Best Excess Elite Apps

Surplus Funds List

CRM for Surplus Funds Recovery

Free

This CRM is designed for professionals recovering surplus funds. It helps manage cases from lead to payout, including claimant contact, document signing, and team collaboration. Features AI assistance for drafting messages and summarizing cases.

VANSi - Cash Advance

Access Future Income

Free

Access your future income with this app that provides financial wellness insights and instant pay capabilities. It helps you avoid overdrafts by allowing transfers from future earnings and offers on-demand cash advances to bridge financial gaps. Maintain your membership to continuously access and grow these advance amounts.

Mailchimp Email Marketing

Email, Analytics, Contacts

Free

Manage your customer relationships, create and send email campaigns, and track marketing performance. This platform helps businesses grow by engaging customers, finding new subscribers, and sharing brand messages effectively.

Lead Connector

by LEADCONNECTOR LLC

Free

This app centralizes your sales pipeline by integrating multiple CRM and conversational tools. Manage leads, track pipeline stages, make calls, create invoices, and add to campaigns from a single, intuitive interface. Stay productive and respond to customers in real-time, anywhere.

Capital Group PlanPremier401k

Manage your 401k

Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

DriveCentric

by DriveCentric, Inc.

Free

This platform uses AI to streamline the automotive sales process, helping dealerships engage customers, book appointments, and increase sales. It offers mobile tools for managing leads, sending personalized videos, and tracking customer interactions from initial contact to final delivery.

Annise

Financial Wellbeing

Free

This app consolidates all your financial accounts, including banking, investments, and alternative assets, into a unified view. It uses AI to optimize your portfolio, manage cash flow, and handle estate planning, providing insights previously only available to family offices.

Leads Manager

CRM & Leads Commerce Solution

Free

This comprehensive system manages all aspects of lead handling, from procurement and availability to sales, distribution, and payment gateway integration. It also includes agent management, sales CRM, and reporting tools for business efficiency.

Affinity CRM

AI-first private capital CRM

Free

This platform provides dealmakers with automated insights and technology to manage relationships and close more deals. Its mobile app offers instant access to engagement history and company data, allowing users to manage their pipeline and network effectively.

Method CRM

by Alocet Incorporated

Free

Manage leads, streamline sales processes, and enhance customer service for growing businesses. This CRM integrates with QuickBooks to help you close deals faster and drive repeat business.

noCRM.io

by You Don't Need a CRM!

Free

This app simplifies lead management for salespeople, focusing on closing deals without excessive data entry. It streamlines prospecting, tracks sales processes, and ensures timely follow-ups, allowing users to be more productive and close more deals.

Flowlu: CRM & Projects

All-in-one business platform

Free

This all-in-one business platform helps teams and small businesses manage projects, tasks, customer relationships, finances, and team collaboration. It streamlines workflows, improves productivity, and provides insights through analytics, replacing multiple tools with a single solution.

Hightop Finance

Everyone’s Private Banker

Free

This app offers a non-custodial wallet for accessing DeFi opportunities through a personal AI agent. It optimizes yield on assets, allows full control over funds, and enables borrowing against deposits with no fees for transfers or claims.

Salesforce Spiff

Real-time Commission Tracking

Free

This app provides real-time commission tracking, blending spreadsheet familiarity with powerful automation for managing complex incentive compensation plans. It aims to build trust, motivate sales teams, and increase visibility into performance and earnings.