sugarcrm survey rocket

The Only Survey Automation Module for SugarCRM

Survey Rocket - a SugarCRM Survey Module is an ultimate solution to make your business more customer-centric. Now, ask all the questions that you have been meaning to and view the answers graphically for quick decision making. All the advanced survey automation features, net promoter score, survey templates, and more in a single tool.

Features that Bring Results


Data Piping

Survey Rocket’s Data Piping feature lets you fetch & pre-fill various data fields from the CRM data, along with allowing your respondents to update their data. Moreover, updated & gathered data can be added to the CRM database easily. View More


Skip Logic

Send smart surveys with skip logic feature which creates a custom path varying on the basis of the respondent’s answer. Make your surveys more accurate and customer-centric and achieve higher response rates. View More


Net Promoter Score

Analyze your customer base by sending a net promoter survey and determine who are your detractors, passives, and promoters. Build an effective strategy & convert all your customers into your business promoters. View More


Automated Surveys

Create a meticulous survey workflow by applying conditions and defining actions with SugarCRM survey module to streamline your survey conducting process. Leverage the automation features to gather efficient & quality data. View More


Advanced Statistical Reports

Get detailed statistical reports with actionable data which will help you make sense of the data. Our reports will have variance, average, etc. of the data providing a fuller picture for swift decision making. View More


Survey Templates

Get started in a matter of minutes with our survey templates. No need to spend hours and resources to come up with the right questions for your target audience. Send well-crafted surveys today with our SugarCRM survey module. View More

Transform SugarCRM into a Functioning Survey Tool

  • Survey Designing

  • Survey Automation

  • Smart Survey Sending

  • Analytics & Reporting

    Out with the plain boring surveys, in with the more interactive and personalized surveys. With our SugarCRM survey module, you can customize the welcome & thank you pages and choose from attractive themes to create a brand identity of your surveys. Other effective survey designing features in our SugarCRM survey plugin are branding, email templates, dynamic survey backgrounds, survey previews, etc. Our tool comes with a set of pre-built questionnaires which are ready to use.

  •  Branding
  •  Pre-built Questionnaires
  •  Attractive Themes
Pre-built Questionnaires
Attractive Themes

    Say goodbye to Manual Surveys and enter the world of evolved surveys with advanced features of survey automation. Create a full-fledged survey workflow with conditions and actions. The conditions set by you will trigger the survey and based on the respondents’ reply the right survey will be sent. Other automation features include data piping, skip logic, question & answer piping and survey scheduling that help you craft a smooth survey experience for your respondents.

  •  Data Piping
  •  Skip Logic
  •  Schedule Surveys
  •  Question & Answer Piping
Data Piping
Skip Logic
Schedule Surveys
Question & Answer Piping

    How you ask your respondents to fill in the survey says a lot about your brand and indirectly, it decides your survey response rate as well. With our SugarCRM survey plugin, you get multiple platforms and ways to share your survey with the audience. You can email the survey link, create shareable surveys to reach a bigger audience, add open shareable polls, etc. Survey Rocket comes with a feature of automated reminder emails which basically sends an email to your customer asking them to take the survey, in case they missed it.

  •  Shareable Surveys
  •  Automated Email Reminders
  •  Open Shareable Polls
  •  Share via WhatsApp & SMS
Shareable Surveys
Automated Email Reminders
Open Shareable Polls
Share via WhatsApp & SMS

    Creating, designing & sending surveys is on one hand and analyzing the survey data is on other. Our survey dashboard provides you with the required data like response rate, send status, survey status, etc. With Survey Rocket you get 5 different types of reports to measure the success of your survey. Status report for an overview of response rate & trends, question wise reports & individual reports to understand the group psychology and individual preferences, comparison reports to compare multiple survey data and cross tab reports to provide an intersectional view of data.

