A few benefits
The specialist CRM for surveyors, designed to make life easy.
Services Hub
Save Time on Admin
Cut down time spent on manual admin tasks by up to 85%.
Survey Booker helps free you and your team up from admin so you can provide a consistent customer experience and focus on where you add value – helping your customers.
- Submit quotes
- E-sign terms
- Process payments
- Consistent survey updates and report submission
Marketing Hub
Increase sales
Manage all your leads in one dashboard so you never miss an opportunity.
Ensure quotes are submitted to every enquiry, automate lead nurture for customers who aren’t ready, and make it easy to book any time of day. Automatically add leads to Survey Booker from:
- Your website
- Agent and broker referral partners
- Comparison sites
Planning Hub
Improve compliance and reporting
Make complying with survey standards simple and easy. Through integrations and job records you can ensure every job has consistent notes, terms, job details and more.
Reviewing records and analysing your business is easy with our survey records and business reporting pages.
- Understand how your business is performing
- Break down your data by lead source, survey type, team member and more
- Know everything for each customer from anywhere on any device
Way more than just a management system! Take a look at what your customers say...
Booked on the online portal... it was just really easy, almost too easy!
From obtaining a quote, scheduling the survey and receiving the final report. I was kept up to date at each stage
Efficient and clear communications, really liked the online chat portal
Incredibly easy booking through the website
Sent a quote almost immediately, the whole process after was quick and smooth.
This has been the most seamless and easy process
The whole process was seamless, it was so easy to book online, get updates
Excellent service. Online process gives a great service and regular updates on the progress of the report
Booked online, received multiple confirmations along the way which provided me with reassurance that matters were progressing.
Excellent service - would use again - Online portal is excellent
Their system in communication and status track helps the customer
Each stage of the communication we were able to view online along with phone communication, if required
It was so straightforward compared to others!
