● Configure your private business system

Build the SurfLocal system around the way your business actually works.

Start with the private SurfLocal dashboard, then add only the applications you need. Your monthly total updates as you build, bundle savings are applied automatically, and your tools can change as your business grows.

Private dashboard included Choose only what you need Automatic bundle savings Secure checkout
Choose Applications ↓ Back to SurfLocal Pro
● Build Your System

Choose the applications that fit your business.

Your private SurfLocal dashboard is the foundation. Add the applications you need today, watch your monthly total update instantly, and keep the flexibility to add or remove tools later from your account.

Bundle savings are automatic.
Choose 2 paid applications and save 5%, 3 save 10%, 4 save 15%, and 5 or more save 20% on the add-on subtotal.
Surflocal Platform Dashboard
Private account control, team access, tool activation, and subscription management
Core

Purpose: Start with your private Surflocal Platform account and control your team, tools, billing, upgrades, and downgrades from one secure back office.

Includes access to:
  • Private Surflocal platform dashboard
  • Owner account with secure account-level control
  • Included team setup: 1 owner, 2 managers, and 3 sales users
  • Add more managers and sales users as your business grows
  • Activate, upgrade, downgrade, or remove selected tools inside your account
  • Manage your active subscription and monthly tool stack from one place
  • Central launcher for all active Surflocal Surflocal platform
$0/mo Base platform account
Included with System ✓
Required foundation for every account. Customers can manage users, activate tools, and upgrade or downgrade their subscription after signup.
Email Campaigns
Customer emails, lead follow-up, promotions, reminders, and reactivation campaigns
Select

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.

Core features:
  • 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
$39/mo Per month
Select Email Campaigns ↗
Best paired with Lead Management so your team can capture leads, track status, and send follow-up emails from the same system.
Private Screen Sharing
Secure client walkthroughs, remote support, demos, training, and guided sales presentations
Select

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.

Core features:
  • 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
$29/mo Per month
Select Private Screen Sharing ↗
Useful for sales calls, onboarding, customer support, staff training, estimate reviews, and live guided service explanations.
Private Video Meetings
Secure in-account video meetings for customers, staff, sales calls, onboarding, and support
Select

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.

Core features:
  • 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
$39/mo Per month
Select Private Video Meetings ↗
Best for private sales meetings, customer consultations, internal team calls, onboarding, service reviews, and live support sessions.
Payroll
Employee records, payroll runs, onboarding packets, tax settings, document storage, and audit tracking
Select

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.

Core features:
  • 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
$99/mo Per month
Select Payroll ↗
Best for businesses that need employee setup, onboarding packets, monthly payroll runs, tax records, secure payroll documents, and saved payroll history.
Client Management
One-page client records, file storage, folder organization, notes, status tracking, and account workflow
Select

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.

Core features:
  • 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
$69/mo Per month
Select Client Management ↗
Best for keeping client records, notes, files, folders, images, documents, status updates, and account activity organized on one simple screen.
Billing Management
Quick bills, estimates, invoices, saved drafts, client links, email delivery, approval tracking, and payment status
Select

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.

Core features:
  • 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
$79/mo Per month
Select Billing Management ↗
Best for businesses that need fast billing, clean estimates, invoice tracking, client approval links, paid/overdue status control, and permanent billing records.
Lead Management
Lead inbox, salesperson routing, owner oversight, follow-up status, search, notes, and lead history
Select

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.

Core features:
  • 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
$79/mo Per month
Select Lead Management ↗
Best paired with Web Programs and Email Campaigns so new leads are captured, routed, followed up, and controlled from one private business system.
Web Programs
Lead generation pages, campaign pages, sales pages, forms, QR codes, image uploads, publishing, and lead routing
Select

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.

Core features:
  • 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
$59/mo Per month
Select Web Programs ↗
Best for salesperson landing pages, local service pages, offer pages, QR promotions, email campaigns, social ads, public lead forms, and automatic lead routing.
SurfLocal Phone
Business call routing, live transfer, sales leads, appointment requests, voicemail, transcription, call history, and customer communication
New

Purpose: Give your business one professional phone system that does more than ring. SurfLocal Phone can route callers, connect live calls, capture sales opportunities, collect appointment requests, preserve messages, and keep customer communication organized inside one private Communication Center.

Core features:
  • Route callers through a professional business menu for live service, sales, appointments, information, or messages
  • Transfer live calls to the active team member or business destination you choose
  • Capture sales inquiries as organized leads instead of losing opportunities inside a generic voicemail box
  • Collect appointment requests with customer details and keep them connected to the business workflow
  • Record customer messages and make recordings and transcription available from the private dashboard
  • Maintain caller history, intent, menu selection, status, and communication activity in one place
$69/mo Per month
Explore SurfLocal Phone ↗
Best for small businesses that want one number to handle live calls, leads, appointments, messages, and customer history without giving every employee access to the entire business system.
Your SurfLocal system Review your selected applications and monthly total before continuing.
Your current system
Your owner account remains the master control point. Managers and sales users receive the access appropriate to their roles, and your active applications can be adjusted from the dashboard as the business changes.
Surflocal Platform Dashboard
Surflocal Platform Dashboard $0/mo
Estimated monthly total $0/mo
Base account includes 1 owner, 2 manager seats, and 3 sales users. Additional seats can be added as needed.
You will be redirected to Stripe secure checkout.
Account setup Tell us how your organization is structured so your SurfLocal account can be configured correctly.
Surflocal Platform logo
Built for a real small-business team: one owner in control, trusted managers running the operation, and salespeople working from the same connected system without exposing sensitive financial controls.

One business. Clear control. The right access for every role. SurfLocal is designed so the owner remains the account authority while managers and sales staff work inside the same platform with only the tools and permissions they need.

  • Owner control: oversee the complete system, assign users and tools, manage subscriptions, and retain access to sensitive billing, payroll, and account settings.
  • Manager access: give managers the operational tools they need for clients, leads, projects, tasks, communication, and team oversight without handing over owner-level control.
  • Sales access: three sales users are included so your team can work leads, email, phone activity, meetings, screen sharing, and web programs without access to payroll, billing administration, or master account controls.
Introducing SurfLocal Phone Add a business number that can route calls, capture leads, organize appointments, preserve messages, and keep customer history connected to the same private system structure. Explore SurfLocal Phone
Included team structurePermission based
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.
SurfLocal Phone fits the same model: calls can become leads, appointments, messages, and customer history while the owner keeps the business structure under one private system.
Already have a Business Tools Account?
Returning clients can sign in here to access their Business Tools Dashboard and enabled tools.
Business Tools Login Email My Access Info
We can email your account key, username, login page, and dashboard access information.
Built for a small company — ready to grow

Start with a clear chain of responsibility, then expand without rebuilding your system.

SurfLocal is designed so a small business can operate from one account structure from day one. The owner keeps complete account authority, managers handle the operation, and sales users work the customer-facing tools assigned to them.

Owner keeps master control Managers run daily operations Sales users work growth tools
Set up the business behind your system
Your selected applications are carried into this setup request. Add your business structure, team needs, and goals so the account can be matched to the way your company operates.
What happens next

From your request to a working SurfLocal system.

You do not have to turn on everything at once. Start with the structure and tools your business needs now, then expand the same account as the company grows.

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 ↗