Business, Documents & QAAvailability on enquiry
SurveyFlow CRM
Survey business CRM for enquiries, quotations, follow-up, tender tracking, project status and workflow management.
CRMQuotationsTendersWorkflow
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Internal workflow solution
Survey CRM & Business Automation
Run leads, clients, quotations, tenders, projects, equipment, scheduling and invoicing in one CRM built for survey and engineering firms.
Developed for and used on our own projects. Availability and deployment model confirmed during enquiry.
Overview
We develop CRM and business automation software for survey and engineering companies — managing enquiries, clients, quotations, tenders, project tracking, equipment allocation, staff scheduling, invoice records, document storage and project communication.
Built by survey professionals, the system reflects how survey businesses actually win and deliver work — from first enquiry to final invoice.
Key features
- Lead management
- Client management
- Quotation automation
- Tender management
- Project tracking
- Equipment tracking
- Team scheduling
- Invoice management
Inputs and outputs
Inputs
- Enquiry forms & client data
- Project data
- Quotation templates
- Equipment registers
- Staff schedules
- Invoice records
Outputs
- Automated quotations
- Project dashboards & CRM records
- Task lists & project reports
- Invoice summaries
- Management dashboards
Industries & workflows
Designed for survey, GIS, CAD, hydrographic and engineering workflows across these sectors.
- Engineering & Construction
- Marine & Coastal
- Ports & Harbours
- Renewable Energy
- Water & Utilities
- Roads & Infrastructure
Related products
Business, Documents & QAQuestions, answered
Is this already in use?
Yes — a working CRM platform underpins our own survey operations and can be tailored and deployed for your business.
Can it generate quotations automatically?
Yes — quotation templates and rate libraries produce consistent, fast quotations and tenders.
More solution areas
Available for demonstration
PDF Engineering Tools
Review, measure, mark up, compare and convert technical drawings — including PDF-to-CAD and PDF-to-GIS workflows.
ExploreAvailable for demonstration
Topographic Survey Software
Process topographic survey data from GNSS, total stations, drones, LiDAR and point clouds into surfaces, contours, volumes and automated CAD deliverables.
ExploreAvailable for demonstration
Hydrographic & Bathymetric Software
Process single-beam and multibeam echo-sounder data with tide and sound-velocity corrections, dredging volumes, cross-sections and chart/report preparation.
ExploreReady to turn field data into decisions?
Talk to our survey, software and GeoSystems specialists about your next project.