SURVEYS, FEEDBACK TRACKING & MANAGEMENT 

Customer Feedback Software for Professional Services Firms 

Build stronger client relationships, streamline operations, and boost revenue with actionable insights. 

Empowering CX professionals to 

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Design

We design Voice of Customer (VoC) programs that customers actually want to participate in. By aligning your approach with their natural motivations for feedback, we unlock a stream of valuable insights that continuously fuel your customer experience strategy. 

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Implement

Leverage our industry-leading software platform to easily collect ongoing customer feedback. Whether you prefer to empower your team with training or tap into our expertise with managed services, we'll ensure your program runs smoothly and delivers bottom-line outcomes. 

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Measure

Our real-time dashboard lets you easily review feedback at individual, project, and client levels. Dive deep for granular detail, or get a high-level overview. Plus, your Client Success Manager goes beyond basic feedback data, providing customer insights, comparisons, and industry benchmarks to help you optimize your CX. 

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Our Customer Feedback Tool Drives Results and Can Boost Your Firm’s Bottom Line 

Client Savvy’s customer feedback service provides a way to monitor the relationship between your firm and client regarding the progress of a project or matter. Client Savvy empowers you to measure and act on client experiences, resulting in increased share-of-wallet, customer loyalty, referrals, and revenue.  

380%

more pain points discovered


We possess the most reliable and accurate mechanism to identify hidden client problems (380% more pain points discovered than via NPS alone).

+17

increase in
Net Promoter Score® 

Implementation of ongoing feedback using Client Savvy’s platform increases Net Promoter Score by 17 points on average.

83%

of at-risk clients saved


Our customer feedback management tool has closed-loop accountability that reduces repeat client frustrations by 83%, thus lowering churn. 

$1.8

in referrals gained


Our average client that activates their promoters (as identified within the platform) generates $1.8M in new business from referrals.

The Only CX Platform 


for Professional Services

Gain a competitive edge with our industry-leading customer feedback platform. Designed specifically for professional services, it empowers you to collect, analyze, respond to, and take action on client feedback – all in real-time. 

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Architecture

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Engineering

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Construction

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Legal

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Accounting

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Technology

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Consulting

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And More

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Architecture

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Engineering

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Construction

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Legal

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Accounting

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Technology

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Consulting

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And More

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Surveys Sent

One In Four Customers Has An Unvoiced Complaint.

What Are You Doing About It?

Silent churn is killing your business. Up to 25% of clients have unvoiced complaints, and 7% are at risk of leaving. Our client feedback software, built specifically for professional services firms, tackles this head-on. Integrate surveys seamlessly into complex customer journeys, hold your team accountable for timely responses, and turn feedback into action – before it's too late. 

Unvoiced Client Complaints

How Are You Responding To Customer Feedback?

One-size-fits-all feedback platforms and survey tools miss the mark with the unique customer journeys of professional services: 

Not automated 

Risk of human error

Not user-friendly

Not tailored for milestone-based feedback

No accountability for follow-up 

Basic survey tools aren’t designed to track customer feedback and close feedback loops during a complex customer journey. Our flexible yet tailored software seamlessly integrates with your workflow, capturing valuable customer feedback while respecting individual autonomy.

Stop missing opportunities and revenue – gather actionable feedback throughout the customer journey. 

What Sets Our Client Feedback Tool Apart? 

We're not your one-size-fits-all platform. Here's what makes us stand out among other customer feedback management tools.

A Game-Changing Approach 

Decades of dedicated research, meticulously tailored to professional services, fuels our industry-leading approach. Experience the difference: our software for customer feedback generates a staggering 2x higher response rate, uncovering 6x more actionable feedback, 3x more pain point discoveries, and a remarkable 5x increase in qualitative comments compared to standard survey platforms. 

Our Patented Client Experience Indicator (CXI) Scale 

Our industry-leading intellectual property, protected by 23 claims, fuels our unmatched data collection and aggregation. This unique, 7-point scale allows us to uncover the deeper meaning behind client feedback. CXI goes beyond customer satisfaction – our innovative tactile scoring methodology measures expectations. This unique approach captures real, tangible client sentiment, empowering you to take decisive action and drive transformative change. 

Asking the Right Questions 

Harness the power of over 20 years of psychological research embedded within our vast library of 5,000+ industry-tested survey templates. These proven questions ensure you gather the right insights, while remaining fully customizable. No need to start from scratch – we provide a head start with a foundation of success. 

Clear and Easily Managed Data 

Forget generic 1-to-5 ratings and self-serving customer satisfaction surveys! We go deeper to uncover your clients' true feelings, capturing their emotions in the moment and tracking them over time. This rich data empowers you to understand your clients on a whole new level. And with our intuitive, filterable dashboard, managing feedback is a breeze. Schedule automated reports for your team, ensuring everyone has the client insights they need to succeed. 

Simply Collecting the Data Is Not Sufficient - We Help you Act on It 

You're not on your own! Our team of experts in Professional Services, Marketing, Analytics, and Client Experience becomes an extension of yours. We'll guide you every step of the way, helping you translate data into actionable insights and optimize your client experience. 

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See how our Customer Feedback Software works in our interactive product tour.

