Survey Booker - the leading CRM and Survey Management System for Surveyors
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.
- Company typePrivate
- Founded2018
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
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.
Survey Booker - the leading CRM and Survey Management System for Surveyors firmographics
Firmographics- 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
Survey Booker - the leading CRM and Survey Management System for Surveyors industry classification
Industry- 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
Where Survey Booker - the leading CRM and Survey Management System for Surveyors is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Survey Booker - the leading CRM and Survey Management System for Surveyors business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- 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.
- 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.
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Plus plan: Core features for individuals and small firms with 2 users |
| Subscription | Monthly | Pro plan: Enhanced features for small to medium businesses with 3 users |
| Subscription | Monthly | Advanced plan: Full features for medium businesses with 5 users |
| Subscription | Multi-year contract | Enterprise plan: Custom configuration for large businesses |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels10 records
Survey Booker - the leading CRM and Survey Management System for Surveyors product offering
Product offeringCore 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
Companies that use Survey Booker - the leading CRM and Survey Management System for Surveyors
Customer profileNamed customers14 records
Segments4 records
Ideal customer profiles3 records
Survey Booker - the leading CRM and Survey Management System for Surveyors technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration31 records
AI capability2 records
Feature9 records
Survey Booker - the leading CRM and Survey Management System for Surveyors partnerships and signals
Strategic signalPartnerships
22 partnerships are on record, tiered core.
- RICS (Royal Institution of Chartered Surveyors)coreRICS 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.
- ReallyMovingcoreLead 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.
- PinLocalcoreLead 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 MovecoreLead 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.
- StripecoreTrusted payment processing integration supporting wide range of payment methods through Stripe's secure, flexible platform. Enables online payment collection from customers.
- WorldpaycoreWidely recognized online payments service integration for processing customer payments. Provides alternative payment gateway option alongside Stripe.
- SignRequestcoreTrusted 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.comcoreElectronic signature integration partner offering secure, legally compliant digital signing solutions as an alternative to SignRequest.
- GoReportcoreReport 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.
- ImfunacoreReport writing software integration for automated report creation and submission workflow. Connects survey data from Survey Booker to Imfuna templates.
- Property InspectcoreReport writing and inspection software integration. Enables seamless data flow between Survey Booker and Property Inspect for report generation.
- Cotality (Survey Hub)coreIntegration 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 ToolcoreDesktop research integration allowing surveyors to launch Rightmove comparable tool directly from job records. Data is saved back automatically to keep workflow compliant and centralized.
- SpriftcoreProperty data integration for desktop research. Connects to Survey Booker to provide property information and market data directly within the job workflow.
- Elmhurst EnergycoreEnergy Performance Certificate integration. Automatically creates EPCs ready to complete (all locations) and automatically uploads lodged EPCs (Scotland only).
- XerocoreAccounting software integration via Zapier connection. Enables seamless synchronization for payment management, invoice linking, payment notifications, and automatic account updates.
- QuickBookscoreAccounting software integration via Zapier connection. Supports payment tracking, invoice linking, and automatic accounting updates from Survey Booker.
- SagecoreAccounting software integration via Zapier connection for Sage accounting users who need to sync financial data with Survey Booker.
- ZapiercoreIntegration 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.
- TwiliocoreSMS messaging integration via Twilio (SMSGlobal brand). Supports high open-rate SMS communications with customers. Credits purchased separately for SMS usage.
- SMSGlobalcoreSMS messaging provider for sending customer updates and marketing messages. SMS has reported 96% open rate. Credits at £0.049 per 160 characters.
- Office 365coreEmail 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
Survey Booker - the leading CRM and Survey Management System for Surveyors competitors and assessment
Company assessmentBroad 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
Survey Booker - the leading CRM and Survey Management System for Surveyors social profiles
Digital presenceSurvey Booker - the leading CRM and Survey Management System for Surveyors compliance and trust
Trust signalCompliance3 records
Survey Booker - the leading CRM and Survey Management System for Surveyors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Survey Booker - the leading CRM and Survey Management System for Surveyors leadership team
Management profileNumber of profiles
Survey Booker - the leading CRM and Survey Management System for Surveyors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Survey Booker - the leading CRM and Survey Management System for Surveyors M&A and investment
M&A and investmentM&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
What does Survey Booker - the leading CRM and Survey Management System for Surveyors do?
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.
Is Survey Booker - the leading CRM and Survey Management System for Surveyors a public or private company?
Survey Booker - the leading CRM and Survey Management System for Surveyors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Survey Booker - the leading CRM and Survey Management System for Surveyors founded?
Survey Booker - the leading CRM and Survey Management System for Surveyors was founded in 2018. It employs 11 to 50 people.
Where is Survey Booker - the leading CRM and Survey Management System for Surveyors based?
Survey Booker - the leading CRM and Survey Management System for Surveyors is headquartered in London, United Kingdom, in the Europe region.
How does Survey Booker - the leading CRM and Survey Management System for Surveyors make money?
Four revenue lines are on record. Subscription Plans are the primary driver. The others are bolt-on Features, usage-based Charges and startup Discount Program.
Who are Survey Booker - the leading CRM and Survey Management System for Surveyors's main competitors?
Broad incumbents on record are kvCORE (Inside Real Estate), LionDesk and ActivePipe. Regional players are PropertyMe and Console (REA Group). Direct peers are Inspectify, Spectora, ISN (Inspection Support Network), HomeGauge and ReportHost.
Does Survey Booker - the leading CRM and Survey Management System for Surveyors have an API?
Yes. Survey Booker offers an Open API for posting leads into Survey Booker and accessing data for external use, a Post, Patch and Get API, and Webhooks for automatically sending data from Survey Booker to other systems when a job reaches a certain stage. Multiple trigger points allow users to add or update data in other systems as jobs progress in real time. Developer documentation is at surveybooker.co.uk/integrations.
What industry is Survey Booker - the leading CRM and Survey Management System for Surveyors in?
Survey Booker - the leading CRM and Survey Management System for Surveyors's product category is Surveyor CRM and Survey Management Software. Its primary akta.pro industry code is HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites), with a secondary code of HDAEAFAJ, CRM Data Quality, Enrichment & CDP-Adjacent CRM.