ePortal Survey SaaS Edition

A cloud-based solution for creating, distributing, and managing surveys

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Developed by Banza
  • Product description

    Banza ePortal: Survey SaaS Edition is a powerful, user-friendly solution for creating, managing, and analyzing surveys at scale. Designed to support both individual and team workflows, the platform enables organizations to launch unlimited personal or anonymous surveys, collect feedback efficiently, and make data-driven decisions.

    With seamless integration into the Creatio ecosystem via the Banza Survey Connector, users can manage survey audiences, automate personalized reminder emails, and track response activity—directly within Creatio. The connector simplifies configuration and enhances communication with tailored email templates, audience segmentation, and real-time integration logs for easy troubleshooting.

    Whether you’re working solo or collaborating in a team, Banza Survey SaaS Edition offers flexible sharing and fine-grained permission controls. Built-in analytics and export options (CSV, JPEG) allow for deep insights into user responses. For enterprises, additional features like white-labeling, custom domains, and LDAP integration are available—plus options for cloud or on-prem deployment.

    It’s the complete toolkit for professional survey delivery, audience engagement, and actionable insights—all wrapped into one subscription-based service.

  • Installation

    Steps

    Step 01

    Quick Installation Guide

    Subscribe & Sign Up

    • Choose a plan (Standard, Advance, Premium, Team, or Enterprise).
    • Create an account and receive admin access to your portal.
    Step 02

    Portal Setup

    • Log in, configure branding, language, time zone, and organization settings.
    • Check your cloud storage and response limits.
    Step 03

    (Optional) Creatio Integration

    Install Connector

    • Install Banza Survey Connector in Creatio (v8.1.0+).
    Step 04

    Configure Settings

    • Add API keys and endpoints in Creatio System Settings.
    Step 05

    Use Inside Creatio

    • Create surveys, manage audiences, and send reminders using email templates.

    Monitor integration via Survey Integration Logs.

    Product compatibility

    Product:
    Creatio Service
    Version:
    8.1.0+
    DBMS:
    PostgreSQL
    Platform:
    .NET
    Deployment options:
    SaaS, VM, docket, kubernetes. Either private cloud or on-premise.

    Guides and manuals

  • API

    REST API and GraphQL API are available

  • Pricing

    Premium Individual
    $199/mo
    • Unlimited number of surveys
    • Unlimited questions per survey
    • Personal and anonymous surveys
    • Integration with Creatio
    • Remove “Banza Survey” footer
    • 80,000 responses per year*
    • All data exports (CSV, JPEG)
    • Cloud storage 15GB**
    Get started

    *The plan has a limited number of responses as indicated. Users will be invoiced up to US$0.80 or equivalent, for each response over the indicated Response Limit.

    **The plan has a limited amount of cloud storage as indicated. Users will be invoiced up to US$10 or equivalent, for each GB over the indicated Cloud Storage Limit.

    $2388 billed annually

    Advance Individual
    $79/mo
    • Unlimited number of surveys
    • Unlimited questions per survey
    • Personal and anonymous surveys
    • Integration with Creatio
    • 30,000 responses per year*
    • All data exports (CSV, JPEG)
    • Cloud storage 10GB**
    Get started

    *The plan has a limited number of responses as indicated. Users will be invoiced up to US$0.80 or equivalent, for each response over the indicated Response Limit.

    **The plan has a limited amount of cloud storage as indicated. Users will be invoiced up to US$10 or equivalent, for each GB over the indicated Cloud Storage Limit.

    $948 billed annually

    Standard Individual
    $39/mo
    • Unlimited number of surveys
    • Unlimited questions per survey
    • Personal and anonymous surveys
    • Integration with Creatio
    • 1,000 responses per month*
    • All data exports (CSV, JPEG)
    • Cloud storage 5GB**
    Get started

    *The plan has a limited number of responses as indicated. Users will be invoiced up to US$0.80 or equivalent, for each response over the indicated Response Limit.

    **The plan has a limited amount of cloud storage as indicated. Users will be invoiced up to US$10 or equivalent, for each GB over the indicated Cloud Storage Limit.

