Sales & marketing
Keeping track of leads, customers, and the changing product has become a full-time job.
of product questions from customers go unanswered because teams can’t keep up with what shipped.
— Allegoof marketers spend at least half their time wrangling data before they can even build a campaign report.
— Forbesof teams spend six or more hours a week updating systems instead of working with customers.
— Stibo SystemsWhat Surfboard does
Connects your tools and keeps things current.
HubSpot
Salesforce
Google
Slack
Granola
GitHub
NotionSearch and report across your systems
Who a lead is, what was last said, what campaign brought them in – pulled from your CRM, email, and Slack as a report.
A daily brief that preps your day
Every meeting prepped with the deal and email history, plus reminders of follow-ups from email, CRM or other systems.
Common tasks, drafted for you
The weekly report, pipeline and campaign performance, even a draft case study from a customer call – built right from your meeting notes and communication.
Your team and CRM, in sync
One place to see recent activity from your team, share reports, and track gaps – what shipped, what moved in pipeline, and what’s open.
SurfboardReady before you are
Up and running in minutes.
Connect your tools.
Your data stays secure, encrypted, and private to you.
Surfboard gets to work.
It reads across your tools and assembles the briefs, reports, and updates you need.
You review and send.
Nothing goes out without your approval, you control every action.
Your weekly report, already written.
Connect your CRM, calendar, and inbox – Surfboard has the digest ready every Monday.