Customer success lead
Sees every response in the portal.
- Pages
- Home, Follow-ups, All responses, Accounts, Follow-up playbook
A customer feedback and NPS portal is where customers answer a 0–10 survey on a public page, the team sees promoter and detractor counts as responses arrive, and feedback worth acting on becomes a follow-up someone owns on a board.
Pattern: RequestsDescribe it to Pory
“We survey customers with the NPS question. Responses should come in through a public form, we want promoter and detractor counts on a home page, and a board to act on what people tell us.”
Survey
Collect & act
Your score and reason go straight to your account manager, who reads every one. If something's wrong, they'll be in touch within two business days.
It takes two minutes and needs no account. We ask once a quarter, so you won't hear from us again until January.
In plain English
Pory gives every customer success lead and account manager a sign-in of their own. It covers collect & act. Responses, follow-ups, accounts and customer success team live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
Survey answers used to pile up in a form tool's own spreadsheet, a long way from the accounts they were about. In Pory customers open a public survey page, give a score from 0 to 10, say why, and add their name and company, with no account needed. Each answer arrives as a response the team can act on.
Seeing how customers felt meant pulling survey results into a spreadsheet and counting rows by hand. In Pory each response keeps its 0 to 10 rating, the customer's reason and its group (Promoter, Passive or Detractor), and the team's home page counts responses, promoters and detractors as they come in. Nobody counts rows by hand the night before the board meeting.
Detractor comments were read, nodded at and forgotten, because nobody owned doing anything about them. In Pory each piece of feedback worth acting on becomes a follow-up with an owner and a due date, and the team drags it from To do through In progress to Done. The customer who scored you a 3 hears back before they cancel.
Every person signs in to their own view. This is what each role in the demo gets.
Sees every response in the portal.
Sees the responses assigned to them.
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
An application page, a notice board, an open directory: pages and forms anyone can use without signing in, on your domain.
Cards in columns. Drag a record to move it along.
Live figures over the records a viewer is allowed to see.
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
A sign-in link by email, by default. Password sign-in if you'd rather.
Your domain, your colors, your logo. Members see you.
Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited customers.