  •  Global Analyze Report Filter
  •  Trend Reports
  •  Detailed Statistical Data
  •  Survey Dashboard
  •  Cross Tab & Comparison Reports
Global Analyze Report Filter
Trend Reports
Detailed Statistical Data
Survey Dashboard
Cross Tab & Comparison Reports


We have three different pricing packages depending on you're requirement.


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Customer Reviews
  • The best survey module ever for my business!

    I was looking for a survey module that could help me engage my customers well. This plugin gave me more than I even thought of and helped me boost my sales with promoter score, survey reporting, and many more productive features. Thanks, AppJetty team!

    Robert (Posted on March 18, 2020)
    Yes, I Recommend This
  • Unexpected necessity!

    If you ever wanted to send out surveys, this tool has all the right funcationalities.

    Brain (Posted on February 27, 2019)
    Yes, I Recommend This
  • Recommended

    I will strongly recommend this one to my fellow store owners. You can go for the demo video if you aren’t sure how the product works. As per my own views, it’s going smooth for me, no complaints yet!

    John Myers (Posted on February 9, 2018)
    Yes, I Recommend This
  • Nice One

    It’s definitely one of the best software available for Sugar CRM. Your customers can update their own information and give you a proper feedback of your store which is an important element to consider for business development. Recommended.

    Stephen Kendrew (Posted on December 7, 2017)
    Yes, I Recommend This
  • Great Extension

    It’s a great extension to facilitate surveys from your Customers. It has almost all the elements that one might need to setup a nice feedback channel. I am satisfied with the product as a whole.

    Emilio Taylor (Posted on October 18, 2017)
    Yes, I Recommend This
  • No integrations required

    If you are looking for a customer satisfaction survey software, Survey Rocket can prove to be quite useful. As it is built exclusively for SugarCRM, there are no integrations required.

    Gavin Stevens (Posted on August 4, 2017)
    Yes, I Recommend This
  • Perfect survey solution

    In my opinion, Survey Rocket is one of the best survey plugins for SugarCRM available in the market. It is quite robust and works really fast. Must be tried once.

    Evan Ellis (Posted on May 30, 2017)
    Yes, I Recommend This
  • Real time feedback

    Being in a survey business, I was always on a lookout for an extension that provides real time feedback as and when the surveys are filled by the customers. I like SugarCRM based questionnaire module the most.

    Samuel Bryant (Posted on March 15, 2017)
    Yes, I Recommend This
  • Good product!

    I think the product is enough to meet all the survey requirements for small and medium size enterprises. Though for larger enterprises a few more functionalities will be cherry on cake. With the improvements I have noticed in AppJetty products with every revision, I am expecting that to happen soon!

    David Gibson (Posted on January 12, 2017)
    Yes, I Recommend This
  • Great solution!

    CRM surveys are important to get customer feedback and work upon fixing the glitches and making your site more user-friendly. It has definitely helped our store create innovative surveys with different templates and patters.

    Brayden Chavez (Posted on November 23, 2016)
    Yes, I Recommend This
  • Remarkable survey solution

    With survey rocket, I could create a number of surveys with better templates. Recently did a customer survey across the globe. Trust me, it worked out so well! Glad to have CRM surveys like this. Looking for additional versions.

    Josiah Cook (Posted on September 19, 2016)
    Yes, I Recommend This
  • Impressed..!

    I found it clever, a great time saver and advanced. Highly recommended! Looking for some more functionalities though.

    David Garcia (Posted on July 26, 2016)
    Yes, I Recommend This
  • Professional Survey Solution

    Though it is professional, it is very easy to use. Survey Rocket is the most helpful CRM survey solution when it comes to knowing your customers’ choices and feedback. I could observe a remarkable change in my business by deploying this solution.

    Olivia Lopez (Posted on May 24, 2016)
    Yes, I Recommend This

    I was looking for a survey solution that is native to SugarCRM and finally found one! The installation was a breeze and the support was even better. I was initially skeptical but I am glad I opted for Survey Rocket.

