Excessify is a custom-built Surplus Funds CRM developed by Excess Quest, born from years of hands-on operational experience.
We did not start with software. We began by offering cold calling and skip tracing services to recovery firms, giving us direct exposure to the real operational problems of the industry.
As client needs grew, we realized generic CRMs were failing recovery specialists. We began designing a system that keeps outreach, tasks, and filings connected to every case.
Now a complete ecosystem helping firms manage surplus funds lists, track excess proceeds, and receive daily auction results inside one focused, automated system.
We have seen solo operators grow into established firms using our data. Your success directly reflects our success.
You aren't talking to generic support. You are talking to people who understand surplus recovery workflows and regulatory realities.
We work closely with mentors and Coaches & Students to ensure our systems reflect real-world practices.
Long-term partnerships, not short-term wins.
Start working surplus cases the way it was always meant to be.
I didn’t expect much when I signed up. I just wanted to test it. A week later, I realized I wasn’t going back to my old setup.
Surplus Recovery Specialist
Columbus, Ohio