Customer love,
on autopilot.
Run NPS and CSAT surveys. Collect testimonials. Generate AI case studies. The Companion App is the advocacy workspace that turns satisfied customers into reusable proof, without the manual chase.
Four advocacy workflows that run themselves.
The work CSMs do by hand (chasing surveys, asking for testimonials, writing case studies, tracking who said yes to what) becomes automatic. You stay in the loop. The grunt work doesn't.
Surveys
NPS, CSAT, and fully custom surveys. Build them, send them, and track responses in one place.
- Pre-built templates or full custom builder
- Live preview before you send
- Contextual messaging per customer
- Response tracking and sentiment scoring
Testimonials
Request, collect, store, and reuse customer quotes as searchable marketing assets.
- One-click testimonial request flow
- Define context and format up front
- Centralized library with usage rights
- Searchable by company, person, format
AI Case Studies
Turn customer wins into shareable case studies in hours, not weeks. AI drafts. You edit.
- Customer-specific story generation
- Quote and data integration from your platform
- Editorial-ready draft on first pass
- Approval workflow with the customer
Advocacy Tracking
See every advocacy interaction across your customer base in one dashboard. Status, response rates, sentiment, all live.
- Survey outreach and response status
- Pending testimonial requests
- Case study production pipeline
- Sentiment trends over time
Send the right survey to the right customer at the right moment.
Surveys live or die by context. The Companion App makes outreach contextual by default: who you're asking, when you're asking, and what you're asking, all in one composer.
Built for response, not for sending.
Most survey tools optimise for blasting. The Companion App optimises for the reply. Each piece of the composer earns its place.
- Live previewSee what the customer sees, before they see it. Edit the message and watch the preview update.
- Customer targetingPick specific companies or contacts. Don't blast. Whoever you choose gets a survey that knows their context.
- Embedded survey linksSurveys go straight into the outreach message. No redirects. No "click here to take our survey".
Every customer quote, in one searchable place.
Marketing asks for a quote. You spend an hour digging through old emails. The library kills that workflow. Every approved testimonial is filed, tagged, and ready to reuse.
From customer win to publishable story.
In hours.
Case studies should be a marketing engine, not a project that takes six weeks and three drafts. The Companion App turns a single customer-success moment into a structured story. AI writes the first version using real data from your platform and direct quotes from the customer. Your team edits for voice. The customer approves. You publish. What used to take a month happens in an afternoon.
Every advocacy interaction, in one view.
Marketing asks "how's the case study going". Sales asks "did the renewal customer respond". Your VP asks "what's our NPS this quarter". One dashboard answers all three. The Advocacy Summary tracks every active piece of customer outreach in a single view, with status updates that move in real time.
The Companion App is included with SmartX.
$79/month with your own AI key. One subscription unlocks the Companion App, zCRM, and the full zeeproc platform.
Send your first survey in 2 minutes.
No setup ceremony. Pick a customer, pick a survey type, hit send. The Companion App takes care of the rest.