Automate Survey Intake, GIS Property Intelligence, & Field Dispatch.
The all-in-one operations CRM customized and deployed specifically for your land surveying company. Streamline client requests, pull property boundary data automatically, score project complexity, and manage field crews from one seamless hub.
4200 South Congress Ave • Travis County, TX
Configured for all standard surveying operations
Stop digging through county recorder portals. Enrich parcels instantly.
SurveyCRM automatically connects to property data sources nationwide. Enter any address or APN to automatically pull parcel boundaries, flood zone classifications, and aerial imagery directly into your project files.
8420 Barton Springs Rd, Austin TX
Travis County, TX
Accurately scope every survey. Automated Site Factor Checklists.
SurveyCRM calculates precise crew hour requirements and project complexities based on real terrain, vegetation, and historical monument conditions before you send proposals to clients.
Toggle site conditions to automatically adjust proposal scope:
Multi-path GNSS interference; requires conventional total station traverse.
Hazardous footing, setup constraints & safety spotter requirement.
Extensive block research & offset boundary recovery required.
Benchmark leveling, finished floor / crawlspace elevation shots & form filing.
Immediate crew route preemption and prioritized drafting queue.
“Survey proposal generated for 2.5 AC Boundary Survey with customized terrain & canopy scope items. Ready to send for client e-signature.”
See Proposal Generation in DemoFrom initial client inquiry to final deliverable in one seamless flow.
Keep your office managers, licensed surveyors, and field crew chiefs synchronized without disconnected spreadsheets and phone tag.
1. Intake & Property Enrichment
Client submits survey request. SurveyCRM automatically pulls boundary data, GIS overlays, and property records into the job card.
2. Scoping & Client Approval
Project complexity factors are applied automatically. Send clear, signable proposals directly to the client online.
3. Crew Dispatch & GPS Sync
Assign field crews and dispatch property coordinates, control points, and job checklists straight to mobile devices.
4. CAD Delivery & Final Release
Drafting technicians upload completed drawings and signed PDFs into the secure project vault for client access.
Real-Time Crew Coordination
Built specifically for surveying firms, custom configured for your team.
We tailor SurveyCRM to your company’s exact operational workflows, survey categories, and document standards so your team hits the ground running.
Centralized, Encrypted Deliverable & CAD Storage
Keep your high-resolution CAD drawings, point files, elevation certificates, and stamped PDF deliverables securely organized per project with granular access control.
- Automatic organization by job number, county, and client
- Secure cloud storage with automated version tracking
- Controlled download links for clients and title companies
See how many unbillable hours your team will reclaim with automated intake & dispatch.
Cut down manual county lookup time and proposal drafting so your team can focus on billable field work and drafting.
Reallocated directly back into billable fieldwork and client communication.
Trusted by the land surveyors who measure the world.
From growing boutique boundary practices to multi-crew surveying firms.
“The automated property intelligence saves my office over 15 hours every week. We used to spend hours cross-referencing county appraisal sites and maps. Now, the moment an inquiry lands, the parcel boundaries, aerial imagery, and flood data are already compiled.”
“The project complexity checklist changed how our team scopes challenging jobs. We catch heavy tree canopy and steep slopes right during intake, ensuring our field crews are always dispatched with the right equipment.”
“Having our field crews, CAD technicians, and client documents all in one clean system keeps everyone aligned. Setting this up for our company was fast and completely tailored to how we operate.”
Common questions about SurveyCRM.
Learn more about how we set up and customize the platform for your surveying company.
Contact our team directly.
Have questions about how we can configure SurveyCRM for your company? Send us a message or call us directly.
Direct Communication
We work one-on-one with land surveying company owners and managers to customize and deploy their operations hub.
Ready to streamline your land surveying operations?
Get a tailored live demonstration and see how we can set up SurveyCRM specifically for your company.