Manage deals, configure pipelines, filter out accounts from the pipeline view as you go, knowing that everything will be backed in your CRM.
Trusted by top sales teams around the world
Access your pipeline while you browse LinkedIn, personalize it to suit your needs and Surfe sales with confidence
Create & View deals from a LinkedIn profile
Creating deals directly from a prospect’s LinkedIn profile is not a dream. With the SurfeSync panel, get an overview of existing deals and stages, and go after the opportunities! You don’t have to stress about updating the CRM. Surfe does it for you while you keep selling.
Create deals inside your CRM with the SurfeBoard
Just like in your CRM, you can create deals from the SurfeBoard side panel. If you’re viewing someone’s LinkedIn profile, and start a deal, their information will be automatically captured and added to it.
Overwhelmed? Get a quick glance or view full screen
Peep at your pipeline by pulling out the SurfeBoard panel, or open the full view for better visualization. With Surfe, study your pipeline in the way that makes you more productive.