Survey Booker

Survey Booker is a sales and job management system designed specifically for surveyors. According to the vendor, it aims to streamline and optimize the quoting and surveying process, enhance customer interactions, and improve overall business efficiency. The product also serves as a CRM and Survey Management System to help surveyors save time, grow sales, increase profitability, manage compliance, and provide a better customer experience. It caters to individuals, small firms, and medium to enterprise firms in various professions and industries such as surveyors, valuers, building inspectors, property assessors, quantity surveyors, project managers, construction companies, real estate agencies, and property professionals.

Key Features

Sales and Lead Management: According to the vendor, Survey Booker provides optimized sales tools and diverse communication channels to streamline sales processes, save time, and enhance customer engagement.

Save Time: The vendor claims that Survey Booker offers efficient workflows to streamline survey and valuation processes, manage quotes and payments, and automate follow-ups and notifications for a consistent customer experience.

Compliance: Survey Booker provides audit-ready record-keeping, seamless e-signed terms, comprehensive correspondence logs, and activity logs to track job records, according to the vendor.

Communication: According to the vendor, Survey Booker enhances customer communication through email capabilities, an integrated messaging system, SMS and call logs, and customizable email templates for efficient outreach.

Team Management: Survey Booker allows efficient team management with features such as clear visibility of user availability, automatic job updates for customer reassurance, comprehensive job notes, and collaboration tools for team members, according to the vendor.

Performance Analysis: The vendor states that Survey Booker provides data-driven insights for informed decision-making, reporting statistics to review team activity and performance, custom job fields to gather essential information, and security measures and GDPR compliance for data protection.

Referral Partner Portal: According to the vendor, Survey Booker offers a referral partner portal to empower collaborative growth, enabling easier lead sharing and updates with referral partners.

Customer Portal: Survey Booker provides a branded customer portal, offering additional ways for customers to interact with the business, according to the vendor.

Web and Mobile App: According to the vendor, Survey Booker offers convenient access to information anytime, anywhere, with full feature access on both web and mobile platforms.

Integration: Survey Booker provides pre-built integrations to connect with other systems, eliminating duplicate data entry and saving time on administrative tasks, according to the vendor.