Connect to almost anything
Connect your Surveyor CRM account to almost any other online software you use via Zapier. Automatically add payments to your accounting software, add new contacts to mailing lists, connect your company calendars and much more. Check out Zapier now and see what processes you can automate or integrate.
Payments
Allow customers to pay you online using Stripe or Worldpay. Using Zapier you can automatically create an invoice or update an existing one for each payment received. Alternatively you can request payments via BACS and mark payments as received manually.
Lead Generation
View all your leads from any source in once place. Whether from your website, referrers or online directories, all your leads can be automatically added to your account so all you need to do is speak to your customer and submit your quote. Instant quotes can be setup for various surveys or you can provide bespoke quotes depending on the service or your overall preference.
Report writing
Automatically create new reports in your report writing software when you accept an instruction. We’ll prefill the basics such as customer name, property address and more so you can focus on writing the report and not data entry.
Other integrations
We have other integrations to help you manage your business processes. Use SignRequest to submit your terms documents electronically with various fields prefilled. Spend less time filling in paperwork and more time with your customers.
