Take notes on your prospects, deals and calls straight from any website or LinkedIn. Surfe will automatically sync them with your CRM so they don’t get lost.
Surfin’ happy teams all around the world
Notes that are always at hand
Forget going back-n-forth to your CRM to take notes while prospecting or after an interaction with a lead. Take notes directly from the SurfeBoard with peace: everything will be synced with your CRM in real time!
Templates to work smarter, not harder
Ain’t nobody got time to start notes from scratch every time. Knowing what sort of info you jot down on your prospects or deals, make a template you can start with next time! What a time saver 😉
Drive sales with MEDDIC
We have a MEDDIC template that comes in handy when you’re in a time crunch. Just open your notes and start filling them out.
Collaborative or private
Keep your notes to yourself or share them with the team to exchange insights.
Persuade the most difficult prospect
Showcasing your value can be easy even in complex cases if you have a trick up your sleeve (or some notes)! Access your notes or battle cards in 1 click, and shoot.