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Surventrix

Surveying software for quotes, CRM, and report writing.

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Surventrix is an online and mobile platform for the surveying industry that brings lead capture, quotation and CRM, site data capture, report writing, data storage, and compliance into a single system. It addresses the fragmentation of using multiple disconnected tools, supporting tasks such as RICS conflict checks, Professional Indemnity insurance tracking, audit logging, and sign-off workflows.

Core modules include Lead Generation, Quotation & CRM, an iOS Mobile App for field data capture, LiDAR Scanning for floor plans, Report Writing, Data & Insights analytics, and Cyber Security controls. Integrations include Rightmove SCT, Sprift, Zapier, Stripe, and third-party lead generation services. The Surventrix IQ AI layer comprises Vision IQ, which analyses site photos and drafts notes, and Writer IQ, which produces report first drafts from verified notes.

Surventrix is offered for students, sole practitioners, SME firms, commercial work, and enterprise operations. Packaging includes a free Student plan, a pay-as-you-go option charged per instruction with a one-off set-up fee, and per-surveyor Essentials and PRO editions on 12-month agreements billed monthly. Enterprise licensing for larger teams is available on request. The IQ AI assistant and several integrations are available as monthly bolt-ons for Essentials and PRO.

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