CRM Lead Customer Feedback | CRM Client Survey Management

by
Odoo

21.26

v 16.0 Third Party 1
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Surveys (survey)
Calendar (calendar)
Contacts (contacts)
Lines of code 608
Technical Name bi_crm_customer_survey
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 16.0 14.0 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Surveys (survey)
Calendar (calendar)
Contacts (contacts)
Lines of code 608
Technical Name bi_crm_customer_survey
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 16.0 14.0 15.0

Manage CRM Customer Surveys Odoo Apps

CRM Lead Survey Management Odoo Apps

User Feedback for CRM Pipeline Odoo Apps

Customer Review in CRM Opportunity Odoo Apps

Customer Survey Management Odoo App offers users a complete platform for gathering feedback across diverse markets. With CRM Settings, users can choose survey forms and conveniently access survey print views directly from the CRM interface. This Odoo app process empowers employees to visit customers, ask relevant questions, and independently input responses on the survey forms, all without requiring the direct involvement of the customer. Also, this app facilitates efficient communication by enabling employees to email the survey forms directly to specific customers, enhancing the overall survey management experience.

Features

Set Default Survey in CRM

User can set default survey in CRM.

Customer Survey in CRM

User can easy to manage customer surveys in the CRM.

Print Survey Form in CRM.

User can easy to print survey form in the CRM.

Resume Postponed Survey Form

User can easy to resume survey form.

Survey Configuration in CRM

Go to CRM -> Configuration -> Settings in that user can set default survey form.

Default Survey Form in CRM

User can see default survey form automatically set in CRM which are selected from CRM Configuration .

Survey Smart Button in CRM

User can use smart button of 'Start Survey' to start the survey, 'Print Survey' to print the survey, 'Share and Invite by Email' to share the survey and send by email and 'View Result' to view the survey results.

Smart Button of "Start Survey" in Feedback Form

Submit Survey of Feedback Form

Survey Answer in CRM

User can view the survey answer under 'Survey Answer' tab in CRM pipeline.

Show Survey Result of Feedback Form

Printed Feedback Form Survey

Share the Survey and Invite by Email

User have option to share the public web link to your audience.

User have option to share the email the public web link to your audience.

User have option to send the private invitation to audience.

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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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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