SurveyStack
An AI-native CRM for surveying firms, running daily inside an RICS regulated practice.
Live · Real estate
Visit surveystack.co.uk ↗
A practice run on inbox, spreadsheet and memory. Quotes went out slow, follow-up depended on remembering, and every record was entered twice.
Inside the platform
Follow-up that never forgets
Automated WhatsApp, SMS and email sequences run from first enquiry to signed instruction, and stop the moment a client replies.
Location-aware examples
Every quote goes out with example reports from comparable properties near the client’s address, picked automatically.
Referral network built in
Agents and partners refer through their own channel, and every introduction is tracked from first contact to fee.
Payment at the point of yes
Clients accept a quote and pay in the same step. No invoices to chase before the job is booked.
E-documents, issued and filed
Terms of engagement go out for e-signature on acceptance, and signed copies file themselves against the job.
Report delivery
Surveyors upload the finished report to the job, and the client receives it through their own portal.
AI intake with an audit trail
Enquiries from every lead source are read and structured by AI, with each decision logged for RICS governance.
Diary sync
Confirmed inspections land in the surveyor’s and the office’s calendars automatically.