Reporting & Analytics
Store CSAT and NPS responses as structured Activities on the record (with scores, comments, and dates) for trend reporting and account reviews.
Survey results are filed as structured, searchable Activities rather than free-text notes. Scores, comments, and dates are stored in consistent fields so they're available for trend analysis, account health reporting, and QBR preparation without manual aggregation.
Every automation is adapted to your rules and run by our team.
