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.

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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.

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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.

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Time to make life easier? Thought so...

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Why does it matter?

Plans to suit everyone

Plus

Everything you need, branded as you. Perfect for small firms.

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Pro

The full package for small to medium sized firms.

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Enterprise

The plan designed to scale for large firms and their teams.

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