// PRODUCT · SURVEYS
One question at a time. The whole story.
// Part of Cognitify CRM.
Ask in a way people actually answer: one clear question at a time, every answer saved the moment it’s given, NPS built in — and you see exactly where people stop. Because it’s part of your CRM, every completed response attaches to the client’s card, not to row 847 of a spreadsheet.
10-day free trial · No credit card · Included in every CRM plan.
You don’t lose clients loudly. You lose them quietly — one unasked question at a time.
The client who complains is a gift; the dangerous one just stops booking. Most businesses find out why months later, in an anonymous review, written for strangers. The only way to hear it earlier is to ask — and to ask in a way people actually answer.
So we built surveys that respect the person answering: no login, no wall of fields — one clear question, then the next, every answer banked the moment it’s given. More people finish, so you hear more than the angriest voices. And each response lands where it can change something — on the client’s card, next to their visits, their deals and their history. Feedback with a face, ready for the next conversation.
// what you get
Answers you can act on.
- 01
Fourteen question types
Short and long text, email, phone, number, date, single and multiple choice, dropdown, yes/no, star rating, opinion scale, statement screens — and NPS as a first-class 0–10 question with labelled ends.
- 02
Finished, not abandoned
One question per screen, a progress bar, keyboard shortcuts (Enter to advance, 1–9 to pick), and autosave on every answer. A dropped connection keeps the person on the question, not on a lost form; a reload resumes the same run.
- 03
Attached to the client, not a spreadsheet
A response with a known email or phone matches the existing person or lead — and a readable question-by-question digest lands on their timeline. New contact? A lead is created, with your tags and funnel. Anonymous mode? Then nothing touches the CRM — your call.
- 04
Verified answers when it matters
Optional one-time codes by email or SMS, per channel. The response shows a verified badge and which contact was actually proven — useful when the survey decides something.
- 05
See where they stop
Starts, completions, completion rate, median duration — and a per-question drop-off funnel with time spent on each screen. You learn which question costs you answers, not just how many you got.
- 06
Export everything
CSV or XLSX: one row per response, one column per question, with status, verification, duration and UTM. Capped, audited, yours.
// how it works
Ask on Monday, know by Friday.
- 01
Write the questions
Pick the types, set what’s required, add a welcome screen if you want one. Same design system as your forms: your palette, your logo, light or dark.
- 02
Share the link or embed it
A public link for messages and QR codes; inline, modal, slide-in or fullscreen embeds for your site. In launcher modes the survey only starts on a click — browsing your page doesn’t inflate the stats.
- 03
Read people, not percentages
Responses appear on client cards as they complete; the drop-off funnel shows where attention died; the export feeds anything fancier.
// under the hood
Part of Cognitify CRM — same builder family as Forms, same trust underneath. Tenant isolation enforced in the database (row-level security) · Answers autosaved server-side, resume built in · Optional OTP verification by email or SMS · Consent recorded as evidence, with lawful bases · Exports capped and written to the append-only audit trail.
// use cases
Where it earns its keep.
- 01
Salons, studios & clinics
- A three-question NPS after the visit, sent as a link in your follow-up message.
- Detractors surface on the client card while there’s still time to call.
- Repeat clients answer every visit — responses accumulate, nothing is overwritten.
- 02
Agencies & consultants
- Project debriefs and quarterly check-ins, attached to the account’s history.
- Verified answers when the respondent matters.
- The next renewal conversation starts from what they actually said.
- 03
Courses & communities
- Module-by-module feedback with a visible drop-off funnel.
- A statement screen to set context, a scale to measure it.
- XLSX export for the curriculum meeting.
// questions
Questions, answered.
- Is there branching or skip logic?
- Not yet — v1 is deliberately linear, and we’d rather say so than sell you “smart logic” that isn’t there. What you do get today: required flags, choice limits, statement screens for context, and per-question drop-off so you can see what to cut.
- Can the same person answer twice?
- Yes — by design. A form rejects the duplicate; a survey welcomes it and attaches it to the same client. Feedback in March and feedback in June are both worth having.
- Can surveys be anonymous?
- Fully. Set identity to “none” and the survey collects no contact and writes nothing to the CRM — you get the responses, the respondents keep their privacy.
- What analytics do I get?
- Completion rate, median duration, per-question drop-off and dwell time, per-response detail with verification — plus the CSV/XLSX export. We show you honest counts, not decorated dashboards.
// pricing
Included in every CRM plan.
Surveys aren’t a separate subscription. If you use Cognitify CRM, your surveys — hosting, embeds, verification and all — are already included.