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SurveyStack
An AI-native CRM for surveying firms, running daily inside an RICS regulated practice.
Drawing SS-01 · In production · Real estate
The leads pipeline, live
The problem
A practice run on inbox, spreadsheet and memory. Quotes went out slow, follow-up depended on remembering, and every record was keyed twice.
What we built
Multi-tenant SaaS coreLead-source webhooksAI lead parsing with audit logRules-engine quotingDocuSeal e-termsStripe paymentsSMS & WhatsApp follow-upGoogle Calendar syncSurveyor & client portals
The result
7stages, enquiry to invoice
0records re-keyed by hand
24/7follow-up, no human touch