Survey Booker was pleased to sponsor the 2025 Residential Surveying Expo! Survey Booker was pleased to be sponsoring the Sava Residential Surveying Expo again this year. An event that gets better every single year. Our goodies flew off the shelf – if you’re a customer and missed out, let us know – we have a […]| Survey Booker CRM
We’re excited to introduce our latest time-saving feature – a seamless integration between Survey Booker and the Rightmove Surveyor Comparable Tool (SCT). This powerful update brings together two key tools in your workflow, helping you manage comparable evidence faster, stay compliant with RICS Red Book requirements, and keep everything in one place – without switching […] The post 🚨 New Integration: Survey Booker × Rightmove SCT appeared first on Survey Booker CRM.| Survey Booker CRM
🚀 Introducing Workflows – Smarter Automation, Bigger Impact 💡 We’ve just rolled out a powerful new feature: Workflows – built to help you automate the right actions at the right time, across your Surveys, Projects, and Referrers. Think of it as your behind-the-scenes assistant, helping your team follow up, follow through, and stay ahead – […] The post 🚀 Introducing Workflows – Smarter Automation, Bigger Impact 💡 appeared first on Survey Booker CRM.| Survey Booker CRM
🚀 System Refinements to Boost Your Experience We’ve rolled out a series of updates across Survey Booker to make your day-to-day smoother and your experience more personalised, without overwhelming your workflow. Whether it’s refining how your team uses the system, personalising customer interactions, or simply saving time, these customisations are designed to fit your way […] The post 🚀 System Refinements to Boost Your Experience appeared first on Survey Booker CRM.| Survey Booker CRM
🔐 Secure. Flexible. Yours. Introducing Custom User Roles in Survey Booker! Managing access to your data shouldn’t be a guessing game. That’s why we’ve launched Custom User Roles — giving you complete control over who can see what within your account. Now you can assign granular access levels, ensuring each team member only views what […] The post 🔐 Secure. Flexible. Yours. Introducing Custom User Roles in Survey Booker! appeared first on Survey Booker CRM.| Survey Booker CRM
⚡ Lead Response Time Matters – New Auto Lead Allocation. When you’re handling a high volume of enquiries, speed and accuracy are essential. That’s why we’ve introduced Automated Lead Allocation, a smarter way to make sure every lead is picked up promptly and by the right person. With intelligent rules in place, leads are automatically […]| Survey Booker CRM
Survey Booker is pleased to be sponsoring the RICS Residential Property Conference 2025 Across the day there were a number of great talks covering a range of interesting and relevant topics – take a look below and what was discussed. Policy update: Government activities in the residential property sector Stay informed on the latest policy […]| Survey Booker CRM
Technology is no longer a nice-to-have in surveying – it’s becoming mission-critical. In our recent webinar, “Tech Essentials for Surveyors: Working Smarter and Creating Better Client Outcomes,” Matt, founder of Survey Booker and tech lead on the RICS Home Survey Standard working group, unpacked the evolving role of technology across the surveyor’s workflow. https://vimeo.com/1095618740?share=copy 📌 […] The post Sava Webinar: Tech Essentials for Surveyors – Working Smarter an...| Survey Booker CRM
Did you know that Survey Booker supports the Scottish Home Report process? This feature streamlines the creation and management of Home Reports, helping surveyors deliver a seamless experience to their clients.From Energy Performance Certificates to Single Survey and Property Questionnaire management, Survey Booker has you covered 🏴🏡 Full details, check out our Home Report feature […] The post 🏴 Introducing the Scottish Home Report! ...| Survey Booker CRM
Picture this: You’re working on a survey, and suddenly, your computer locks up. A ransom demand flashes across your screen, or perhaps you realise client data has been accessed without permission. Panic sets in—but do you know what to do next? Cyber attacks and data breaches can happen to any business, and knowing who to […] The post Cybersecurity Emergencies: Do You Know Who to Call? appeared first on Survey Booker CRM.| Survey Booker CRM
Here’s a tool guide of services to help keep you and your business safe. Whether you’re looking to secure your passwords, encrypt communications, or monitor data leaks, these solutions will help fortify your digital defences. Password Management Managing strong, unique passwords for all your accounts is essential to prevent security breaches. Password managers store credentials […]| Survey Booker CRM
About Us At SurveyBooker.co.uk, we are transforming the way surveyors manage their businesses. As the UK’s leading CRM for surveyors, we provide a streamlined, intuitive, and powerful platform that enhances operational efficiency, improves customer experiences, and drives business growth. We’re a dedicated team that believes in delivering outstanding service and making life easier for surveyors. […]| Survey Booker CRM
