CRM › Service & Engagement
Service & Feedback
Front-line requests, consent, and what people tell you.
In CRM → Service & Engagement · 5 screens
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Concierge | List | Questions and needs from people who are not yet, or no longer, customers — with an SLA on the reply. | 10 | 10 | 1 |
| Surveys & Feedback | List | NPS and satisfaction. A detractor raises an intervention rather than sitting in a report. | 12 | 13 | 1 |
| Survey Responses | Read-only list | Every answer, classified. Promoter, passive or detractor is computed, not typed. | 8 | 0 | 0 |
| Communication Templates | List | Reusable messages with merge fields, so what is sent is consistent and reviewable. | 7 | 8 | 0 |
| Communication Consent | List | Who may be contacted, on which channel, for what, and on what lawful basis. Campaign builds exclude anyone who has opted out. | 9 | 8 | 0 |