Camille LaurentEmployee
- See the clients you're assigned to
- Read their answers as they come in
- Get an email when a client answers
Talent
Client survey: Ask your clients how you're doing — no login needed.
Send short satisfaction surveys to the clients you serve, by email, and keep every answer on the client's page — with the team members who serve each client told when they answer.
Step 1 of 2
Your clients, in one list
Each client with its location, its contact, the surveys sent and the last answer.
Your clients, in one list. Each client with its location, its contact, the surveys sent and the last answer.
Product screens with sample data. Click the dot to move on.
Also in Client survey
The rest of Client survey
What the tour doesn't show.
Import from Excel
Bring your client list in from an Excel file, with a report of what was created, updated or skipped.
Send to many at once
Send one template to several clients; those still waiting on the same survey are skipped.
Told when they answer
The team members on a client get an email with the overall rating as soon as it answers.
Excel exports
Export the surveys and their answers, or the client list.
English or French
The email and the answer page are in English or French.
Answered on any device
Clients open the link and answer on a phone, a tablet or a computer.
By role
One tool, every seat
Camille Laurent
Maxime RousseauManager
- Send a survey to one client or many
- Follow what's sent, answered and pending
- Export the answers to Excel
Sarah DuboisHR and admins
- Keep the client list, or import it from Excel
- Build the survey templates
- Assign team members to each client
Why it matters
- 01
Every client's satisfaction history, in one place.
- 02
The people who serve a client hear what that client says.
- 03
Clients answer in a minute, with no account to create.
Documentation
Client survey guides
Step-by-step documentation for everything you can do in Client survey, for employees, managers and admins.
All 12 Client survey guides- Client survey overviewWhat Client survey is, how satisfaction surveys reach external clients by email, the dashboard, statuses and who can do what.4 min read
- Manage clientsAdd, import, edit, deactivate and export the client sites that receive client surveys, and assign company members with roles to each client.5 min read
- Create a client survey templateCreate, edit, preview, duplicate, delete and restore the questionnaires sent to clients, with Rating, Yes/No and Open questions and the Global rating.3 min read
- Send a client surveySend a satisfaction survey to one client or to many clients at once, what the client receives, and how they answer from the public link.4 min read
- Read client survey resultsRead a client's answers, follow figures on the dashboard, find a client's survey history and export client survey data to Excel.3 min read
See Client survey in action.
Book a live demo and we'll tailor the walkthrough to how your team would use Client survey.
Book a demo