How many times have you felt that your sales team is drowning in manual tasks, switching between tabs, platforms, and CRMs without ever gaining momentum? Instead of navigating smoothly between contacts, opportunities, and data, the sales process becomes a sea of friction.

Here at SmartLinks, we know that this is a real challenge for many B2B companies. That’s why we seek out and test the best solutions to help our customers save time, as agile as a longboard and as focused as a competitive surfer.

The goal is to get to what really matters to your business: selling. Surfe is one such solution: a Chrome browser extension that brings CRM closer to sales action and gives teams back control over their workflows.

If there is one task that continues to consume the time, energy and resources of commercial teams, it is the manual entry of data into CRM. Whenever a contact is identified on LinkedIn, an email is exchanged on Gmail or a company’s website is visited, there is a business opportunity that often fails to be recorded efficiently.

But Surfe doesn’t let you miss that wave.

Simply install the extension, connect it to your company’s CRM, and then browse normally between LinkedIn, email, and phone contacts for leads.

Surfe, one of the Best Prospecting, Sales Enablement, and Data Enrichment Tools on the Market

Surfe is a browser extension that acts as a smart connector between platforms such as LinkedIn, Gmail, and websites and the leading CRMs on the market, such as HubSpot, Pipedrive, Salesforce, and others. Instead of forcing users to open the CRM for each interaction, Surfe brings the CRM to where the action takes place.

It allows you to create, view and edit contacts and deals directly in the browser, with data synchronised in real time with the company’s CRM. It is a tool designed for modern, competitive and fast-paced sales teams who need full access to the context of their contacts. It already has over 30,000 satisfied users.

How does it work in practice?

Surfe overlays the websites that sales teams use most (such as LinkedIn, Gmail and company websites). Without leaving the browser, it immediately displays the information available in the CRM, such as:

• Active and previous deals
• Team notes
• Contact details
• Interaction history

For example:

• When visiting a contact’s profile on LinkedIn, you can import their data directly into the CRM with one click.
• When reading an email in Gmail, you can view the details of the person you are contacting and update the records as needed.
• When browsing a company’s website, you can view existing deals and contacts associated with that entity.
• When consulting a Google Sheets document with contacts, Surfe allows you to synchronise this information directly with the CRM in a single click.

Life cycle of a contact with Surfe

To better understand the impact of Surfe, it is worth visualising the typical life cycle of a contact in a sales team that uses this tool:

1. Identification: A salesperson finds a potential lead on LinkedIn. With one click, they import the data into the CRM.
2. Qualification: They exchange emails with the contact via Gmail. Surfe immediately displays the history in the CRM and allows them to add notes or update relevant fields without leaving the email.
3. Research: The salesperson visits the contact’s company website. Surfe reveals ongoing deals and other contacts already associated with that company.
4. Enrichment: The team exports a list of LinkedIn contacts to Google Sheets. Surfe detects the data and allows you to synchronise it with the CRM with just a few clicks.
5. Pipeline management: Throughout the process, the salesperson has the pipeline available in the side panel of the browser, allowing them to consult and update deals in real time.
6. Collaboration: Other team members access the same information, notes and updates, keeping everyone aligned and with full visibility of progress.

This continuous and contextual flow transforms the way customer relationships are managed, reducing response time, avoiding data duplication and ensuring consistency in the sales approach.

What are the concrete benefits of Surfe for sales teams?

The main benefit of Surfe is time savings and the elimination of redundancies. But there’s more:

• Hassle-free automation: eliminates manual and routine tasks such as copying and pasting data or switching between windows.
• Real-time context: access all relevant information at the right time.
• Data uniformity: avoids discrepancies and ensures that the whole team works with the same information.
• Seamless experience: integration is discreet, intuitive and does not interfere with existing workflows.
• Barrier-free collaboration: all team members see the same notes, templates and contacts.

Customisation without code

One of Surfe’s great advantages is the ability to customise workflows and CRM fields directly from the extension. All this without having to write a single line of code.

You can configure layouts, data models, custom fields and reusable templates. This flexibility allows you to adapt the tool to the specific needs of each team or company.

Privacy and full compliance (100% GDPR)

Compliance with the General Data Protection Regulation is a priority for many companies. Surfe is 100% GDPR compliant, ensuring that all information captured and synchronised is handled in a secure, structured and protected manner.

Affordable subscription models

Surfe is available in four different plans:

• Free
• Basic – from £23/month (with annual payment)
• Professional
• Enterprise

This scalable model makes Surfe affordable for both start-ups and more mature companies with larger sales teams.

Surfe + HubSpot: natural integration

SmartLinks is a HubSpot Platinum Solution Partner. That’s why we test all integrations that help our customers get more value from their CRM. Surfe is one of those tools.

The integration with HubSpot works intuitively and powerfully. It allows sales teams to access their pipelines, contacts and deals from any browser tab. When creating or updating contacts on LinkedIn, for example, the data is automatically synchronised with HubSpot, without duplication and without manual steps.

This integration reinforces CRM adoption, especially among salespeople who traditionally feel that CRM ‘slows them down’. With Surfe, CRM becomes invisible. It is always present, but without getting in the way.

How SmartLinks can help

SmartLinks has been helping companies grow for 10 years. This is yet another tool that facilitates this work, reduces errors and corrects data. We can implement Surfe in conjunction with your CRM, whether it’s HubSpot or another compatible platform. We accompany the entire onboarding and adaptation process, including:

• Technical compatibility validation
• Extension configuration
• Template and field customisation
• Sales team training
• Initial usage monitoring

The goal is clear: for your team to sell more, with less friction and less administrative effort.

Smart tools are SmartLinks’ speciality!

Surfe is more than a browser extension. It is a new way of working with CRM, more integrated, more efficient, more intelligent. For service salespeople and B2B sales teams, it represents a significant leap forward in how contacts, data and opportunities are managed.

If you are trying to increase your company’s commercial efficiency and feel that CRM is still an obstacle to growth, talk to us.

SmartLinks helps your team surf data and close more deals, smoothly and with total control of the manoeuvres.