Personalise your quotations to perfection with Surventrix
Track your quotations and business performance with powerful analytics.
Plus, save hours of IT time thanks to quotation management in Surventrix & Surveyors Hub. This represents the most cost effective & only single platform solution for the SME market backed by credible experience and robust technology.
Every day we securely process thousands of quotations for our clients using a system built on data-protection, reliability, and trust.
For surveyors, who often deal with sensitive data, the trust and rapport they establish with clients can be the cornerstone of their firm's success.
Using CRM technology helps companies better connect with their customers, streamline processes, and increase profitability.
CRM refers to software that tracks every interaction you have with a prospect or customer. Sales calls, customer service interactions, quotes, marketing emails, and more fall under this category.
The right CRM tool can help you manage relationships across your company's entire customer lifecycle, spanning departments such as marketing, referrals, sales, digital commerce, and customer service. And that's where Surventrix comes in.
In Surventrix your quotes and all related client content are linked together and stored under your client's name/address. This is significant, because your quotations can be accessed, filtered and sourced easily for future reference, all in one place.
Tailor your quotes for each project type
Create different quotation templates for specific customers or projects, with their own branding and legals.
Keep full control and admin privileges using role-based access control.
Monitor, analyse, and report on quotation usage and acceptance in your organisation.
What are the benefits of the Surventrix quotation tool?
Instant quotes: Speed is one of the most significant benefits of using Surventrix quotation tool software as part of your firm’s sales process. It's a very efficient way to create quotes that saves you a lot of time in the long run. The quote tool has an automated reminder function for your clients. It helps with compliance too!
If you’re travelling, you can create a quote from a mobile device if you need to.
Increased accuracy: By using Surventrix, you can be confident that your quotes are accurate, instilling confidence in your potential customers and helping you close more sales.
All RICS compliance points are covered along with conflict of interest. And those all relevant documents including terms will be attached every time
Valuable business insights into your sales process: Track which quotes are approved and rejected, you can see patterns emerge.
Always on brand: Stand out from your competitors with branded quote emails featuring all contact information and key documents. This increases brand recognition, customer loyalty and lowers price sensitivity.
It's about being different, relevant, and preferred.
Improving Customer Service: In addition to being more accurate, Surventrix tool software can also improve customer service.
It will give you a 360-degree view of your prospects and customers, which means you can see all the interactions they've had with your company. You’ve even got case logs showing what you and your colleagues last updated. And any outstanding actions.
Insights to ignite:
Ultimately, sales processes aim to boost sales and grow your business.
When you combine all of your customer data into the Surventrix platform, it's simple to keep track of who's buying your products, who's responding to your marketing efforts, and who might need an extra push to get back on track.
Reasons to go PRO
Surventrix Pro users can access a range of additional features in the Surventrix platform, including Automated Payments, Sprift and Rightmove SCT Integrations.
The Human Touch
Think of Surventrix as a Tool to sit alongside your Client Journey. We think this is really important.
Have your own personal email & phone pitch alongside Surventrix. (Think about the RICS HSS - have you spoken to the client, fact found and explained/recommended which is appropriate level of service etc?)
A genuine dialogue allows us to understand where the client was in the moment, which equips us to make points that resonate with them. Knowing their requirements and concerns allows you to tailor advice that not only addresses their needs but also supports your overall business strategy. Make clients feel valued by keeping them informed.
Taking a proactive approach can significantly enhance your relationship's value.
Wrapping Up
Prepare your system from the outset with all of your documentation, fee scales and clients to save time.
The more data added by using the Quotations tool, the more powerful your business intelligence will be.
Ensure your branding and USPs are on point. You will stand out!
Our tool is compatible with work streams across the Residential, Development and Commercial surveying sectors with a flat rate of pricing for transparency. In conjunction with this we offer additional modules to compliment the core platform:
Reporting module
Audit module
Comparable tools
We firmly believe that the best solutions are often the simplest ones and with simplicity comes efficiency. If you would like to trial the Surventrix Surveyors Portal get in touch today.
Schedule a demo with Surventrix here.