    $468 billed annually

    Premium Team
    $150/mo
    • Starting at 3 users, billed annually*
    • Unlimited number of surveys
    • Unlimited questions per survey
    • Personal and anonymous surveys
    • Integration with Creatio
    • Survey sharing with fine control over who can view and edit
    • Let team members analyze, filter, and export results
    • Remove “Banza Survey” footer
    • 100,000 responses per year**
    • All data exports (CSV, JPEG)
    • Cloud storage 30GB***
    Get started

    *Price is indicated for 1 user per month

    **The plan has a limited number of responses as indicated. Users will be invoiced up to US$0.80 or equivalent, for each response over the indicated Response Limit.

    ***The plan has a limited amount of cloud storage as indicated. Users will be invoiced up to US$10 or equivalent, for each GB over the indicated Cloud Storage Limit.

    Advance Team
    $80/mo
    • Starting at 3 users, billed annually*
    • Unlimited number of surveys
    • Unlimited questions per survey
    • Personal and anonymous surveys
    • Integration with Creatio
    • Survey sharing with fine control over who can view and edit
    • Let team members analyze, filter, and export results
    • 80,000 responses per year**
    • All data exports (CSV, JPEG)
    • Cloud storage 20GB***
    Get started

    *Price is indicated for 1 user per month

    **The plan has a limited number of responses as indicated. Users will be invoiced up to US$0.80 or equivalent, for each response over the indicated Response Limit.

    ***The plan has a limited amount of cloud storage as indicated. Users will be invoiced up to US$10 or equivalent, for each GB over the indicated Cloud Storage Limit.

    Pricing FAQs

    • What is Banza ePortal: Survey SaaS Edition?
      Banza ePortal: Survey SaaS Edition is a flexible survey creation and management platform, allowing users to design, distribute, and analyze surveys quickly and easily, with seamless integration to Creatio.
    • What subscription plans are available?
      • Standard: $39/month for 1,000 responses/month. • Advance: $79/month for 30,000 responses/year. • Premium: $199/month for 80,000 responses/year. • Team and Enterprise plans: Custom plans with additional features like survey sharing, API access, and advanced customization.
    • How do I integrate Banza ePortal with Creatio?
      Banza ePortal offers a Survey Connector for Creatio that allows easy survey creation, audience management, and reminder email automation directly within Creatio. Simply install the connector and configure API keys in Creatio settings.
    • Can I customize the survey appearance?
      Yes, you can customize the survey’s branding, including logo, colors, and footer, based on your chosen subscription plan. The Enterprise plan offers more extensive customization, including white-label surveys.
    • How many responses can I collect?
      Response limits depend on your subscription plan: • Standard: 1,000 responses/month • Advance: 30,000 responses/year • Premium: 80,000 responses/year Additional responses can be purchased at $0.80 each.
    • Can I export survey data?
      Yes, all plans support exporting data in CSV and JPEG formats. Higher-tier plans also provide access to more extensive data export options.
    • What is the cloud storage limit?
      • Standard: 5GB • Advance: 10GB • Premium: 15GB Additional storage can be purchased at $10 per GB.
    • How does the survey sharing feature work?
      On Team and Enterprise plans, you can share surveys with fine control over who can view and edit them. Team members can also analyze, filter, and export results.
    • Can I use Banza ePortal without Creatio?
      Yes, Banza ePortal: Survey SaaS Edition can be used independently. However, Creatio integration streamlines survey management and audience engagement for users already on the Creatio platform.
    • What happens if I exceed the storage or response limit?
      If you exceed the included storage or response limits, additional charges will apply: • Responses: $0.80 per extra response. • Storage: $10 per GB of additional storage.
    • Is there an on-prem deployment option?
      Yes, Banza ePortal: Survey SaaS Edition can be deployed on-premises for organizations requiring internal hosting and data management.
    • How can I contact support?
      For assistance, reach out to support via email at supportmpl@banzait.com.
  • Support

    Banza
    Slovak Republic, Ventúrska 277/16, 811 01 Bratislava-Staré Mesto
    supportmpl@banzait.com Contact sales

Problems our solution solves

Key pain points and challenges business faces and our solution solves:

