Team chat for surplus funds teams
Talk where the cases live.
DMs and group spaces built into the CRM, where a message can carry the case, the claim amount, and the next step.
Team Chat: Spaces and DMs with live presence, case cards inside messages, tapback reactions, and read receipts.
Built into the CRM
Coordination without the tab switch.
The conversation and the pipeline share one login, so the case is always one click from the chat.
Direct messages
Message any team member one-on-one. Share case updates, ask questions, or coordinate next steps without leaving the CRM.
Group spaces
Create spaces for campaigns, case types, or teams. A "cases" channel for new signings, a "general" channel for daily check-ins. Organize how you work.
Searchable history
Every message is searchable. Find that case number, address, or filing reference from weeks ago in seconds. No scrolling through threads.
Real-time notifications
Get notified when a team member messages you or posts in a space you follow. Desktop and mobile push notifications so nothing slips.
Private and secure
Messages stay inside your workspace. Only people you invite can see conversations. No data shared with third-party chat tools.
Rich media support
Share images, documents, GIFs, and voice messages. Send a screenshot of a county filing, a signed document, or a quick voice note.
Why built in
Cancel the Slack subscription.
Generic chat tools cannot reference your cases. This one is part of the same workspace.
Slack
- Separate subscription ($7-12/user/mo)
- No CRM integration or case context
- Team context scattered across two tools
Microsoft Teams
- Heavyweight app, slow on older machines
- Requires Microsoft 365 licensing
- No surplus funds workflow awareness
Text/WhatsApp groups
- No search, no organization
- Personal phone numbers exposed
- Cannot reference cases or pipeline data
Surplus Funds List includes all of this:
Team Chat, answered.
Team Chat is the built-in messaging system inside Surplus Funds List. It lets your team communicate through direct messages and group spaces without leaving the CRM. Think of it as Slack built into your surplus funds workspace.
DMs are one-on-one conversations between two team members. Spaces are group channels that anyone on your team can join. You might have a "cases" space for new signings, a "general" space for daily updates, and a campaign-specific space for a county you are working.
Yes. Every message is indexed and searchable. Search by keyword, case number, person name, or file name. Find conversations from weeks or months ago in seconds.
For your surplus funds team, yes. Team Chat covers direct messaging, group channels, file sharing, and notifications. You do not need a separate subscription to Slack or Microsoft Teams for day-to-day team coordination.
Yes. Team Chat is included with every paid Surplus Funds List plan starting at $99/mo. There is no per-user fee for messaging and no message limits.
Yes. Team Chat works in the Surplus Funds List web app on any device. Send and receive messages from your phone, tablet, or desktop. Push notifications keep you in the loop.
More built-in features
Everything works together inside one surplus funds recovery platform.
Bring the team into the workspace.
Team Chat is included with every paid plan. No per-user fees, no message limits. From $99/mo.