Smart Surveys

Stop guessing how your clients feel.

A 5-star review doesn't tell you what you're doing right. No review at all doesn't tell you anything. SurfBloom surveys give you the specific answers you need to improve — tied to real clients, not anonymous data.

SJ

Contact Record

Sarah Jenkins

Survey Completed

Q: How likely are you to recommend us?

1
2
3
4
5
6
7
8
9
10

"The team was incredibly fast and the service was flawless."

Workflow Triggered
Score < 7

Create Follow-up Task

Score >= 8

Request Google Review

Answers That Go Somewhere

Every response connects to a person and a workflow

Build short surveys and send them after visits, services, or milestones — automatically through a workflow or manually from a contact record. Responses don't land in a spreadsheet nobody checks.

Every answer ties back to the client who gave it, visible on their contact record alongside every text, task, and review. Set thresholds that trigger action — score below 3 creates a follow-up task, score above 4 routes them to leave a Google review.

Track trends over time to spot what's working, what's slipping, and where your team needs support. The data is only useful if it goes somewhere. SurfBloom makes sure it does.