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Description
Benchmark serves as a versatile Court Case Management System that empowers court personnel and judges to oversee every facet of the judicial process from a unified platform. By utilizing all the advantages offered by Benchmark, your court will enhance its operational efficiency, enabling quicker and more effective workflows than ever before. With its seamless conversion capabilities, Benchmark can integrate with nearly any existing system while securely managing critical case data for state, county, and municipal courts. Clerks benefit from comprehensive access to an electronic court docket, which permits real-time updates to case information and the ability to print necessary documents on demand within the courtroom. Additionally, Benchmark Web offers public users limited access to their case details directly from their home computers, thereby alleviating congestion within the courthouse. The system also supports simultaneous access to multiple cases, eliminating the need for physical paperwork when retrieving files and documentation. This streamlining of processes not only enhances productivity but also fosters greater transparency and accessibility for all involved parties.
Description
Surplus Funds is a cloud-based CRM and lead research tool designed for professionals engaged in reclaiming excess proceeds from tax sales, foreclosure auctions, and mortgage overages. This platform integrates a variety of features, including case management, contact records, recovery pipelines, task management, and document handling, along with skip-traced claimant information, property analysis, a power dialer, SMS, email outreach, direct mail letters, and electronic signatures. Additionally, its Ivy AI assistant is capable of drafting communications for claimants and preparing claim documents while also providing summaries of case records. Users have the flexibility to utilize their own leads or incorporate selected-state or nationwide lead data, with the nationwide plans encompassing 47 states. The web application is further enhanced by dedicated apps for both iPhone and Android devices, and it seamlessly integrates with Gmail and Outlook for case-related email correspondence. This service is particularly suited for independent recovery agents, small teams, and larger firms looking to streamline their operations. While the surplus amounts displayed are estimates, it is crucial for users to verify these figures with the appropriate county or court for accuracy. Ultimately, Surplus Funds offers a comprehensive solution that empowers recovery professionals to maximize their efficiency and effectiveness.
API Access
Has API
No
API Access
Has API
No
Integrations
Central Sales Assistant
Yes
Gmail
No
Microsoft Outlook
No
Morphic
Yes
Quickwork
Yes
Upper
Yes
vfat.tools
Yes
Integrations
Central Sales Assistant
No
Gmail
Yes
Microsoft Outlook
Yes
Morphic
No
Quickwork
No
Upper
No
vfat.tools
No
Pricing Details
$5000 per year
Free Trial
No
Free Version
No
Pricing Details
$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.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Pioneer Technology Group
Founded
2005
Country
United States
Website
www.ptghome.com/benchmark/
Vendor Details
Company Name
Excess Quest
Founded
2019
Country
United States
Website
surplusfundslist.com
Product Features
Court Management
Administrative Hearings
Yes
Appeal Boards
Yes
Calendar Management
Yes
Case History
Yes
Collections Management
Yes
Court Cost Records
Yes
Defendant Records
Yes
Docket Management
Yes
Document Imaging
Yes
Fines Management
Yes
Jury Management
Yes
Subpoena Tracking
Yes
Warrant Tracking
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
Alternatives
Alternatives
No Alternatives
