surveybooker.com

What surveybooker.com does

Survey Booker, a trading name of The Prop Tech Group Limited (a private limited company registered in England and Wales, Company No. 11293478), is a UK vertical SaaS provider of CRM and survey management software built exclusively for chartered surveying firms. The company operates from its registered office at 167-169 Great Portland Street, London, and serves individual surveyors, small firms, and medium-to-enterprise surveying businesses across the United Kingdom, with a dedicated module for the Scottish Home Reports market.

The core platform, Survey Booker CRM, is a cloud-based system delivered via web and mobile, bundling approximately 14 functional modules covering the full lead-to-report workflow: survey and valuation workflows, project management, customer portal, referral partner portal, multi-channel communications (email, SMS via Twilio and SMSGlobal, VoIP via HiHi), integrated payments (Stripe, Klarna, World Pay, Opayo), e-signatures (SignRequest), compliance tracking, performance analytics, team management, and accounting integrations (Xero, QuickBooks, Sage). The technology relies heavily on a pre-built integration footprint of 25+ third-party platforms, including RICS Find A Surveyor, Rightmove, Zapier, and specialised report-writing tools (Go Report, Cotality, Imfuna, Property Inspect, Elmhurst Energy). The platform holds ISO 27001 information security certification and RICS Tech Partner status.

The business operates a subscription SaaS model with two publicly tiered plans (Plus and Pro) billed monthly, supplemented by a Startup Program offering 50% off for six months to UK-registered surveying businesses established within the past 12 months. The go-to-market is sales-led with demo-booking CTAs for mid-market and enterprise segments, alongside self-service online registration for individuals and small firms, and a referral partner network involving estate agents, mortgage brokers, and lead-generation directories. Named enterprise customers include esurv, DM Hall, Map, Walker Fraser Steele, Pinnacle, and Watsons. No external funding, headcount, revenue, or ownership data is publicly disclosed.

Name

surveybooker.com

Legal name

The Prop Tech Group Limited

Website

https://surveybooker.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Survey Booker, a trading name of The Prop Tech Group Limited, is a UK vertical SaaS provider of CRM and survey management software built exclusively for chartered surveying firms, serving individual surveyors through to medium-to-enterprise firms via a cloud platform with 25+ integrations.

Ownership category

akta.pro rank

Product category

Surveying CRM and Survey Management Software

akta.pro primary industry

Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)

akta.pro secondary industry

Marketing Automation & Campaign Management CRM (HDAEAFAB)

Keywords

• Survey management software
• CRM for surveyors
• Valuation workflow tools
• Property inspection platform
• Chartered surveying SaaS

Headquarters

HQ city

Liverpool

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Survey Booker operates on a subscription model with tiered plans (Plus and Pro) offering different feature sets and capacity levels for surveying businesses of varying sizes

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Survey Booker sells a cloud-based CRM and survey management platform designed exclusively for surveying firms, delivered via web and mobile applications. The platform combines lead management, survey and valuation workflows, project management, communications, payment processing, e-signatures, compliance tracking, customer portal, and integrations with property industry tools to manage the entire surveyor workflow from inquiry to final report. Revenue is generated through tiered monthly subscriptions (Plus and Pro plans), with a discount startup program for newly established UK surveying businesses.

Product overview

Survey Booker CRM is a single all-in-one platform combining CRM and survey management system capabilities for surveyors. The core product, Survey Booker CRM, serves as the central platform, supported by distinct functional modules including Survey and Valuation Workflows, Project Management, Customer Portal, Referral Partner Portal, Communication Tools, Web and Mobile App, Sales Growth and Lead Management, Team Management, Performance Analysis, Compliance Tools, and Time Saving Features. A special Startup Program offering a 50% discount for 6 months targets new surveying businesses. The platform is designed for individuals, small firms, and medium to enterprise businesses, with a focus on streamlining the entire surveyor workflow from lead generation through to final report delivery.

Differentiator

Problem solved

Functional benefit

Products and services

• Survey Booker CRM The company's primary all-in-one cloud-based CRM and survey management platform designed for surveyors, combining lead management, workflow automation, customer portal, compliance tracking, team management, project management, communications and integrations across the entire survey workflow from inquiry to final report. Offered under monthly subscription tiers (Plus and Pro).
• Survey Booker Startup Program A dedicated support program offering newly established UK-registered surveying businesses (within the past 12 months) a 50% discount on the Survey Booker Plus or Pro subscription plans for the first 6 months.
• Home Reports Scotland A specialised workflow and management capability within the Survey Booker platform for producing Home Reports required in Scotland for property transactions, addressing the regulatory and documentation specifics of the Scottish residential property market.

Quantifiable outcome

• Users report freeing up time for additional surveys, easily paying for the software cost
• +1 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration31 records

Feature16 records

Partnerships

25 partnerships are on record, tiered core and minor.

