Surflocal Business Tools private operating system
Private Business Operating System

Run the daily parts of your business from one private place instead of jumping between disconnected software. Businesses that respond faster, stay organized, and follow up consistently usually win more customers and keep them longer.

Start with the core dashboard, then add email, screen sharing, video meetings, client records, billing, payroll, projects, tasks, team tools, and web programs as needed. Most businesses lose time and money because their systems are scattered across too many apps that do not work together.

Owners stay in control. Managers help organize the work. Sales users get simple tools for follow-up, demos, communication, and growth. The businesses that stay organized and communicate clearly usually outperform competitors who react too slowly.

The goal is practical business control: organize the work, communicate faster, bill clearly, track activity, and keep customer relationships moving. Customers often choose the company that responds first, follows up better, and looks more organized online.

A website alone is no longer enough for most local businesses. Customers now expect fast communication, online scheduling, clear follow-up, modern tools, and businesses that are easy to reach.

Every missed call, delayed response, forgotten estimate, or lost lead creates an opportunity for a competitor to take the customer instead. Surflocal helps keep communication, customer activity, and business operations connected.

Surflocal Business Tools helps businesses manage communication, customers, billing, meetings, promotions, and internal workflow from one connected system. Instead of fighting software problems, your team can stay focused on customers, sales, and growth.

Businesses grow faster when communication, follow-up, sales activity, and customer records stay organized together. Disconnected systems often create confusion, missed opportunities, delayed responses, and lost revenue.

Modern customers expect businesses to operate smoothly across phones, email, meetings, messaging, billing, and online communication. Companies that fail to modernize often lose visibility, trust, repeat customers, and long-term growth opportunities.

Surflocal was built to help businesses improve organization, communication, customer management, and operational control without forcing owners into overly complicated software. The goal is simple: help businesses stay competitive, respond faster, and create better customer experiences.

Choose Tools How It Works System Guide

Select Your Business Tools

Choose the tools you want in your Business Tools Dashboard. Start with the core system, then add communication, client management, billing, payroll, meetings, screen sharing, team workflow, and web programs as your operation grows.

How This System Works System Guide Marketing And Growth Programs
Explore the system

Start with the tools you need today, then add more as your business grows.

Review each Surflocal tool page individually. Start with the core operating system, then add communication, client management, billing, payroll, projects, tasks, team collaboration, and web programs as your business needs them.

Email campaignsEmail Campaigns Screen sharingScreen Sharing Video meetingsVideo Meetings Lead managementLead Management Client managementClient Management Billing managementBilling Management Project managementProject Management Payroll managementPayroll Management Private operating systemPrivate Operating System Task managementTask Management Team collaborationTeam Collaboration Web programsWeb Programs
Business Tools Dashboard
Your private Surflocal operating center
Core

Purpose: Start with the central business tools account and build your platform from one secure back office.

Includes access to:
  • Private dashboard access
  • Owner account with role-based system control
  • Team access: up to 2 managers and 3 sales users (expandable)
  • Central tool launcher
  • Expandable product structure
  • Foundation for future tool activation
$0/mo
Base platform fee
Included with System ✓
This is the required foundation for your tool stack.
Email Campaigns
Email marketing and customer follow-up tools
Select

Purpose: Send promotions, updates, reminders, and follow-up messages to customers from one organized system.

Core features:
  • Single emails and bulk campaigns
  • Promotional and announcement messaging
  • Customer follow-up and reminders
  • Organized outreach and communication history
$39/mo Per month
Select Email Campaigns ↗
Ideal for promotions, updates, newsletters, and client follow-up.
See how the full system works
Screen Sharing
Live screen sharing for demos, support, and collaboration
Select

Purpose: Share your screen with clients, staff, or partners to guide walkthroughs, provide support, and demonstrate workflows in real time.

