SurfLocal Media / Business Tools
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SurfLocal Media Business Tools private operating system
Private Business Tools · Built Around Your Operation

One business system. Choose the tools that actually move your work forward.

Start with the private Business Tools Dashboard, then add communication, lead, client, billing, payroll-record, meeting, screen-sharing, and web-program tools as your operation needs them. The goal is not more software. It is a cleaner way to keep customers, team activity, follow-up, billing, and daily work connected.

Build My Tool Stack How the System Works Detailed System Guide Existing Client Login
Core Dashboard: $0/moThe required starting point for every Business Tools account
1 Owner · 2 Managers · 3 Sales UsersIncluded team structure stated by the current system
Bundle Savings Up to 20%Discounts apply as more paid add-ons are selected
Add-ons are billed monthly according to the current prices shown below. Additional manager and sales-user seats can be added separately under the current Business Tools structure.
Start with control The owner dashboard is the foundation: account access, users, enabled tools, subscription control, and one launch point for the system.
Add workflow, not clutter Choose only the tools that solve a real communication, customer, sales, billing, payroll-record, meeting, or campaign need.
Grow without rebuilding Add paid modules, managers, and sales users later while keeping the same owner-led account structure.
Why this works

Business Tools is designed around the way work moves through a business.

The system is easier to understand as three connected layers: control the account, organize the customer workflow, then support delivery and back-office work.

1

Control the operation

Start with the Dashboard and owner-level structure. Define managers, sales users, and the tools each group actually needs.

2

Move customer relationships forward

Use Web Programs, Lead Management, Email Campaigns, Client Management, meetings, and screen sharing as the relationship develops.

3

Finish the work cleanly

Connect billing, payroll records, project/task workflow, and team structure so customer work has a clear operational path after the sale.

Role-based structure

One account, different responsibilities.

The system is built around an owner, managers, and sales/customer-facing users. The goal is to give each role useful access without forcing every person into the same tools or permissions.

Owner

Maintains account-level control, decides which tools are active, manages the subscription, and sets the overall operating structure.

Managers

Support oversight, customer work, billing, projects, payroll-record workflows, or sales activity according to the access the owner assigns.

Sales & Customer-Facing Users

Work leads, clients, email, meetings, screen sharing, Web Programs, and follow-up tools without automatically receiving full account control.

Build your system

Select the tools your business needs now.

Click a card to add or remove that paid tool. The Dashboard stays selected because it is the core account foundation. Your estimated monthly total updates automatically, including the current bundle discount.

9 current priced tools · live monthly estimate
Current add-on bundle discounts
2 add-ons · 5% off 3 add-ons · 10% off 4 add-ons · 15% off 5+ add-ons · 20% off
Business Tools Dashboard
Business Tools Dashboard
Core

The private account foundation for owner control, users, enabled tools, subscription management, and one launch point for the system.

  • 1 owner, 2 managers, and 3 sales users included under the current system structure
  • Activate, upgrade, downgrade, or remove selected tools
  • Central launcher for active Business Tools
$0/moRequired foundation
Included with System View details
Email Campaigns
Email Campaigns
Communication

Customer follow-up, promotions, reminders, newsletters, updates, and reactivation campaigns from the Business Tools workflow.

  • Individual or broader campaign messages
  • Lead and customer follow-up
  • Promotions, reminders, newsletters, and reactivation
$39/moPer month
Select Email View details
Screen Sharing
Screen Sharing
Live Guidance

Live demos, guided setup, customer walkthroughs, troubleshooting, training, and review sessions.

  • Private screen-sharing sessions
  • Demos, onboarding, support, and training
  • Review websites, forms, estimates, reports, and dashboards live
$29/moPer month
Select Screen Sharing View details
Video Meetings
Video Meetings
Meetings

Client consultations, onboarding, sales presentations, customer reviews, support sessions, and team meetings.

  • Private video meeting rooms
  • Up to 9 people per current source description
  • Consultations, onboarding, reviews, sales, and support
$39/moPer month
Select Video Meetings View details
Payroll Management
Payroll Management
Back Office

Employee records, onboarding documents, payroll-run records, withholding settings, saved snapshots, and payroll history.

  • Employee payroll records and status
  • W-4, I-9, and direct-deposit document workflow
  • Saved payroll-run records, history, and audit tracking
$99/moPer month
Select Payroll View details
Client Management
Client Management
Customer

A structured home for client details, status, notes, files, folders, documents, images, and relationship activity.

  • Client records, notes, and status
  • Files, folders, documents, and images
  • Follow-up activity and account oversight
$69/moPer month
Select Client Management View details
Billing Management
Billing Management
Billing

Quick bills, estimates, invoices, saved drafts, review links, email delivery, status tracking, and billing history.

  • Create estimates, invoices, quick bills, and bids
  • Client review links and document delivery
  • Draft, sent, viewed, approved, paid, overdue, and history tracking
$79/moPer month
Select Billing View details
Lead Management
Lead Management
Sales

Capture, assign, search, organize, follow up, close, archive, and review lead activity with owner visibility.

  • Central lead inbox
  • Owner, manager, or salesperson routing
  • Status, notes, source details, search, and history
$79/moPer month
Select Lead Management View details
Web Programs
Web Programs
Campaigns

Standalone promotional and lead-generation pages for offers, coupons, campaigns, announcements, QR codes, and salesperson outreach.

  • Custom promotional and lead-generation pages
  • Images, headlines, offers, CTAs, social previews, SEO structure
  • Built-in forms, spam protection, QR codes, and lead routing
$59/moPer month
Select Web Programs View details

Your selected tool stack

The Dashboard stays included. Select or remove paid tools above and this list will update automatically.

Selected: Business Tools Dashboard
Current bundle discounts are calculated only on paid add-ons. The base Dashboard remains $0/month.

Estimated monthly total

Live estimate based on the tools selected above.

Business Tools Dashboard $0/mo
Estimated monthly total $0/mo
Secure checkout · You will continue to the existing Business Tools account setup flow.
Beyond the priced stack

Explore the workflow pages that explain how the system fits together.

These pages help you understand project, task, team, and system architecture. They are not added to the selectable price stack unless the marketplace establishes a current selectable price/code for them.

Want help choosing the right Business Tools stack?

Tell SurfLocal Media how your business is structured, which workflows are scattered today, and what you want to improve first. Your selected tool codes are included automatically with the request.

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