CATI Software for Phone Surveys.

CATI survey software

Web based phone survey software.

The CATI survey module – Computer Assisted Telephone Interview -, is the telephone based interviews system part of the IdSurvey software. Your interviewers can start data collection right away, without any specific training, thanks to its intuitive interface. Just like any other part of IdSurvey, the telephone survey software is also web based. So, you just need a common browser and an internet connection to make your telephone surveys, without any additional configuration or program.

Phone data collection

CATI survey software main features

Manage interviewers with great flexibility and full control.

Interviewers statistics

Monitor interviewers activity and productivity.

Call outcomes

Set rules for each call outcome.

Interviewer rules

Set rules for your agents.

Dynamic texts

Add a dynamic introduction for interviewers to read.

Time Zone

Smart time zone management.

Spare sample

Set a spare list of contacts.

Supervisor Dashboard

Monitor the agent performance dashboard in real time.

OutBound and InBound

Manage inbound and outbound calls.

Click to dial

With Click-to-dial the interviewers call the respondents with a click.

Predictive dialing

It automatically makes calls and transfers them to the first available agent.

Appointments

Easily manage standard and reserved appointments.

Key entry

Speed up interviewers' activity with keyboard shortcuts.

Screen monitoring

Check the screen of CATI agents in real-time.

Built-in softphone

Make calls on the fly without installing any additional software.

Supervisors and interviewers chat

Send instant messages with notifications and read confirmations.

Broadcast messages

Post messages visible to all survey interviewers.

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The most powerful survey software, loved by professionals.

CATI Software advanced features

The most advanced computer aided technology for managing telephone surveys.
Built-in softphone

Built-in softphone

Oops...there is nothing to configure.

All interviewers can instantly call respondents without installing any external software and without configuring PBX, routers, and firewalls – even via remote. All softphone features and controls are seamlessly integrated into the CATI interviewers’ interface and contextualized within the workflow.

Click to dial and predictive dialing

The most advanced computer aided technology for managing telephone surveys.

With Click to Dial, you can quickly call respondents with just one click on the telephone number. Moreover with IdSurvey PBX – IdTalk – you can activate Predictive Dialing eliminating time spent searching for available contacts and duplicating productivity. In fact, Predictive Dialing will automatically take care of sample management. Then it transfers calls to the first available interviewer in real time.
CATI software - predictive dialing
Supervisor is IdSurvey's advanced tool for real-time monitoring of interviewers' productivity during telephone surveys.

Supervisor Dashboard

The most advanced tool for telephone interviewers' monitoring.

Supervisor is IdSurvey’s advanced tool for real-time monitoring of interviewers’ productivity during telephone surveys. With a clear and simple interface, supervisors can easily monitor every detail of interviewers’ activities, customize the data to be displayed by choosing from over 80 metrics and metadata, watch the agents’ working interface live and take advantage of innovative tools that make this tool the most advanced in the industry. Supervisor also includes Watcher, the tool to watch the interviewer screen live with no additional software or plugins.

Appointments

Smart CATI survey management for your calls.

Your interviewers can easily manage standard and reserved appointments. Also, you can add notes for interviewers that will be displayed right before the survey questions. The survey administrator can set rules on calls and appointments to easily manage the entire call center and increase your customer satisfaction.
Graphic interface of the CATI software during a telephone survey

Key entry

Speed up the productivity of your agents with the keyboard inputs.
CATI software key entry
Use the keyboard to fill in interviews, start calls and mark the call outcome. To answer, just type the code of the desired option, the focus then moves immediately to the next question. With Key-entry your phone agents will be faster than ever before.
Quote - Imposta un campione statistico dell’indagine.

Quotas

Set a statistical sample for your survey.

You can set quotas to only collect interviews that are useful for your statistical sample. IdSurvey allows you to add or edit quotas even when the survey is live. Quotas can be based on pre-owned data or on data collected during the interview. Contacts that belong to a completed quota won’t be passed to the phone interviewers.

IdVoip

Add IdVoip traffic to IdSurvey or any other CATI software.

