Surplus Funds vs. ProCTI

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.

Connect your Skype for Business (formerly known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to effectively log information on all incoming and outgoing calls. You have the flexibility to choose what information is visible for each call in ProCTI. With a simple click, you can access vital details such as contact information, service cases, email addresses, and current contracts! You are also able to create leads, contacts, tasks, notes, emails, and activities related to the caller. Moreover, you can initiate or redirect calls, manage your upcoming appointments, and search for leads, contacts, and companies, all within the ProCTI platform. The intuitive management system allows different levels of access to your data based on user roles, ensuring security and efficiency. The standard ProCTI version is designed to work with multiple Microsoft Dynamics iterations, Uniconta, and Computer Telephony Integration (CTI). Capitalize on the extensive features offered, which include displaying contact details, company names, notes, activities, service cases, email addresses, credit limits, and active contracts, among others. This integration significantly boosts productivity and optimizes communication processes within your organization, ultimately fostering a more connected workplace. Embrace the possibilities that come with such a robust integration to enhance your team's performance.