SurveyVista Reviews & Product Details

SurveyVista is a highly capable tool, with the flexibility to support many use cases beyond standard surveying. In addition to basic surveys, we’ve used it as a lightweight training platform, for request-for-information intake, and for customer surveys that can be customized based on customer data. It’s also regularly updated and continues to improve.

The standout aspect of SurveyVista, though, is the customer support. Responses are quick, and the team focuses on understanding the problem and working toward a solution. Highly recommended. Review collected by and hosted on G2.com.

Some of the more advanced features can come with a bit of a learning curve, such as inserting data from Salesforce records. That said, it’s no more complicated than any other tool that also has to work within Salesforce’s strict security standards. Review collected by and hosted on G2.com.

The Salesforce integration is seamless and significantly streamlines our workflow. Building surveys and forms is both easy and intuitive, and the template feature is a major highlight. We are currently exploring the RLM add-on, which is proving to be a worthwhile investment. Furthermore, the support team is consistently responsive and collaborative, and the company’s webinars are an excellent resource. Review collected by and hosted on G2.com.

One area for improvement is the survey logic builder. While simple surveys are easy to create, building in complex conditional logic can be tricky and a bit clunky. It doesn't always feel as streamlined as the rest of the UI. I’d also love to see more documentation or 'short-cuts' for setting up these advanced flows to save time during the development phase. Review collected by and hosted on G2.com.

We have been using SurveyVista since January 2025 and it has enhanced our survey experience in every way. We have seen a significant increase in surveys completed, as well as more detailed information included in those responses. The SurveyVista team has also been incredible to work with. They always listen to my ideas, and strive to provide the best possible solution to whatever problem I am facing. After seeing the success our team has had with this platform, we are already having other team members ask to start using the platform as well. I highly recommend this tool! Review collected by and hosted on G2.com.

We have truly not come across any limitations yet. Review collected by and hosted on G2.com.

We have been using this product since August 2024. Although I had some questions during the initial set-up, it was relatively easy to use and set up and get the responses to associate to the correct objects. The team has wonderful support though. They are patient and quick to respond and were able to solve all of my issues quickly. They had good documentation for me to walk through to do the initial set-up so it was nice to just do this at my own pace. Thank you! Review collected by and hosted on G2.com.

There some things that seemed like an easy fix and I was not sure why it was the way it was. For example, if you add options in addition to the 1-5, and label them 6, 7, etc...you have to unhide another place where you can set a different value but instead of accepting the label, it just leaves it blank...just show that field too or default it to what the label is would make more sense but once I understood what was happening, it was not a big deal! Review collected by and hosted on G2.com.

We use Survey Vista extensively for our applications and acquittals, and it has proven to be an invaluable tool. What we truly appreciate about Survey Vista is its simplicity and seamless integration with Salesforce. Creating questions and mapping them to Salesforce fields is straightforward, which saves us significant time and effort.

A standout feature for us is how easy it is to view responses submitted by our network partners. This functionality strongly supports our grants team by helping them review and score applications efficiently. In addition, the support team has been exceptional; they listen carefully to our concerns and provide prompt, effective solutions that have made a real difference to our operations.

Overall, Survey Vista has not only streamlined our processes, but also improved the experience for both our internal teams and our external partners. Review collected by and hosted on G2.com.

I haven’t found anything that would make me dislike Survey Vista. Review collected by and hosted on G2.com.

SurveyVista has been a game-changer for our team. From day one, their customer service stood out—fast responses, clear guidance, and proactive check-ins that made setup and rollout painless. The onboarding materials were concise, and support was always just a message away.

Functionally, the platform delivers more than expected for the price. The survey builder is intuitive, templates are genuinely useful (not just filler), and the reporting dashboards make it easy to turn responses into decisions. We’ve especially appreciated the seamless integrations and reliable performance—no lag, no downtime during busy campaigns.

What truly sets SurveyVista apart is the value. We’re getting enterprise-grade capabilities without the enterprise price tag, and our team saves hours each week thanks to automation and clean analytics. If you need a dependable survey solution with excellent support and a sensible cost structure, SurveyVista is an easy recommendation. Review collected by and hosted on G2.com.

Advanced logic comes with a mild learning curve, and a few edge-case workflows required some trial and error to get right. Theme customization is solid overall, but it could benefit from finer control, especially around fonts, spacing, and custom CSS. Exports are fast, but we’d love to see more native formats, along with scheduled delivery to S3/Drive without needing a workaround. Permissioning is strong at the project level; however, more granular roles for question editing and data access would better support larger teams. Mobile preview works well, but an in-app, side-by-side preview for multiple devices would make QA much faster. Review collected by and hosted on G2.com.

It’s built on the Salesforce platform, which helps ensure data security. Review collected by and hosted on G2.com.

The overall look feels very decorative and cosmetic-oriented. The form templates provided on the SurveyVista website still need a lot of work in terms of design and theme. Review collected by and hosted on G2.com.

Support from the SurveyVista team has been outstanding—they are responsive, knowledgeable, and always willing to help. Highly recommended for any organization looking to centralize and streamline survey management within Salesforce. Review collected by and hosted on G2.com.

You need Salesforce to implement this solution effectively. It would be beneficial if you could use it as a standalone application. Review collected by and hosted on G2.com.

Easy to install and use. Straightforward for admins to customize using low-code technology. It provides all the features we need, and it’s much lower priced than Survey Monkey for non-profits. Review collected by and hosted on G2.com.

You do need to be an experienced admin to handle the more complex personalizations, should you need them. Review collected by and hosted on G2.com.

We have been using forms and surveys with this tool for the past year and it has revolutionized how we collet information and feedback. Having this information map directly into our Salesforce records is a real game changer. The interface is really user friendly, but also very powerful and I feel as though every day I uncover a new use case or possibility. The customer service from the team is also top notch. I often reach out with questions and the team is always quick to respond and great at finding solutions. Couldn't recommend enough! Review collected by and hosted on G2.com.

Sometimes it takes a while to load results. Review collected by and hosted on G2.com.