    Jacob Jones (Posted on March 30, 2016)
    Yes, I Recommend This

    I found this plugin at Sugar Outfitters and immediately knew I wanted it. I have been searching for a good survey tool for my SugarCRM for quite some time now. And then I discovered Survey Rocket!

    William Brown (Posted on February 26, 2016)
    Yes, I Recommend This

    I found the survey questionnaire and pre-built email templates to be very useful. The template collection could have been better, but even now it's totally worth it.

    Michael Miller (Posted on December 15, 2015)
    Yes, I Recommend This

    Initially I thought the price was too high. But once I installed it and started using it, I thought the features and effortless integration with SugarCRM is well worth the price.

    Phil Cardwell (Posted on October 21, 2015)
    Yes, I Recommend This

    I was impressed with the top class support. I had trouble installing the plugin. The support guys promptly solved my issue. In the past 2 months I've had couple of more issues but every time I have got excellent support.

    Ben Elam (Posted on October 7, 2015)
    Yes, I Recommend This
  • Really nice

    Reliable plugin for knowing your customers better. Helped me to make the changes the in my store as expected by my customers that ultimately increased my sales and popularity.

    Tom Vaughn (Posted on October 3, 2015)
    Yes, I Recommend This
  • Good!

    Very good plugin with smooth and excellent performance!

    Stephen Dresser (Posted on September 26, 2015)
    Yes, I Recommend This
  • Efficient

    Nice solution for knowing the needs of the customers. I made some changes that helped to gain more profit. Great plugin by Biztech store!

    Cole Carlson (Posted on September 9, 2015)
    Yes, I Recommend This
  • Boosted my sales

    Helped me boost my sales. Liked its seamless performance. I recommend it! Now I know my customers better, all thanks to Biztech store. Keep it up!

    Davinia Diaz (Posted on September 5, 2015)
    Yes, I Recommend This
  • Liked it!

    Nice solution with extensive performance. Helped me study my customers’ requirements thoroughly. Enhanced the revenue generation. Good job done, Biztech Store.

    Kim Falk (Posted on August 24, 2015)
    Yes, I Recommend This
  • Impeccable tool

    It is an excellent plugin solution for knowing the customers and building the marketing strategies accordingly. Build your own questionnaire and send to your customers and know them better. Great tool helping to increase sales.

    William Edgerton (Posted on August 19, 2015)
    Yes, I Recommend This
  • Extensive tool

    Knowing what your customers think or want from your online store is now very easy. This plugin helps me create a questionnaire and send to the customers. With their responses I come to know what changes they expect. It made my task easier.

    Nicole Berg (Posted on August 5, 2015)
    Yes, I Recommend This
  • Outstanding

    Surveying is the best technique to know your customers better. This plugin has worked wonders for me. I can now easily create the survey questionnaire regarding the changes that customers expect or any special additions they wish to see in the store. Their answers help me make my strategies better. I am highly benefitted with this plugin, thus I heartily recommend it!

    Frank Griffin (Posted on July 2, 2015)
    Yes, I Recommend This
  • It’s Amazing!

    I wanted a solution for my online store that helps me grow. I installed this plugin and integrated with my current system, trust me my system works flawlessly. I can now create surveys and sent it to my customers to know them better. My customers filled the form I sent and expected their requirements to get fulfilled. I worked upon their needs and fulfilled them. I have started expanding my business, and all the credit goes to this SugarCRM plugin.

    Cotton Archer (Posted on May 29, 2015)
    Yes, I Recommend This
  • Fulfilled my requirements

    I own a huge online store. I was in search of a plugin that can fulfill my challenging requirements to boost my business growth. I found this plugin and implemented this into my CRM. With this I found a solution to offer my customers what they actually want. I started creating survey and asked my customers to fill it. I added question that they would love to answer. I used the reply given by them as a data useful for understanding customer behaviour. With this plugin I often create surveys, add and delete questions and answers to it. I truly appreciate its features and benefits as with it I am able to fulfil my customers desires. I recommend this plugin to every business owners as it helps to get desired ROI.

