A few benefits
The specialist CRM for surveyors, designed to make life easy.
Services Hub
More Time for Customers, Less Time on Admin
Reduce the time taken to handle admin processes by up to 85%.
By freeing up time from admin tasks, you and your team can focus on where you add value – quality contact time with customers and carrying out surveys. We can also help you provide a consistent customer experience for every single customer from submitting your quote, e-signing terms, managing payments and providing updates throughout the survey.
Marketing Hub
Manage & Convert More Leads
Manage all your leads in one dashboard so you never miss an opportunity. Whether they’re:
- Direct from your website
- Referred to you by an agent
- From sources such as Local Surveyors Direct
Submit manual or automated quotes, set reminders to follow up with certain leads and use our lead nurture system to follow up with leads that haven’t yet instructed you. Leads are no longer lost in a list of emails.
Planning Hub
Increase Engagement and Improve Reporting
Engage team members and customers through Survey Booker. Team members can view surveys and project tasks they need to do and customers can track updates keeping everyone on the same page with ease. Continually improve the success of your business using your reporting panel.
- Collect reviews
- Analyse how well your sales process is working
- Review different metrics
Be as informed about your business as your customers are about their property.
