Switch on when you need it
Ratings & Surveys
Ask every customer how it went, and see the answers next to the deal.
“I only hear how the job went when it went badly.”
Instead of: A review tool and a survey tool
Ratings & Surveys sends a rating link when a service is completed, logs every review against the customer and the rep, and gives you a survey builder for everything else, from post-sale check-ins to internal pulse surveys. Responses feed dashboards and the report builder, so a dip in a rep's ratings shows up before it becomes churn.
What you get
- Automatic rating links on service completion, by email or text
- Review log tied to customer, rep and deal
- Survey builder with branching, rating scales and free text
- Anonymous or attributed responses
- Response dashboards and CSV export
- Alerts when a rating falls below a threshold
Who tends to switch this on
- Service businesses that live on reviews and referrals
- Managers coaching reps on customer experience
- Teams running employee pulse surveys
Goes well with
People who switch on Ratings & Surveys usually switch these on too.
Team Engagement
Points for the work that matters, a leaderboard, and a rewards store.
Instead of: A recognition scheme run out of a group chat
Report Builder
Pick a category, a subcategory and the fields you want. Save it. Export it.
Instead of: Exporting everything to a spreadsheet to answer one question
Site Builder
Block-based websites on your domain, with forms that land in the CRM.
Instead of: A website builder subscription and a form service
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Ratings & Surveys with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.