SurveyFlow – Multi-Step Survey & Form Builder for Perfex CRM

Note: This is a module for
Perfex CRM.
It is not a standalone script.

SurveyFlow – Multi-Step Survey & Form Builder for Perfex CRM

SurveyFlow helps you create professional multi-step surveys and feedback forms directly inside Perfex CRM.
Build forms with a visual drag-and-drop interface, divide questions into multiple pages, and provide participants
with a clean, modern and mobile-friendly form experience.

Send personalized survey invitations to staff, leads, clients, project participants or a manually entered list.
Every recipient receives a unique and secure survey link and can complete the form without logging in.

SurveyFlow uses your existing Perfex CRM email configuration and SMS gateway. No additional SMTP account or
separate SMS API configuration is required.

Modern Drag-and-Drop Form Builder

• Simple three-column visual form builder
• Drag fields from the field palette into survey pages
• Reorder questions with drag and drop
• Move questions between different pages
• Reorder complete survey pages
• Edit the selected field from a dedicated settings panel
• Add an optional description or help text to every question
• Mark individual questions as required

Supported Question Types

• Short text
• Long text
• Multiple choice – single selection
• Multiple choice – multiple selections
• Star and score rating

Rating settings are displayed only for rating questions, while choice settings are displayed only for
single-choice and multiple-choice questions. This keeps the builder clear and easy to use.

Professional Multi-Step Survey Experience

• Divide surveys into unlimited pages or steps
• Previous and Next navigation
• Animated progress indicator
• Modern question cards and custom form controls
• Responsive layout for desktop, tablet and mobile devices
• Company logo and company name integration
• Dedicated success and already-completed screens
• Preview surveys before publishing or sending
• Right-to-left layout support

Flexible Audience Selection

Send surveys to the right people using existing Perfex CRM records:

• Staff: selected staff members or all active staff
• Leads: selected leads, all active leads, or leads filtered by status or tag
• Clients: selected client contacts, all active contacts, or contacts filtered by customer group
• Project participants: active customer contacts and staff members assigned to the selected project
• Manual list: manually entered name, email address and phone number

Project Surveys

• Optionally associate a survey with a Perfex CRM project
• Create surveys directly from the project detail page
• View project surveys from the dedicated project tab
• Send invitations to project customer contacts and assigned project staff
• Display the project name on the public survey form
• Use {project_name} inside invitation templates

Email and SMS Invitations

• Choose Email or SMS for every sending operation
• Uses the existing Perfex CRM email infrastructure
• Uses the active Perfex CRM SMS gateway
• No separate SMTP or SMS API settings
• Personalized invitation templates
• Manual reminder button for recipients who have not completed the survey

Secure Individual Survey Links

SurveyFlow generates a unique, unpredictable 256-bit token for every recipient. Participants do not need a
Perfex CRM account and do not need to log in. Each individual link is connected to its recipient, allowing you
to see exactly who completed the survey and who did not.

Tracking and Results

• See every survey recipient in one place
• Track sent, failed and completed invitations
• View sending and completion dates
• Send reminders to incomplete recipients
• See total recipients and completed responses
• View the overall completion rate
• Review answer distribution for choice and rating questions
• Review individual text responses

Multilingual and Perfex-Compatible

• All interface texts use the Perfex CRM language system
• English language file included as the default language
• Turkish localization included
• Language folders included for all languages available in the Perfex CRM installation
• Automatic English fallback when a localized translation is unavailable
• Uses Perfex CRM module hooks, permissions and database prefix conventions
• Does not modify any Perfex CRM core files

Simple Workflow

1. Create a survey and optionally select a project.
2. Add pages and drag questions into the required order.
3. Configure question labels, descriptions, options and required fields.
4. Preview the customer-facing survey.
5. Publish the survey.
6. Select the audience and delivery channel.
7. Send invitations and monitor responses.
8. Send reminders or review the results summary.

Installation

1. Upload the module ZIP file from Setup > Modules.
2. Activate the SurveyFlow module.
3. Configure staff permissions if required.
4. Open SurveyFlow from the admin sidebar and create your first survey.

Required database tables are created automatically during module activation. All module data is isolated inside
SurveyFlow tables and no Perfex CRM core file is changed.

Change Log

Version 1.0.0 / 2026-09-06

- Initial release
- Added modern drag-and-drop multi-step survey builder
- Added short text, long text, single choice, multiple choice and rating fields
- Added question descriptions and required field support
- Added staff, lead, client, project and manual audience selection
- Added email and SMS invitations using existing Perfex CRM services
- Added secure individual survey links
- Added manual reminders, recipient tracking and result summaries
- Added project association and project survey tab
- Added responsive public survey design and preview mode
- Added English and Turkish localization with language fallback support