The CRM Built for Surplus Funds
Purpose-built. Not adapted.
Every field, every pipeline stage, every integration is designed for surplus funds recovery. No custom configuration, no workarounds, no bolting tools together. Just open it and work.
Dashboard
See your pipeline and team activity at a glance.
Everything in one place
The surplus funds 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 lead, contacted, agreement sent, filed, funded. Customize 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.
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
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.
What makes this different from GoHighLevel?
GoHighLevel is a marketing platform designed for agencies. It focuses on funnels, landing pages, and marketing automation. Surplus Funds List is 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. You do not need to configure custom fields or hire someone to set it up.
Can I customize pipeline stages?
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.
Does it track surplus amounts?
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.
Can my team collaborate?
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.
Is there a mobile app?
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.
What is included in the $99/mo plan?
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 $170/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.