    Herb Armstrong (Posted on May 8, 2015)
    Yes, I Recommend This
  • Simple and Easy to Use

    I don’t believe this plugin helps in getting accurate and helpful feedbacks from the customers. You can now know their likes and dislikes and offer them the products and services that they expect.

    Cathy Duong (Posted on March 26, 2015)
    Yes, I Recommend This

General FAQs

  • Is Survey Rocket like other online survey tools?

    We would not want to compare Survey Rocket with any other online survey solution, simply because only Survey Rocket is built for SugarCRM and others are not. If you have to use any general online survey tool with SugarCRM you will not only have to purchase that tool's subscription but also another third-party integration solution, just to integrate the survey tool with SugarCRM. As you can understand, this is not only costly and messy, but also exposes your customer database to security risks. Even though the features are comparable to any good survey tool, Survey Rocket is unique in its own way.

  • I want to use the plugin on more than one domain. How can I do so?

    With our single domain purchase license, we allow 2 domains: One for test domain and another for live. If you want to enable our plugin on more than one live sites, then please purchase the plugin for additional domains. You can review the pricing on our plugin page under section "I Have One CRM Installation With".

  • Do you provide demo?

    Yes, demo is worth a thousand words. You can view the demo details and video on our store page.

  • Do I get the upgraded version as and when released?

    Yes, as it is a subscription based plan, you can have the upgraded version as and when released.

  • Do you provide installation service?

    Yes, the subscription cost includes the installation service.

  • Can you customize the plugin as per my need?

    Yes, we can surely customize the plugin as per your need. You can email you customization request to [email protected] to receive the quote.

  • Is it possible to opt for a monthly subscription plan and then update to yearly plan?

    Yes, you can upgrade your subscription plan from monthly to yearly once your current subscription is over.

  • Do you provide sample data?

    Yes, the plugin will include several survey templates for immediate use.

  • Do you have a refund policy?

    Yes, you can go through our refund policy at We stand behind the quality of our plugins with a 30-day money back guarantee.

Technical FAQs

  • I entered the correct license key but it still says "License validation failed...". What to do?

    Our license key works on the site URL entered in the config.php file (this file is available in the root directory). So, if the URL provided to us and the site URL does not match, then the license key validation fails. You can contact us on live chat or generate a ticket to change the URL if required.

  • Can I create multiple surveys using the same survey template?

    Yes, you can create multiple surveys using the same template. When you create, a survey using a template it gets saved as a separate survey in the survey module.

  • Can I resend a survey to a respondent?

    Yes, you can resend the survey to a respondent from the Individual Report, where you will find a resend button against all survey submissions. A respondent can also request to attempt the survey again.

  • Can I make a question compulsory?

    Yes, you can make a question compulsory by marking it as “Is required” from the Advanced Options tab.

  • Can the respondents be redirected to any web page?

    Yes, there is an option to enter the "Redirection URL" in the Advance options of survey. So once the respondent submits the survey, they will be redirected to the given URL.

  • Can I attend survey on behalf of my prospects?

    Yes, in the survey submissions subpanel, an option to Attend Survey is provided using which you can attend the survey on behalf of your prospects.

  • What is survey resubmission count?

    This count can be provided for each survey. The survey recipient can re-submit the same survey as per the count.

  • What is the difference between survey template and actual survey?

    A Survey Template is a set of questions, also known as a survey questionnaire. You can create multiple survey templates depending on the nature of the survey. It is a faster way to create surveys as you have the pattern ready. The actual survey has its own configuration along with the questionnaire.

  • What kind of questions does it support?

    The survey can have scaling, date/time, matrix grid, checkbox, radio button, textbox, comment box, rating, contact information, embed image/video, drop down and multi-select question types.

