Learn Why You Win and Lose, From the Customers Themselves
Understand why opportunities are won or lost by asking the customer. Relecca sends a feedback survey when a deal closes, collects the answers on a public response page, and gives you an AI-generated summary of what customers are saying.
Feedback Surveys Triggered by the Deal
Ask for feedback at the moment it is most useful — when the outcome is fresh.
- Automatic Triggers: Send a survey when a deal is marked won, when it is lost, or manually from the deal.
- Conditions: Target deals closed with products, or without products.
- Timing: Send immediately, or after a delay of hours or days.
- Custom Request Email: Write the email that invites the customer to respond.
Build the Questions You Need
Generic satisfaction surveys produce generic answers. Relecca lets you design the questions around the decisions you actually want to understand.
- Rating questions for quick, comparable scores.
- Short text and long text answers for the detail.
- Checkbox and radio questions for structured choices.
- A public response page, so customers answer without an account.
AI Summaries of the Responses
Free-text feedback accumulates faster than anyone reads it. Relecca generates an AI summary of responses, so the themes surface without reading every answer one by one.
- AI-generated summary across the responses you collect.
- Each response viewable in full alongside the summary.
- Responses kept connected to the deal they concern.
- Patterns across many deals rather than isolated anecdotes.
Turning Feedback Into Better Selling
Feedback is only worth collecting if someone acts on it. Keeping responses next to the deal and the customer means the next conversation starts from what the customer actually said.
- Review responses before a renewal or follow-up conversation.
- Compare what won deals and lost deals have in common.
- Create follow-up tasks from the deal when a response needs action.
- Share the summary with the team in the next pipeline review.
Ready to configure Customer Feedback Surveys?
Get started in minutes. Import your Excel spreadsheets or invite your team.
Compare plans and pricing, or read our CRM guides.
Close a deal, answer the survey as the customer, then summarize the responses with AI.
Mark a deal as Won or Lost. Relecca sends the customer a feedback survey, which they answer on a public response page.
| Deal & Client | Outcome | Rating | Answer | Received |
|---|---|---|---|---|
Havtorn PartnersSecurity Review Engagement | Won | Clear proposal and a fast turnaround on our questions. The onboarding plan was easy to follow. | Today, 10:15 |