Originally named Leadjet, Surf is a fun browser extension if you spend too much time on LinkedIn and get tired of switching between your CRM and your professional social network.
When you install Surfe’s browser extension, you get some great sync features between your CRM and LinkedIn. For example, you can find leads on LinkedIn and easily send them to your CRM platform. But you can also view CRM data directly on LinkedIn profile pages.
“We believe that CRM should be where the relationships are created,” said David Morris Chevalier, co-founder and CEO. Here we are bridging the gap between these different platforms and CRMs. Surf works with HubSpot, Salesforce, Pipedrive and Copper.
Surf was originally launched as a quick export tool for LinkedIn. Install the browser extension and you can export your LinkedIn profile to CRM without having to manually copy and paste tons of data.
But it has evolved into a more powerful tool that offers two-way synchronization. Surf imports CRM data directly into LinkedIn so you can interact with your CRM, where you spend most of your time.
When you add a LinkedIn contact to your CRM, you can fill in the CRM fields from there – industry, company size, role in the company, etc. If you rely heavily on LinkedIn messages, you can also sync private conversations with your CRM.
It can be especially useful with many sales people. You can see if someone in the group has connected with a specific person and the current status of the agreement.
All of these new features make for a healthy relationship with LinkedIn. “We are not a data exporter, we add time spent on LinkedIn,” said Chevalier.
The browser extension also acts as a shortcut to your CRM. You can write notes and create tasks in a few clicks.
There is a big game for surfing. The startup wants to update the CRM interface. Users can open full-screen views with the agreement line in Kanban and list views. It may not change your CRM, but it can help you push faster updates.
“CRM is more of a data platform and we think we need a new front end,” Chevalier said.
There are 1,500 companies that use Surf in one way or another. Some salespeople start using it directly, while other companies have hundreds of licenses. Spendesk, for example, is a big surf client.
Surfe competes with products like Scratchpad and Dooly. Next, the team wants to bring CRM features to more places on the web.
The company raised $4 million (€4 million) in a seed round led by 360 Capital this summer. Other participants in the round include TS Ventures and various business angels.
Even more impressive, the team was able to achieve annual recurring revenue of €1 million without any real sales force. Now he wants to raise some funding and take it to the next level.
Image Credits: Surf
