SurveyFlow – Multi-Step Survey & Form Builder for Perfex CRM

Description

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Build Professional Multi-Step Surveys Inside Perfex CRM

SurveyFlow turns Perfex CRM into a complete survey workspace. Instead of relying on separate form tools, you can design, send and review feedback forms in the same system where your staff, leads, clients and project contacts already live. The result is a smoother collection process and clearer insight into what people really think.

A Drag-and-Drop Builder That Keeps Surveys Organised

The builder uses a modern three-column layout. Drag fields from the palette into a survey page, reorder questions with a few clicks, and move questions between pages when a flow needs restructuring. Each field also has its own settings panel, so you can add descriptions, helpful guidance text and mark a question as required.

Question Types for Different Kinds of Feedback

• Short text — for brief, focused answers.
• Long text — for detailed, open-ended responses.
• Multiple choice, single selection — when respondents should choose one option.
• Multiple choice, multiple selections — when more than one answer makes sense.
• Star and score ratings — for measuring satisfaction and opinion quickly.

Multi-Step Surveys With a Better Respondent Experience

Surveys can run across unlimited pages or steps, so long questionnaires stay manageable rather than overwhelming. Respondents move through one focused section at a time, which helps completion and keeps answers more thoughtful.

Reach the Right Audience From Perfex Records

• Staff — selected staff members or all active staff.
• Leads — selected leads, all active leads, or leads filtered by status or tag.
• Clients — selected client contacts, all active contacts, or contacts filtered by customer group.
• Project participants — active customer contacts and staff assigned to specific projects.
• Manual list — names, email addresses and phone numbers entered directly for targeted outreach.

Works With Your Existing Email and SMS Setup

SurveyFlow connects to the email configuration and SMS gateway already used by Perfex CRM. That avoids setting up a separate SMTP account or an extra SMS API just to send surveys.

Practical Uses

• Customer feedback — learn how clients view their experience and where service can improve.
• Staff surveys — check engagement and satisfaction inside your organisation.
• Project feedback — track progress and spot challenges from project participants.
• Lead qualification — gather key details and gauge interest before the next sales step.

Good to Know

SurveyFlow is built for businesses of all sizes that already use Perfex CRM and want a straightforward way to create polished surveys and feedback forms. It is compatible with the latest version of Perfex CRM, setup is straightforward with documentation included, and a valid Perfex CRM licence is required to use it.