• RICS (Royal Institution of Chartered Surveyors)coreStrategic or Co-development PartnerRICS Tech Partner relationship providing official recognition and integration with the leading professional body for chartered surveyors. Includes integration with RICS Find A Surveyor platform for lead generation.
• RightmovecoreTechnology or IntegrationPre-built integration with the UK's largest property portal, enabling data connectivity for surveying businesses
• StripecoreTechnology or IntegrationPayment processing integration enabling secure card payments for survey fees
• XerocoreTechnology or IntegrationIntegration with leading cloud accounting platform for financial management and bookkeeping
• QuickBookscoreTechnology or IntegrationIntegration with Intuit's accounting software for financial data synchronisation
• SagecoreTechnology or IntegrationIntegration with Sage accounting solutions for financial management
• ZapiercoreTechnology or IntegrationIntegration enabling connection to thousands of apps and automated workflows
• TwiliocoreTechnology or IntegrationSMS integration provider for text message communications with clients
• SignRequestcoreTechnology or IntegrationElectronic signature integration for document signing workflows
• Google CalendarcoreTechnology or IntegrationCalendar integration for scheduling and appointment management
• Go ReportcoreTechnology or IntegrationReport writing software integration for survey report generation
• CotalitycoreTechnology or IntegrationProperty data and inspection report writing software integration
• ImfunacoreTechnology or IntegrationSurvey report writing software integration
• Property InspectcoreTechnology or IntegrationProperty inspection software integration for report creation
• Elmhurst EnergycoreTechnology or IntegrationEnergy assessment software integration for EPC and related surveys
• World PaycoreTechnology or IntegrationPayment processing integration for card transactions
• OpayocoreTechnology or IntegrationPayment gateway integration for secure payment processing
• KlarnacoreTechnology or IntegrationAlternative payment method integration for flexible payment options
• Really MovingminorGTM or Marketing PartnerLead generation partner providing surveyor referral leads to platform users
• Compare My MoveminorGTM or Marketing PartnerLead generation partner for property-related surveyor referrals
• PinLocalminorGTM or Marketing PartnerLocal surveyor directory and lead generation partner
• Find Local Chartered SurveyorsminorGTM or Marketing PartnerChartered surveyor directory providing lead referrals
• Local Surveyors DirectminorGTM or Marketing PartnerSurveyor directory and lead generation partner
• SMSGlobalcoreTechnology or IntegrationSMS provider for text message communications alongside Twilio
• HiHicoreTechnology or IntegrationVoIP phone system integration for communications

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• ServiceM8: ServiceM8 is a field service management app for trade and service businesses with CRM, job, and invoicing features. It is comparable to Survey Booker as a mobile-first SaaS that combines client communication, job workflow, and payments for small operators.
• Jobber: Jobber is a CRM and field service management platform for home service businesses. It is comparable to Survey Booker as a subscription SaaS combining CRM, scheduling, customer communication, and payments for service SMBs.
• Ascora: Ascora is a cloud-based job management and CRM platform for trade and service businesses. It is comparable to Survey Booker as a vertical SaaS combining CRM, job/workflow management, and customer portals, though Ascora targets trades rather than surveyors.
• Simpro: Simpro is a field service management SaaS for trade contractors with quoting, scheduling, CRM, and reporting. It is comparable to Survey Booker as a workflow-and-CRM bundle for small-to-mid service businesses, though Simpro focuses on trades.

Broad incumbents

• Salesforce: Salesforce is a leading general-purpose CRM platform with industry cloud solutions. It is comparable to Survey Booker as the dominant horizontal CRM that surveyors might otherwise adopt, and against which Survey Booker's vertical specialization must justify its premium.
• MRI Software: MRI Software is a large real estate technology provider offering property management, accounting, and CRM solutions. It is comparable to Survey Booker as a broader property-tech incumbent that could expand down-market into surveyor workflows.
• HubSpot: HubSpot is a major CRM and marketing automation platform used widely by professional services SMBs. It is comparable to Survey Booker as a horizontal CRM alternative that surveying firms could substitute, particularly at the small-business tier.

Emerging players

• Property Inspect: Property Inspect is a report-writing platform for property inspectors and surveyors that integrates with Survey Booker. It is comparable as an adjacent vertical SaaS in the UK surveying ecosystem with overlapping customer base.
• Arthur Online: Arthur Online is a UK property management platform combining CRM, maintenance, and accounting. It is comparable to Survey Booker as a UK-based property vertical SaaS with workflow automation and accounting integrations.
• Re-Leased: Re-Leased is a cloud commercial property management platform with CRM, tenant communication, and accounting integrations. It is comparable to Survey Booker as a modern vertical SaaS serving UK property professionals with workflow automation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@surveybooker
• Facebookfacebook.com/surveybooker
• LinkedInlinkedin.com/company/survey-booker
• Xx.com/surveybooker

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about surveybooker.com