Customer using Survey Booker communication tools for portal messages, email, SMS and calls
COMMUNICATION TOOLS FOR SURVEYORS

Every conversation. One connected customer record.

Bring email, portal messages, SMS and calls together in Survey Booker, so your team can respond with context and your customers stay informed.

Automate the routine updates, keep personal conversations personal and retain a dependable communication history throughout every job.

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Multiple channels One customer history Customisable HTML emails
See how every channel stays connected
COMMUNICATE WITH CONTEXT

Customers choose different channels. Your team still needs one version of the truth.

Survey Booker connects communication to the customer and job it belongs to. That means fewer disconnected inboxes, clearer handovers and a history your team can return to whenever the customer gets back in touch.

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UNIFIED COMMUNICATIONS

Bring every conversation back to the work it belongs to.

See emails, SMS, portal messages and calls together on the same customer and job record. Your team can understand what has happened, who responded and what should happen next without searching across separate systems.

Survey Booker unified communications dashboard showing email, SMS, portal messages and calls
One complete communication history

Give every team member the context to pick up the conversation

Communication remains connected to the customer record, rather than the individual who last replied. Teams can move between channels while retaining a clear view of the relationship and the associated work.

Email and replies Portal messages SMS updates Call activity
01

Email

Send updates and retain replies within the communication history.

02

Messaging

Give customers and teams a convenient portal conversation.

03

SMS

Deliver useful notifications at the moments that matter.

04

Calls

Connect calling tools and retain completed call activity.

EMAIL COMMUNICATIONS

Send the right email, then keep the reply with the job.

Blend automated and manual email without losing the personal service your customers expect. Survey Booker can keep leads engaged, issue timely job updates and retain replies alongside the customer history.

Automated Survey Booker job email and logged customer communication history
Automated when useful, personal when it matters

Consistent communication without starting from a blank email

Create reusable templates, trigger useful updates and write a personal response when the conversation needs it. Sent emails and incoming replies remain accessible from the customer record.

Explore automation and time-saving tools
01

Lead nurturing

Keep new enquiries engaged with timely information while your team prepares a personal follow-up.

02

Job updates

Reassure customers with clear communication at key stages and reduce avoidable progress chasers.

03

Manual emails and replies

Respond personally when needed while retaining customer replies against the correct record.

PORTAL MESSAGING

Make quick conversations easy without losing context.

Give customers a straightforward way to ask questions and receive replies through their account. Your team can respond quickly while keeping the conversation linked to the customer and job.

Customer and team message exchange through the Survey Booker portal
A convenient two-way conversation

Another route to your team, within the customer experience

Customers can send and receive messages through their account, while notifications help keep the conversation moving. The exchange remains visible to the people supporting the job.

Explore the customer portal
CustomerAsk a question conveniently

Use the portal at a time that suits them.

Survey BookerKeep it with the record

Retain the conversation alongside the job.

Your teamReply with context

See the history before responding.

SMS COMMUNICATIONS

Put important updates where customers are likely to see them.

Use SMS for short, useful information that benefits from quick visibility. Confirm an appointment, share a timely reminder or let the customer know that their report is ready.

01Send a relevant updateUse a concise message that supports the current stage of the job.
02Keep it connectedRetain the communication alongside the associated customer and job.
03Reduce uncertaintyGive customers the information they need before they have to ask.
Survey Booker job record with a report-ready SMS notification linked to the job
CONNECTED CALLING

Make the call, not the administration around it.

Sometimes a conversation is the quickest and most reassuring way to help. Calling integrations can make it easier to dial the customer and record completed call activity against the communication history.

Survey Booker click-to-call integration with a completed call automatically logged
Click, connect and retain the history

Spend more time in the conversation and less time recording it

Use a supported pre-built integration or API to connect calling with Survey Booker. Completed activity can remain visible alongside emails, messages and SMS, providing a fuller view of customer contact.

Click to callCall loggingPre-built integrationsAPI options
Explore Survey Booker integrations
01

Call with the right information visible

Open the customer record before the conversation and understand the recent communication history.

02

Keep completed activity accessible

Help colleagues see that contact has taken place without relying on a separate note or personal call log.

03

Support more dependable handovers

Give the next team member a fuller record when the customer calls again or the job moves forward.

Survey Booker has enabled us to provide a more personal and bespoke service, not less. It has allowed us to maintain close communication with clients while improving the overall efficiency of our processes.

EXPLORE THE COMPLETE PLATFORM

Communication works best when the wider journey is connected too.

Explore the specialist tools that sit around every customer conversation and help modern surveying practices work with greater clarity.

01Sales growthLead capture, allocation, nurturing and conversion→ 02Referral partnersPortals, mobile referrals, tracking and statements→ 03ComplianceAudit trails, records and secure document control→ 04IntegrationsConnect reports, payments, accounts and calendars→ 05CommunicationEmail, SMS, messaging and calls connected to the job→ 06Performance analysisOperational insight that supports better decisions→ 07Team managementAvailability, appointments, tasks and visibility→ 08Panel managementRouting, partner allocation, governance and reporting→ 09Web and mobile appSecure access in the office and while working remotely→
BUILT AROUND THE WORK YOU DO

One evolving platform. Different ways of working.

See how connected communication supports survey and valuation work and longer-running projects.

01Survey & ValuationKeep customers informed from first enquiry through to report delivery and follow-up.Explore this workflow → 02Project ManagementRetain communication and decisions across work with more stages, people and moving parts.Explore project management →
SEE CONNECTED COMMUNICATION IN ACTION

Bring us the way your team communicates.

Book a tailored demonstration and explore how Survey Booker can connect customer communication to the workflow, records and team structure behind your practice.

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