About Survey Booker
Survey Booker is a survey management software from Survey Booker that assists organizations in creating, distributing, and analyzing surveys. It provides tools for customizable survey design, automated data collection, and real-time reporting so users can gain insights into feedback efficiently. Additionally, Survey Booker supports multiple question formats, participant tracking, and integration with other data analytics platforms. This enables businesses to make informed decisions based on survey results. Key capabilities: customizable templates automated data collection real-time reporting participant tracking integration with analytics tools Best for: organizations that need to gather and analyze feedback effectively.
Survey Booker by Survey Booker Ltd is a UK-based CRM software designed specifically for the property surveying industry. Unlike generic CRM platforms, Survey Booker offers tailored tools that address the unique workflows and needs of surveyors and surveying firms. Its core purpose is to help businesses manage customer relationships, streamline bookings, automate communications, and maintain compliance in a regulated sector. The software caters to everyone from solo surveyors and small firms to medium and enterprise-level practices. With tiered plans ranging from Plus to Enterprise, it provides scalable features such as lead tracking, quote generation, survey scheduling, automatic email and SMS communications, and secure document handling. The user interface of Survey Booker is designed with clarity and ease of use in mind. It offers a clean, modern dashboard that puts essential tools at the user's fingertips without feeling cluttered. Navigating between leads, bookings, client communications, and invoices is intuitive, aided by well-organized menus and responsive design elements.
Pros & Cons
- +Comprehensive Workflow Management: Simplifies the entire process from lead inquiry to final report delivery, including payment processing and team management within jobs.
- +Efficiency and Time-Saving: Designed to significantly reduce admin time, automate tasks, and eliminate duplicate data entry, leading to increased profitability.
- +Strong Compliance Focus: Provides features for audit-ready records, helping surveyors maintain regulatory adherence.
- +Extensive Integrations: Offers numerous pre-built integrations with common industry tools (lead generation, report writing, accounting like QuickBooks Online), enhancing data flow and reducing manual work.
- +Customer & Referral Portals: Enhances customer experience and facilitates collaborative growth with partners through dedicated portals.
- +Cloud-Based with Mobile Access: Offers flexibility to work from anywhere via web and mobile apps.
- +Security Certified: ISO 27001 certification demonstrates a commitment to information security.
- +Dedicated Onboarding & Support: Provides structured onboarding to help users get started confidently and ongoing support.
- −Limited Public Reviews/Comparisons: While it has testimonials on its site, it doesn't appear as frequently in general CRM review sites compared to more generic CRM solutions, which might mean less readily available third-party insights for potential users.
- −No Explicit AI Features (from provided text): The text does not explicitly mention advanced AI capabilities, which some modern CRM platforms are beginning to integrate.
- −UK-Centric Offer for New Businesses: The special offer for new businesses is specifically for "new UK-registered businesses."
Features
Key features
- Leading CRM and Survey Management System for Surveyors
- Specifically designed to help surveyors manage clients and survey jobs, saving time, growing sales, and increasing profitability.
- Tailor-Made Workflows
- Provides efficient, customizable workflows for survey and valuation work, from initial inquiry to final report, including quotes, terms, payments, and team management.
- Comprehensive Feature Set for Practice Growth
- Offers a host of features categorized by Sales and Lead Management, Time Saving, Compliance, Communication, Team Management, Performance Analysis, Referral Partner Portal, Customer Portal, and Web and Mobile App access.
- Extensive Integrations
- Boasts numerous pre-built integrations for lead generation, terms and payments, report writing, email and SMS, VoIP, accounting, and other systems to reduce manual data entry.
- Customizable CRM
- Adapts to the specific needs of surveying businesses.
- ISO 27001 Certified
- Demonstrates a commitment to information security management.
Additional features
- Leading CRM and Survey Management System
- A specialized platform designed specifically for surveyors to manage their client relationships and survey-related operations.
- Tailor-Made Workflows
- Provides customizable, efficient workflows for managing survey and valuation work, from initial inquiry through to the final report.
- Comprehensive Project Management
- Streamlines the entire job process, including handling quotes, managing terms, processing payments, and overseeing customer and team interactions.
- Sales and Lead Management
- Optimizes sales processes to convert leads more effectively and unleash the business's full sales potential.
