Leading digital surveying solution GoReport have joined forces with the leading CRM for Surveying platform Survey Booker to announce a smart integration.
Survey Booker provides a market leading CRM solution that delivers exceptional customer experience and helps manage the survey process with ease. The unique software is purpose built for both small and large practices and integrates with the surveyor’s website to provide a whole host of benefits for both surveyor and their end-customer.
The exciting new integration with market leading digital surveying solution GoReport will allow users to push instructions through to the GoReport platform, automatically selecting the appropriate survey template and passing through key information, ready for the surveyor to begin their survey process. The surveyor has full edit and review capability within GoReport before finalising the report and publishing the pdf output back to the Survey Booker platform, ready for the distribution to the client. The report can be sent straight out to the customer or alert a customer that their report is ready and can be viewed once any outstanding terms or payments are completed.
GoReport, are dedicated to supporting the full surveying workflow, from preparation and planning, through physical survey, edit and review and onto subsequent reporting and analysis. The new integration with Survey Booker is designed to support a specific surveyor’s workflow whether you are a sole trader or working in a large complex enterprise.
From the outset it was important for both companies that the solutions work seamlessly and effectively together to ensure clients can benefit from optimal data flow across their business.
“We have always been driven by solutions that offer a seamless journey for both surveyors and their customers while maximising efficiency and relieving admin pressures. We’ve developed integrations with multiple systems from lead sources to booking systems and more to help surveyors operate efficiently and effectively” says Matt Nally, Director, Survey Booker
“I’m very pleased to welcome GoReport as a new partner to the Survey Booker platform. The integration of their innovative technology will augment the capabilities of our customers, helping to further streamline work and data flows from receiving an initial enquiry all the way through to submitting the final report so surveyors can focus on speaking with customers and carrying out surveys, strengthening their ability to secure work and grow long-term.”
Gavin O’Neill, CEO, GoReport commented: “At GoReport we are constantly evolving our technology and integrating with industry leading platforms so our clients can gain greater efficiencies and results from their survey while continually adding value to their clients. Our partnership with Survey Booker strengthens the mutual commitment we have to delivering industry leading software, services and support to our customers.”
Visit GoReport Integrations page for more information.