How it Works
CLIENTpulse automates the tedious task of collecting ongoing feedback from your clients
1. Simply add your clients
Either upload your clients or manually enter them.
2. We survey and collect responses
We create smart surveys, send reminders, and collect responses. Review insights in a clean and simple way.
3. You review and take action
Sort and segment responses to easily spot trends and prioritize at-risk clients to reach out to.
Key Features and Benefits
- Easily add clients
- Import clients via CSV from popular services such as Salesforce or QuickBooks or add your clients manually.
- Turnkey and custom questions
- We take care of the wording and grammar to make sure questions are as objective as possible, or you can customize your own questions.
- Clear benchmarks
- Since questions are consistent, we’re able to provide benchmarks to highlight how you’re performing against others.
- Streamlined reminders
- No need to hunt and peck to see who didn't respond when it's time to send reminder emails. We automatically send reminders only to clients that haven’t responded one and two weeks later.
- Mobile friendly
- Both our surveys and our results dashboards are mobile friendly so they are easily accessible via phone, tablet or desktop.
- Sort responses
- Responses can be overwhelming unless you’re able to easily analyze them. We enable you to sort response by client happiness to prioritize actions.
- Segment clients
- You may have different segments of clients based on size (like Small, Medium, Large) or based on products (like TINYpulse and CLIENTpulse). We enable you to easily segment your clients and filter responses to quickly identify trends and opportunities.