5 reasons why customised CRM & Workflow software can help Chartered Surveyors improve profitability

24 February 2023


As a firm of Chartered Surveyors your business thrives on the efficient management of projects, clients, and stakeholders.

You need to deliver quality services in a timely and cost-effective manner while managing risks and complying with regulatory requirements. To achieve these goals, you need to have the right tools and processes in place. This is where specialist CRM and Workflow software comes in.

CRM (Customer Relationship Management) software is a powerful tool that helps you manage all aspects of your client relationships. It allows you to store and organise client data, track enquiries and interactions, and automate communication. By investing in a customised CRM, you can improve the efficiency and effectiveness of your sales, marketing, and customer service functions. You can also gain insights into your clients’ needs and preferences, which can help you tailor your services and enhance their satisfaction.

Workflow software, on the other hand, helps you streamline your business processes by automating repetitive tasks and providing a centralised platform for collaboration and communication. It allows you to standardise your workflows, eliminate manual errors, and reduce administrative overheads. With customised Workflow software, you can optimise your project management, resource allocation, and reporting, resulting in better productivity, profitability, and customer satisfaction.

Combined, a customised CRM and Workflow tool can deliver game-changing benefits to your firm such as:

1. Improved customer satisfaction

By using CRM software, you can provide personalised and timely communication to your clients, which can enhance their satisfaction and loyalty. Workflow software can also help you deliver projects on time and within budget, further strengthening satisfaction and client retention.

2. Increased productivity

With workflow software, you can automate routine tasks and reduce manual errors, which can save time and improve efficiency. You can also optimise your resource allocation and collaboration, resulting in better project outcomes and profitability.

3. Enhanced compliance

With customised software, you can ensure that your processes and workflows comply with regulatory requirements and industry standards. This can help you avoid penalties, reputational damage, and legal disputes.

4. Better insights

By using CRM software, you can gain insights into your clients’ behaviour, preferences, and needs, which can help you develop better services and marketing strategies. You can also track your business metrics and KPIs using workflow software, which can help you make informed decisions and further optimise your business processes.

5. Competitive advantage

By investing in specialist software, you can differentiate yourself from your competitors and position yourself as a leader in your industry. You can also attract and retain top talent by offering modern and efficient tools and processes.


In summary, investing in CRM and workflow software that is customised to your specific workflow and requirements can bring your firm significant commercial and operational benefits.

It can help you improve customer satisfaction, increase productivity, enhance compliance, gain better insights, and build a competitive advantage. By choosing the right software solution and implementation partner, you can ensure a smooth transition to a more efficient and effective business model.

If you would like to discuss how your firm of Chartered Surveyors can benefit from customised CRM and Workflow software, please get in touch. We would love to help.

Contact us