Dimension scores are derived from public data and fields; weighted into the composite. Reference only.
Survey Booker is a CRM and Survey Management System for the surveying industry. Rather than a general-purpose CRM, it is positioned as an end-to-end business platform covering surveying, valuations, and project-based work. From lead intake, quotes, terms signing, payments, task assignment, and report writing to client communication and delivery, it aims to unify the core workflows of surveying firms in a single system.
The platform is highly vertical in its feature set: it supports website quote forms, client accounts, messaging, lead nurturing, discount codes, referral partner portals, task reminders, calendars, e-signatures, report-stage management, team settings, and performance reporting. Its integration capabilities are a highlight, covering lead sources such as RICS Find a Surveyor and Compare My Move; payments via Stripe, Worldpay, and Klarna; Office 365/Google calendars; SendGrid; Zapier; reporting tools such as GoReport, Imfuna, and Property Inspect; plus an Open API and Webhooks. Publicly disclosed security information includes 2FA, Azure SSO, email verification, and audit-ready records, but I did not find details on ISO, SOC, or data hosting.
Plans are divided into Plus, Pro, Advanced, and Enterprise. Plus starts at £95/month, Pro at £225/month, Advanced at £475/month, and Enterprise is custom priced. All require a 12-month contract, prices exclude VAT, and there is a 10% discount for prepayment. SMS, e-signatures, additional users, certain integrations, and advanced features may be usage-based or available as add-ons. Surveying startups in the UK that were founded within the past 12 months can receive a 50% discount on Plus/Pro for the first six months.
The main strengths are its strong fit for industry workflows, covering sales, operations, delivery, compliance, and collaboration, with fairly comprehensive integration and automation capabilities. It is well suited to surveying teams looking to reduce duplicate data entry and administrative work. The drawbacks are that the product is strongly tied to a specific region and industry, so it may not be broadly applicable outside the UK or beyond the surveying sector; there is no clear information about a free plan or trial; and the 12-month contract plus numerous bolt-ons means the true total cost needs to be calculated carefully.
It is suitable for individual surveyors, small surveying practices, growing teams, and mid-sized to large surveying firms that need to manage multiple surveyors, referral partners, and reporting workflows. If you only need a general sales CRM, lighter options such as HubSpot or Zoho CRM may be more appropriate.
I did not find any information regarding access, deployment, or compliance for mainland China, so its accessibility status is unknown.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on surveybooker.co.uk official site.
surveybooker.co.uk is an United Kingdom SaaS provider. TG4G tracks its product information, an overall rating of 6.0/10, and a China-accessibility score of Limited (proxy recommended). Click "Visit Official Site" to reach surveybooker.co.uk directly.