AI That Works in the Background, Helping You Deliver More Value
MyReport® CRM transforms client management by streamlining communication, automating routine tasks, and giving you a clearer view of every lead and customer. This means you can spend less time on admin and more time delivering value where it counts. MyReport® is built to support, not replace, your professional judgment. It’s still your expertise and service, just faster, smarter, and more connected.
What AI-Powered Features Does CRM Offer
Automated Appointment Scheduling
Our Smart Technology quickly identifies the best survey dates by factoring in surveyor availability, client preferences, and travel times.
Optimised Travel Planning
Plan the most efficient daily routes for surveyors to reduce travel time and increase productivity.
Smart Client Follow-ups
Automatically send personalised follow-up emails or messages based on each client’s journey and the status of their survey.
Dynamic Job Prioritisation
Automatically prioritises tasks by considering deadlines, client importance, and job complexity.
Task Reminders and Alerts
Stay on top of inspections, report deadlines, and follow-ups with automated reminders and alerts.
Instant Quote Generation
Generate accurate quotes instantly using factors such as survey type, location, and past project data.
Performance Dashboards
Track surveyor productivity, turnaround times, and client feedback to support continuous improvement.
24/7 Client Chat Support
A built-in chatbot handles common enquiries and booking requests around the clock, keeping your inbox clear.
