health

    Survey answers can feed each client's health score.

  • Sales

    Answers to a survey about a deal are logged on that deal.

Questions

Will clients be asked twice?

No. Someone with an unanswered invitation isn't asked again, and people who opted out are skipped.

Can staff answer anonymously?

Yes, staff surveys can be anonymous.

Can we change the questions?

Yes. Every library survey becomes your own copy to edit.

Can we share a public link?

Yes, a survey can be answered by anyone with its link.

See Surveys running on your own data.

Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.

Download CRM-NG