Plans
Surplus funds CRM pricing and plans.
Surplus funds CRM pricing comes down to four plans, month to month. The whole platform is in every one: the case pipeline, the phone and power dialer, texting and e-signatures. What changes is how much of the lead work and the phone work we do for you.
Four plans
The whole platform for a firm that already has its leads: pipeline, calling, texting, e-signatures and Ivy.
The platform plus skip traced leads for the states you pick, with Do Not Call flags.
Leads in every state we cover, the attorney directory and the document templates.
Nationwide plus an assigned, surplus-trained caller, 40 hours a month of assistant time on your account, and concierge onboarding.
Questions
about plans
Which plan should I pick?
Start with two questions: do you already have leads, and how many states do you work? Your own leads point to CRM Only. A few states point to Starter. Every state points to Nationwide. If the phone is your bottleneck rather than the leads, look at Reserve.
Is there a contract?
No. Plans are month to month and you can cancel any time. Yearly billing is there too, at 20% off.
Can I hire a caller or order a website without a plan?
Yes. Both are sold on their own. See the virtual assistants and websites pages for what each includes.
Not sure which plan fits?
Tell us the states you work and the volume you can handle. We will tell you which plan fits, including when the smaller one does.