We are excited to announce a new set of features that we think you will love.
Thanks to your feedback, your customers can now optionally submit a comment after completing a survey, giving you further insights while still getting on average 60% participation!
|Multiple Users Per Account
Add other team members to your Client Heartbeat account, giving them access to results and customer info, while keeping them away from the important stuff.
|“Tick off” Customers at Risk
Now, once you have addressed an unhappy customer, you have the option to tick them off removing them from your “customers at risk”
|Autotask & Salesforce Integration
We can now automatically sync your clients from Autotask and Salesforce saving you time and money! Simply check out the “External Settings” section under “Your Settings”