Everything You Need to Run Mystery Shopping Programs

From project setup to final reporting, ClientSmart gives your team the tools to work faster, communicate better, and deliver professional results.

Project Setup & Management

Reusable Survey Templates

Build reusable survey templates that can be shared across projects and clients. Save time by starting from proven formats instead of building every survey from scratch. Templates preserve question structure, scoring rules, and conditional logic so your team stays consistent.

“New from Template” Project Creation

Launch new projects in seconds using the “New from Template” workflow. Select a saved template, customize the details, and you’re ready to schedule. It’s the fastest way to go from contract to field-ready.

Data Collection & Surveys

Survey Analysis Dashboard

Get a bird’s-eye view of survey completion rates, average scores, and response trends from a single dashboard. Spot trends and outliers without exporting data or building manual reports.

Improved Survey Navigation

Shoppers move through surveys faster with streamlined navigation that reduces clicks and confusion. Section-based progress indicators and smart scrolling keep respondents oriented, even on lengthy evaluations.

Full Unicode & Emoji Support

Surveys and reports handle international characters, accented text, and emoji seamlessly. Whether your shoppers write in English, Spanish, or French, their responses display correctly every time.

Reporting & Analytics

Report Style Selector

Choose from multiple report formats to match your client’s expectations. Whether they prefer detailed narratives, scorecard summaries, or visual dashboards, you can deliver the right look without custom development.

Modern PDF Report Generation

Generate polished, branded PDF reports that are ready to send to clients. Reports render consistently across devices and print cleanly, with your logo, colors, and formatting baked in.

Interactive Charts

Visualize shop results, trends over time, and location comparisons with interactive charts built into the platform. Drill down into specific metrics without leaving the browser.

Built-in Analytics

Track program performance with built-in analytics that surface key metrics automatically. Monitor completion rates, scoring trends, and shopper reliability from a central view.

Communication

Professional HTML Email System

Send branded, professionally formatted emails to shoppers, schedulers, and clients directly from the platform. Templates support rich formatting, dynamic merge fields, and consistent branding across every message.

Expanded Data Import Formats

Import shopper rosters, location lists, and project data from CSV, Excel, and other common formats. Flexible column mapping means you don’t have to restructure your existing data to get started.

Platform & Infrastructure

Tiered Cloud Storage

Store photos, receipts, and supporting documents with tiered cloud storage that scales with your business. Every plan includes generous storage, and higher tiers unlock even more capacity for large-volume programs.

Upload Expiration Management

Set automatic expiration policies for uploaded files to keep storage clean and compliant. Old attachments are archived or removed on schedule, so you never pay for data you no longer need.

Smarter Shopboard Filtering

Shoppers find available assignments faster with improved filtering on the shopboard. Filter by location, date, pay range, and distance to surface the most relevant shops instantly.

Performance Optimizations

Faster page loads, quicker search results, and snappier report generation. Under-the-hood improvements keep the platform responsive even as your shop volume grows.

Modern Authentication & Administration

Secure login with modern authentication standards, role-based access controls, and streamlined admin tools. Manage users, permissions, and account settings from a single interface.

Improved Payment Accuracy

Automated pay calculations reduce errors and speed up shopper payments. Clear audit trails show how every payment was computed, making reconciliation straightforward.

Ready to Get Started?

See how ClientSmart can streamline your mystery shopping programs. Reach out for a demo or to learn more about our platform.