  • Limitation of Access to Creatio. You can conduct surveys without granting full access to Creatio, ensuring secure and efficient survey management without compromising sensitive data access.
  • Slow Survey Creation. With Banza ePortal, users can create and deploy surveys up to 4 times faster than other popular tools, saving valuable time.
  • Complicated Survey Tools. Banza ePortal provides a user-friendly, drag-and-drop interface, making survey creation accessible without technical expertise.
  • Limited Survey Question Types. Supports a wide range of question types, such as Boolean, Multi-selection, Ranking, Image Picker, and more, with advanced settings for better customization.
  • Audience Management Challenges. With built-in tools for segmenting survey audiences, you can manage participants, track their responses, and send personalized reminder emails.
  • Integration Complexity. Banza ePortal integrates seamlessly with Creatio, allowing survey creation, management, and audience handling without needing separate systems or complex integrations.
  • Limited Reporting and Data Insights. With advanced data exports (CSV, JPEG) and interactive dashboards, Banza ePortal provides deep insights into survey results and simplifies the analysis process.
  • Survey Branding Restrictions. The Enterprise plan offers white-label surveys, allowing you to fully customize the appearance with your branding, including logos and colors.
  • Inflexible Pricing Models. Banza ePortal offers flexible subscription plans (Standard, Advance, Premium) to fit different response volumes and features, with the ability to scale as your needs grow.
  • Limited Collaboration Features. On Team and Enterprise plans, you can share surveys with controlled access, allowing team members to collaborate on survey creation, analysis, and reporting.

Use cases

01

Conducting Employee Satisfaction Surveys. Organizations can use Banza ePortal to gather feedback from employees on their work environment, management, and overall job satisfaction. The surveys can be personal or anonymous and easily integrated with Creatio for streamlined employee data management.

02

Collecting Customer Feedback. Businesses can create surveys to gather insights from customers about products, services, or experiences. The platform allows for targeted audience segmentation and customized reminder emails to ensure higher engagement and better-quality data.

03

Market Research and Product Development. Companies can leverage surveys to test new product ideas or assess market trends. The advanced question types (e.g., image picker, ranking) make it easy to collect detailed feedback that is crucial for product improvements and market analysis

04

Event Planning and Feedback. Event organizers can use Banza ePortal to create and manage surveys for pre-event registrations, post-event feedback, and even to gauge interest in specific topics or activities. The drag-and-drop survey builder simplifies survey creation, making it faster and more efficient for event teams.

05

Academic Research and Surveys. Educational institutions can use the platform to conduct academic surveys, gather data for research projects, and assess student experiences. With the ability to export results to CSV and generate interactive dashboards, researchers can analyze data quickly and accurately.

K
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Key features

Seamless Integration with Creatio. Easily create surveys within the portal and integrate them with Creatio, allowing for real-time data synchronization without requiring extra integration effort.

Drag-and-Drop Survey Builder. A user-friendly survey builder that allows you to quickly design surveys with a drag-and-drop interface, enabling rapid survey creation.

Multiple Question Types. Supports various question types like Boolean, Multi-selection, Comment, Dropdown, Ranking, Rating, Text, and more, allowing for versatile survey designs.

Audience Management via Creatio Contacts. Effortlessly manage your survey audience by using Creatio contact records for audience segmentation and easily configuring participants for targeted surveys.

Reminder Email Management. Segment your audience and send targeted reminder emails to increase survey completion rates, all from within the platform.

Customizable Email Templates. Create and manage custom email templates tailored to different audience segments, ensuring that each group receives relevant and personalized communications.

Detailed Analytics and Results. View survey results in data tables or interactive dashboards, and download data in formats like CSV or JPEG for detailed analysis and reporting.

Cloud Storage and Data Export. Store survey data securely in the cloud and enjoy data export options, including CSV and JPEG, with the ability to download results at any time.

Advanced Question Settings. Configure advanced question settings such as minimum and maximum size for text-based responses, and control the display mode for different question types (e.g., button mode, inline).

White Label and Custom Branding. For enterprise users, the platform offers white-label surveys, allowing full customization of the survey URL, logo, and colors, ensuring the surveys match your organization’s branding.

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