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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