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IceBubble CRM

Surveys and field teams

Describe the survey in plain English and AI builds the first draft. Allocate the visits to your team, capture answers, photos and signatures on site, and check the results before they go out.

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The survey builder with a plain English description of a roof inspection ready to generate with AI

Forms that fit the job

Field forms are often on paper, or in a generic app that cannot follow your rules. A new form takes days to build, so every job ends up on the old one, and photos arrive by WhatsApp to be matched to the right visit later.

In IceBubble CRM you describe the survey and AI drafts it, your team complete it in the app on site, and it is checked before your client sees it.

How it works

  1. 1Describe it, and AI builds the draft

    Write what the survey needs in plain English, for example "start with the arrival time and how they got access, ask the condition, and if it is poor ask them to describe the damage". AI builds the first draft with panels, questions, input types and the rules for showing or hiding questions. Or start from scratch.

  2. 2Allocate the visits

    Allocate surveys to people by location and job, with their past work in front of you, such as completed visits, quality pass rate and when they last worked. Limit a survey to people with the right skills if you need to, and spread the visits so nobody is overloaded.

  3. 3Done on site, even with no signal

    The team complete the survey in the app on iPhone, Android or Windows, with photos, signatures and barcodes. It works offline and syncs when the signal comes back.

  4. 4Check before it goes out

    Completed surveys go through quality control. Reviewers approve them, or send them back to the person who did the visit to correct and resubmit.

    Survey booking screen listing store visits to allocate, with the selected rep's completed visits and quality pass rate
    Allocating visits, with each person's track record alongside

Where surveys are used

Surveys can be used in field visits, on landing pages and in NPS requests. The people doing them are the same people on your planning board, and results feed your reports and the client portal, where your clients log in to see their own results.

Works with

The planning board showing a week of jobs booked to four engineers, with days on leave marked

Job management

Book the right person on the planning board, run the job from the app on site, and turn the hours into the invoice.

More on job management
The landing page editor, with blocks on the left and a branded page being edited

Landing pages and email

Campaign pages, emails and surveys in your own brand, built from blocks, with no web designer needed.

More on landing pages and email
The report builder with a sales pipeline section of charts, and the settings for the selected chart open alongside

Reports and AI summaries

Build your own reports and dashboards, and start each day with an AI summary of sales, jobs and support.

More on reports and AI summaries

Frequently asked questions

Does the app work without a signal?

Yes. The app works offline and syncs when it has a connection again.

Can each job have its own survey?

Yes. Build as many surveys as you need. With the AI survey builder a new one takes minutes.

Can our clients see the results?

Yes. Clients can have their own portal login to see their own results online.

Do you work with field marketing agencies?

Yes, it is where this part of the CRM came from. See IceBubble CRM for field marketing.

Book a demo

We'll show you the CRM using work like yours, and answer whatever you want to ask.

Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.