Designed by Surveyors to Simplify Every Step
Built by surveyors for surveyors, the MyReport® CRM streamlines everything from client enquiries and site visits to report writing, invoicing, and compliant terms. Designed for solo surveyors and teams alike, it cuts admin, boosts coordination, and keeps you focused on inspections, reporting, and delivering standout client service.
Why Choose Our CRM Tool?
Start Here
Looking to save time and improve report quality?
Discover how our software boosts collaboration, ensures compliance, and helps you deliver fast, consistent, professional reports. Swipe through to see how it works.
Connected from Enquiry to Report
Manage clients, comms, and compliance. Fully integrated with MyReport® report writing for a smooth workflow from enquiry to report.
Smarter Client Management
All your client records, messages, and documents - organised, secure, and always up to date in one place.
Work Less, Achieve More
Auto-draft emails, and follow-ups with our Smart Technology, cutting out repetitive admin and saving hours each week.
Stay on Track
Stay on top of every job, from instructions to invoicing, with visual progress indicators and reminders.
Instant Access, Anytime
Access site notes, appointments, photos, documents, and voice memos from a single, secure dashboard — available anytime, anywhere.
One Team, One System
Work together with shared access to tasks, data and reports - keeping your whole team in sync.
Built-In Compliance Monitoring
Built-in compliance tools help ensure your work aligns with RICS standards and GDPR requirements.
Grow Your Business, Your Way
Whether you're solo or scaling up, our tools adapt to support your growth at every stage.
Organised Daily Operations
Stay on top of your day with smart scheduling, route planning, and prioritised task lists, bringing structure and clarity to every aspect of your operations.
Enhanced Client Communication
Enhanced client communication makes it easy to send timely, professional updates using template.
Get in touch for a free consultation or start your demo today.
