The majority of my day is made up of investor meetings and then the followup paperwork and messaging for these meetings.

I use Surfe to add people to my CRM from their LinkedIn profile quickly as well as the ability to use templates within LinkedIn messaging.

Before Surfe I had multiple screens with documents containing messages and templates that I had to copy and paste back and forth to LinkedIn. And then had to go back and update my CRM.

Surfe knocks out the majory of that. Review collected by and hosted on G2.com.

To be honest, I don't think anyone likes adding in another paid subscription to their tech stack... but I haven't found a VA who can do it faster and cheaper. Now I have my team working on bigger things. Review collected by and hosted on G2.com.

LinkedIn Integration – Surfe integrates directly with LinkedIn, allowing users to export contacts and sync messages with their CRM effortlessly.

CRM Simplification – It simplifies data entry and CRM updates by making them accessible from LinkedIn, saving time.

Automation – The tool automates tasks like creating contacts, logging conversations, and managing pipelines.

User-Friendly Interface – Many users find its interface intuitive and easy to use without heavy training.

Improved Workflow – Surfe bridges the gap between sales outreach on LinkedIn and internal CRM processes, enhancing sales efficiency. Review collected by and hosted on G2.com.

Limited CRM Compatibility – It doesn’t support all CRMs, which can be frustrating if your team uses a less common platform.

Price Point – Some users feel the cost is high for smaller teams or individual users.

Reliance on LinkedIn – If LinkedIn’s UI changes or limits access, it can impact Surfe’s performance.

Occasional Sync Issues – There can be hiccups with syncing data, especially if internet connectivity is unstable.

Feature Limitations – Advanced features may be locked behind higher-tier plans, limiting functionality for basic users. Review collected by and hosted on G2.com.

Surfe has become a core part of our prospecting workflow. The ability to sync LinkedIn profiles directly into our CRM with just a click saves hours of manual work each week. It auto-detects duplicates, allows custom field mapping, and lets us instantly add notes and tags. The Chrome extension is smooth and works consistently, whether we were using Copper or now with Pipedrive. The team is also responsive and proactive with support, really appreciated during our recent CRM switch. Review collected by and hosted on G2.com.

There’s a slight learning curve when changing CRM platforms, field remapping during our move from Copper to Pipedrive wasn’t plug-and-play. It would be great to have a CRM transition wizard or templated mapping presets. A bit more visibility or sync logs on what data was pushed would also be helpful for debugging. Review collected by and hosted on G2.com.

What I like best about Surfe is how seamlessly it integrates with LinkedIn and my CRM, saving me time and making prospecting much more efficient. Review collected by and hosted on G2.com.

Overall I’m very satisfied with Surfe – the only thing I would like to see improved is even faster syncing and smoother performance when handling large amounts of data. Review collected by and hosted on G2.com.

Saves lots of time manually rekeying information from LinkedIn to HubSpot. Fast, easy and reliable. From my research, no issues with breaching LinkedIn T&C. Lots of additional functionality that I'm still investigating, for instance, immediately adding contacts to HubSpot sequences. Fast response from customer support when needed. Fast and easy connection to HubSpot. Review collected by and hosted on G2.com.

Sometimes the overlay on LinkedIn can take a few seconds to load. This is a very minor inconvenience. Review collected by and hosted on G2.com.

Fast and intuitive search and use of the application helps to achieve better results. Review collected by and hosted on G2.com.

Faster transfer of information via API to PipeDrive Review collected by and hosted on G2.com.

Surfe makes it seamless for me to leverage my LinkedIn networking efforts. The integration with our CRM (HubSpot) is seamless. I don't have to leave LinkedIn to start a new deal as I am going through my prospecting efforts. Review collected by and hosted on G2.com.

Initial trial because we were a team of less than 5 I couldn't meet with a product rep. Outside of that there is nothing I don't like about their platform itself. Review collected by and hosted on G2.com.

linkedin sales nav csvs is the only thing i use it for. Review collected by and hosted on G2.com.

nothing bad about surfe. i think it's fine. Review collected by and hosted on G2.com.

It combines data enrichment with sales admin and it's easy to use. Review collected by and hosted on G2.com.

Nothing at this point, it's pretty useful. Review collected by and hosted on G2.com.

Integration of Surfe browser extension with Linkedin to easily get contact details. Review collected by and hosted on G2.com.

The low limit of company contact search results. I am on Essentials plan and I get 100 search results/week but if I look at 100 contact names at a company (just browse but get no info on them) to find the 1 person I want that's me used up 100 search results which then makes Surfe useless to me. And no I am not paying more to upgrade. Rocketreach now looks more attractive and I have cancelled Surfe as a result. Pity. Review collected by and hosted on G2.com.