crm_survey_quick_action

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.

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.

Check App Here

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