Owner
Full authority over the business account, team access, applications, subscriptions and permissions. Billing and Payroll remain protected at the owner level.
1 owner account included
Built for the whole business
Every person gets a private platform. The owner keeps the keys.
SurfLocal is not one login passed around the office. It starts as a working business structure. The owner stays in command while managers and salespeople receive their own private platforms with the access their roles require.
Managers
Managers work from their own private platforms and can oversee operations or assist salespeople when the owner grants that authority.
2 manager accounts includedSales Users
Salespeople get their own working platforms for leads, communication, meetings, web programs and the customer-facing tools assigned to them.
3 sales accounts included
Owner visibility over lead activity
Role-based permissions
Manager support when authorized
Owner-only Billing + Payroll controls
Add more seats as the team grows
Start small. Build as you grow.
Choose only what your business needs today.
SurfLocal is modular. Start with one paid application or several, see your monthly total update instantly, and expand the same private system later. Use Details for an individual application or open the full feature-by-feature builder when you want the deeper comparison.
Email Campaigns
$39/mo
Screen Sharing
$29/mo
Video Meetings
$39/mo
Lead Management
$79/mo
Client Management
$69/mo
Billing Management
$79/mo
Project Management
Payroll Management
$99/mo
Private Operating System
$0/mo
Included
Details
Task Management
Team Collaboration
Web Programs
$59/mo
Your SurfLocal System
Your team starts included. Add the applications you need.
Full Builder →
Selected: Surflocal Platform Dashboard
Surflocal Platform Dashboard
$0/mo
Estimated monthly total
$0/mo
Included team: 1 owner, 2 managers and 3 sales users. Every team member gets a private platform with role-based access. Additional seats can be added as your business grows.
Customer continuity
Your customers stay with your business — even when employees change.
The value is not simply owning more software. It is creating a business workflow where customer opportunities, communication and history stay visible to the company from the first promotion or phone call through follow-up, operations and payment.
01 · ReachMarketing + Web ProgramsManagers and salespeople can publish shareable marketing pages for Facebook, Marketplace, email and text.
02 · CaptureLeads + AppointmentsResponses become organized opportunities instead of disappearing into a personal inbox, phone or social account.
03 · ServeClients + CommunicationKeep customer records, email, meetings, screen sharing and follow-up attached to the business relationship.
04 · OperateProjects + TeamManagers and staff can turn promises into tasks, projects, collaboration and accountable internal work.
05 · CompleteBilling + PayrollThe owner finishes the business cycle with protected billing, payment and payroll controls.
New · SurfLocal PhoneOne Number. One Communication Center.Route calls, capture leads, organize appointments and preserve messages inside the same connected business system.Explore Phone ↗
Sales activity can be worked by the assigned user while the owner retains the ability to see and protect the customer opportunity.
Managers can assist sales users and oversee operations when the owner grants the appropriate permissions.
When a manager or salesperson leaves, the business can transfer the working role and customer responsibility to the next person.
Sensitive financial administration does not need to be exposed to the entire team just because everyone works inside the same system.
Need the complete comparison?
Build the system your business actually needs.
Build Your System →
See every application feature-by-feature, compare pricing, choose your tools and watch the monthly system total update as you build.
Grow without rebuilding
Start with one tool. Grow into the complete system.
A small business should not have to buy everything at once. SurfLocal lets the owner change the system as the company changes — without abandoning the account, the team structure or the customer history already created.
Upgrade or downgrade services from the private platform as your business needs change.
Your included team can expand with additional manager or sales seats without rebuilding the operating structure.
Improvements to the SurfLocal applications you subscribe to are included as the programming continues to evolve.
Customer activity, leads and workflows remain part of the company system as people and responsibilities change.
Web Programs
A sales tool your team can actually use
See Web Programs →
Give managers and salespeople their own shareable marketing pages.
Create an offer or marketing page, share it on Facebook or Marketplace, include it in email, or text it directly to a prospect. Responses can feed back into the Lead Management workflow so the salesperson can work the opportunity while the business keeps oversight.
Build page→Share→Capture lead→Follow up→Keep owner visibility
Built for local business
The same operating structure adapts to thousands of businesses.
The industry changes. The business problem does not: attract a customer, capture the opportunity, assign responsibility, serve the customer, protect the relationship and get paid.
A salesperson can share an offer on Facebook, Marketplace, email or text. The inquiry becomes a business lead, not a customer relationship trapped in one employee's phone.
Give individual team members working marketing tools while the owner retains control of the customer relationship and the overall account.
Connect the customer journey without forcing the business to purchase every application before it needs it.
Car lots, contractors, agencies, home services, professional firms, local retailers and many other businesses can start with the same principle: one private business system, clear roles, modular applications and company-owned customer continuity.
Start with what your business needs now. Keep the owner in control, give the team private role-based access, and expand the same system as your company grows.
Build around the business you actually have. You do not need to buy every application. Tell us how your company operates, what your team needs access to, and where customer information or workflow is falling through the cracks.
- Start modular: choose one paid application or a larger connected system.
- Keep control: owner permissions, team access and customer oversight stay inside one private account structure.
- Grow safely: add applications, add seats and reassign responsibility without abandoning the system already built.
- Keep improving: subscribed applications receive ongoing SurfLocal programming improvements without a separate upgrade purchase.
SurfLocal Phone connects communication to the same system.
Route calls, capture leads, organize appointment requests, preserve messages and keep customer history tied to the business instead of one employee's phone.
Explore SurfLocal Phone
Your system starts with a teamIncluded
Master account1 OwnerFull system oversight and account control.
Operations2 ManagersAssigned business and customer-management tools.
Growth3 Sales UsersSales and communication tools without sensitive financial access.
Every user gets a private platform. Add more seats as needed, and reassign a working role when people change without losing the company's customer history.
Already have a Business Tools Account?
Returning clients can sign in here to access their Business Tools Dashboard and enabled tools.
We can email your account key, username, login page, and dashboard access information.
A system that belongs to the business
People, applications and responsibilities can change without forcing the company to start over.
Customer relationships remain connected to the business account. The owner can change applications, add seats and transfer responsibility while keeping the same private operating structure.
Modular applications
Transferable roles
Free software improvements
Tell us about your business
Tell us what you do, how your team works, and what you want SurfLocal to improve. We can help you start with only the applications and access your business actually needs.
What happens next
Start with what you need now. Keep the same system as you grow.
You do not have to turn on everything at once. We can start with the smallest useful system and expand the same account, team structure and customer workflow later.
01 · Review
We map your business.
Your owner, managers, sales users, goals, selected tools, and communication needs are reviewed together.
02 · Configure
Your account is structured.
The owner stays in control while managers and sales users receive only the tools and permissions assigned to them.
03 · Connect
Your tools begin working together.
Phone, leads, appointments, clients, email, projects, billing, payroll, meetings, and web programs can share one operating structure.
04 · Grow
Add tools and people when needed.
Keep the same private system and expand users, communication, and business applications as your operation grows.
One account. Clear roles. Connected tools. The owner keeps the master business controls while the team works from the access they actually need.
See SurfLocal Phone ↗