  • Do you provide themes for survey?

    Yes, we have included themes for every business type.

  • I have created a survey but am unable to send. Any clue?

    Make sure that an email template is created for the survey to be send and the survey link is inserted in the email template. Also, check your SMTP settings.

  • Is this plugin capable of displaying questions based on previous answer?

    Yes, Survey Rocket is very much capable of fulfilling this requirement.

  • Will it allow to associate a value to the options?

    Yes, the score calculation feature allows to associate both positive and negative values to the options of checkbox, radio button, drop down and multi-select question types.

  • I want to send surveys automatically based on a particular event to specific users. Can your plugin do this?

    Yes, the Survey Automation feature can automatically send survey based on the defined survey execution flow. When the conditions are met, the survey will be automatically sent to the chosen respondents.

  • Is there a way to see the entire history of surveys sent at one place?

    Yes, the Survey Transaction allows to view all the surveys sent at one place along with their mail delivery status, score details and module related parameters.

Change Log

Version 5.1.5 : March 05, 2021


  • Provided Compatibility to SugarCRM 10.3
Version 5.1.4 : November 13, 2020


  • Provided Compatibility to SugarCRM 10.2
  • Bugfix regarding the dynamic label in the product.
Version 5.1.3 : September 10, 2020


  • Bugfix for sending QR code through the mail.
  • Change the survey URL to the entry point URL.
Version 5.1.2 : August 24, 2020


  • Provided Compatibility to SugarCRM v10.1
Version: 5.1.1 : May 20, 2020


  • Bug Fix: Data Piping - Fixed data piping for Multi choice fields and Date/Datetime fields.
Version: 5.1 : April 20, 2020


  • Provided Compatibility to SugarCRM v10.0
Version: 5.0 : March 02, 2020


  • Send Surveys through WhatsApp messenger and SMS using Twilio service.
  • Send QR Code instead of Survey Link through Email.
  • Bug Fix: Data Piping - Fixed data piping for Dropdown, Radio Button and Multi Select custom fields.
Version: 4.2.1 : February 20, 2020


  • Provide Compatibility to SugarCRM v9.3(Sell, Serve).
Version: 4.2.0 : October 16, 2019


  • Added clone question feature.
  • Added take survey functionality that allow users to take surveys on behalf of the customer by using take survey functionality
  • Added survey comparison reports
  • Added cross tab reports
  • Added survey overview dashboard
  • Added editable surveys functionality that allows user to edit the survey even if the survey has been sent
  • Added Question and Answer Piping functionality that allows the user to pipe respondent’s selected answer in other question as a part of question or as answer by
  • Added ‘Allow Redundant Answer’ functionality that allows user to re-submit the survey from the same IP
  • Upgraded the detail view which now has more information similar to edit view
  • Added functionality to reset answer in survey submission form for particular question type (Scale, Rating, Emojis, Net Promoter Score, Matrix[radio -button], Radio Button)
  • Added functionality that allows users to view their survey in different themes in survey Preview form
Version: 4.1.2 : September 05, 2019


  • Provide support for SugarCRM 9.1
Version: 4.1.1 : June 29, 2019


  • Bug Fixes
Version: 4.1 : May 15, 2019


  • Export Question Wise Report In PDF, CSV and Image (This option is only for graphical data) formats.
  • Added Get Shareable Link Button In List View of the Survey Module.
  • Get user submission history in individual report.
  • Provided support for Sugar 9.
Version: 4.0 : March 16, 2019


    Survey Rocket Ultimate

  • Allow user to restrict attachment file size and file extension in attachment question type.
  • View charts and data table in question wise report in max length view.
  • In Question Wise Report, view data in different chart types available.
  • In Question Wise and Individual Report, filter data using global filters.
  • View trend report of the submissions in Status and Question Wise Report.
  • Get statistics of the submitted data in Question Wise Report.
  • Survey Rocket Pro & Basic

