--- generated_by: surveylegend-page-markdown title: CRM Software Survey Template | SurveyLegend description: Find friction in everyday CRM work. Ask users about records, updates, handoffs, and support, then prioritize a practical improvement with SurveyLegend. canonical: https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/crm-software-template/ --- # CRM Software Survey Template This CRM software survey asks employees about everyday work in an existing customer relationship management system. Review record lookup, updates, handoffs, and support to decide where to improve the workflow. [Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/crm-software-template/#try-template) Preview on a device Show the desktop survey layout Show the tablet survey layout Show the mobile survey layout ![](https://www.surveylegend.com/survey-template-media/demo-backgrounds/crm-software-template-background.avif) **SurveyLegend** 1 / 7 CRM Software Survey During this period, on how many workdays did you use the CRM? None 1–2 days 3–5 days +3 more answer choices Next → CRM Software Survey [Preview](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/crm-software-template/#try-template) Share [Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ftechnology-digital-experience-surveys%2Fcrm-software-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ftechnology-digital-experience-surveys%2Fcrm-software-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ftechnology-digital-experience-surveys%2Fcrm-software-template%2F\&text=CRM%20Software%20Survey%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ftechnology-digital-experience-surveys%2Fcrm-software-template%2F\&title=CRM%20Software%20Survey%20Template) This CRM software survey asks employees about everyday work in an existing customer relationship management system. Review record lookup, updates, handoffs, and support to decide where to improve the workflow. A CRM can hold plenty of information and still make routine work harder than it needs to be. Ask users where the process breaks down before deciding whether the answer is training, clearer ownership, better data, or a system change. This SurveyLegend questionnaire keeps those possibilities separate. ## When to use this survey Use this survey after users have had a chance to perform their normal work in an established CRM or after a rollout has settled into regular use. Invite people who are expected to use the system, including those who did not use it during the review period. For choosing a tool after a controlled trial, use the [software evaluation template ](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/software-evaluation-template/)instead. **Create your crm software survey in SurveyLegend** A CRM can hold plenty of information and still make routine work harder than it needs to be. Ask users where the process breaks down before deciding whether the answer is training, clearer ownership, better data, or a system change. ## 7 questions for your crm software survey Think about the CRM named above during the stated two-workweek period. Answer from your own work experience and select the not-used options where needed. Every question is optional. Do not include customer details, login information or confidential records. Try the survey ## A little feedback. A clearer picture. Explore this 7-question example at your own pace. Every question is optional. Preview on a device Show the survey at full desktop width Resize the survey to a tablet-width preview Resize the survey to a mobile preview with scrolling inside the frame Choose a look Use Classic: a white survey card over the background photo Use Light: dark text over a light tint covering the background photo Use Dark: light text over a dark tint covering the background photo SurveyLegend demo Question 1 of 7 ### CRM Software Survey 01 During this period, on how many workdays did you use the CRM? Choose one answer, or skip this question. None 1–2 days 3–5 days 6–8 days 9–10 days I do not remember 02 How easy was it to find the customer record you needed? Choose one answer, or skip this question. Very difficult Somewhat difficult Neither easy nor difficult Somewhat easy Very easy I did not try this 03 How easy was it to record the latest customer interaction? Choose one answer, or skip this question. Very difficult Somewhat difficult Neither easy nor difficult Somewhat easy Very easy I did not try this 04 How often did missing or outdated information interrupt your CRM work? Choose one answer, or skip this question. Never Rarely Sometimes Often Always I did not use the CRM 05 When work passed between people, how clear was the next action in the CRM? Choose one answer, or skip this question. Not at all clear Slightly clear Moderately clear Very clear Extremely clear I did not use the CRM for a handoff 06 Which change would help your CRM work most? Choose one answer, or skip this question. Access to the right records Clearer instructions More accurate information Fewer duplicate steps Clearer responsibility for follow-up More timely support Another change No change needed Not sure 07 Describe one task that would benefit from the change you selected. Share your answer, or skip this question. #### One last look Review your answers before submitting this demo. 0 answered #### Thank you for trying the survey! You’ve tried the template from the respondent’s side. Make it your own with SurveyLegend. [Create your own survey](https://www.surveylegend.com/register/) Checking submission availability… This is a demo. We count starts and submissions only. Your answers stay in your browser and are never sent or saved. **—**Starts **—**Submissions Activity is temporarily unavailable. ## Customize your crm software survey Name the work period and use the term employees recognize for the CRM. If some roles only view records, retain options for tasks they did not try. Distinguish sales, service, and account-management workflows through separate invitations when groups are large enough for useful reporting. Avoid [leading questions ](https://www.surveylegend.com/survey-questions/leading-questions/)that blame users for low adoption or assume a new system is easier. ## Printable crm software survey Use the printable version in a facilitated workflow review where staff prefer to write privately before discussion. Provide a return route that avoids passing answers around the team. Keep paper feedback separate until an agreed review or entry process combines it. ![First page of the printable CRM Software Survey Template with questions and answer spaces](https://www.surveylegend.com/survey-template-media/pdf-previews/crm-software-template-pdf-preview.avif) [![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download CRM Software Survey Template (PDF)](https://www.surveylegend.com/downloads/survey-templates/crm-software-survey-template.pdf) Export crm software survey as PDF ## Create this survey with AI The prompt below includes the crm software survey questions and response settings. Copy this prompt into an AI assistant to draft the questions. Review the draft, then build and customize the survey in SurveyLegend before sharing. Create this survey with AI [](https://www.surveylegend.com/register/) Copy the prompt into an AI assistant to draft the questions, then build your survey in SurveyLegend. Already have an account? [Sign in](https://app.surveylegend.com/login/) to create your survey. ## How to use the answers Read use frequency first, then examine the experience items among people who attempted each task. Do not label a nonuser resistant without understanding their role and access. A frequent lookup problem with few update problems suggests a different investigation from repeated handoff ambiguity. Review missing-data concerns with the data owner, without copying customer records into survey reports. Code the task examples using [open-ended data ](https://www.surveylegend.com/how-to-analyze-survey-results/open-ended-data/)principles and assign one problem owner, proposed change, and follow-up date. These responses identify perceived barriers; they do not independently verify security, system availability, revenue or productivity. Research connection: Sharif and Irani’s 2008 conference paper describes “user requirements and experiences” in its abstract for a CRM case study in financial services. The [CRM adoption study ](https://aisel.aisnet.org/amcis2008/235/)draws attention to the connection between customer information and business processes. SurveyLegend applies that perspective through task-specific questions about records and handoffs. This is one historical sector-specific case, not evidence about today’s software vendors, and the original questionnaire here is not a validated adoption scale. ## Frequently asked questions ### Is this survey for customers or employees? Employees and other authorized internal users answer this version. Customers usually cannot evaluate internal record maintenance or handoffs. ### Should low usage count as a bad score? No. Some roles use the CRM less often, and access or task assignments may explain nonuse. Keep frequency descriptive and investigate context before acting. ### Can this decide whether to replace the CRM? It can identify problems to investigate. A replacement decision also needs requirements, cost, migration, integration and security review, plus a suitable comparison of alternatives. Technology & Digital Experience Survey Templates 1. [![Preview of the Website Feedback Survey demo showing its first question and answer options](https://www.surveylegend.com/survey-template-media/previews/website-feedback-demo-preview.avif) Website Feedback Survey Template Technology & digital experience This website feedback survey template helps you learn why visitors came to your website, whether they completed their task, and what got in the way. Its six questions cover the visit’s purpose, outcome, and difficulties. Adapt the questions to your website and create your survey with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/website-feedback-template/) 2. 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[![Preview of the App Feedback Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/app-feedback-template-preview.avif) App Feedback Survey Template Technology & digital experience A broad app rating rarely tells a product team where to start. Anchor feedback to a recent session and ask what the user was trying to do. Keep bug investigation separate from the feedback form so people are not asked to submit sensitive screenshots or account data.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/app-feedback-template/) 4. [![Preview of the SaaS Onboarding Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/saas-onboarding-template-preview.avif) SaaS Onboarding Survey Template Technology & digital experience Creating an account is only one part of onboarding. Ask whether users attempted their intended task and what happened next. Include people who did not get started so you do not hear only from successful users.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/saas-onboarding-template/) 5. [![Preview of the Software Evaluation Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/software-evaluation-template-preview.avif) Software Evaluation Survey Template Technology & digital experience A software demo can look convincing without showing whether the tool fits your work. Give evaluators the same trial task and ask what they could complete. Keep their experience separate from technical checks that require specialist review.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/software-evaluation-template/) 6. [![Preview of the Blockchain Pilot Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/blockchain-pilot-template-preview.avif) Blockchain Pilot Survey Template Technology & digital experience This blockchain pilot survey helps participating teams describe what must be agreed before a trial begins. It starts with the business task, not a promise that blockchain will solve it. Build the original questionnaire in SurveyLegend and use the responses to prepare a focused scoping discussion.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/blockchain-pilot-template/) 7. [![Preview of the Employee Cybersecurity Awareness Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/cyber-security-template-preview.avif) Employee Cybersecurity Awareness Survey Template Technology & digital experience A completed training module does not tell a security team whether the reporting route is clear. SurveyLegend helps gather practical feedback from employees without asking anyone to paste a suspicious link or reveal a password.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/cyber-security-template/) 8. [![Preview of the General Internet Usage Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/general-internet-usage-template-preview.avif) General Internet Usage Survey Template Technology & digital experience Being online does not necessarily mean someone can complete every task they need to do. This SurveyLegend questionnaire separates access, use, and requested support so those different needs remain visible.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/general-internet-usage-template/) 9. [![Preview of the Help Desk Ticket Form Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/help-desk-ticket-template-preview.avif) Help Desk Ticket Form Template Technology & digital experience “It does not work” leaves a support team with several questions. Which tool was involved? What was the person trying to do? What appeared instead? SurveyLegend helps you collect those details in a consistent form before the help desk reviews the issue. Use your established support route to associate the report with a requester.