Turn your Surplus Funds Leads into a consistent Direct Mail campaign.
Your CRM. Your Mailers. One Powerful Direct Mail Solution.
Reach potential surplus funds claimants with professional, personalized mailers—automated directly through your CRM. No third-party platforms. No extra logins. Just seamless, powerful outreach—all in one place.
Your CRM Already Has the Leads. We Help You Put Your Message in Their Hands.
We help you turn your CRM leads into real-world connections through effective direct mail.
TARGET
Reach potential surplus funds claimants with personalized direct mail campaigns.
CONNECT
Connect your direct mail workflow with the CRM you're already using.
FOLLOW UP
Keep your digital and direct-mail follow-up working together from one system.
Why Direct Mail Works for Surplus Funds Recovery
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Potential claimants receive emails, calls, texts, and plenty of digital noise. A professionally designed mailer gives your outreach a physical presence that can stand out in a crowded communication landscape.
Combine direct mail with CRM automation and you can create a consistent outreach process—from the first touchpoint through follow-up.
Direct Mail Still Delivers
Marketers know it. Consumers feel it. Direct mail remains one of the most powerful ways to grow your business, build lasting relationships, and keep your brand top of mind. In a digital world full of distractions, a well-crafted mailer creates a personal, tangible connection that gets noticed, builds trust, and drives action.
How It Works
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Connect with PCM
We integrate your CRM with PCM to streamline your direct mail process.
Connect with PCM
We integrate your CRM with PCM to streamline your direct mail process.
Build and Automate
We setup your campaigns, automation, and mailers so everything works seamlessly.
Deliver and Follow-up
Your personalized mailers are delivered, and your crm handles the follow-up.
Built for Surplus Funds Recovery Professionals
Hear from professionals who use our direct mail solutions to reach the right people, strengthen outreach, and build trust from the first touchpoint.
⭐⭐⭐⭐⭐
Freddie De La Cruz
CEO - Surplus Refund LLC
"We’ve had a fantastic experience using the Mailers service. Being able to launch campaigns directly from our CRM platform has eliminated hours of manual work. No more formatting, printing, or mailing hundreds of letters ourselves each month.
On top of the time savings, the printing quality is excellent and very cost-effective. The tracking features have been a game-changer for us. Having returned mail tallied by reason helps keep our database clean, and the QR code scanning reports allow us to identify engaged clients so we can follow up with targeted outreach until they connect with us. A valuable tool for our business!"
Frequently Asked Questions
What does your direct mail service include?
Our service includes professional mailer design, CRM setup, campaign configuration, and the tools needed to help you manage your direct mail outreach efficiently.
Do you design the mailers for me?
Yes. We create professional, attention-grabbing mailers designed to communicate your message clearly and build trust with potential claimants.
How much does the Direct Mail Setup cost?
Our Direct Mail Setup service is $150 one-time. This includes professional mailer design and CRM setup to help you get your direct mail campaign ready to launch.
Do you send the mailers for me?
We handle the design and CRM setup. You remain in control of the actual mailing and sending of your campaigns.
How long does the setup take?
Setup time depends on the scope of your project and the information provided. Once we have everything we need, we'll work to get your campaign ready as efficiently as possible.
Will I be able to manage my campaigns after setup?
Yes. We set up the system so you can manage and continue your direct mail campaigns through your CRM.
Is this service only for surplus funds recovery businesses?
Our services are designed with surplus funds recovery professionals in mind, with workflows and messaging tailored to this type of outreach.
How do I get started?
Simply click “Get Started” and submit your information. We'll guide you through the next steps and help get your direct mail system ready.