The CRM for surplus funds recovery
One job. Surplus funds.
A surplus funds CRM designed for recovery work from day one. Every field, every stage, every integration is built for it. No custom configuration, no workarounds. Open it and work.
The Workspace. Every case, claim amount, sale date, and stage in one table, with your whole pipeline a filter away.
Pipeline
Five stages. One glance.
The same cases as a board. Drag a card to advance the deal, and every column totals its claim value for you.
List or board, same pipeline. Moving a card to Signed earns your team a confetti moment in the real app.
The case file
Everything about the case, on the case.
Contacts, calls, texts, notes, documents, and the money. One page per case, with the stage stepper across the top.
The case dossier: every claimant contact with click-to-call, the full activity timeline, and the deal breakdown side by side.
Team
Know who is working what.
Calls, texts, cases, and deals per teammate, with streaks and podium rankings on the built-in leaderboard.
Everything in one place
The CRM that replaces your stack.
Pipeline, dialer, SMS, e-signatures, skip tracing, and AI. One login.
Case pipeline
Drag-and-drop pipeline stages built for surplus funds workflows. New, contacted, docs sent, signed, claim filed. Rename, reorder, add, or remove stages to match how you work.
Activity timeline
Every call, text, email, document, and note on a single timeline per case. See the full history at a glance before picking up the phone.
Document storage
Fee agreements, authorization forms, county claim documents, and completed e-signatures stored on the case. No separate file system or cloud drive needed.
Team collaboration
Assign cases to team members, track performance on the leaderboard, and see who is working what. Built for solo operators and growing teams alike.
County and amount tracking
Every case tracks the county, state, property address, surplus amount, and sale type. Filter your pipeline by any of these fields to focus your outreach.
Everything integrated
The dialer, SMS, e-signatures, skip tracing, and Ivy AI all live inside the CRM. One login, one screen, one workflow. No switching between tools.
Why specialized wins
Not another generic CRM.
Generic tools were not built for surplus funds. You end up configuring, customizing, and working around.
Generic CRMs (Salesforce, HubSpot)
- Require custom fields and workflows for surplus funds
- No built-in skip tracing or leads database
- No surplus funds terminology or pipeline stages
Marketing CRMs (GoHighLevel)
- Built for marketing agencies, not case management
- No surplus funds data or lead types
- Funnels and landing pages you do not need
White-label resellers
- Many "surplus funds CRMs" are GoHighLevel white-labels with a logo swap
- You pay a markup for software the seller does not build or control
- Bugs and feature requests go to a middleman, not an engineering team
Spreadsheets and manual tracking
- No call logging, no activity timeline
- Cannot scale past a handful of cases
- No team visibility or collaboration
Surplus Funds List includes all of this:
Surplus funds CRM, answered.
GoHighLevel is a marketing platform designed for agencies, and many CRMs sold to surplus funds professionals are actually GoHighLevel white-labels with a logo swap. Surplus Funds List is our own software: a case management CRM designed specifically for surplus funds recovery. Every feature, from pipeline stages to data fields to integrations, is built around the surplus funds workflow by our own engineering team. You do not need to configure custom fields or hire someone to set it up.
Yes. The CRM ships with default stages designed for surplus funds recovery (new lead, contacted, agreement sent, filed, funded), but you can rename, reorder, add, or remove stages to match your exact workflow.
Yes. Every case has fields for surplus amount, property address, county, state, sale date, and sale type. You can filter and sort your pipeline by any of these fields to prioritize high-value cases.
Yes. Assign cases to team members, see who owns what, and track performance on the built-in leaderboard. Team members see only their assigned cases or the full pipeline depending on their role.
The CRM is a responsive web application that works on desktop, laptop, tablet, and phone. Open it in any browser. There is no native app to install, which means you always have the latest version.
The CRM Only plan at $99/mo includes the full CRM pipeline, power dialer, SMS, e-signatures, team management, document storage, and Ivy AI assistant. It does not include the leads database. Add leads starting at $229/mo with the Starter plan.
More built-in features
Everything works together inside one surplus funds recovery platform.
The only CRM built for surplus funds recovery.
Pipeline, dialer, SMS, e-signatures, skip tracing, and AI. One platform. From $99/mo.