by Polar Strategy

Helpful for industry professionals and entrepreneurs to conduct surveys right from within SugarCRM. It is custom designed to be engaging and convenient for responders while organizing all of your gathered data automatically in your CRM, allowing you to gain the actionable insights you need to make better decisions.

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About Survey2CRM

Polar Strategy provides an effective solution in the form of SugarCRM based Plugin which is helpful for professionals and entrepreneurs to conduct surveys.

Know your accounts, customers or employees better by sending them a Survey questionnaire with several important questions; answer to which can affect your business strategies and give you a clear image on how to create a successful forecast strategy. Let your customers tell their preferences and an honest feedback about your services.

How Survey2CRM Works


  • Send a specific number of surveys per month.
  • Auto emails send out once a survey is created
  • Customize the type of questions in a survey
  • Add/Remove pages and questions
  • Save a survey once created to reuse as a template
  • Deadline management start and end dates for survey
  • Graphical results in real time with summary statistics

Build Surveys in Sugar


Track Survey Progress


View & Export Results


Learn More

Check out our Documentation to learn more about how Survey2CRM could work for you.

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