Less Chasing. Better Follow-Up. More Opportunity.
Bring your leads, conversations, appointments, and follow-up into one connected system. Surge by Thrive helps your business stay organized and keep opportunities moving—even when your team is busy.
Your Next Customer Shouldn’t Get Lost in the Shuffle.
When inquiries arrive through different channels, it’s easy for the next step to become unclear. Who replied? Has anyone followed up? Did the appointment get booked?
Surge brings contact information and connected conversations together so your team can pick up where the last interaction ended. Forms, chat, and online booking give people convenient ways to reach you, while a shared system helps your business respond with more context.
Make Follow-Up Easier for Your Entire Team.
Build a process your team can follow consistently, with fewer manual steps and clearer ownership.
Respond While Interest Is Fresh
Use configured workflows to acknowledge inquiries and start the next step promptly, rather than waiting until someone has time to check the inbox.
Reduce Repetitive Work
Automate routine messages and reminders so your team can spend more time on conversations that need personal attention.
Make Booking More Convenient
Let prospects choose an available appointment time online, with confirmations and reminders that help keep everyone informed.
Keep Prospects Engaged
Use email and SMS campaigns to provide useful information and maintain contact with people who aren’t ready to buy immediately.
Turn a New Inquiry Into a Clear Next Step.
A form submission should start a process your team understands.
For example, you can configure Surge to:
- Send an acknowledgment when an inquiry arrives.
- Place the contact into the appropriate pipeline.
- Create a follow-up task.
- Send a booking invitation or additional information.
- Continue with the appropriate reminders.
Workflows begin with a trigger and carry out the actions you define. Start with one important process, test it, and expand as your business needs grow.
Connected Tools for Your Everyday Marketing
Choose the tools that support your customer journey—from the first question to the next appointment.
CRM & Lead Pipelines
Keep contact records and opportunities organized so your team can see where each prospect stands and what needs attention.
Email & SMS Marketing
Build campaigns and follow-up messages that help you stay connected with prospects and customers through email and text.
Forms & Appointment Scheduling
Give visitors straightforward ways to submit an inquiry or book a time, with information flowing into your customer-management process.
AI Chat & Website Conversations
Use configured AI chat to answer common questions and collect contact details when your team isn’t available. Keep the conversation available for human follow-up.
Reviews & Reputation Management
Organize review requests and monitor customer feedback to support a more consistent approach to your online reputation. Get More Reviews
Social Media Scheduling
Plan and schedule content for connected social accounts from one place, making it easier to maintain a regular publishing schedule.
See What’s Moving—and What Needs Attention.
A busy inbox doesn’t tell you how your sales process is performing.
Surge’s reporting tools help you review campaign and team performance, while its mobile app lets you respond to leads and check statuses on the go. Use those insights to identify where your process needs attention and make more informed decisions about follow-up.
Start Independently—or Get Help Setting Up.
Choose the level of support that fits your time, experience, and business needs.
Usage-based charges apply to certain services, including messaging and phone services. Visit Surge for current pricing and plan details.
Starter Plan
$97/month
For businesses ready to configure and manage their own system. Includes core CRM, forms, calendars, pipelines, email and SMS tools, workflows, and reporting.
Growth Plan
$297/month
For businesses that want guided onboarding and setup assistance. Includes help configuring CRM, forms, pipelines, automations, and follow-up, along with ongoing strategic support.
Surge CRM & Automation: FAQs
Get answers about how Surge works and how to get started.
What is Surge?
Surge by Thrive is a CRM and marketing automation platform that combines customer management, communication, scheduling, and marketing tools in one system.
Can I use Surge with my existing website?
Surge offers forms, chat widgets, and booking tools that can support an existing website. The appropriate setup depends on your website and the tools you want to connect.
Does Surge send follow-up messages automatically?
Yes. Configured workflows can send messages and perform actions when defined events occur. You choose the triggers, timing, and steps, then test the process before using it.
Can Surge answer website questions when we’re unavailable?
Its AI chat tools can respond to common questions and capture visitor information. Set up the chatbot around your business information and establish when a person should take over.
Can I get help setting it up?
Yes. The Growth plan includes guided onboarding and assistance with CRM configuration, forms, pipelines, and follow-up automations.
Will Surge replace our marketing strategy?
Surge helps organize and execute your processes. Your business still needs clear goals, useful messaging, and people responsible for managing customer relationships. The platform works best when those decisions guide its setup.
Where do I learn more or sign up?
Visit surgebythrive.com to explore the platform, or view the plans to choose your subscription.
Give Every Inquiry a Better Next Step
Make it easier to stay organized, maintain contact, and move opportunities forward.
Explore Surge by Thrive and choose the tools and support that fit your business.