I am asking a community, maybe somebody here can come up with a suggestion.
We are using Zoho CRM, Projects, Books, Analytics, all integrated.
After project finishes and last invoice is sent, we would like to send a survey to a customer's contact and ask for a feedback about the project. Same customer can have many projects with different contact persons.
I would like to specify somewhere, that person A was involved in project A and person B in project B.
So I could send a personalized survey to person A after project A finishes.
Ideal solution would show me in the CRM the list of surveys a particular contact has received (and filled).
Project are run by people and I would like to see from CRM who were the people involved in the project. Customer name is not enough.
Any ideas or suggestions please?