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
🚀 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 […]| 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 […]| 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 […] The post ⚡ Lead Response Time Matters – New Auto Lead Allocation appeared first on Survey Booker CRM.| 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
In an increasingly digital world, cyber threats are evolving at an alarming rate. Whether you’re managing client data, sending sensitive reports, or simply browsing the internet, failing to take the right precautions can put both your business and personal information at risk. As a surveyor, you handle valuable data every day: your own, your clients’, […] The post Protecting Your Business and Personal Data Online: Cybersecurity for Surveyors appeared first on Survey Booker CRM.| Survey Booker CRM
We’ve probably all done it—searched for a free online file converter when trying to quickly turn a Word doc into a PDF or convert a video for uploading. But a recent warning from Malwarebytes has put a spotlight on the hidden dangers behind some of these too-good-to-be-true tools. “Some of the top-ranking websites that claim […] The post Free Online File Converters? You might be getting more than you bargained for appeared first on Survey Booker CRM.| Survey Booker CRM
Fake CAPTCHA websites are becoming more advanced in tricking users into installing malware. These sites mimic real CAPTCHA tests but have hidden motives, such as hijacking your clipboard to execute harmful commands. According to Malwarebytes, a recognised cybersecurity company, some fake CAPTCHAs “hijack your clipboard and trick you into running malicious commands on your own device.” Knowing the […] The post How to Spot a Fake CAPTCHA appeared first on Survey Booker CRM.| Survey Booker CRM
Are you a Cyber Savvy Surveyor? Cyber Security is No Joke! Just one weak password or a phishing email can compromise your entire business! Take this quick and fun cyber security quiz to find out if you’re “in the know”! How It Works:✅ Answer each question honestly.✅ Score your points based on your answers.✅ Add […]| Survey Booker CRM
Survey Booker CRM helps surveyors to save time, grow sales, increase profitability, manage compliance and provide a better customer experience.| Survey Booker CRM
Sava Webinar: Tech Essentials for Surveyors – Working Smarter and Creating Better Client Outcomes | Survey Booker CRM
In this episode of Survey Booker Sessions, host Matt Nally talks with Conor O’Neill, Director of OnSecurity, a leading cyber security company, to discuss the biggest threats facing surveyors today—and, more importantly, how to defend against them. From leaked passwords to social engineering attacks, Conor shares expert insights on how to keep your business secure […]| 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