Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • InfoFlo Reviews & Ratings
    4.5 out of 5 stars 196 Ratings
    Company Website for InfoFlo
  • BoldTrail Reviews & Ratings
    4.5 out of 5 stars 2,126 Ratings
    Company Website for BoldTrail
  • DoctorConnect Reviews & Ratings
    4.7 out of 5 stars 85 Ratings
    Company Website for DoctorConnect
  • BidJS Reviews & Ratings
    4.5 out of 5 stars 37 Ratings
    Company Website for BidJS
  • Creatio Reviews & Ratings
    4.6 out of 5 stars 589 Ratings
    Company Website for Creatio
  • Shape Software Reviews & Ratings
    4.6 out of 5 stars 136 Ratings
    Company Website for Shape Software
  • Act! Reviews & Ratings
    4.0 out of 5 stars 555 Ratings
    Company Website for Act!
  • Rent Manager Reviews & Ratings
    4.6 out of 5 stars 1,059 Ratings
    Company Website for Rent Manager
  • TraceEngine Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for TraceEngine
  • FuelCloud Reviews & Ratings
    4.6 out of 5 stars 28 Ratings
    Company Website for FuelCloud

What is Surplus Funds?

Surplus Funds is an innovative CRM and lead research tool hosted in the cloud, specifically tailored for experts involved in recovering surplus funds from tax sales, foreclosure auctions, and mortgage overages. This platform boasts a diverse array of functionalities, such as case management, tracking contact information, overseeing recovery processes, managing tasks, and handling documents, in addition to offering skip-traced claimant data, property assessments, a power dialer, SMS, email marketing, direct mail letter capabilities, and electronic signature options. Moreover, its Ivy AI assistant can generate correspondence for claimants and prepare necessary claim documents, while also summarizing case records for easier review. Users can choose to work with their own leads or access curated lead data from selected states or nationally, with the nationwide plans covering 47 states in total. The web application is further complemented by specialized apps for both iOS and Android, and it integrates smoothly with Gmail and Outlook for managing email communications related to cases. This service is particularly beneficial for independent recovery agents, smaller teams, and larger firms aiming to enhance their operational efficiency. Although the surplus amounts shown are estimates, it is essential for users to confirm these figures with the corresponding county or court to ensure precision. Ultimately, Surplus Funds delivers a robust solution that equips recovery professionals with the tools necessary to optimize their workflow and achieve greater success in their endeavors. In a competitive landscape, having such a comprehensive platform can significantly impact the overall effectiveness of recovery efforts.

What is Market Key?

CRM systems are characterized by a range of essential functions including automation, calendar organization, detailed reporting, email integration, video email options, power dialing and recording features, invoicing capabilities, data enrichment tools, tracking systems, two-way texting, management of gifts and gift cards, direct mail options, ringless voicemail, pipeline oversight, form development, and skip tracing along with verification methods. In addition, homeowner information typically covers full names, email addresses, phone numbers, length of residence, distinctions between ownership and rental status, home valuations, income brackets, credit scores and ranges, as well as significant dates. These functionalities and data insights play a vital role for businesses striving to improve their customer relationship management and enhance operational efficiency. By leveraging these tools effectively, organizations can not only optimize their interactions with clients but also make informed decisions based on the comprehensive data available to them.

Media

Media

No images available

Integrations Supported

Gmail
Microsoft Outlook

Integrations Supported

API Availability

API Availability

Pricing Information

$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.

Pricing Information

$179.99

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Excess Quest

Date Founded

2019

Company Location

United States

Company Website

surplusfundslist.com

Company Facts

Organization Name

Market Key

Date Founded

2024

Company Location

United States

Company Website

marketkey.io

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

CRM

Not specified

Popular Alternatives

Popular Alternatives

RinglessVoicemail.ai Reviews & Ratings

RinglessVoicemail.ai

Ringless Voicemail AI
5.0 out of 5 stars
Mass Torts 360 Reviews & Ratings

Mass Torts 360

SimplyConvert LLC