CRM management

CRM Management for Surplus Funds Teams

A dedicated CRM manager keeps your leads organized, your campaigns running and your lists compliant, so you and your callers can focus on talking to claimants.

What your CRM manager handles

The day-to-day work that keeps a surplus funds pipeline clean, compliant and moving.

Lead organization

Skip traced files are cleaned and formatted for your CRM, split into one client file and five relative files, ready for your power dialer.

Smart tagging

Every lead is tagged by state, county, foreclosure type and lead source, so you can sort and filter in seconds.

Campaign management

Text blasts, email sequences and follow-ups are set up, monitored and kept running every day.

DNC compliance

DNC and Y-contacts are filtered out before any campaign launches, so nothing non-compliant goes out.

List cleanup

Not-interested replies and opt-outs are removed, and unresponsive leads are cleared after repeated attempts.

Live support

Engaged prospects are flagged to you right away, and we support you and your calling team throughout the shift.

A week with your CRM manager

Every plan follows the same routine, so you always know what is happening in your CRM.

1. Gather and import

New leads from all your assigned sources are imported and organized into the CRM daily.

2. Launch and monitor

Campaigns go out on schedule, and we check every day that they run without errors.

3. Clean and protect

DNC filtering, opt-out removal and cold list cleanup keep your numbers safe and your lists fresh.

4. Report and support

A weekly operations report, plus live support for you and your cold callers during the shift.

Our weekly CRM protocol

Every plan runs on a written protocol, so there is never any guesswork about what your CRM manager does. Here is the weekly checklist.

Gather new leads from every assigned source
Import and organize leads into the CRM daily
Manage text blasts, email sequences and follow-ups
Filter out DNC and Y-contacts before each campaign launches
Remove not-interested contacts and opt-outs
Clean up cold and unresponsive leads
Monitor CRM activity in real time and flag engaged prospects to you
Check every day that campaigns are running without errors
Troubleshoot system issues or technical problems with campaigns and automations
Track auction calendars to capture updated county leads
Build auto-dialer lists for your cold callers
Provide live support to you and your calling team during the shift

Need something custom?

Tell us what your business needs and we will build a plan around it.

Reach out today

CRM management FAQs

Which CRMs do you work in?

We work in Excess Elite and other surplus funds CRMs. Tell us what you use and we will adapt to it.

How do my leads get into the CRM?

Send skip traced files from any tool. We clean and format them, then split each batch into a client file plus relative files for your power dialer.

How do you keep my campaigns compliant?

DNC and Y-contacts are filtered out before any campaign launches, and anyone who opts out is removed from your lists.

What happens when someone replies?

Engaged prospects are flagged to you right away, so a warm lead never sits in the inbox.

Can I change plans later?

Yes. Contact us any time to move up as your team grows.

Ready to hand off your CRM?

Tell us what you use today and we will set up your CRM manager.