Core features:
  • Private screen sharing sessions
  • Live product demos and walkthroughs
  • Remote troubleshooting and support
  • Real-time collaboration and review
$29/mo Per month
Select Screen Sharing ↗
Great for onboarding, demos, troubleshooting, and guided support.
Video Meetings
Live video communication with clients and team members
Select

Purpose: Meet face-to-face with clients, staff, or partners using built-in video meetings inside your Surflocal system.

Core features:
  • Private live video meetings
  • Client consultations and onboarding
  • Team meetings and support sessions
  • Direct communication without external platforms
$39/mo Per month
Select Video Meetings ↗
Ideal for consultations, onboarding, and real-time client support.
Payroll
Employee payroll runs, tax settings, onboarding forms, and payroll records
Select

Purpose: Manage employee payroll, monthly pay runs, withholding settings, onboarding documents, and payroll recordkeeping from one central place inside your Surflocal system.

Core features:
  • Employee records with pay rate, status, and withholding controls
  • Monthly payroll runs with saved snapshots and year-based settings
  • W-4, direct deposit, and I-9 packet workflow with secure document storage
  • Audit logging, payroll settings, and payroll document tracking
$99/mo Per month
Select Payroll ↗
Useful for payroll runs, employee setup, tax settings, onboarding forms, and payroll records.
Client Management
Client records, account status, and relationship tracking
Select

Purpose: Organize client records, monitor account status, and manage relationship activity from one central place inside your Surflocal system.

Core features:
  • Client records and account organization
  • Status tracking by client type or stage
  • Internal follow-up and relationship workflow
  • Expandable support for outreach and account oversight
$69/mo Per month
Select Client Management ↗
Useful for client records, status tracking, follow-up, and account oversight.
Billing Management
Estimates, invoices, quick bills, and payment tracking
Select

Purpose: Create, save, send, and track estimates, invoices, and quick bills while keeping billing records organized inside your Surflocal system.

Core features:
  • Estimates, invoices, and quick bills
  • Saved drafts and permanent records
  • Status tracking and overdue follow-up
  • Public share links for client review
$79/mo Per month
Select Billing Management ↗
Useful for quotes, invoices, payment status, and account follow-up.
Web Programs
Standalone promotional web pages for your business
Select

Purpose: Create a standalone web program that promotes a special offer, campaign, or business message and gives customers a direct way to respond.

Core features:
  • Standalone promotional web page
  • Editable headline, message, and offer
  • Reusable link for advertising and promotion
  • Ideal for coupons, specials, and campaigns
$59/mo Per month
Select Web Programs ↗
Great for promotions, campaigns, coupons, and special offers.
Your selected tools Review your tools below, then continue to start up your account.
Your current tool stack
Your system is set up for control. The owner has full access to all tools. Managers oversee operations and manage team access. Sales users work from their own accounts. Tools and users can be adjusted from your dashboard as your business changes.
How does the full system work?
Business Tools Dashboard
Business Tools Dashboard $0/mo
Estimated monthly total $0/mo
Base account includes 1 owner, 2 manager seats, and 3 sales users. Additional seats can be added as needed.
You will be redirected to Stripe secure checkout.
Next step Tell Surflocal how you want to structure your team and who will need system access.
Surflocal Business Tools logo
Built for business owners, managers, sales teams, agencies, and growing organizations that need the right tools working together in one connected system.

Surflocal works best when the right people have the right tools. Use this step to tell us how your business is structured, who will be using the system, and what you want your team to accomplish.

  • Business owners: confirm the overall system structure and business goals.
  • Managers: identify who may need client management, billing access, or operational oversight.
  • Sales teams and resellers: determine how many users may need communication, demo, outreach, and presentation tools.
Already have a Business Tools Account?
Returning clients can sign in here to access their Business Tools Dashboard and any tools currently enabled for their organization.
Business Tools Login Email My Access Info
We can email your account key, username, login page, and dashboard access details.
Tell us about your organization and goals
This goes directly to David at Surflocal. The more clearly you describe your team structure, goals, and selected tools, the easier it is to match the system to your needs.