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User Guide › MetriCRM

Customer satisfaction surveys

Ask customers how you did and see scores on their records.

For: Admins

Steps

  1. 1Go to Settings → Surveys and select New survey.
  2. 2Choose CSAT, NPS or CES and write the question in each language.
  3. 3Choose when it is sent and how often a customer may be asked.
  4. 4Activate it. Surveys are emailed through your own mailbox with a single-use link.
  5. 5Scores appear on the account and contact pages; low scores can create a follow-up task.

Related guides

  • Accounts and contactsCreate customer records, link people to companies and assign account managers.
  • The 360° customer pageEverything about a customer on one page: timeline, notes, tasks and AI summary.
  • Tasks and My workPlan follow-ups with due dates, reminders and repeats.
  • Knowledge base articlesWrite answers once, translate them and publish to your team or customers.

Still need help? Contact support

On this pageStepsRelated guides