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What is Tango CRM?
In just seconds, you can access a wide range of contacts, including suppliers and both prospective and existing clients, all neatly organized within a single, all-encompassing database. You can strategically plan your tasks or delegate them to others, ensuring that no important responsibilities slip through the cracks. The convenience of having tasks readily available on your mobile device means you won't have to install any extra software; everything integrates effortlessly into your phone's primary calendar. You can link with multiple email platforms like Gmail, Yahoo, Outlook, and Thunderbird, enabling you to send out thousands of emails directly from the CRM software. Customers can be organized according to any set criteria, and you can take advantage of document templates in Word or Excel, with the CRM automatically filling in the relevant data. The system allows you to swiftly locate the document you need by searching through both descriptions and content, ensuring that important files are always easy to find. With such powerful features, the management of your professional relationships and tasks is more efficient than ever, paving the way for increased productivity in your work. This enhanced organization not only saves time but also fosters stronger connections with your clients and colleagues.
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.
API Availability
API Availability
Pricing Information
$26.00/month/user
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.
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
Customer Service / Support
Standard Support
Customer Service / Support
Web-Based Support
Training Options
Not specified
Training Options
Not specified
Company Facts
Organization Name
Tango CRM
Date Founded
2003
Company Location
Lithuania
Company Website
tangocrm.com
Company Facts
Organization Name
Excess Quest
Date Founded
2019
Company Location
United States
Company Website
surplusfundslist.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Categories and Features
CRM
Not specified
Real Estate CRM
Not specified