Manage contacts, send targeted surveys, and track your lawful basis for processing data in our integrated CRM.
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Use feedback to create better experiences for your customers, employees, and other stakeholders.
Import your existing contact lists and capture leads with forms whilst tracking the lawful basis for processing their data.
Craft bespoke email invitations and send targeted surveys to learn more about your audience segments.
Harness powerful filter and crosstab tools to transform raw survey data into actionable insights for your business.
Import existing contacts to the CRM and capture leads with forms. Create custom fields to add more information about your audience and personalize surveys & emails.
Assign all contact groups a lawful basis for processing data (e.g., Legitimate Interests or Contract), collect consent from contacts and record it to their CRM profiles.
Craft beautiful email invitations for your surveys, quizzes, and forms and send them to targeted audience segments.
Access individual profiles for CRM contacts to view activity logs that illustrate their interactions with email invitations and surveys.
Get a birds-eye view of your audience in the contacts dashboard and track the performance of email invitations with individual groups and segments.
Create targeted groups and segments based on email engagement metrics, survey responses, demographic information and much more.
Yes!
Shout CRM is included with all our plans, and you can even get started with it on your Free Trial. All CRM features will be available across all plans, so you'll be able to import contacts, group, segment, and clean email lists regardless of your subscription.
Shout CRM makes experience management a breeze for team and small businesses. Simply upload your existing contacts and start collecting feedback on their experiences with your company, products and services.
Group contacts as customers, employees and other stakeholders to conduct CX, PX, and EX survey campaigns with the same audience without crossing any wires. SHOUT is a privacy-first platform, meaning all our tools are built with compliance and your data protection in mind.
Segment contacts based on feedback they've given to create even more targeted groups.
Need an example? Imagine you've conducted a Net Promoter Score survey to identify your most loyal customers. You can filter your contacts by those survey responses and create segments for your Promoters, Passives, and Detractors. Allowing you to follow up with targeted surveys to start improving experiences for the latter two.
There's no limit to the number of contacts you can store in the app, so you can continue to grow your email lists without concern.
However, each plan does have a cap for how many email invitations can be sent per month.
We pride ourselves on the features we provide to ensure all your activity in the app is as compliant as possible with the GDPR, UK-GDPR, and CCPA. Let's get into some of the specific ways we help you do that.
When creating contact groups, you are prompted to assign a lawful basis for processing the data of those contacts. This allows you to record your compliance activities in the app and provide proof to any authority or data subject that may request that information.
These lawful basis include:
When collecting new contact information with forms that requires the Consent lawful basis for processing data, we'll automatically add a consent question that records consent given to contact profiles.
By default, all projects you create with Shout are cookieless. Meaning, you don't have to worry about any tracking that isn't set up explicitly by you or your team.
Inviting colleagues to your Shout team doesn't mean that surveys and quizzes are shared between all users. Team dashboards are private by default, meaning no one has access to data that isn't required to perform their role. And when you do share projects with team users, access can be revoked at any time.
The primary user in a Shout team is the admin. These users will retain ownership over all data collected by team users, so you don't need to worry about who has ownership if an employee leaves your company. Admins can add and remove team users from the Team dashboard, and purge all data associated with an account.
They will also be able to access team user account from their own to perform audits and provide feedback to their team.
With Shout, you can do more than create surveys. Perform assessments, capture leads, and manage experiences. All with your compliance in mind.
Create surveys for CX, PX, & EX research with 12+ question types including NPS, multiple choice, and matrix questions.
Build engaging quizzes with automatic scoring, conditional logic, and detailed analytics. Perfect for education and lead generation.
Generate leads with powerful forms that capture contacts and collect data with built-in validation and GDPR compliance.
Built from the ground up with privacy and compliance in mind. Track lawful basis for processing and record consent automatically.
Import contacts, send email invitations, and track data with our fully integrated CRM system. No additional costs.
Share surveys with team members, collaborate on reports, and maintain separate dashboards with role-based access control.
Start managing your research contacts with our integrated CRM today.