CasperPortalFeature · Manage & grow
Customer survey software that asks for feedback after every job
Customer survey software lets you ask customers questions and collect their answers in one place. In CasperPortal, you build a survey, send it by SMS or email automatically after a service or appointment, and the responses are saved to each customer's contact record so you can act on them.
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What you can do with Customer Surveys
Build a simple survey
Create a short set of questions about service quality, what the customer needs next, or how they found you.
Send automatically after service
Trigger a survey by SMS or email right after a service is completed or an appointment ends.
Answers saved to the contact
Responses are stored on the contact record, so you can tag unhappy customers for a call or happy ones for a review request.
Qualify new leads
Use survey questions to learn what a new lead needs before you call them back.
How Customer Surveys works
Write your survey questions
Set the survey to send when a job is marked complete
The customer answers from a text or email link
Responses appear on their contact record
Follow up based on what they said
Who uses Customer Surveys
Dental Clinics
Fill the schedule: missed-call text back, online booking, reminders and review requests for dental offices.
Hotels
One inbox for guest messages, automated confirmations and pre-arrival texts, and post-stay review requests.
Daycare Centers
Track enrollment from inquiry to tour to start date, and keep parents informed by text and email.
Customer Surveys FAQ
How do surveys help my business grow?
Surveys give you direct feedback on what you're doing right and where you can improve. They can also qualify leads or gather details for an example you share with future customers.
Can I automate survey delivery?
Yes. You can trigger a survey by SMS or email right after a service is completed or an appointment ends.
Can a survey answer start an automation?
Yes. You can use responses to tag the contact or start a workflow, such as a review request for a positive answer or a call task for a negative one.
How is a survey different from a lead capture form?
A form collects a new lead's details. A survey asks existing customers or leads a set of questions and saves their answers.