Turn survey feedback into CRM action
Run NPS, CSAT, and product-feedback campaigns straight from your CRM contacts, leads, and opportunities — then automate follow-ups, reminders, and analytics on every response, all inside Odoo.
The problem
Feedback about a deal usually lives in a separate survey tool, so the sales team never sees the response next to the account. A detractor signal, a churn-risk comment, or a happy customer worth an upsell all arrive in a different silo — and by the time anyone exports and re-matches the data, the moment to act on it has passed.
The solution
CRM Survey Management sends NPS, CSAT, and product-feedback surveys straight from a contact, lead, or opportunity, and every response lands back on that same CRM record. Follow-up rules turn a detractor into a scheduled activity or a promoter into a tagged contact automatically — no exporting, no re-matching, no missed signal.
Everything you need to close the feedback loop
Every capability below is implemented in the module.
CRM-Native Survey Campaigns
Launch NPS, CSAT, or product-feedback surveys directly against contacts, leads, and opportunities, reusing Odoo's own survey builder for the questions.
Guided Creation Wizard
A single step-by-step wizard walks you from template to targets to a live campaign, replacing manual configuration with plain-language fields and sensible defaults.
Pre-Built NPS, CSAT & Product Templates
Launch a standard survey in minutes from three ready-made templates instead of designing every question from scratch.
Responses On The CRM Record
Every reply is visible directly on the contact, lead, or opportunity via a Feedback smart button — no separate results screen to check.
Automated Follow-Up Rules
Trigger an activity, a new lead, a note, or a contact tag automatically the moment a response completes, based on score or NPS category.
Automatic Reminders For Non-Respondents
Configurable reminder emails nudge people who have not answered, up to a maximum you control, without any manual chasing.
Response-Rate & NPS Dashboard
Kanban and list views surface participant counts, response rate, NPS score, and promoter/passive/detractor splits per campaign at a glance.
Pivot & Graph Analytics
Cross-tab and chart survey results by campaign, score, and NPS category to spot trends and detractor spikes.
Conditional Question Logic
Templates use answer-based branching so respondents only see the follow-up questions that are relevant to their previous answer.
How it works
Pick A Template
Choose NPS, CSAT, or Product Feedback in the guided wizard, or start from a blank survey.
Target CRM Records
Select the contacts, leads, or opportunities to survey directly from your pipeline.
Launch & Track
Send invitations, monitor open and completion rates, and let reminders chase non-respondents automatically.
Act On Responses
Follow-up rules schedule activities, create leads, or tag contacts the moment feedback comes in.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It builds a CRM campaign layer on top of the native Survey module, reusing its question builder and public answering flow, so you get CRM targeting and automation without losing any native survey functionality.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
CRM Survey Management
NPS, CSAT, and product-feedback campaigns run directly on CRM contacts and leads, with responses on the record, automated follow-up rules, and a response-rate dashboard.
Buy on Odoo App Store