- Time Saving & Efficiency Tools
- Reduces administrative burden and automates tasks to free up valuable time, specifically aimed at increasing efficiency and reducing time lost on manual admin.
- Compliance Management
- Helps ensure all regulatory requirements are met and provides an audit-ready record for every job, enhancing regulatory adherence.
- Diverse Communication Channels
- Facilitates improved and faster communication with customers through various channels.
- Team Management Features
- Empowers efficient team collaboration and management, enhancing overall surveying success.
- Performance Analysis
- Offers data-driven insights to help businesses make informed decisions about their operations and growth.
- Referral Partner Portal
- Provides a dedicated portal to empower collaborative growth by making it easier to share leads and updates with referral partners.
- Customer Portal
- Transforms the customer experience by offering a branded online portal for customers to interact with the business, check status, and access information.
- Web and Mobile App Access
- Ensures convenient access to all system information from anywhere, whether in the office via web or on-the-go via a mobile app.
- Extensive Pre-built Integrations
- Offers numerous ready-to-use integrations with other systems for lead generation, terms and payments, report writing, email and SMS, VoIP, and accounting, minimizing duplicate data entry.
- Onboarding Support
- Provides a structured onboarding process designed to support users from registration to going live with confidence, whether they are solo or part of a team.
- ISO 27001 Information Security Management Certified
- Demonstrates a high commitment to information security, assuring users of data protection.
- Support for New Businesses
- Offers an exclusive discount for new UK-registered surveying businesses established within the past 12 months (for Plus and Pro Plans).
- Flexible Pricing Plans
- Has different pricing tiers designed to suit various business sizes, from individuals and small firms to medium and enterprise companies.
Pricing
Monthly plans
Plus
GBP 95
Pro
GBP 225
Advanced
GBP 475
Countries & Languages
Interface languages
Billing currencies
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About Survey Booker
Survey Booker is a survey management software from Survey Booker that assists organizations in creating, distributing, and analyzing surveys. It provides tools for customizable survey design, automated data collection, and real-time reporting so users can gain insights into feedback efficiently. Additionally, Survey Booker supports multiple question formats, participant tracking, and integration with other data analytics platforms. This enables businesses to make informed decisions based on survey results. Key capabilities: customizable templates automated data collection real-time reporting participant tracking integration with analytics tools Best for: organizations that need to gather and analyze feedback effectively.
Survey Booker Details
Survey Booker's In-App Market Place
Does Survey Booker have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Plus
GBP 95
Pro
GBP 225
Advanced
GBP 475
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Inr (₹), Jpy (¥), Cny (¥), Rub (₽), Aed (د.إ), Sgd (S$), Ils (₪), Sar (ر.س), Try (₺), Zar (R), Nzd (NZ$), Hkd (Hk$), Thb (฿), Sek (kr)
Pros & Cons
- Comprehensive Workflow Management: Simplifies the entire process from lead inquiry to final report delivery, including payment processing and team management within jobs.
- Efficiency and Time-Saving: Designed to significantly reduce admin time, automate tasks, and eliminate duplicate data entry, leading to increased profitability.
- Strong Compliance Focus: Provides features for audit-ready records, helping surveyors maintain regulatory adherence.
- Extensive Integrations: Offers numerous pre-built integrations with common industry tools (lead generation, report writing, accounting like QuickBooks Online), enhancing data flow and reducing manual work.
- Customer & Referral Portals: Enhances customer experience and facilitates collaborative growth with partners through dedicated portals.
- Cloud-Based with Mobile Access: Offers flexibility to work from anywhere via web and mobile apps.
- Security Certified: ISO 27001 certification demonstrates a commitment to information security.
- Dedicated Onboarding & Support: Provides structured onboarding to help users get started confidently and ongoing support.
- Limited Public Reviews/Comparisons: While it has testimonials on its site, it doesn't appear as frequently in general CRM review sites compared to more generic CRM solutions, which might mean less readily available third-party insights for potential users.
- No Explicit AI Features (from provided text): The text does not explicitly mention advanced AI capabilities, which some modern CRM platforms are beginning to integrate.
- UK-Centric Offer for New Businesses: The special offer for new businesses is specifically for "new UK-registered businesses."
Survey Booker's Support Options
Email Address
hello@surveybooker.co.ukContact
+1-800-123-4567Survey Booker's Alternatives
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