You can add our VoIP service for call centers and market research agencies to your service. IdVoIP offers rates by second that are extremely convenient. Also, no subscription is needed.
IdVoip - Servizio VoIP professionale, senza costi nascosti.
Mixed mode - Combina più metodologie in un’unica indagine.

CATI Software in Mixed Mode

Mix multiple methodologies in the same survey.

By using IdSurvey CATI software with CAWI or CAPI you can conduct a multi mode survey. With Mixed Mode you can add all web and face-to-face advantages to your CATI survey.

Licenses

You can buy unlimited-time licenses for CATI interviewers or rent licenses according to your project’s duration. In either case, data collection is unlimited. And, if you need to activate extra temporary licenses, you can take advantage of our super-flexible Daily Tokens.

Purchase

Buy CATI software licenses for perennial use. You pay a small annual fee for maintenance and updates, and keep the licenses for as long as you need them.

Rent

Rent annual licenses and use IdSurvey without restrictions. Updates and OnCloud service are included in the price.

Daily tokens

If you need to increase your number of interviewers for just a short period of time, you can buy Daily Tokens. Token credit is only deducted after actual use.

Capterra Reviews 4,8/5
Recensioni IdSurvey - Capterra
Recensioni IdSurvey - Capterra
Recensioni IdSurvey - Capterra
Recensioni IdSurvey - Capterra
Recensioni IdSurvey - Capterra

Testimonials

Amazing feedback from our customers around the world.

Knowledge base

Enter the knowledge base to discover all the solutions and strategies for setting up and designing questionnaires.

Guide and papers

IdSurvey has an online guide for all features of the software so you can easily discover all tools.

Help Desk support 24/7

Using your ticket area you can request technical assistance. One of our experts will answer you back shortly.

Methodologies compared: advantages and disadvantages of data collection via telephone, web and on field. (CATI, CAWI and CAPI)

CATI

CATI methodology (Computer Assisted Telephone Interview) improved telephone interviewing process. In fact, a software automatically support and lead the interviewer during data collection. Thus, they see questions on the screen followed by possible answers. For this reason, it has several advantages:
  • high quality of collected data: you avoid any interviewer misinterpretation or incorrect question administering;
  • time reduction: automatic callback managed by the system. The interviewer can also directly insert the data with no use of paper;
  • more accuracy: being completely automated, there’s no room for mistakes or unclear compiling;
  • complete control on interviews progress: you can check in real time completed, incomplete and dropped interviews.

CAWI

Web revolution has been crucial to market research evolution. This is particularly true for CAWI methodology (Computer Assisted Web Interviewing). Back in the days, with CAWI you could reach just around 20% of the population. So it was used just for limited purposes. Today, you reach wide and generic population (an entire country, a multinational corporation…). A link is sent to the respondents via email. They just follow the link to complete the questionnaire. Main characteristics of CAWI method are:
  • 1. the software autonomously send the emails and takes care of their following classification. Finished questionnaires are marked as complete.
  • 2. the respondent is invited via email and clicks on the link to answer the questionnaire. Obviously you need to have all email addresses of your respondents to carry on a CAWI survey.

CAPI

CAPI method (Computer Assisted Personal Interview) is the tech evolution of Face to Face research. An interviewer collects the data in a face to face meeting with the respondent. Using a mobile device or PC even offline, the interviewer carry on the interview and send back the answers in real time. Data are immediately sent to the main server. CAPI is used a lot in Mystery Client research: mystery clients can discreetely complete their task in their smartphone or mobile device.

Observations on CATI CAWI CAPI Surveys

To sum up, we compared CATI CAWI CAPI Surveys. And each one of them represented a step forward for market research. Now it’s time for some observations on the actual effectiveness of these methodologies. CAWI methodology has several advantages but requires all respondents to have an email account and a basic knowledge of computers to correctly complete the questionnaire. CAPI methodology’s biggest quality is the real face to face interaction between respondent and interviewer. In contrast, the average number of completed interviews in a working day is usually lower than CATI. CATI methodology guarantees the benefits of the other two techniques above. Specifically, an heterogeneous target and the call agent that can help the respondent during the interview. But CATI is still the most expensive method because of higher costs linked to the call center, the interviewers and phone traffic.