Who are you and TJC Surveyors?

My name is Tom. I am the director of TJC Surveyors.

We’re a RICS residential surveying practice, based out of Worcestershire and covering the Midlands.

We specialise in RICS residential surveys Level 2 and Level 3, as well as private valuation work.

What were your goals for a CRM?

Our main goal when implementing Survey Booker was to take our very manual process and make it more efficient without losing our high levels of service that our clients expect.

The biggest benefits that we’ve seen have been in our time management and also in the structure it’s implemented into our workflow.

We’ve seen time savings across the administration side pre survey, and we’ve seen an increased number of contact points to clients.

In a lot of ways, it’s allowed us to replicate and in most areas, improve our levels of service and communication with clients, as well as ensuring that we remain compliant with RICS and then our own internal processes as well as.

What benefits have you seen?

The main benefits that we’ve seen from Survey Booker have been when we’ve grown and progressed as a company.

This is mainly because the software complements the process of growth within a surveying firm so well.

It’s allowed us to tailor our processes further and alter our processes when we’ve grown and added new members to the team.

And it’s really been pivotal in us being able to grow as a company and still keep the same high levels of service without having to compromise on any areas of our inspections, our paperwork, or our process pre and post survey.

How has it helped you engage customers?

Survey Booker has helped us engage with customers, referrers and our team, really through automation.

So it’s allowed us to expand our processes and it’s allowed us to provide more transparency and more information across the board for our clients and our referrers benefit, as well as our internal team where needed.

And we’ve really seen this reflected in terms of our reviews online and some of the feedback that we do receive in terms of the transparency and the efficiency over the procedures that we put in place.

Were you skeptical about using a CRM or Survey Booker?

We were never really overly skeptical on the implementation of a CRM system into the company, as we knew that it would increase our efficiency.

However, we just wanted to make sure that we got the right CRM system.

Survey Booker has been invaluable from that respect.

It’s really complemented our growth as a company.

We were able to take a whole manual process and automate it from the get go, whilst ensuring that the process was also still personalised.

And it complemented our initial procedures that we’re known to be so successful for.

I think the biggest thing that we’ve seen with Survey Booker is the time saving, and I think we’ve probably cut some of our processes in half by time, which is invaluable for members of the team and it’s invaluable for the amount of clients that we’re now dealing with.

Again, all complementing our growth of the company.

What have you been most impressed with?

We have been impressed with Survey Booker, right from its initial implementation through to its ongoing support and the diverse range of tools that we now have access to from Survey Booker.

As far as it goes to recommending Survey Booker, I absolutely would recommend it.

I would say that it is integral to a company to have a good CRM system and in particularly in the surveying industry.

And Survey Booker really is that it has allowed us to grow and evolve as a company, and I absolutely would recommend it to anyone out there.