Surfe Review: Features, Pricing, Pros & Cons

Using LinkedIn with any CRM has always been a completely disjointed mess. You're adding people, unsure if they will accept your requests, and then conversations are had there before knowing if they should even be in your CRM.

This is where Surfe comes into play—you can simply continue using LinkedIn to connect and build your lead list like you normally do, but with the added benefit of accessing all of the most important information from your CRM right there within LinkedIn.

What I really appreciate about what the team is doing here is that they are focusing specifically on LinkedIn, to give the best user-experience possible, whereas most integration companies will start narrow and then begin going broader over time (e.g. Zapier + Make + Outfunnel + Whalesync). While this is totally fine (we love those mentioned tools), it just means that there's only so deep they can go into the user-experience and integration depth that focus allows you to do.

So with that said, we're confident in saying that there's no better CRM + LinkedIn integration tool on the market. Surfe is the clear winner. We personally use and pay for them and love it.

In-fact, what I find myself doing is going to events and prioritizing adding people on LinkedIn, because I know if they are there, it's a single click to get them added to our CRM (along with all of our conversations).

One thing I wish they had though was a way to create the lead/person within the CRM when on mobile, because I'd love to do this step when meeting someone cool out at a networking event instead of waiting to get them added to the CRM until after I get back to a computer.