Who you competed against
See the share of each alternative buyers considered, from a direct competitor to building it in house, with every typed Other answer beside the chart.
Sales teams
Hear from buyers at every stage, and follow up while the deal is warm
Qualify visitors on your site, ask prospects after the demo and before a trial ends, and learn why each deal was won or lost. Usertick sends hot leads to their owner in Slack or HubSpot while the buyer still expects your call.
Feedback from buyers at the moments that decide a deal
Survey software for sales teams earns its place at the moments a deal turns: when a visitor asks for a call, the day after a demo, before a trial runs out and once the buyer has decided. Each of those moments answers a question the CRM can't, such as what is still unclear, who else has a say and what tipped the decision.
With Usertick, a few qualifying questions open on your pricing or demo page, a follow-up goes out by email after the call, and a check-in opens inside your product before the trial ends. Every response with contact details becomes a Usertick contact, and on every plan, a workflow creates or updates the HubSpot contact with the answers on its properties.
The AI reads every written answer for its type, theme and urgency, so a question that needs a reply today stands out from a comment that can wait. Workflows post hot leads to your sales channel and add a HubSpot task for the contact's owner, and Results shows what decided the deals you won and the ones you lost.
- Plans
- Surveys, the contact step, branching and AI reading on every plan, the free plan included
- Channels
- On your website, in your product, by email and from a HubSpot workflow
- Triggers
- Pages on every plan, button and app event triggers on 1 survey on Free and every survey from Starter
- Tools
- Slack, CRMs through Zapier and HubSpot on every plan
Ask at the moments a deal turns
Short surveys on your site, in your follow-up emails and inside your product.
When a visitor asks for sales
Open a few qualifying questions when a visitor selects your Talk to sales button, and end with a contact step for the details your team needs. Starter and above, and 1 survey on Free.
The day after the demo
Email the prospect a short follow-up with the first question inside the message, and learn what is still unclear and what should happen next.
Before the trial ends
Your app tells Usertick when a trial has two days left, and a question inside the product asks whether the team plans to continue and what is holding it back. Starter and above, and 1 survey on Free.
Once the buyer decides
Email a win/loss survey to the buyer on every closed deal, won or lost, while the evaluation is still fresh. On any plan, a HubSpot workflow can send it to each contact it enrolls.
Learn why deals are won and lost
Results turns buyers' answers into reasons you can compare.
Only the deals you lost
Select No on the question about whether they chose you, and every chart and theme on the page shows only the buyers who went elsewhere.
Answers on the HubSpot contact
On every plan, a workflow finds the contact by email and creates it when it doesn't exist, from the email in a contact question or the address your survey email went to. It writes the answers you choose to the contact's properties, links the company HubSpot already has for the email's domain, and adds a note with the full response.
Get hot leads to their owner the same hour
Workflows route each answer by what the buyer said.
Hot leads in the sales channel
Post answers from large teams or near-term decisions to Slack or Microsoft Teams, mention the rep for that region, and assign the lead with a button. Every plan.
A HubSpot task for the owner
Add a follow-up task for the contact's owner in HubSpot, due today or the next day, with its priority taken from the urgency of the answer. Every plan.
Salesforce, Pipedrive and Close
Create a lead in Salesforce, Pipedrive or Close, or add a note to a Pipedrive deal, through a Zapier step in the same workflow. Every plan.
An owner for every answer
Assign answers to reps in the inbox, mention a teammate in a note, and follow each one from Open to Resolved.
Works with the tools sales teams use
Send answers to your CRM, your team chat and your spreadsheets, so each rep reads what the buyer said where they already work.
See all integrationsHow sales teams start with Usertick
Four steps from the first template to answers in your CRM.
- 1
Start from a template
Start from After the demo, End of trial or Win/loss analysis, or describe what your team needs to learn to Create with AI.
- 2
Choose the moment
Open qualifying questions on your pricing page, email the demo follow-up, and open the trial check-in with an event from your app.
- 3
Connect your CRM
Connect HubSpot and Slack in Settings, or add a Zapier step for Salesforce, Pipedrive or Close.
- 4
Route the answers
Add a workflow that posts hot leads to the sales channel and, from Starter, also adds a HubSpot task for the contact's owner.
