One operating system.
Every part of your business connected.

Purpose: Send organized emails to leads, customers, and selected contact groups. Use it for sales follow-up, customer updates, appointment reminders, promotions, newsletters, and reactivation campaigns.

• Send individual customer emails or larger campaign messages
• Follow up with selected leads from the Lead Management tool
• Send promotions, announcements, reminders, and newsletters
• Reach past customers for repeat business and reactivation
• Organize customer communication from one business dashboard
• Keep outreach connected to your sales and follow-up workflow

Purpose: Meet privately with customers, leads, staff, or partners and guide them through anything on screen. Use it for live sales presentations, product demos, onboarding, remote troubleshooting, training, estimate reviews, website reviews, and step-by-step support.

• Private one-on-one or small team screen sharing sessions
• Live sales presentations and customer walkthroughs
• Remote troubleshooting, training, and guided support
• Review websites, forms, estimates, reports, documents, and dashboards in real time
• Help customers understand services before they buy
• Support internal staff training without requiring an outside meeting platform

Purpose: Host private video meetings directly inside your Surflocal Platform system. Meet face-to-face with customers, leads, staff, managers, or partners without sending people to a public third-party meeting platform.

• Private video meeting rooms inside your Surflocal platform account
• Host up to 9 people in one private video chat session
• Use for sales calls, customer consultations, onboarding, and service reviews
• Meet with owners, managers, sales staff, customers, leads, or partners
• Support real-time conversations without relying on outside meeting links
• Keep client communication connected to your private Surflocal system

Purpose: Run payroll from inside your private Surflocal Platform system. Manage employees, pay rates, withholding settings, onboarding documents, payroll history, saved monthly payroll runs, and secure payroll records from one organized back office.

• Employee payroll records with pay rate, status, withholding, and payment details
• Create and save monthly payroll runs with locked payroll snapshots
• Manage year-based payroll settings, tax setup, and employee withholding information
• Employee onboarding packet workflow for W-4, I-9, direct deposit, and required payroll forms
• Secure payroll document storage connected to each employee record
• Payroll history, audit logging, record tracking, and administrative review tools

Purpose: Manage each client from one simple, organized screen. Keep client details, account status, notes, files, folders, images, documents, instructions, and follow-up activity together inside your private Surflocal Platform system.

• Easy one-page client management screen with clear instructions and simple navigation
• Client records with contact details, account status, notes, and relationship tracking
• Upload and save client files, folders, documents, and images
• Create named folders to keep each client account organized
• Built-in glossary and jump-to sections for faster account management
• Track follow-up, client activity, internal notes, and account oversight from one place

Purpose: Create, save, send, track, duplicate, convert, and manage customer billing documents from one private billing dashboard. Build quick bills, estimates, and invoices, email them to clients, share public review links, track document history, and keep every billing record organized inside the business account.

• Create quick bills, estimates, bids, and invoices from one simple billing screen
• Save drafts, reopen documents, edit records, duplicate documents, and resend client copies
• Email saved documents to clients with sender name, sender email, and sender phone included
• Generate public client review links for estimates, invoices, quick bills, and approvals
• Convert approved estimates into invoices without rebuilding the document
• Track draft, sent, viewed, approved, paid, overdue, cancelled, balance due, and billing history

Purpose: Capture, organize, assign, search, follow up, email, close, archive, and review leads from one private Lead Management system. New leads from web pages, campaigns, and sales activity can go to the assigned salesperson while also staying visible to the owner.

• Central lead inbox for customer inquiries, website forms, lead pages, and campaign responses
• Route leads to owners, managers, or assigned sales users for clear responsibility
• Search lead records by customer details, source, status, notes, and follow-up activity
• Track New, Contacted, Working, Closed, Archived, and follow-up stages
• Keep lead notes, source details, customer contact information, and activity history together
• Pair with Web Programs and Email Campaigns to capture leads, follow up, and keep owner oversight

Purpose: Build and publish standalone marketing and lead generation pages for services, offers, campaigns, events, products, fundraisers, announcements, or salesperson promotions. Each page gets a clean public URL, contact form, QR code, sharing tools, SEO structure, and automatic lead routing into the Surflocal system.

• Create public lead generation pages with custom location slug and page slug URLs
• Build pages for promotions, specials, announcements, events, fundraisers, services, products, and campaigns
• Upload logos and hero images, choose background colors, edit headlines, offers, details, and CTAs
• Publish SEO-ready pages with meta descriptions, canonical URLs, social previews, and schema markup
• Capture customer leads through built-in forms with spam protection and security questions
• Send leads to the assigned salesperson while saving route-specific lead records for owner oversight