How does the right CRM help surveyors?

Our founder, Matt Nally, speaks with Andrew Knight from the RICS about Customer Relationship Management (CRM) systems for surveying practices and the benefits they can bring.

Watch the video to learn more about:

  • What are CRM systems and what benefits do they bring to surveyors?
  • How do you retain the human side of customer service using automation and provide value to your customers?
  • How can you leverage the data from a CRM?
  • How does a CRM system help with compliance with the Home Survey Standard?
  • Why is it important to have integration between different systems?
  • How do you prepare for implementing a CRM system for your business?


You can also view the post on the RICS website here: