Team Chat for Surplus Funds
Your team. One conversation.
Direct messages, group spaces, and case discussions built into the CRM. Coordinate your surplus funds team without switching to Slack, Teams, or group texts.
Built into the CRM
Team messaging that knows your workflow.
No separate chat app. Your team talks where your cases live.
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 beats bolt-on.
Separate chat tools split your team across apps. Built-in keeps everything in one place.
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 for surplus funds, answered.
What is Team Chat?
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.
How are spaces different from DMs?
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.
Can I search old messages?
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.
Does it replace Slack or Teams?
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.
Is Team Chat included in all plans?
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.
Can I use it on mobile?
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.
Keep your team in sync inside the CRM.
Team Chat included with every paid plan. No per-user fee. No separate subscription. From $99/mo.