Features and Benefits of Our Customer Feedback Software 

Our customer feedback software for professional services firms works by streamlining your process from start to finish, beginning with feedback collection, all the way through follow-up to ensure each customer’s unique journey is accounted for and properly responded to. This system ensures you receive repeat business and referrals from your satisfied customers. The features and advantages of the customer feedback software include: 

  • Collect Feedback 
  • Analyze & Report
  • Respond & Take Action
  • Manage & Customize
Collect Feedback 
Industry-Specific Feedback Templates

Gain valuable, actionable customer feedback from day one using proven questions and survey approaches with thousands of pre-configured templates.

Project-centric Feedback Plans

For firms with large, strategic projects, build a targeted, milestone-based feedback plan in just a few minutes. Also set automatic recurring feedback requests to gather feedback outside the project.

Higher Open & Response Rates

Our unique approach and methodology ensure industry-leading open and response rates. Our feedback survey requests boast a high average response rate of 41%!

Patented 7-point Scoring Mechanism

Through the user's movement of a slider on a scale, you can capture unambiguous sentiments and increase awareness of friction points, while measuring expectations as opposed to satisfaction.

Personal & Branded Sending

The sender impersonation feature increases open rates, response rates and encourages authentic feedback with customized, firm-branded communication.

Batch Feedback Processes

Deploy hundreds or thousands of feedback requests in minutes, including one-time, scheduled, and recurring surveys.

Analyze & Report
Robust, Filterable Feedback Dashboard

Easily analyze customer feedback in real-time at the individual, project/matter, and client levels. Drill as deep as you want by project, client, industry, project type, team, score range, keyword, and much more.

Support for Net Promoter System®

Track your firm's Net Promoter Score and compare it with industry peers to better understand your firm's competitive position in the market with built-in industry benchmarking.

Automated Reporting

You no longer need to organize feedback in order to complete manual reporting. Receive configurable weekly/monthly reports you and leadership need, automatically.

Project & Client Health

Uncover project/matter and client health with laser focus. Our intelligent algorithm analyzes a multitude of feedback-related criteria to categorize them as at-risk, stable, or thriving.

Built-in Metadata

Each customer feedback request and response is reportable by customer, industry, business unit, project manager, client manager, and more – enabling segmentation and reporting that aligns with your existing reporting structure.

Configurable Feedback Reports

With thousands of potential report combinations, visual and tabular reports enable clear action plans and informed decision-making.

Respond & Take Action
Real-time Alerts

The right people will know immediately when client feedback needs attention to accelerate closing feedback loops and driving accountability.

Response Coaching & Strategy Guides

Equips front-line professionals to confidently and effectively take action on captured customer feedback – whether rescuing a strained relationship or activating a promoter to capture more revenue.

AI-powered Response Generation

Our built-in AI-powered response wizard helps write empathetic, tailored replies to engage the client towards resolution, cross-selling, up-selling, and referral generation.

Detailed Feedback Emails & Reports

Get complete client feedback details delivered directly to your inbox. With a single click, access the feedback response, download a PDF report, forward it to a colleague, or jump right in to follow-up with the client.

Follow-up Accountability Tracking

Easily see which professionals need to follow-up with which customers to close feedback loops.

Follow-Up Logging

All feedback follow-up responses within the platform are automatically logged, keeping everyone informed and fostering a more efficient, accountable team.

Manage & Customize
Mobile/Cross-platform Support

Engage clients wherever they work. Our software is optimized for mobile devices and functions flawlessly across all browsers, ensuring smooth client interaction in the office, field, or anywhere else.

Customized Branding

Customize with your company logo and colors, creating a seamless branded experience for clients as they respond to feedback requests. Additionally, we ensure personalized communication by sending requests directly from company email addresses, verified with an SPF record.

Open API for Third-Party Integration

Trigger surveys from existing ERP workflows (e.g. billing milestones) and integrate feedback results into your CRM, Analytics platform, or other data stores. Proven, affordable integration with dominant industry platforms like Deltek and Salesforce improves automation and data integrity.

Survey Fatigue Prevention

Configurable rules automatically prevent survey fatigue by suppressing surveys to contacts who may be working on multiple concurrent projects.

Organizational Hierarchy Support

Enables complex security, alerting, and reporting designs to make sure the right people see the right information at the right time.

Automated Approval Workflows

When using scheduled or automated surveys, project/client managers/attorneys, can approve a survey before it's delivered, ensuring all communications are thoughtfully executed.

What Our Customers Have to Say 

Client Savvy is trusted by some of the most innovative firms in professional services to help them design, deliver, and manage CX by helping them turn client feedback into revenue.

Customer Feedback Software FAQs

What is a customer feedback tool?

A feedback platform is a software solution designed for businesses that need to build and distribute surveys to learn more about their client’s experiences. Client Savvy goes one step further because we provide you with the questions to ask in our feedback software.

How can a customer feedback tool help me improve my offerings?

Feedback tools for management support you in learning what your target audience truly wants from your products and services. Gaining feedback on features, drawbacks, and pricing can support your company in achieving greater success.

Can you help me identify what questions I should ask my customers?

Yes! We understand that you need to track customer feedback based on your business’s experiences. Our automated feedback management tool utilizes state-of-the-art analytics to help you ask the right questions, providing them directly in our software.

Our CX advisors work directly with you to create and design experience programs for your ideal clients.