SURVEYS
TO CRM.
 HOW WILL
YOU USE
CLICKTOOLS?

Click a circle to explore.

Web2Lead Form

Capture new prospects with Web2Lead forms that sync to CRM.

MARKETING
Web2Lead

Sales Call Script

Create Call Scripts that push responses straight into CRM.

SALES
Sales Call Script

Event Registration Form

Collect Event Registrationsonline and auto-sync to CRM.

SALES
Event Registration

Event Follow-up Survey

Send and analyze Event Follow-up Surveys in CRM.

MARKETING
Event Followup

Win/Loss Survey

Track Sales success in CRM with Win/Loss Surveys.

SALES
Win/Loss Survey

Web2Case Form

Allow customers to create Support Cases online that sync to CRM.

SUPPORT
Web2Case

Closed Case Survey

Track Support success in CRM with ClosedCase Surveys.

SUPPORT
Closed Case Survey

Customer Satisfaction Survey

Track Customer Satisfaction with surveys that sync to CRM.

SUPPORT
CSat Survey
Survey integration with CRM

See Clicktools in Action.

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Serious about Security

As a Cloud company, we’re frequently asked about our security stance and practices. It’s an extremely important questi...

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Web2Lead Form

Web2Lead Form

Automate how you capture
and sync leads to CRM.

see pdf watch video see samples
Sales Call Script

Sales Call Script

Create call scripts and auto-feed
responses to CRM.

see pdf watch video see samples
Event Registration

Event Registration

Create call scripts and auto-feed
responses to CRM.

watch video see samples
Event Follow-up

Event Follow-up

Automatically reconnect with event
registrants after it has taken place.

watch video see samples
Win/loss Survey

Win/loss Survey

Know why you won or lost the deal.

watch video see samples
Web2Case Form

Web2Case Form

Get instant feedback on how
well your support team did.

watch video see samples
Closed Case Survey

Closed Case Survey

Get instant feedback on how
well your support team did.

see pdf watch video see samples
Customer Satisfaction Survey

Customer Satisfaction Survey

Keep close tabs on how happy your customers are.

watch video see samples

Current Clicktools Stats

active users 4000+ active users
surveys created 700,000+ surveys created
survey responses<br />in 2013 15 million survey responses
in 2013
Best of Badges

Clicktools Voted Best App Five Years in a Row.

find out why
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