Customer satisfaction scores beside customer revenue

Ask how it went, and keep the answer on the same record as what they've spent — because the two together tell you more than either alone.

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NPS score shown on a customer record beside revenue.

The score on the record, not in a survey tool

NPS responses attach to the customer they came from. That's the whole point: a score in a separate survey platform tells you a number, while a score sitting next to two years of invoices tells you something you can act on.

Satisfaction against spend

Because revenue rolls up per customer in the same place, you can see the uncomfortable combinations — the high-spending customer who isn't happy, the delighted one who barely buys anything. Those are the two conversations worth having this quarter.

Asked by email, answered in one click

Send a survey from the customer's record and they get a private link to score you from 0 to 10 — no login, one question, done. Their answer lands in the customer's history marked as theirs, apart from any score your team records, and the link stops working once it's used or after 30 days.

  • Survey emailed from the customer record
  • One-time 0–10 link, no account needed
  • Answered, awaiting or expired at a glance
  • Every score kept as history, never overwritten

Customer NPS — common questions

Does ERPFlow send NPS surveys automatically?
Not automatically. You send an NPS survey from a customer's record in ERPFlow: the customer gets an email with a one-time link, picks a score from 0 to 10, and the answer lands on their record. There's no scheduled campaign or trigger after a job completes, so if you want automated NPS sequences, keep a dedicated tool and use ERPFlow for the record.
Does it publish reviews publicly?
No. Responses stay in your system. There's no syndication to Google, Trustpilot or a public reviews widget.
Is it included on every plan?
Yes. NPS has no separate limit — it's bounded only by how many customers your plan allows.

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