SMS for surplus funds
Reach claimants where they respond.
Text claimants directly from the CRM, one at a time or by the list. Every reply lands on the case timeline.
The campaign wizard counts real segments as you type, sets DNC and landline numbers aside automatically, and appends the opt-out line for you.
Write with Ivy
Describe the text. Ivy drafts it.
One line in the template editor and Ivy writes the message with your merge tags in place. You review, then save.
Ivy names the template, writes the body with magic tags, and the live preview shows the exact text your claimant receives.
Inbox
Every reply, on the case.
Case-grouped threads, delivery status on every bubble, and the claimant contact card at your right hand.
The Messages inbox: texts and calls with every claimant, threaded on the case they belong to.
Built into the CRM
SMS that knows the case.
Every text is tied to a case with full context. No separate messaging tool.
Text from the case
Open a case and send a text in seconds. The message is tied to the case with full context. Responses appear on the case timeline alongside calls and documents.
Bulk SMS campaigns
Select a list of leads and send a campaign to all of them at once. Personalize messages with merge fields for claimant name, surplus amount, and county.
Text templates
Save your best-performing outreach messages as templates, or describe one and Ivy writes it for you. Merge fields auto-fill with case data.
Delivery tracking
See which messages were delivered, which failed, and who responded. Track campaign performance to refine your outreach over time.
Do Not Call flags and opt-outs
Numbers on the National Do Not Call Registry are flagged for your review, opt-out requests are processed automatically, and anyone on your opt-out list is always blocked. You stay responsible for following the TCPA and your state's rules.
Full conversation history
Every text sent and received is logged on the case timeline. See the entire conversation alongside calls, documents, and notes in one place.
Why built in
Standalone tools lose the case.
Built-in SMS keeps every conversation connected to the claim it belongs to.
Separate SMS tools
- No CRM integration or case context
- Manual contact list management
- Conversations not tied to cases
Email only outreach
- Lower open rates than SMS
- Slower response times
- Many claimants do not check email regularly
Calling only
- Some claimants prefer text over calls
- Cannot reach as many leads per hour
- No written record of the conversation
Surplus Funds includes all of this:
Screenshot
One plan.
Every tool.
Twelve tools for surplus funds recovery in one workspace, instead of a subscription for each.
Starting from
Starting from 99 dollars a month
Includes
- CRM & Pipeline
- Power Dialer
- SMS Campaigns
- Email Outreach
- Direct Mail
- E-Signatures
- Meeting Scheduling
- Website Forms
- AI Assistant
- Property Research
- Skip Tracing
- Team Leaderboard
Month to month, cancel anytime. Calls, texts, postage, skip traces and property searches are paid as you use them.
SMS for surplus funds, answered.
Open any case and click the text icon to compose a message. You can also select multiple cases and run a bulk campaign. Messages are sent from your assigned phone number, which is the same number used for outbound calls. Responses appear on the case timeline.
Yes. Filter your pipeline to build a list of leads, then send a campaign to all of them at once. Use merge fields to personalize each message with the claimant name, surplus amount, county, or any other case data.
Numbers on the National Do Not Call Registry are flagged for your review. Opt-out requests (STOP replies) are processed automatically, and anyone on your organization's opt-out list is blocked. You stay responsible for following the TCPA and the rules in your state.
SMS is billed at per-message rates on top of your subscription. Rates vary by volume. Inbound messages (responses) are also billed. Check the pricing page for current per-message rates.
Yes. Save any message as a template for reuse. Templates support merge fields that auto-fill with case data when sent. Build a library of proven outreach messages and use them across individual texts and bulk campaigns.
Yes. Every message sent and received is logged on the case timeline in chronological order alongside calls, documents, and notes. You can see the full conversation history for any case at any time.
More built-in features
Everything works together inside one surplus funds recovery platform.
Text your leads from the CRM.
SMS included with every paid plan. Per-message billing, no separate subscription. From $99/mo.