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6-Stage Pipeline
Contact Initiated → Form Provided → Form Signed → Claim Submitted → Check Received → Commission Received. One tap to advance any claim.
Track every claim from first contact to final commission. 6-stage pipeline, auto commission math, PDF statements, follow-up reminders — all in one app.
No credit card required • Cancel anytime • 7-day free trial
Surplus funds recovery laws exist in every U.S. state — wherever you work, Surplus Funds Tracker works too.
High-volume states for surplus funds recovery include Texas, Florida, Georgia, California, Arizona, Michigan, North Carolina, Pennsylvania, Ohio, and Illinois — but agents in every state benefit from organized pipeline tracking and tax-ready reports.
Stop juggling spreadsheets, sticky notes, and email chains. Surplus Funds Tracker gives you one beautifully simple workflow for every claim.
Contact Initiated → Form Provided → Form Signed → Claim Submitted → Check Received → Commission Received. One tap to advance any claim.
Set your % once. We calculate every payout automatically and show your pipeline value in real time.
Set a follow-up date on any claim and get a dashboard reminder. Never lose a claim to a forgotten call again.
Print client-ready claim summaries instantly. Looks professional, builds trust, closes more deals.
Migrate your entire book of business in 60 seconds. Comes with sample CSV template included.
Pipeline value, claims by status, monthly commissions, conversion rates. All on your dashboard.
One click. Total commissions by year, ready for your accountant. Done.
iOS, Android, Web. Your data syncs everywhere. Add a claim on your phone, manage it on your laptop.
JWT-secured logins, encrypted database, your data is never sold or shared. Period.
Start with a 7-day free trial. No contracts. Cancel anytime.
Recover the cost in one claim.
Pay once. Use forever.
All plans include a 7-day free trial. Free trial ends with a soft cap of 3 claims so you never lose your data.
“I used to track everything in three different spreadsheets. Now I do it from my phone between meetings. The follow-up reminders alone paid for the lifetime plan in week one.”
“The PDF statements look so much more professional than what I used to email. My close rate is up noticeably since I started using it — clients trust the paperwork.”
“Bulk CSV import was a lifesaver. I migrated 47 claims in under a minute. The year-end tax report saved me hours with my accountant.”
“Finally a CRM that gets our workflow. I run 30+ active claims and the 6-stage pipeline keeps me organized without the bloat of Salesforce.”
“The commission auto-math means I never have to do mental gymnastics on a 30% split anymore. Worth the lifetime price alone.”
“I was skeptical of yet another CRM, but this one was built by someone who actually does this work. You can tell from the moment you open it.”
Get help from a real human within 1 business day. Browse the FAQ below or reach out directly.
For account, billing, or technical questions.
support@surplusfundstracker.com →Most common questions answered in our FAQ section below.
Browse FAQ →Use the contact form below if you prefer not to open your email.
Go to contact form →Sign up with just an email. You get full Pro access for 7 days — no credit card needed. After day 7, your account stays active with a soft cap of 3 claims so you never lose data. Upgrade to Monthly or Lifetime any time.
Yes. Your claims, customers, and commissions are encrypted in our database and never sold or shared. You can export and delete your data at any time.
Both plans have identical features. Monthly is $9.99/mo, perfect if you want to try long-term first. Lifetime is $99 one-time — you save money after about 10 months and never pay again.
Absolutely. Monthly plans cancel from your account profile in one click. Lifetime is a one-time purchase — nothing to cancel.
Yes — all three. The Web app is a Progressive Web App (PWA) so you can also “Add to Home Screen” on your phone for a native-feel icon.
Surplus Funds Tracker is built specifically for surplus funds recovery — the 6-stage pipeline matches your actual workflow, commission math is built in, and the PDF statements are formatted for surplus funds claims. Generic CRMs require hours of customization.
Yes. If you bought Lifetime and it's not for you, email support within 14 days for a full refund. We want happy customers, not stuck customers.
See how fast you can add a claim, advance the pipeline, and print a PDF statement — all from your phone.
Demo video coming soon — record once, replace this section.
Industry tips, scripts, and case studies — straight from working agents.
Why successful agents move every claim through six specific phases — and what to do at each step.
Read inside the app →A field-tested opener that converts cold contacts into signed forms in under 8 minutes.
Read inside the app →Quarterly estimated payments, deductible mileage, and the #1 mistake that costs agents thousands.
Read inside the app →Reach out and we'll get back within 1 business day.
Start tracking every dollar from contact to commission — free for 7 days.
Start your free trialNo credit card • 7-day Pro trial • $9.99/mo or $99 lifetime