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News & opinion

15 JUL 2022

How the right CRM can help built environment professionals

What are Customer Relationship Management (CRM) systems and what benefits do they bring to surveyors?  How do you retain the human side of customer service using automation and provide value to your customers?  How can you leverage the data from a CRM?  How does a CRM system help with compliance with the Home Survey Standard?  Why is it important to have integration between different systems?  How do you prepare for implementing a CRM system for your business?

Matt Nally speaks with Andrew Knight on these topics as they discuss the benefits of CRM systems for surveying practices.

More information regarding the Tech Partner Programme and our partner Survey Booker can be found at

RICS Tech Partner Programme talk with Survey Booker