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Marketing

Survey

✳︎ Send surveys or run them live

Customer satisfaction, product feedback, certifications or live quizzes: build questionnaires with scoring and conditional questions, share by link and analyze results instantly.

ODOO MODULE✳︎
CATEGORYMarketing
Why it matters

Marketing tools love to live alone - a mailing platform here, an ad manager there, a spreadsheet gluing it together and taking credit for nothing. Survey is different because it shares a database with your CRM and your sales: it knows who actually bought, not just who clicked.

You stop guessing what customers and staff think.

That single fact changes the craft. Campaigns target real segments - customers who bought X but never saw Y - and results are measured in revenue, not opens. The marketing report and the sales report finally agree, because they are the same report.

FIG.01 — CAMPAIGN TO REVENUE
SEGMENT: BOUGHT XCLICKED → BOUGHT ✓REVENUE, NOT OPENSCAMPAIGN → CRM → SALE — ONE REPORT
Technical drawing · Marketing
How it works
the loop runs itself · tap a step to hold it
STEP 01Build with scoring and branching
STEP 02Share by link or live session
STEP 03Answers analyzed instantly
STEP 04Results feed decisions
✳︎
You stop guessing what customers and staff think.
Key capabilities
Spec sheet · 4 functions
Conditional questions and scoring
Live sessions with instant results
Certification mode with pass marks
Results analytics and export
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
A business analyst maps Survey to your real processes - most changes take hours in Studio, not weeks of code.
STEP 2Integrate
It shares one database with every other module - no connectors, no sync jobs, no double entry.
STEP 3Train✳︎
Your team learns it in the training step of our 7-step journey - with docs in your Knowledge base.
Good to know

Survey in Odoo: one module, one shared database, zero double entry.

Survey is one of the standard Odoo applications in the Marketing family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting - information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose Odoo Survey to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Survey for: conditional questions and scoring; live sessions with instant results; certification mode with pass marks; results analytics and export. Because the module is part of the Odoo platform, every action leaves a clean trail for reporting - managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Survey for companies in Switzerland, France, Germany, the EU and Armenia - including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Survey working on your own processes - on a free demo.
Book a Demo