How sales teams get answers they can act on
Six habits that keep buyers answering and deals moving.
- 01
Ask within a day
Send the demo follow-up the next morning, while the prospect still remembers what was unclear.
- 02
Ask every closed deal
Send the same win/loss survey to the deals you won and the deals you lost, so the reasons compare.
- 03
Keep it to a few questions
Three to five questions get answered. A long form after a sales call reads like homework.
- 04
Read lost deals with fresh eyes
Have someone outside the deal read the win/loss answers, so the reasons aren't filtered through the rep who lost it.
- 05
Reply the same day
Route hot leads to their owner as they arrive, while the buyer still expects to hear from you.
- 06
Share what you learn
Send the themes of lost deals to product and marketing each month, so the next pitch answers them.
Templates and questions for sales teams
Start from a template written for demos, trials, quotes and decisions, and change any question.
Templates
Browse all templatesResearchAfter the demoFind out whether your sales demo answered the prospect's questions and what they want to happen next. Send it within a day of the demo.
PricingEnd of trialSee who plans to subscribe when the trial ends, what's holding the rest back and how the price feels. Send it two days before the trial ends.
ResearchWin/loss analysisLearn why prospects chose you or someone else, and what decided it. Send it within two weeks of a closed deal, won or lost.
PricingQuote follow-upLearn how your quote compares with others and what would help the customer decide. Send it three to five days after the quote goes out.
Questions from the library
Browse the question library- Who else needs to be involved in the decision?Multiple choice · Trial and conversion
- What did you compare us with?Dropdown · Trial and conversion
- What is the main thing holding you back from a paid plan?Multiple choice · Trial and conversion
- When do you plan to make a decision?Date · Trial and conversion
- Pick the three things that decided it for youRanking · Switching and alternatives
- What nearly made you stay where you were?Text · Switching and alternatives
- Does this purchase have to go through procurement?Yes / No · Procurement and legal
- What does a vendor have to prove before you can buy?Text · Procurement and legal
Frequently asked questions
Qualify visitors on your site, ask prospects after the demo and before a trial ends, and learn why deals were won or lost. Workflows send hot leads to Slack, HubSpot or another CRM, and the inbox gives every follow-up an owner.
Yes, on every plan. A workflow finds the contact by email and creates it when it doesn't exist, from the email in a contact question or the address your survey email went to. It writes the answers you choose to the contact's properties and, from Starter, can add a task for the owner.
Yes, through a Zapier step in a workflow, on every plan. The step can create a lead in Salesforce, Pipedrive or Close, add a note to a Pipedrive deal or a Salesforce record, or log a Pipedrive activity. Salesforce on Zapier needs a paid Zapier plan, and Usertick has no direct Salesforce or Pipedrive connection.
Yes, on any Usertick plan with HubSpot Professional or Enterprise. Add the Send Usertick survey action to a contact workflow in HubSpot, and Usertick emails the survey to each contact the workflow enrolls.
On every plan, a workflow checks each answer, such as the team size, the timeline or the country, and posts the leads that match to Slack or Microsoft Teams with a mention of the right rep. From Starter, it can also add a HubSpot task for the contact's owner, due today or the next day.
Yes, on every plan. A branching rule on the question about whether they chose you sends buyers who did to one set of questions and the rest to another, in a step-by-step or chat survey.
No. Usertick doesn't add up points per answer. Branching rules send each kind of buyer to the right next step, such as a booking page for large teams, and workflow conditions route leads by their answers.
No. The HubSpot connection writes to contacts, links the company HubSpot already has for the email's domain, and doesn't create or change deals. Through Zapier, a workflow can add a note to a Pipedrive deal or to any Salesforce record.
No. Names, emails, phone numbers and company names from a contact question are never sent to the AI. The AI reads the other answers for their type, theme, sentiment and urgency.
Surveys, the contact step, branching, email surveys, AI reading, the inbox and workflows to Slack, Teams, HubSpot and CRMs through Zapier come with every plan. Starter adds button and app event triggers on every survey, and Pro adds scheduled reports.
Listen better, act faster, and build what truly matters.
Start free, see what your customers mean, and get each answer to the person who can act on it.
- 150 responses a month on Free
- Every channel and AI analysis
- No card needed