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Surfe

Score8.7 out of 10

7 Reviews and Ratings

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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.

Categories & Use Cases

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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Reviews

What users are saying about Surfe.
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Great Help with Getting Data Out of LinkedIn

Dirk EmmingerView profile
General Manager in Corporate at fctb. GmbH (1-10 employees employees)

Use Cases and Deployment Scope

We use Surfe for getting marketing data into our HubSpot account from LinkedIn. It helps us to get the data from LinkedIn efficiently and quickly, and we do not have to add much more information manually. We use the export options for accounts and user data. Also, Surfe helps us with messaging as it is also able to pass LinkedIn messages directly in the CRM.

Pros

  • Easy to set up in both directions
  • Getting account data out of LinkedIn
  • Searching for Contact options, i.e. E-Mail and phone
  • Getting Company Data out of LinkedIn

Cons

  • After installing the Chrome Plugin, LinkedIn is a bit slower than before
  • Pricing is okay, but import from Sales Navigator should be included in the Basic Package

Most Important Features

  • Data Export from LinkedIn to CRM
  • Connect and mirror messages
  • Verification of contact data

Return on Investment

  • Saves time in research
  • Getting data and helping to build a database out of a paid platform

Other Software Used

HubSpot CRM, HubSpot Marketing Hub, HubSpot Sales Hub, Figma, ChatGPT, Jasper.ai

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