Walk into every customer call
already caught up

Walk into every customer call
already caught up

We look at your calendar, pull the latest from HubSpot, and generate a 5-minute brief before your meeting.

Join free during our launch period

Prep is scattered and time-consuming.

Before every call, you're digging through emails, notes, CRM, and Slack just to figure out what's going on.
It takes 20–40 minutes. Every time.
And even then, you might miss something.

We prep your upcoming calls

Connect your calendar + HubSpot

No heavy setup. We just need your meetings and your CRM.

We prepare the brief

We pull recent emails, notes, and activity into a clean summary.

Read it before your call

5 minutes. You're ready to crush your call.

Not another dashboard

Dashboards are great for reporting.
They're terrible 5 minutes before a call.
You don't need charts. You need to know what's going on.

Always up to date

Your brief reflects the latest activity across your tools.

No more digging

Everything you need is in one place before your call.

Grounded in your data

Pulled directly from your CRM and real customer interactions.

See what's happening across your customers

We also roll up patterns across your team's conversations so you can spot trends early.

Simple pricing

🎉 Free during launch

$199

Free

per team/month

✓ AI-powered call prep in under 5 minutes

✓ Up to five team members and a thousand briefs a month

✓ Weekly briefings for every upcoming call

✓ Relationship history & context at a glance

✓ Manager-level pipeline visibility

✓ Built for HubSpot

No credit card required

Be ready for every customer conversation

Join the waitlist to get early access to Surf and help shape a calmer, clearer way to do Customer Success.

Be ready for every customer conversation

Join the waitlist to get early access to Surf and help shape a calmer, clearer way to do Customer Success.

Be ready for every customer conversation

Join the waitlist to get early access to Surf and help shape a calmer, clearer way to do Customer Success.