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/help-desk-ticket-template/) 10. [![Preview of the Home Security Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/home-security-template-preview.avif) Home Security Survey Template Technology & digital experience Use the questionnaire before choosing a community workshop or resident information pack. Renters and owners may have different decision roles, so a single list of recommended purchases may miss what people need. SurveyLegend's example focuses on useful information and practical barriers, not on identifying weaknesses in individual homes.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/home-security-template/) 11. [![Preview of the Internet of Things Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/internet-of-things-template-preview.avif) Internet of Things Survey Template Technology & digital experience A smart light and a connected lock serve different needs. Name one device or concept, describe what it does in plain language, and invite people who have not used it as well as current users. This survey explores usability and information needs; it does not test device security.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/internet-of-things-template/) 12. [![Preview of the Internet Speed Experience Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/internet-speed-research-template-preview.avif) Internet Speed Experience Survey Template Technology & digital experience A connection can feel slow during one activity and work well for another. Asking only whether someone is satisfied leaves that difference unexplained. SurveyLegend's questionnaire helps you collect a focused account of recent experience; it does not run a speed test or measure download and upload rates.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/internet-speed-research-template/) 13. [![Preview of the Internet Speed Feedback Survey Form showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/internet-speed-form-template-preview.avif) Internet Speed Feedback Survey Form Technology & digital experience Ask adult campus Wi‑Fi users about the past seven days and name the exact network in the invitation. A 2024 IPB University thesis measured throughput, delay, jitter and packet loss across campus locations and tasks, then separately surveyed 50 students. Its abstract reports “a survey of 50 students rated connection speed at 3.04 (fair).” Read the university thesis abstract. That distinction matters: a person's rating and a network instrument's Mbps, delay or packet loss are different evidence. The IPB results describe one campus and do not validate this original SurveyLegend form.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/internet-speed-form-template/) 14. [![Preview of the Mobile Phone Replacement Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/mobile-cell-phone-template-preview.avif) Mobile Phone Replacement Survey Template Technology & digital experience Invite adults who replaced their main phone within the past 12 months and ask about that one decision. Replacing a phone because it stopped working is different from choosing a new feature while the old phone still works. SurveyLegend's example keeps those reasons separate so researchers can identify useful follow-up questions.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/mobile-cell-phone-template/) 15. [![Preview of the Online Professional Networking Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/online-professional-networking-template-preview.avif) Online Professional Networking Survey Template Technology & digital experience A large contact list does not tell you whether someone found useful advice or a meaningful conversation. This SurveyLegend questionnaire focuses on what people are trying to achieve and the interactions they actually describe.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/online-professional-networking-template/) 16. [![Preview of the Phone Survey Participation Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/phone-survey-participation-template-preview.avif) Phone Survey Participation Template Technology & digital experience This phone survey participation template helps a research team improve how it invites adults to one planned telephone study. Show a plain-language invitation first, then ask what would make participation practical. SurveyLegend can be used to build the feedback questionnaire; the team must manage recruitment and calls through its own approved process.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/phone-survey-participation-template/) 17. [![Preview of the Security Awareness Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/security-awareness-template-preview.avif) Security Awareness Survey Template Technology & digital experience Knowing where guidance is located, feeling confident about reporting, and following a procedure are different things. Ask about each carefully rather than treating confidence as proof of security knowledge.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/security-awareness-template/) 18. [![Preview of the Suspected Security Incident Report Form Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/security-breach-report-template-preview.avif) Suspected Security Incident Report Form Template Technology & digital experience A suspicious message does not automatically mean a breach occurred. A reporter should be able to explain what they saw and which service was involved while the designated security team determines the next step.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/security-breach-report-template/) 19. [![Preview of the Smart Home Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/smart-home-template-preview.avif) Smart Home Survey Template Technology & digital experience A device can work reliably while leaving people unsure how to change its settings or understand its data collection. Ask about those experiences separately rather than combining them in one satisfaction rating.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/smart-home-template/) 20. [![Preview of the Software Satisfaction Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/software-satisfaction-template-preview.avif) Software Satisfaction Survey Template Technology & digital experience Use this software satisfaction survey template with people who have used one established product during the past four weeks. The seven optional questions separate overall satisfaction, task ease, reliability, information quality, support, and one improvement. Browse related technology templates, then adapt this focused version in SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/software-satisfaction-template/) Free survey maker ## Start creating surveys today *for free* Create and bring your ideas to life with the survey tool used by people all over the world. 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