- Next Generation Surplus Funds CRM
The Easy-to-Use Surplus Funds CRM with Built-In Lists, Calls & SMS.
Excessify is a next-generation Surplus Funds CRM for modern recovery agents. By integrating live surplus funds lists with SMS and auto-calling tools, we provide a complete view of every case including property details, skip traced homeowners, claim stage and outreach history.
Everything starts with the Case.
From first contact to final filing, everything happens inside the case. Outreach, tasks, and updates stay connected so you always know where things stand.
Case Status
See progress on how each case is being reached. A quick snapshot of what outreach methods are working best.
Click to Dial
Dial homeowners with one click. Calls and texts are tracked inside the case so history is never scattered.
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Task Report
Tasks are tied directly to cases and timelines. Your team always knows exactly what needs to happen next.
Outreach Summary
All activity is tracked automatically. Anyone on the team can pick up a case without missing a step.
Trusted by hundreds of Surplus Recovery Firms, Attorneys, Coaches & Students
"I highly recommend Excess Quest. They can build you a superior looking website, handle your marketing, as well as, provide skip tracing and lead generation services. If you are looking to automate any part of your surplus funds business, Excess Quest is your go to resource."
"Excess Quest is a great service for those who don't have the time or desire to build their own lead lists. We've tried many services but have found EQ to be the best."
"Excess Quest assigned me a virtual assistant. I have been very pleased with his work ethic. I also buy leads from Excess Quest and they are very responsive if I have any issues."
Start your free 3 day trial.
Start working surplus cases the way it was always meant to be.
I didn’t expect much when I signed up. I just wanted to test it. A week later, I realized I wasn’t going back to my old setup.