Odoo Surveys: NPS, satisfaction surveys, and feedback integrated with the ERP
Satisfaction surveys and feedback
Create NPS surveys, customer satisfaction surveys, training evaluations, and internal feedback with automatic triggers based on ERP events: post-delivery, post-event, post-support. Responses analyzed inside Odoo, with customer data enriched by purchase history.
Marketing Official Odoo module
Why Odoo Surveys?
Real results our clients achieve.
Automatic post-sale NPS
Net Promoter Score survey automatically triggered after delivery or NF-e issuance. NPS calculated by product, salesperson, or period with no manual spreadsheet.
Triggered by ERP events
Automatically send surveys after: an event is completed, a support case is closed, a training is finished, or a customer's first order, with configurable triggers.
LGPD: response anonymization
Anonymous or identified surveys with personal data control in responses under LGPD. Retention and anonymization configurable per survey type.
Reports with customer context
Responses analyzed with Odoo context: customer segment, responsible salesperson, product purchased. Insights that external surveys do not have.
Features
What's included in this module.
Survey Editor
Survey builder with multiple question types: NPS scale, multiple choice, free text, star rating, matrix, and file upload.
Automatic Triggers by Event
Configurable triggers: X days after delivery, when closing a support ticket, when completing an event or training. Triggers by email or SMS.
Certified Surveys (Quiz)
Quiz-format surveys with scoring, time limit, and pass certificate. Ideal for training evaluation and customer onboarding.
Results Analysis
Results dashboard by question, respondent, and period. Export to Excel/CSV for advanced analysis outside Odoo.
Automatic NPS and Benchmarking
Automatic calculation of Net Promoter Score by period, product, region, or segment. NPS trend over time to track satisfaction.
CRM and Helpdesk Integration
Negative responses automatically create a task in the CRM or a ticket in the Helpdesk for follow-up. Detractors receive immediate attention.
LGPD and Anonymization
Anonymous surveys with explicit opt-in for identification. Automatic anonymization of personal data after the configured retention period.
Public Portal or Link Access
Surveys sent by email link or accessible via the portal. Access control by email, unique token, or open to the public.
Native integrations
Odoo Surveys connects natively with other Odoo modules, no external integration.
Why implement with KMEE
KMEE configures Odoo Surveys with triggers based on the customer's processes (from delivery to support) and the LGPD controls required for surveys with end consumers in Brazil, connecting responses to the CRM for automatic actions.
About KMEEWho it's for
Scenarios where this module delivers the most value.
Post-Delivery Customer NPS
Automatic NPS triggered after the delivery of each order or NF-e issuance. Detractors identified and automatic follow-up started by the CRM.
Training Evaluation
Evaluation quiz with a minimum score for approval and automatic certificate issuance, integrated with Odoo Events and eLearning.
Organizational Climate Survey
Internal satisfaction survey for employees, triggered via the HR Employees module, with anonymous responses to ensure honesty.
Support and Helpdesk Feedback
CSAT (Customer Satisfaction) automatically triggered when closing each support ticket in Odoo Helpdesk, with a report per agent.
Frequently Asked Questions
Is the NPS triggered automatically after delivery?
Yes. Configure the trigger to send the NPS survey X days after delivery confirmation or NF-e issuance, with no manual action from the team.
Does Odoo Surveys comply with LGPD?
Yes. Anonymous surveys do not collect personal data. Identified surveys require explicit opt-in from the respondent and allow automatic anonymization after the retention period.
Is it possible to issue a participation certificate for quizzes?
Yes. Quiz-format surveys with a minimum score automatically generate a PDF pass certificate for the respondent.
Do negative responses generate automatic alerts?
Yes. Configure so that responses below X on the NPS or with certain words automatically create a task in the CRM or a ticket in the Helpdesk for immediate follow-up.
Industries that use it
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