Survizo / For in-house insight teams
For in-house insight teams
Your own customers, ready whenever the business has a question.
Survizo runs a community of your own customers that stays open all year, under your own brand. When marketing or product brings you a question, you ask people you already know and skip the recruiting.
Each customer's scores land on their contact in your CRM, and your other systems can connect too, so colleagues see results where they already work.
Where results go
Results where your colleagues already look.
- Your CRM
- As each member finishes a survey, their scores and answers land on their contact in your CRM. Survizo matches each member to the contact you already hold and lists anyone without a match for you to check.
- Files
- Download an Excel workbook with a key to every question, an SPSS file, a slide deck or a Word report.
- Your other systems
- Your developers can connect your other systems, so they update the moment a member joins or finishes a survey.
Connecting your CRM and other systems depends on your plan. How plans work
The problems
Answer the business faster, every time it asks.
Every question turns into a new project.
The community stays open between studies. Post a poll in the morning and watch the votes come in. The next week, run a full survey with the same people, who already know your brand and how to take part.
Stakeholders want to hear it from customers themselves.
Ask a question people answer on camera, and play their answers back in the meeting. Turn any answer you want to quote into text with one click. For a longer conversation, run a live interview in the browser. Tap any line of its transcript and the recording plays from there.
Your markets speak different languages.
Members and your team see Survizo's screens in twelve languages, including ones written right to left. The AI drafts each survey translation and someone on your team approves it. Answers in every language come back in one file, ready to compare country by country.
IT and legal want to know how customer data is handled.
Each community's data is kept apart from every other's. Each member's consent is saved with the exact words they agreed to, so you can show it even after you change the page. Members can download what you hold about them or ask for it to be erased. Our support team sees nothing until you switch their access on, and you can see a record of everything they did. The security and privacy page sets out where the data is held and who can reach it.
Several teams want to run research of their own.
Give each brand, market or team its own community, all on one account. You decide what each colleague can see and do in each one.
When a researcher leaves, what they learned goes with them.
With Survizo, the work lives in the community, where the whole team can find it. Surveys, saved AI reports, interview transcripts and each member's answers and details stay in one place. Each colleague has their own sign-in, so nothing is locked in one person's account. Scores sit on the customer's contact in your CRM, where the next person will look.
The work
From a question in the business to an answer it can use.
The first two steps happen once. The other four repeat each time someone in the business has a question. Under each step is what your members see.
Set up, once
Name the community, add your logo and colours, choose its web address and pick the features members get.
What members seeYour logo and colours on every screen.
Bring members in, once
Upload a list of customers, or connect your own systems to add them with the details you already hold.
What members seeAn invitation in your brand and the community's language, by email, or from your own WhatsApp Business number if they've opted in. They agree to the terms before they join.
Ask
Post a quick poll for a fast read, or send a survey when you need numbers you can stand behind.
What members seeA poll in their feed, or an email about a new survey.
Go deeper
Start a discussion to hear the reasons behind an answer. If you'd rather talk, invite a few members to an interview in the browser.
What members seeA conversation they can join when it suits them, or an invitation to a call. Each person agrees before anything is recorded.
Read it
See how one market or segment answered against another. Ask the AI for the themes in what members wrote, then for a first draft of the report.
What members seeNothing at all. The AI never analyses their private messages.
Share it
Each customer's scores appear on their contact in your CRM. Colleagues you've given access open the results themselves, and you download an editable slide deck for the meeting.
What members seeNothing changes for them. The community stays open for whatever the business asks next.
Next up
See how brands use it, or every feature at once.
The next step
Book a fit call.
Bring the questions the business keeps sending you. It's a thirty-minute call with the people who build Survizo, and by the end you'll know whether it fits and when you could start.
To start small, ask us to quote one project, such as a community for a set number of weeks. A subscription suits a community that runs all year.