  • View charts and data table in question wise report in max length view.
Version: 3.3.1 : February 15, 2019


  • SugarCRM 8.3 Compatibility
Version: 3.3: November 28, 2018


    Survey Rocket Ultimate

  • Addition of NPS and Emoji Question types
  • Users can upload images as options in radio button and checkbox question type.
  • Users can track time spent by an individual on survey.
  • Survey Rocket Pro & Basic

  • Addition of Emoji question type.
  • Users can upload images as options in radio button and checkbox question type.
Version: 3.2 : September 25, 2018


  • Fixed design related issues in mobile and web.
  • Fixed Datetime question type validation issue from Survey Form.
  • UI changes for SMTP Settings.
  • Fixed Numeric and Decimal Text field validation issue from Survey Form.
  • Fixed Survey Report Issue: In Survey question wise report, issue with mismatched survey submission count and answered/skipped count on submitting survey without attempting question was resolved.
  • Fix Rating Question report Issue: Resolved extra star that was being shown in rating question report.
  • Fix Datetime issue on survey form submission.
Version: 3.1.1 : May 14, 2018


  • Sugar 8 Compatibility
Version: 3.1 : April 19, 2018


  • GDPR based surveys templates
  • Privacy consent checkbox
  • Automated survey reminder for pending submissions
  • Survey automation enhancements
  • Option to download survey Form as PDF / Word
  • Option to automate survey based on Date Trigger
  • Addition of new question types: Boolean, Attachment, Rich Textbox and other advanced components
  • Survey theme background image support
  • Survey footer with dynamic content
  • Compatibility with PHP 7.1
  • Bugfixes
Version: 3.0 : February 28, 2017


  • Data-Piping
  • Poll within survey module
  • Multi Language Support for Survey
  • Open ended survey
Version: 2.1 : September 19, 2016


  • Added scoring feature in surveys.
  • Added skip logic functionality.
  • Added SMTP setting feature for sending surveys.
  • Added “Survey Automation” and “Survey Transactions” module.
Version: 2.0 : July 4, 2016


  • Added attractive themes for survey.
  • Added pre-defined survey templates.
  • Added new question types: Matrix, Date & time, Scale, Video and Picture.
  • Added “Advance settings” for configuring questions while building the Survey.
  • Added charts for question-wise report.
  • Added daily trend chart for survey submissions in status report.
Version: 1.4 : May 11, 2016


  • Resolved issue for big data.
  • Bug fixing in reporting
  • Fixing Survey with Special issue.
Version: 1.3.2 : April 5, 2016


  • Resolved issue of multiple rating type question in one Survey.
Version: 1.3.1 : April 1, 2016


  • Send Survey using Scheduler
  • Minor Bug Fix
Version: 1.2.1 : July 27, 2015


  • Removed custom .htaccess file.
  • Resolve Admin module files overwrite issue.
  • Moved the scheduler to Ext to prevent file overwrite of _AddJobsHere.php.
Version: 1.2.0 : July 7, 2015


  • Added Rating question type.
  • Add Thanks mail.
  • Design changes in Individual Report and add Search functionality.
Version: 1.0.2 : April 1, 2015


  • Added Pagination in Survey Reports and Detail view.
  • Added logo extension validation in survey creation.
  • Corrected percentage calculation in Question level.
Version: 1.0.0 : January 1, 2015
  • Survey Rocket is Released.

Points To Note

  • Users have to create separate Email-template for each targeted modules (Accounts, Contacts, Leads, Prospects) to send email Survey to the targeted customers.
  • Few minutes delay is possible with the Immediate Send survey feature.
  • Even after sending the survey the user can edit it up till the responder opens/views the survey.
  • Professional Edition: 7.6.* to 9.3
    Enterprise Edition: 7.6.* to 9.3 (Sell, Serve)