Survey Booker - the leading CRM and Survey Management System for Surveyors

What Survey Booker - the leading CRM and Survey Management System for Surveyors does

Survey Booker is a UK-based cloud SaaS CRM and survey management platform purpose-built for property surveyors, operating as a trading name of The Prop Tech Group Limited (registered in England and Wales, Company No. 11293478), headquartered in London and founded in 2018. The platform consolidates lead management, survey and valuation workflows, project management, customer and referral-partner portals, compliance logging, payment processing, and reporting in a single system, with industry-specific modules such as Home Reports Scotland. It monetises through a four-tier subscription (Plus £95/mo, Pro £225/mo, Advanced £475/mo, Enterprise custom), bolt-on add-ons, usage-based charges for e-signatures, SMS, and AI tokens, plus a 50% startup discount for new UK firms.

Name

Survey Booker - the leading CRM and Survey Management System for Surveyors

Legal name

The Prop Tech Group Limited

Website

https://surveybooker.co.uk

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Survey Booker is a UK-based cloud CRM and survey management platform built for property surveyors, combining lead management, valuation workflows, compliance, and partner portals in a single subscription product with industry-specific modules and deep third-party integrations.

Ownership category

akta.pro rank

Product category

Surveyor CRM and Survey Management Software

akta.pro primary industry

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

akta.pro secondary industry

CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ)

Keywords

• Surveyor CRM software
• Survey management platform
• Valuation workflow automation
• Property surveying CRM
• Vertical SaaS for surveyors

Headquarters

HQ city

London

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, Infrastructure, Operations

Revenue model

1. Subscription Plans: Four-tier subscription model (Plus, Pro, Advanced, Enterprise) providing core CRM and survey management features. Plans include user licences, communication tools, sales features, time-saving functionality, team management, reporting, and integration capabilities. Higher tiers offer more advanced features, higher usage allowances, and additional customization options.
2. Bolt-on Features: Optional add-on features that can be added to any base plan (up to two bolt-ons per plan) before upgrading. Examples include SMS messaging, Lead nurture, Introducer accounts, Request callback button, VoIP integrations, Email validation, Zapier API, report writing integrations, Cotality/Survey Hub integration, and additional storage. Bolt-on fees apply in addition to base plan pricing.
3. Usage-based Charges: E-signatures are charged at £0.50 + VAT per signature on a pay-as-you-go basis with bulk purchase options available. SMS credits purchased separately at £0.049 per 160 characters per message. Additional AI email composer tokens available for purchase beyond plan allowances.
4. Startup Discount Program: 50% discount for the first 6 months for new UK-registered businesses established within the past 12 months. Discount applies only to Plus and Pro Plans. Designed to support new surveying businesses during their growth phase.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels10 records

Core offering

Survey Booker provides a cloud-based SaaS CRM and Survey Management System specifically designed for UK property surveyors. The platform combines lead management, survey and valuation workflows, project management, customer and referral partner portals, compliance logging, communication tools, and reporting dashboards into a single system. Customers subscribe to tiered plans (Plus, Pro, Advanced, Enterprise) and add bolt-on features such as SMS, lead nurture, e-signatures and integrations.

Product overview

Survey Booker is a comprehensive all-in-one CRM and Survey Management System designed specifically for UK surveyors. The core Survey Booker CRM platform provides lead management, customer relationship tools, and workflow automation, supplemented by industry-specific Survey and Valuation Workflows and Home Reports Scotland module for Scottish Home Reports. Additional modules include Customer Portal for client self-service, Referral Partner Portal for managing estate agents and mortgage brokers, Mobile App for iOS/Android, and AI Email Composer for automated email generation. The platform follows a tiered pricing model (Plus, Pro, Advanced, Enterprise) with bolt-on features, and integrates with leading lead generation sites, payment gateways, report writing software, accounting tools, and communication platforms.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Website traffic increase of 400% within first month of implementing instant quote functionality
• +4 more outcomes

Named customers14 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration31 records

AI capability2 records

Feature9 records

Partnerships

22 partnerships are on record, tiered core.

