Surf generates a live customer brief for every account, built automatically from HubSpot, Zendesk tickets, and meeting notes. No dashboards. No digging. Just call-ready context in seconds.
Customer context is scattered.
Call readiness is non-existent. Before every call, your team scrambles across HubSpot, Zendesk queues, and Mixpanel funnels — then tries to piece it together in a Teams message. Easily 20–40 minutes each time. Multiplied across the whole team? Across a week? Prep quickly becomes the biggest invisible cost in CS.
Worse? Prep quality depends entirely on the CSM and whether they had time to check every system before the call.
One CSM catches the open Zendesk escalation. Another misses that a key feature saw a 40% usage drop in Mixpanel. Same customer, different experience.
That's not a system. It's a workaround.
Surf replaces it with a single, always-current customer brief.
Four tools in.
One brief out.
Connect your stack.
Surf plugs into HubSpot, Zendesk, Mixpanel, and Microsoft Teams. Setup takes minutes, not weeks. No migration, no workflow changes.
Briefs build themselves.
Account briefs update automatically as the data changes: Surf pulls the latest HubSpot deals, surfaces active Zendesk tickets, syncs Mixpanel usage data, and flags what changed recently.
Open it. You're ready.
Five minutes before a call, open the brief. See which Zendesk tickets are active, how product usage is trending in Mixpanel, and what to ask. Ask Surf questions and get answers grounded in your actual data, not generic suggestions.
Not another dashboard.
Mixpanel shows you funnel drop-offs. Zendesk shows ticket trends. HubSpot shows deal status. But none of them tell you what to say on your next call.
Surf helps you answer one clear thing:
"What do I need to know about this customer right now?"
That's the question every CSM asks themselves before a call. Surf is the first tool built entirely to answer it.
Always current
No manual prep. No stale notes. Briefs update automatically as your HubSpot records, Zendesk tickets, and Mixpanel metrics change.
Context that survives handoffs
When accounts change hands, the brief stays. New CSMs get full visibility from day one: no brain-dump meetings, no lost history.
Built for real work
Designed for how CSMs actually prepare, and not how leadership wants reports formatted. Open a brief, scan it, walk into the call confident.
AI grounded in your data
Ask Surf anything about an account. Answers come from your HubSpot records, Zendesk tickets, and meeting notes — not a generic model guessing at your business.
Your team's worst habit is also their biggest time sink.
Every CSM on your team prepares differently. Some spend 40 minutes. Some wing it. And the quality of a customer interaction ends up depending on who had time to dig through HubSpot and Zendesk that morning.
You can't fix this with a process doc. You fix it with a system that does the prep automatically.
Surf creates a shared prep layer across your team.
Consistent context before every call, regardless of who's on it
Faster ramp for new hires so context lives in the brief, not in someone's head
Cleaner account transitions with zero "brain dump" overhead scenarios
Fewer "ah sorry, I didn't see that Zendesk ticket" moments on your calls
Your CRM stays.
Surf reads from it.
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Built for HubSpot-first teams.
