Welcome to SURGE

SURGE is the CRM we’ve set up and run for your business. It brings your leads, conversations, appointments and marketing into one place. When someone fills in your Facebook ad or website form, replies to a text, or books a call, it lands in SURGE — and a lot of the follow-up happens on its own.

This help centre explains what each part of SURGE does, how to use it day to day, and when to hand something to us instead.

Logging in

Go to app.surgebyamplify.com and sign in with the email address we set up for you. Bookmark it.

Forgotten your password? Use the Forgot password link on the login page.

Finding your way around

Everything lives in the menu down the left-hand side. Here’s what each item is for.

Menu item	What it’s for	Guide
Conversations	One inbox for every text, email and social message with your leads	Replying to leads
Calendars	Your appointments and bookings	Calendar & appointments
Contacts	Everyone who has ever enquired — their details, history, notes and tasks	Contacts
Opportunities	Your sales pipeline. Each lead is a card that moves through stages	Your pipeline
Marketing	Email templates, emails to your list, text snippets and the social media planner	Email templates
Automation	The workflows that send your follow-ups automatically	Automations
Sites	Your landing pages and forms	Landing pages
Settings	Your profile, calendar connection, tags and business details	Your profile

Below those you’ll also find a few links we’ve added for you:

Ask AI — quick answers to “how do I…” questions.
TCG Portal — your client portal with us.
Slack — your shared channel with our team.
Book a Call — book time with us.

Where to next

Read What we’ve set up for you so you know what happens automatically.
Skim the five rules that keep things running. It takes two minutes and saves a lot of headaches.
Connect your calendar so bookings land in the calendar you already use.