A few benefits
The specialist CRM for surveyors, designed to make life easy.
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
Provide automated or bespoke quotes to each lead that is added to your account. Our lead nurture system will follow up with every lead at regular intervals to help you convert more enquiries to sales.


Services Hub
Automate Processes to Save More Time
Automate processes such as:
- Submitting quotes
- Payments
- Terms of engagement
- Survey updates
Cut the time taken to handle admin processes by automating them. Provide a faster, smoother and more consistent service for your customer with the ability to focus on quality contact time and carrying out surveys.
Planning Hub
Actionable insights to see how you're performing
Keep improving the success of your business using your reporting panel.
- Collect reviews
- See which lead sources work best
- Understand how responsive you are at each stage of the survey process
Be as informed about your business as your customers are about their property purchase. Make marketing and strategy decisions from data, not guesses.

Why does it matter?
391%
higher sales conversions in the First Minute (Lead Connect)
78%
of Customers Buy From the First Responder (Lead Connect)
67%
of millennials & 56 percent of Gen X spenders prefer to buy on e-commerce sites (PayPal)
90%
of consumers expect an online portal for customer service (Microsoft)
68%
of consumers say it increases their perception of a brand when companies send them proactive customer service notifications (Microsoft)
20%
increase in employee engagement rates for companies that make a concerted effort to improve their customer experience (McKinsey)
85%
productivity improvement when using e-signed documents over other formats (Forrester, esignlive)
87%
of customers think brands need to put more effort into providing a consistent experience (Zendesk)
£0.77
For every £71 spent on generating traffic and getting customers, only £0.77 is spent on converting these customers (HostingFacts.com)