by AppJetty Ask a Question

Create , design and send attractive surveys to get actionable feedback from your prospects that can help you direct your business strategies. Get feedback directly from your respondents and easily manage them in SugarCRM.

Free 30 day trial
Try it Now

SugarCRM – Survey Rocket

Leverage Your CRM Data To Conduct Effective Surveys Within Minutes

One of the best ways you can enhance customer satisfaction is by understanding exactly what they want from you as a business. Surveys can be very helpful in this regard. But unless you have a survey solution that is well integrated with your CRM, you can't really benefit from the tons of customer data you already have, not to mention the hassles of collating all the contact details all over again and send them standalone surveys. And after all this even if you get feedback you wouldn't know how best to make use of that data, because it wouldn't be available automatically in your CRM.

To overcome this data gap, we, at AppJetty created Survey Rocket as a dedicated Survey solution for SugarCRM. With Survey Rocket you don’t need any third party integration solution to make it work with your Sugar System.

ToAnd survey Rocket is powerful and robust enough to take care of all your customer feedback and survey requirements. With advanced features like data piping, branched surveys, scheduling and survey automation, Survey Rocket is the most complete Survey solution for SugarCRM.

Here’s How Survey Rocket Works

Why Opt for Survey Rocket

  • Survey Rocket is built from the ground up exclusively for SugarCRM. So it integrates perfectly with your existing Sugar system.
  • From survey questionnaires, question templates and design templates to a range of automation and analysis tools, it can take care of all your survey and feedback requirements.
  • Leverage your CRM data fully to send surveys quickly to the right people.
  • Pre fill some of the survey fields based on the existing CRM data.
  • Update your CRM records automatically wherever applicable, based on the survey responses.

Searching for a solution to get actionable feedbacks?

Feedback from your prospects is one of the most important factors of any business. A strong and powerful solution helping the organizations to bridge the gap between the businesses and customers is very important. Organizations must know their customers in order to offer them better and effective services. Aiming at secured business future, you can ask customers about their likes and expectation through these surveys. Survey Rocket allows users to focus on the customer preferences, get feedback from them and build business strategies accordingly.

Try Survey Rocket – A simple and smart survey plugin and sneak into the hearts of your customers.

Key Product Features

Create Survey Templates

With the help of our SugarCRM Survey Builder, you can create multiple survey templates. Thereafter, you can utilize those templates to create numerous surveys based on your business needs.

Create Different Types of Surveys

AppJetty’s CRM Survey Software enables you to create different types of surveys including simple to complex, questionnaire with MCQs to a branched surveys etc. Survey Rocket has a powerful and easy-to-use interface that enables you to create any kind of survey with ease.

Multiple Question Types

With a large number of distinct question types, Survey Rocket makes it easy to create great looking surveys to better understand your prospects.

Enable Score Calculation

Enable scoring in surveys to compute scores and determine actions to be performed based on the results. It provides the functionality to set scoring values to the answer choices. Obtain the final and average score for each respondent individually for each question.

Create Polls

Survey Rocket helps you to create polls with ease. It allows you to have multiple option/answer types - check boxes for multiple options, radio buttons for single options. You can also allow multiple submissions in cases where respondents are allowed to respond multiple times.


Set your Company Logo, Title of Survey and description according to your requirements.

Set Desired Email Template

Create multiple email templates for a specific survey. Customize the email template with a rich HTML editor support. In this email, you can define various elements.

Pre-built Questionnaires

Keeping various industries in mind, we have created industry specific questionnaires so that you can be sure you’re sending the right survey to get reliable results. Take an advantage of our completely customizable question templates! Edit questions as per your need or add new ones.

Choose an Attractive Theme

Give your surveys a professional touch by incorporating your brand’s look and feel into your surveys with our professional industry based themes.

Fully Customizable Welcome Page

You can create a welcome page along with the survey where you can describe the survey and list down instructions for the survey takers. You can customize this page with your own content using the in-built html editor.

Fully Customizable Thank You Page

For each survey you can also create a Thank You page that you can use to inform users that the survey has been successfully completed. You can customize this page with your own content using the in-built html editor.

Preview Survey before sending out

Once you are done adding questions, preview the survey to have an idea on how the survey would look when the respondent attempts it.

