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Average Ratings 0 Ratings

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ease
features
design
support

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Description

The process involves the automatic generation of port rotations, establishment of liner services, and the deployment of appropriately sized vessels to enhance service efficiency. Additionally, it includes the careful selection of port cargo to ensure maximum profitability contribution, optimizing vessel utilization, and formulating effective vessel schedules. The primary goal of the Optimizer is to maximize voyage profitability, which is achieved by selecting the appropriate port pair, equipment type, and weight from an established list of port pairs. By adhering to the constraints of lower and upper bounds for TEUs and weight, the Optimizer ensures compliance with customer contract commitments. It strategically focuses on utilizing vessel capacity in TEUs rather than weight, balancing the surplus and deficits of empty containers by relocating them from surplus areas to those in deficit, all while minimizing repositioning costs. Ultimately, the system not only aims to enhance profitability but also strives for operational efficiency across the entire shipping process.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Descartes Fleet Performance Management Yes 
Gmail No 
Microsoft Outlook No 

Integrations

Descartes Fleet Performance Management No 
Gmail Yes 
Microsoft Outlook Yes 

Pricing Details

No price information available.
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Solverminds

Founded

2003

Country

India

Website

www.lineroptimizer.com/optifleet

Vendor Details

Company Name

Excess Quest

Founded

2019

Country

United States

Website

surplusfundslist.com

Product Features

Fleet Management

Dispatch Management No 
Employee Management No 
Fuel Management No 
GPS Tracking No 
Incident Reporting No 
Inspection Management No 
Inventory Management No 
Maintenance Management No 
Mileage Tracking No 
Motor Pool No 
Routing No 
Tire Management No 
VIN Lookup No 
Work Order Management No 

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
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ELANE GLOBAL PTE. LTD.