Land surveying
HubSpot built for how surveying actually works
Job enquiries, quotes, site visits and reports. Surveying runs on handoffs, and handoffs are where work gets lost.
Book a free chatSound familiar?
The problems land surveying teams keep running into
Quotes go quiet
Enquiries come in hot, quotes go out… and follow-up depends on whoever’s least underwater that week.
Field and office don’t sync
What happened on site lives in a surveyor’s notebook until Friday. The office finds out when the client calls.
Jobs tracked in three places
The whiteboard, the spreadsheet and someone’s inbox all disagree about the same job.
How we fix it
One pipeline, enquiry to invoice
We set HubSpot up around the surveying workflow — enquiry, quote, booking, fieldwork, report, invoice — so every job has one record everyone can see. It’s the industry we cut our teeth on: House Surveys went from spreadsheets to a CRM the whole team uses daily.
- Enquiry-to-quote pipeline with follow-up
- Field-to-office job handoffs
- Automated quote chasing
Zippily have gone above and beyond with their services. Their knowledge and expertise in CRM implementation and custom API establishment for our systems development have been superb. Responsive and pro-active; we highly recommend partnering with them.
Ben Madden-Holmes
COO · House Surveys
Land surveying, answered
Is HubSpot a good CRM for land surveying firms?
HubSpot can help land surveying firms centralise enquiries, client information, sales opportunities and communications in one CRM. It is particularly useful for firms managing multiple projects, repeat clients and a sales process that involves several people before work begins.
How can land surveyors use HubSpot to manage enquiries and projects?
HubSpot can capture new enquiries, track opportunities through defined stages and give teams visibility of the communication and information associated with each client. It can also support handover processes between business development, surveying and administration teams.
Can HubSpot integrate with surveying and project management software?
HubSpot can integrate with other business systems where a suitable native integration, third-party connector or custom integration is available. For surveying firms, this can help connect CRM activity with quoting, project management, accounting or other operational systems and reduce duplicate data entry.
Ready to make HubSpot your competitive advantage?
A free 30-minute chat about your business and where Zippily can provide value.
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