Pipe Data into Surveys

With Survey Rocket you can pre-fill applicable survey fields with the existing CRM data, and let the respondents make updates to the data. Data can be pre-filled into survey from Accounts, Contacts, Leads and Targets module.

Pipe Data from Surveys

This is just the opposite of piping data into the survey. In this case the responses from the survey takers will be recorded and updated in the CRM database. Responses collected can be used to update the data of Accounts, Contacts, Leads and Target modules. A new record can also be created in these modules using the responses.

Apply Skip Logic

Skip Logic feature allows you to customize your survey for each respondent by applying logic to the answer choices. Based on the respondent’s answer a branching logic is created as per the conditions defined by you. Apply skip logic to redirect a respondent to a later page in survey or to an external page. Hide questions and show them during survey based on the responses.

Use Custom SMTP to send surveys

With the help of Custom SMTP, you can send survey invitations through your own SMTP email account. This will increase the deliverability of your survey invitations by avoiding spam issues, email bounces and IP Blocks.

Send survey invitations in bulk and keep your IP address safe with the custom SMTP functionality.

Schedule Automated Surveys

Send surveys automatically by setting up a survey workflow using conditions and actions defined by you. The conditions you set will trigger the survey event and the action you define will determine as to which survey should be sent to whom. When these conditions are met, the survey will be automatically sent to the chosen respondents.

Easy Survey Translation

You can translate your surveys into different languages in a trouble free way as defined in the CRM. The default language of the survey will be the default language of CRM. Use the language dropdown in the survey submission form to select your preferred survey language.

Send Survey Anytime

Define date and time of the survey and schedule it as per your requirements. You can send the survey instantly or save it for later. Preview the survey before sending it to the respective contacts.

Resend Survey

Resend the survey to any of the respondents. Your respondents can also request for the same.

Attempt Survey through a quick email link

The survey will have an email including survey link and a request to submit the response. You may also allow respondents to unsubscribe from survey which will give you an idea about which respondents to approach for what.

Create Shareable Surveys

You can create shareable surveys to share the survey publicly by generating a link for the same. This link, when shared with others, will allow anyone who is not your CRM user to take the survey. Opening this shareable link will directly display the survey submission page.

Open Shareable Polls

Just like surveys, you can also create shareable polls to share your polls publicly by generating a link for the same. This link, when shared with others, will allow anyone who is not your CRM user to take the poll. Opening this shareable link will directly display the poll submission page.

Get Summary of Surveys

After sending a survey, get an overview of the number of the surveys sent, like list of customers to whom surveys were sent, who responded, who did not.

View all survey transactions

View all the survey transactions in one place. Survey Transactions show the list of all surveys sent along with their mail delivery status, score details and module related parameters.

Status Report

Get the status report of surveys. For instance, how many respondents viewed survey, how many responded and how many viewed but haven’t responded.

Question-wise Report

Question-wise report will help you understand the psychology of your respondents for a specific question by identifying how they responded to each question.

Individual Report

Individual report will give you an overview of all the survey responses from a specific contact helping you understand the nature and preferences of the specific contact. It can be sorted by fields like name, submission type, module, survey send date and survey submission date.

Search Survey Reports

Search reports by name, status or module type. Filtered search saves your time and efforts, thus it delivers accurate reports. Export reports in CSV and Grid format. Survey reports are also divided into three sections by submission type: Public Surveys (shareable link based), Email Surveys (sent via email) and Combined Surveys (both shareable link and email)

Industry Specific Attractive Themes

Choose an attractive theme that suits your business requirements

Survey rocket is an effective solution helping businesses to know their customers better! Utilize the solution for your business and bring your customers closer to your products/services.

Users’ Gain

- Users Submit Feedback
Users will get an opportunity to offer their feedback/likes and dislikes about the specific services and product of any businesses.

- Interacts with Businesses
This will help the users to interact and make aware of their requirement and offer suggestions to specific businesses.

Businesses’ Gain

- Know Customers Better
This will help businesses to know the specific option and preferences of their end users easily and can formulate their marketing strategies accordingly to serve them better.!

View Pricing
* Free 30 day trial
  • "This helps me to track all my feedback in SugarCRM. I found this solution quite dynamic."

    Read More Reviews

Keep up to date on the latest additions

We'll send you an email every month with handpicked add-ons, reviews, tricks and tips. Don't worry, we hate spam as much as you do.