• RICS (Royal Institution of Chartered Surveyors)coreTechnology or IntegrationRICS Find a Surveyor integration allows surveyors to receive leads through the RICS platform directly into their Survey Booker accounts. Automated welcome emails can be sent to new leads. Represents official technology partnership with the leading surveying professional body.
• ReallyMovingcoreTechnology or IntegrationLead generation integration allowing surveyors to receive property-related leads from ReallyMoving directly into Survey Booker. Leads are automatically imported with option for automated follow-up communications.
• PinLocalcoreTechnology or IntegrationLead generation integration for local surveyor referrals. Automatically transfers new leads from PinLocal to Survey Booker with round-the-clock automated welcome emails to improve conversion rates.
• Compare My MovecoreTechnology or IntegrationLead generation integration enabling surveyors to receive leads from Compare My Move's property moving network. Leads are seamlessly fed directly into Survey Booker accounts for immediate follow-up.
• StripecoreTechnology or IntegrationTrusted payment processing integration supporting wide range of payment methods through Stripe's secure, flexible platform. Enables online payment collection from customers.
• WorldpaycoreTechnology or IntegrationWidely recognized online payments service integration for processing customer payments. Provides alternative payment gateway option alongside Stripe.
• SignRequestcoreTechnology or IntegrationTrusted e-signature platform for secure, legally binding digital signatures. Simplifies contract signing with time-saving and fully compliant digital process. Terms are pre-populated with Survey Booker data.
• eSignatures.comcoreTechnology or IntegrationElectronic signature integration partner offering secure, legally compliant digital signing solutions as an alternative to SignRequest.
• GoReportcoreTechnology or IntegrationReport writing software integration. When jobs are booked, reports are automatically created in GoReport with correct template and booking data populated. Final reports can be posted back to Survey Booker.
• ImfunacoreTechnology or IntegrationReport writing software integration for automated report creation and submission workflow. Connects survey data from Survey Booker to Imfuna templates.
• Property InspectcoreTechnology or IntegrationReport writing and inspection software integration. Enables seamless data flow between Survey Booker and Property Inspect for report generation.
• Cotality (Survey Hub)coreTechnology or IntegrationIntegration with Cotality Survey Hub platform for instant integration of private instructions. Provides automated updates including booking dates and inspection confirmations, with seamless final report retrieval and distribution.
• Rightmove Surveyor Comparable ToolcoreTechnology or IntegrationDesktop research integration allowing surveyors to launch Rightmove comparable tool directly from job records. Data is saved back automatically to keep workflow compliant and centralized.
• SpriftcoreTechnology or IntegrationProperty data integration for desktop research. Connects to Survey Booker to provide property information and market data directly within the job workflow.
• Elmhurst EnergycoreTechnology or IntegrationEnergy Performance Certificate integration. Automatically creates EPCs ready to complete (all locations) and automatically uploads lodged EPCs (Scotland only).
• XerocoreTechnology or IntegrationAccounting software integration via Zapier connection. Enables seamless synchronization for payment management, invoice linking, payment notifications, and automatic account updates.
• QuickBookscoreTechnology or IntegrationAccounting software integration via Zapier connection. Supports payment tracking, invoice linking, and automatic accounting updates from Survey Booker.
• SagecoreTechnology or IntegrationAccounting software integration via Zapier connection for Sage accounting users who need to sync financial data with Survey Booker.
• ZapiercoreTechnology or IntegrationIntegration platform connecting Survey Booker to over 5000 apps including accounting software, calendars, newsletter platforms, and more. Enables extensive automation beyond native integrations. Zapier offers free and paid plans.
• TwiliocoreTechnology or IntegrationSMS messaging integration via Twilio (SMSGlobal brand). Supports high open-rate SMS communications with customers. Credits purchased separately for SMS usage.
• SMSGlobalcoreTechnology or IntegrationSMS messaging provider for sending customer updates and marketing messages. SMS has reported 96% open rate. Credits at £0.049 per 160 characters.
• Office 365coreTechnology or IntegrationEmail integration for any Office 365 email account plus calendar integration to sync appointments, report due dates, and tasks with Outlook calendars.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• kvCORE (Inside Real Estate): kvCORE/Inside Real Estate is an end-to-end CRM, lead-generation and marketing platform for real estate brokerages. A broader incumbent covering CRM, lead routing and marketing automation in a market adjacent to Survey Booker's surveying niche.
• LionDesk: LionDesk is a real estate CRM with email, video, text and lead-generation tools targeting agents and brokers. Comparable to Survey Booker's CRM + communication hub capabilities, but oriented toward the broader US real estate market rather than surveying specifically.
• ActivePipe: ActivePipe is a CRM and lead-nurture platform for real estate agents, with automated drip campaigns and pipeline management. Broad incumbent in the adjacent property-professional CRM space where Survey Booker also operates via its lead management and nurture features.

Regional players

• PropertyMe: PropertyMe is a leading cloud SaaS for property management agencies in Australia/New Zealand. A regional vertical SaaS peer for property professionals, similar business-model archetype (subscription SaaS for property industry) but serving a different geography and adjacent sub-vertical.
• Console (REA Group): Console is a CRM, marketing and admin platform for Australian/NZ real estate agencies. Comparable SaaS business model for property professionals with lead management, marketing automation and client communications — analogous to Survey Booker's CRM offering but for a different region.

Direct peers

• Inspectify: Inspectify offers scheduling, report writing and a network of add-on services for home inspectors. Similar vertical SaaS model to Survey Booker for property professionals conducting on-site inspections and generating reports for clients.
• Spectora: Spectora is a US-based vertical SaaS for home inspectors, offering report writing, scheduling, invoicing and CRM-style workflows. It is the closest international analog to Survey Booker in product shape (workflow + report + client portal), differing mainly in geography (US vs UK) and target niche (home inspection vs broader surveying).
• ISN (Inspection Support Network): ISN provides software, marketing and back-office tools for home inspectors. Comparable to Survey Booker as a multi-product SaaS platform serving property inspection professionals, primarily in the US.
• HomeGauge: HomeGauge provides inspection report software and business tools for home inspectors, with scheduling, payments and marketing add-ons. Comparable to Survey Booker as a vertical SaaS bundle for property inspection professionals, although focused on the US home inspection market.
• ReportHost: ReportHost is a UK-based SaaS for producing survey and inspection reports, including for residential surveying and energy assessment. Direct vertical peer operating in the same UK market with overlapping surveyor workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

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

Compliance3 records

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 Survey Booker - the leading CRM and Survey Management System for Surveyors