Outfunnel vs Surfe

Outfunnel is one of the few tools that we use with absolutely every single one of our customers when we were doing consulting (we also use it internally here at Efficient App).

If you fill out our "Request Audit" form form for example, you'll get an automatic email sent from us + we'll see the various pages you visited on our site all within our CRM.

Outfunnel covers the complex syncing of sales and marketing data (syncing full databases not just one-off form submissions). Essentially taking marketing insights and connects it to your CRM, giving further lead context to your sales team.

Tie that in with some automated email for follow-up with their email marketing integrations, and you have an entirely automated start to your sales process.

It even connects with other tools like Calendly, and automatically logs booked calendar invites and the form responses right there within your CRM activity section.

What's most amazing is they take all of these insights and role up a clean "lead score", so you can see what prospects and customers are most engaged.

We couldn't run our business without Outfunnel. They are one of just a few software solutions that we'd even say this for.

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.