Lead Intelligence, Management, and Execution.
All at Your Fingertips.
Navigate the surplus business and start closing deals with ease. Real-time vetted leads from 45 states, comprehensive skip-trace reports, an attorney network, a closing team, and a seamless e-sign system, all in one CRM.
The entire surplus business ecosystem in one CRM.
Everything you need to start your surplus journey, manage your cases, and execute the process with unrivaled efficiency.
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Automated Lead Generation
Get new leads the same day as the auction with automatic research and skip-trace reports, so you can start working immediately.
Attorney Network & Deal Closers
Gain access to a network of attorneys you can consult and set appointments with to close your deals, with full fee transparency.
Seamless E-Sign System
Generate contracts directly from Surplus Rocket and send them to clients so they can sign with a single click.
Live Trainings & Learning Resources
We host live mentorship sessions 3x/week training you on important surplus and sales concepts, as well as provide valuable resources like call scripts, mailing templates, and legal documents that have been used to close 1,000+ deals to simplify the learning process as much as possible.
SMS & Dialer Automation
Streamline the surplus process even more by following up on leads with an automated dialer and SMS campaigns integrated directly into the CRM with the Premium plan.
Introducing Genius.
Your AI-powered financial assistant that learns your habits, predicts needs, and simplifies daily money management.
Intelligent forecasting.
Plan ahead with data-driven predictions. See future cash flow, anticipate expenses, and prepare smarter business decisions.
``Discover the possibilities of financial automation for your business.
Save time, cut costs, and simplify workflows with intelligent automation.
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Empowering businesses and individuals with innovative payment solutions designed to simplify every transaction. Our platform is simple to use, highly secure, and fully tailored to meet your unique financial needs.
We help you move money with confidence, speed, and transparency, while ensuring your entire financial world stays seamlessly connected and always within your control.
