1. Create Your Survey
Create your own questions, or choose from a list of questions which are already in use by others in your Industry. This allows you to benchmark your scores against theirs.
Customization
Design a survey that fits your brand by choosing colors, uploading your logo and customizing all emails.
Periodic Surveys
Setup your survey once, then let us do the hard work of following up with your customers and reminding you when your next survey is due.
2. Collect Results
Log in to your company dashboard to view current and past results for each of your customers or company as a whole.
At Risk Customer Alerts
We identify unhappy customers using past scores and industry data, tag them as ‘at risk’ and alert you via email.
Company & Customer trends
View your current and past scores to see how you are progressing over time. Each of your customers has their own results page.
3. Take Action
We give you the tools you need to identify unhappy customers and improve customer satisfaction within your business.
Company Report
Hand out a printable report to the rest of the team and make sure everyone in your company shares the same customer focused goals.
Industry Benchmarks
See how you're performing against the industry top performers and identify areas of your business that need improvement.
4. Grow Your Business
We'll automatically collect testimonials which you or your customers can then share online.
Impress Prospects
Link from your website to your public testimonial page or use our website widget. Choose to make testimonials public or private.
Attract New Customers
We'll allow your customers to easily share their testimonials to colleagues and friends on Linkedin, Facebook, or Twitter.
Your customer service manager will love Client Heartbeat - here's why:
- High Response Rates. Our customers get on average 60% survey response rates!
- Customer Alerts. Get notified when a customer is at risk.
- Industry Data. Benchmark your performance against others in your industry.
Multiple Users
Invite your staff to use the system.
CRM Integrations
Sync your contacts from a variety of CRM products.
Small Business Friendly
Fully automated so you save time and get the info you need.
Automatic Follow Ups
Send automated email reminders to your clients.
21 Day Free Trial
Trial Client Heartbeat for 21 days, for free.
Responsive Surveys
Surveys work just as well in browser or on mobile.
Recommended Questions
Let us suggest the most popular questions for your industry.
Company & Customer Trends
See your clients scores over time.
Industry Awards
Win industry awards and get your business a point of differentiation.
Contact Grouping
Group contacts for better understanding.
Staff Report
Circulate information easily to your team.
Activity Feed
At a glance easily see your latest updates.
Quick Filter
Instantly find the information you need.
Comments & Testimonials
Let us automatically gather these for you.
Social Sharing
Allow your clients to share positive feedback to their friends & colleagues.
Automatic Reminders
Let us remind you when you need to send surveys.
