TrustRadius: an HG Insights company

Surfe

Score7.5 out of 10

4 Reviews and Ratings

What is Surfe?

Surfe is a lead gen tool used to add contacts, manage deals and pipelines straight from LinkedIn, and move this data into a CRM. Without tab-switching or manual data entry, Surf makes CRM fields accessible on LinkedIn, and users can input information, create new fields, and edit existing ones, while syncing this to a connected CRM in real-time. Surfe also helps users to save time by adding prospects from LinkedIn with a click of a button directly from their profile, and it does that without copy-pasting. Also from LinkedIn, users can manage deals, configure pipelines, filter out accounts from the pipeline while working, and they can do this while knowing that everything will be backed in the associated CRM.

Media

Adds contacts to a CRM, and exports whole SalesNav contact lists in one go to save time.
Finds emails and edit CRM fields. Automatically sources verified emails, and keep contacts updated.
Syncs messages with a CRM, and offers reuseable personalized message templates on LinkedIn.
Deal management and pipeline access from LinkedIn, with a side panel to create and configure deals.
Keeps contacts updated, and sends notifications when someone in the associated CRM changes their position & company.
Task creator, to keep track of a to-do list by creating tasks as reminders for specific CRM records

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