SurveyDock CRM · Optional paid add-on
From first enquiry
to the next instruction.
Your leads, opportunities, accounts and contacts, in the same workspace as your surveying. Keep the conversation, the next task and the follow-up together.
From £19 per practice / month, excluding VAT. See CRM pricing
Search and filter leads, then open their details and activity. Select Qualified and explicitly save the stage. Create opportunity converts the lead into an account, contact and opportunity while retaining the original lead history.
The relationship, from start to finish
A place for every enquiry.
A history for every relationship.
Leads with a clear next step
Capture enquiries, record their source and follow-up date, and move them through visible stages. Convert a lead into an account and contact, with an opportunity when you’re ready. The original lead history stays available.
Opportunities built around surveying
Track the estimated fee, owner and expected decision date. Choose the required report types and a job checklist from your practice’s templates, then follow the instruction from identified through to won or lost.
Accounts that grow with the relationship
Keep prospects, active clients and former clients in the same directory. Link their contacts, office locations and repeat opportunities, with the account’s activity alongside its details.
Contacts with the context attached
Keep job titles, email, work phone and mobile together. Link each person to an account and optional office location, with their own notes, tasks and activity history.
The work between conversations
Know what was said.
Know what happens next.
Notes you can find again
Add a note from any CRM record. Browse the activity timeline or open Notes to search and filter by author and period, so the next conversation starts with the context in front of you.
Tasks with a person responsible
Create a to-do, call or meeting with details, an assignee, a due date and a priority. Keep outstanding and completed work separate, and edit or reopen tasks as plans change.
Reminders your team can choose
Set a reminder on a task. The assignee chooses email, in-app or both in their personal reminder settings. In-app cards show the record context and a link back to its Tasks view.
Views that suit the way you work
Search your CRM lists, filter leads and opportunities by stage, and choose and reorder your own table columns. Opportunity filters also include report type, owner and estimated fee.
Plan the instruction before the survey starts
Select the report modules you need on an opportunity. SurveyDock prepares planned scope rows, separate from live survey work. Your team can agree the brief before creating the actual reports with the required property and inspection details.
Add CRM to your practice
Your surveying platform.
With the relationships built in.
CRM is an optional paid add-on to your SurveyDock subscription, from £19 per practice per month, excluding VAT. Choose the tier that matches your Core plan and team size.
Optional paid add-on
SurveyDock CRM pricing
One monthly CRM charge for your practice, added to the matching SurveyDock Core plan. Includes leads, opportunities, accounts, contacts, notes, tasks and reminders.
CRM prices are per practice, per month. All prices shown exclude VAT.
Starter CRM
£19 / month
£19/month for 1–3 users
One fixed CRM price for the team
CRM stays £19/month for one, two or three users. Core is separate at £59 per user/month.
- SurveyDock Core
- From £59/month
- CRM add-on
- £19/month
- Combined total
- From £78/month
Practice CRM
£59 / month
Covers up to 10 users
One fixed price for the team
- SurveyDock Core
- £399/month
- CRM add-on
- £59/month
- Combined total
- £458/month
Enterprise CRM
£99 / month
Covers up to 15 users
- SurveyDock Core
- £499/month
- CRM add-on
- £99/month
- Combined total
- £598/month
All Enterprise CRM tiers
| Users | Core / month | CRM / month | Combined / month |
|---|---|---|---|
| Up to 15 | £499 | £99 | £598 |
| Up to 25 | £599 | £149 | £748 |
| Up to 50 | £799 | £249 | £1,048 |
| Up to 75 | £899 | £349 | £1,248 |
| Up to 100 | £999 | £449 | £1,448 |
| 100+ | Custom | Custom | Custom |
Contact us to add CRM to your subscription. Your Core plan and CRM add-on are priced separately.
What does the CRM add-on cover?
Leads, opportunities, accounts and contacts, plus record activity, notes, assigned tasks and personal reminders. It works in the SurveyDock web workspace, with access controlled by your practice’s enabled modules and user permissions.
Can we use it for prospects as well as existing clients?
Yes. An account can start as a prospect, and existing clients can have repeat opportunities. When an opportunity is won, its account becomes an active client. Converting a lead keeps the original lead and its history available.
Does choosing a report type create a finished report?
It prepares a planned scope row on the opportunity. Live survey reports are created separately when you have the required details. The CRM does not generate completed reports from an enquiry.
Let’s look at your next instruction
See how your team could manage enquiries and follow-ups alongside its surveying work.