2. Better Client Engagement

Today’s webinar was the second in a series to help Chartered Surveyors improve your IT. We took a look at:

  • Keeping accurate client records
  • Monitoring business progress and next steps
  • Respond quickly to new leads
  • Improving communications, fewer errors
  • 360˚ visibility – web forms, visits, emails
  • Conforming to the GDPR


  • Low cost and easy to use Client (CRM) database