Customer Surveys
Get the complete picture of your customer experience
Discover what customers really think about your service, products, and locations. Get direct feedback from every location so you can enhance what's working well and improve what matters most to your customers.
Learn customers' preferences and opinions to make informed decisions about product offerings, pricing, customer service, and other key aspects of the business.
By tracking satisfaction over time, small businesses can identify trends and make adjustments as needed to improve the overall customer experience.
By asking customers about their needs and preferences, businesses can identify new product or service offerings that would be well-received in the market.
Choose from industry-specific templates designed for retail, restaurants, and property management, or create your own custom questionnaire that fits your unique business needs.
Customer feedback designed for multi-location businesses
Traditional customer survey tools were built for single locations or enterprise companies with dedicated research teams. Complex setups, expensive per-response costs, generic templates. CustomerOptix changes that. Get the same professional survey capabilities and detailed insights – but with the simplicity and pricing that actually works for growing businesses.
Choose a Survey
Start by defining the objective of the survey. What information do you hope to gather from your customers? Do you want to know how satisfied they are with your products or services? Do you want to gather feedback on your customer service? We have tailored our survey templates based on industry and desired outcomes to gain the insights that will help to drive success and insights for your business.
Reach Out to Customers
We provide QR codes and custom links to allow you to meet customers where they are. In addition, our messaging templates provide clear explanations of why you're conducting the survey and how their feedback will be used. To improve response rates, we encourage you to follow up with customers who haven't completed the survey.
Analyze & Take Action
Once you've collected responses, analyze the data in our tailored reports to identify patterns or trends. Use this information to improve your products, services, or customer service. Share the results of the survey with your team and use the feedback to make improvements to your business. Let customers know that you've heard their feedback and are taking steps to address any issues.
Complete visibility across every customer touchpoint
Whether customers find you in-person, online, or over the phone, we'll help you deliver consistent experiences that drive loyalty and revenue.
3x
Faster at catching problems before they become complaints
87%
Average service quality improvement within first quarter
Expert Support
Get dedicated onboarding and ongoing support from our team of customer experience specialists.
Retail
Receive valuable feedback and insights into customer satisfaction levels, preferences, and behaviors for informed decision-making and improved customer retention.
Property Management
Gain insights into tenant satisfaction and identify areas for improvement for increased tenant retention and positive word-of-mouth referrals.
Restaurants
Gather feedback on food, service, ambiance, and overall guest experience to improve customer satisfaction, loyalty, and positive reviews.
FAQs
What if a customer doesn't complete the entire survey?
We've designed each survey to promote high submission rates but this will still happen. Usually the information they do submit is still valuable so you'll receive all surveys that a customer begins whether fully-completed or not. That's one reason we created an all-inclusive unlimited-surveys pricing model.
When will I be charged for my recurring order?
Credit cards will be billed five days before the first of the month for all recurring orders.
When will I be charged for my order?
Your credit card is processed at the time you place your order. For monthly orders it will be charged 5 days before the 1st of the new month and that charge covers the new month. For example if you place an order on January 10 that covers the remainder of January and you will be charged again on January 26th for the February calendar period.
What type of QA is performed before the reports are sent?
Because these are survey responses from your actual customers the reports you receive contain exactly what your customers submit.
What payment methods are accepted?
We accept all major credit cards.
What payment methods are accepted?
We accept all major credit cards.
What if I have questions or need help?
First please read through these FAQs to see if your questions are addressed here. Additional assistance is available by email at help@customeroptix.com.
What if I have questions or need help?
First please read through these FAQs to see if your questions are addressed here. Live assistance is offered via chat M-F 9am-5pm eastern at www.customeroptix.com. You can also email help@customeroptix.com.
Is any summary/roll-up reporting provided?
This feature is coming soon. You'll be able to view and download individual surveys as well as summary/roll-up reports that allow you to compare trends over time locations questions etc.
How quickly will I receive my reports?
Once you begin inviting your customers to take the survey you’ll receive each survey immediately after it’s submitted by each customer.
How do I specify the locations I need shopped?
It’s easy – as you enter the name or address of your location(s) and the system suggests locations to select from. When you see yours just click on it. If you are setting up a survey program for a phone-based or website-based experience simply enter the phone number or website URL instead.
How do I invite customers to take my survey?
Quickly after you place your order you will receive a confirmation email along with two codes for the survey invitations: a web URL link and a QR Code. You can then invite your customers to take the survey in a number of ways:
• Program your POS system to print them on receipts/emails
• Print them on signage to place in your location(s)
• Send them to your customer list via email or SMS
How do I change my order from monthly to annual?
Simply login to your account and there will be a button next to your order(s) that allows you to do this.
How do I cancel my recurring order?
To cancel your order please email help@customeroptix.com stating that you wish to cancel along with your name your company name and the email addressed that you registered for your account. If you cancel prior to 5 days before the start of a new month you will not be charged for the new month. If you cancel within 5 days of a new month or within that new month then we will fulfill your survey program for that new month and you will still be charged for it. For example if you cancel on January 20 you will not be charged for February; if you cancel on January 28 you will still have a survey program running in February and will be charged for that. There are no refunds outside of this policy.
Do you require a contract a commitment for a specific length of time or a minimum spend?
No way! We offer recurring monthly and annual subscriptions. When you order an annual subscription you receive a 25% discount off the monthly price! If you are on a monthly plan your survey program continues until you may want to stop and you are charged month-to-month. And if you need a totally custom program we can do that for an additional fee and a 6-month commitment.
Do I have to re-enter my locations every time I place an order?
Absolutely not. As long as you have set up an account you can access your order history including all previously-entered locations.
Do I have to create an account?
No but if you do you’ll save time if you need to update your information and re-order more easily. Soon you'll also be able to see trending reports in real-time. If you place a one-time order you can check out as a guest without creating an account.
Can I customize the survey questionnaire?
You can add up to five questions of your choice to the form at no additional fee. From our 24+ years of experience we know that with customer surveys it’s important to keep them short in order to increase submissions and get accurate feedback.
Can the reports be sent to more than one person at a time?
Yes. Reports can be sent to multiple people via email and you simply enter that information when you place your initial order.
Can I use my own questionnaire?
Not currently but we might in the future. If you have a need for this now please contact us.
Ready to hear what customers really think?
Stop wondering how customers feel about your locations when you're not there. Join 500+ multi-location business owners who trust CustomerOptix to gather honest feedback and drive improvements.