NPS and CSAT
Run the two questions that actually get answered: a 0 to 10 recommendation score, or a satisfaction rating after an interaction. Both with an optional comment.
Run NPS and CSAT surveys from the CRM and send them by link, email, Telegram or WhatsApp. Every score lands on the contact record next to the deals, the tickets and the conversation history, so a detractor is a person you can open rather than a number in a chart.
How likely are you to recommend us to a colleague?
A survey product tells you the score. A survey inside the CRM tells you who gave it, what they bought, who answered their last ticket and what to do about it.
Run the two questions that actually get answered: a 0 to 10 recommendation score, or a satisfaction rating after an interaction. Both with an optional comment.
Deliver by shareable link, by email, or straight into a Telegram or WhatsApp conversation. Response rates follow the channel the customer already uses, not the one you prefer.
Every response attaches to the contact, so a low score sits next to the deal, the invoice, the support tickets and the whole conversation history rather than in a separate dashboard.
Pick the contacts to survey from the CRM you already segment with: tags, pipeline stage, lifecycle. You are not exporting a list to paste into another product.
Promoters, passives and detractors are split the standard way and the NPS is calculated from them, so the number you report is the number everybody else means by NPS.
The live chat widget can ask for a rating when a chat ends, and the result is recorded against the same contact as everything else.
A ticket carries its own satisfaction rating, so support quality is reported next to first reply time and resolution time rather than guessed at.
A bad score is a contact record. Assign it, tag it, open a ticket, put it in a sequence or just message the person on the channel they answered from.
Enrol the people who answered in a paced sequence: a thank-you to promoters, a real conversation with detractors, all from the same workspace.
NPS asks one question: how likely somebody is to recommend you, on a scale of 0 to 10. CSAT asks how satisfied they were with a specific interaction. Both are useful because they are short enough to be answered, and both are nearly useless when the answer arrives detached from the person who gave it.
That detachment is the normal state of affairs. The survey tool holds the scores, the CRM holds the customers, and the two are joined once a quarter by somebody exporting a spreadsheet. Running the survey from the CRM removes that step: the score is already on the contact when it arrives.
Responses split into promoters, passives and detractors on the standard bands, and NPS is the percentage of promoters minus the percentage of detractors. The result runs from -100 to +100.
We compute it the standard way on purpose. A vendor with its own creative definition of NPS produces a number that cannot be compared to anything, which defeats the reason to track it at all.
A detractor stops being a bar on a chart. You can see what they bought, what they last complained about, who answered it, how long it took and whether the invoice is still unpaid. The follow-up writes itself, and it happens on the channel they already use.
It works in the other direction too. A promoter with an open deal is a case study, a referral and a review request in the same record, and every one of those is a conversation the team can start from the inbox they are already in.
Surveys start on Pro at $24.99 a month with 500 responses a month; Business at $99 has no response cap. They are not part of the Free plan. Chat ratings on the live chat widget and satisfaction ratings on support tickets follow their own features.
Surveys are included from Pro, with 500 responses a month.
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