Surge Marketing

Ultimate All-In-One Business Management Software

One stop shop to manage the 5 most crucial areas of your business.

Tools that drive growth.

Meet Surge Marketing

Our CRM system is built to help service-based businesses stay organized, follow up faster, and convert more leads into paying customers. Surge gives you the tools, automations, and visibility you need to run your business with clarity and efficiency.

Track your leads, manage conversations, automate follow-ups, and keep your entire operation aligned, all in one place.

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CRM, LEAD GENERATION

Marketing & Sales Pipeline Management


See your entire pipeline clearly. Track every lead from first contact to closed deal, manage conversations, assign follow-ups, and keep your team aligned. Surge CRM gives you full control over your sales process so no lead is ever missed.

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CLEAR PROCESS & REPORTING

Advanced Analytics & Financial Dashboard

Provides Restructuring and Process Implementation

Provides restructuring and process implementation for your business financials to provide more accurate reporting and data to create a proper business strategy from.

Split into the Different Breakpoints

Split into the different breakpoints to provide varying levels of support, automation, and strategy.

Get your Books in Shape

Get your books in shape with our team of finance experts, giving you a better understanding of your reports.

Allow you to work on the Business

Allow you to work on the business instead of in it by working with you and your team to handle your bookkeeping.

Create a Business Strategy

Create a business strategy for the future growth of your business with our help.

Automations & Workflows

Automation That Saves You Hours

Build smart automations that follow up instantly, nurture leads, assign tasks, and keep your business running without manual effort. Surge CRM turns your pipeline into a system that works even when you’re not.

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Alignment & Visibility

Clarity Into Every Lead & Channel

Lead Source Tracking

See exactly where every lead comes from so you know which marketing channels are driving results.

Pipeline & Team Visibility

Track follow-ups, conversations, and team activity in one place to eliminate missed leads and improve response times.

Performance Reporting

Monitor conversion rates, campaign performance, and trend data to make smarter decisions and scale with confidence.

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Your Strategic Partner for Digital Success

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