Survey Booker
CRM and survey management software for surveying practices, connecting leads, customers, j
Survey Booker is a CRM and business management platform for surveying practices, covering the instruction from first enquiry through to final report. It brings sales, customers, teams and panel partners into one operational record, with workflows, automation and communication kept alongside each job.
Core modules include sales and lead management, panel management, team management, performance analysis, compliance, and a referrer portal and app. Customer and partner portals, surveyor and referrer mobile apps, and mobile-friendly web access extend access beyond the desktop. AI-assisted emails draft replies using job information, while desktop research supports preparation from the job page. Communication tools cover email, SMS, messaging, VoIP, e-signatures and payments, alongside calendar, accounting and report-writing connections. Integrations are available through pre-built connections, an open API and Zapier, with categories spanning lead generation, terms and payments, reporting, data, communications, VoIP and accounting. Compliance features keep correspondence, notes, documents and activity history attached to the instruction, with terms tracking, custom job fields, report release controls, ISO 27001 certification and UK-hosted data.
The platform is aimed at independent surveyors, growing firms and enterprise operations, with routing and governance for internal teams and external panel firms. Packaging is offered in Plus and Pro plans, with a start-up discount for new UK-registered businesses within their first year. Onboarding sessions, ongoing support and knowledge resources accompany rollout.
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