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Here's the Short Version
What does Motii do as a Surfe Partner?
Motii is a certified Surfe implementation partner. We help businesses set up Surfe, connect it to their CRM, configure automations and train their teams so prospecting becomes a seamless part of the sales process.
Prospect faster
Save contacts, companies and opportunities to your CRM without copying and pasting.
Built around your sales process
We configure Surfe, connect your CRM and automate key workflows for your business.
Why Motii
Certified setup, automations, training, and MotiiCare so adoption sticks.
WHY surfe
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Find and engage new prospects faster without interrupting your sales workflow.
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Create contacts, companies and deals in just one click, so every opportunity is captured in your CRM from the start.
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Keep your CRM accurate and up to date, giving your team the context they need to follow up faster and close more deals.
Track engagement and performance in one place, with clear visibility into what's working.
Use segmentation and behavioural data to personalise at scale, driven by your pipeline.
Motii implements [Partner] with the right structure, integrations, and automations, so you get long-term value, not just a tool.
How Motii CLients USe Surfe
Every business uses Surfe differently. Motii implements Surfe around your sales process, connecting it with Pipedrive and your wider technology stack so prospecting, CRM updates and follow-up become part of one connected workflow.
Capture contacts, companies and opportunities in just a few clicks, then send them straight into Pipedrive.
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Update customer information as you work so your CRM stays accurate without additional admin.
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Give your team a complete view of prospects, activities and opportunities so every deal has a clear next step.
Who Surfe is for
Surfe is ideal for B2B sales teams that prospect daily and want to spend less time on CRM admin. It's especially valuable for businesses using Pipedrive as their central sales CRM.
Key Surfe Features
One-click contact capture
Create contacts, companies and deals directly from LinkedIn.
CRM data enrichment
Keep customer information accurate and complete.
Deal creation
Create opportunities as soon as conversations begin.
Pipedrive integration
Turn prospecting into a connected sales workflow.
WHY MOTII IMPLEMENTS IT
Most teams can switch Surfe on. Motii configures it around your sales process, connects it with Pipedrive and trains your team so it becomes part of how they prospect every day.
Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
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Configured for your process
Fields, permissions and workflows mapped to the way your team sells.
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Connected with Pipedrive
Prospects, contacts and deals flow into the right place with less manual admin.
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Built for team adoption
Practical training and documentation help your team use Surfe confidently from day one.
CONNECTED STACK
Surfe works best when it's part of a connected sales stack. Motii connects Surfe with Pipedrive and the rest of your sales technology, so prospecting, CRM updates and follow-up all happen in one seamless workflow.
Lorem ipsum dolor sit amet. Standalone tools rarely win alone. Show how this partner product feeds itself (and is fed by) Pipedrive and sibling Motii tools. What "connected" means in practice: integer nec odio, praesent libero. Contacts, deal stages, and activity from [Partner] land in Pipedrive; opens, calls, and signed docs flow back so sales always see the full picture before they dial.
What a connected sales stack looks like
When a new prospect is captured in Surfe, Motii ensures they're automatically synced with Pipedrive. From there, your sales team can trigger automations, manage follow-up activities, generate proposals and keep every customer interaction connected, without duplicate data or manual updates.
Build your connected sales stack with
Manage your sales pipeline.
Log every customer call.
Deliver projects seamlessly.
Hear how the Surfe team uses Surfe.
In this episode of The Motii Playbook, the Surfe team shares how they use the platform themselves to prospect more efficiently, keep CRM data up to date and turn LinkedIn conversations into real sales opportunities.
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WHAT MOTII DELIVERS
Every Surfe implementation follows a proven process. We don't just connect software, we configure it around your sales process, train your team and help you get value from day one.
Lorem ipsum — every Motii partner deployment follows a clear path. Not a login and a wave goodbye. Start or transfer [Partner], connect to Pipedrive, automate first use-case, train and hand over.
Four steps: start or transfer → connect to Pipedrive → automate first use-case → train & hand over.
01
Discover & Plan
We map your sales process, goals and technology stack to design the right Surfe implementation.
02
Connect Your Stack
We connect Surfe with Pipedrive and your wider sales tools, ensuring data flows where it should.
03
Configure & Automate
Fields, workflows and automations are configured around the way your business sells.
04
Train & S
Your team receives practical training, documentation and optional MotiiCare support to keep everything running smoothly.
Compare
Whether you want to explore Surfe yourself or have it configured around your sales process, here's what each path looks like.
| If you want to… | Free trial (DIY) | With Motii |
|---|---|---|
| Try Surfe quickly | Yes | Yes |
| Connect to Pipedrive correctly | Self setup | Motii-configured |
| Automations | Limited | Built for your Business |
| Team training & docs | Surfe help centre | Training & documentation |
| Support after launch | No | Optional MotiiCare |
PROOF
“Motii handled the background work, imported all the clients and history, gave us a step-by-step. It was a walk in the park.”
Ryan. P.A.P. Heating Solutions • Australia
Mailchimp’s intuitive interface makes it easy to build powerful automation flows. When we combine that with the right data, it becomes a scalable way to drive meaningful growth.
FAQ
Yes. Surfe is most effective when it's configured to support your existing sales process rather than forcing your team to change how they work. At Motii, we tailor Surfe to your CRM, data structure and sales workflow, ensuring the right information is captured from LinkedIn and synced where it adds the most value.
Whether you're using Pipedrive or another supported CRM, we help configure field mapping, contact creation rules, duplicate management and team best practices. The result is cleaner CRM data, less manual administration and a prospecting workflow that's faster, more consistent and easier for your sales team to adopt
Implementing Surfe with Pipedrive is more than simply installing the browser extension. To get the best results, you need to configure how contacts and organisations are created, map your CRM fields correctly, manage duplicate records and ensure Surfe supports your sales process.
At Motii, we handle the complete Surfe implementation, from setup and configuration through to user training and optimisation. We ensure your sales team can capture leads directly from LinkedIn into Pipedrive with the right data, reducing manual entry while improving CRM accuracy and adoption. The result is a faster prospecting workflow, cleaner data and a CRM your team can trust.
While anyone can start a Surfe free trial, a successful implementation involves more than connecting software. Motii configures Surfe around your sales process, integrates it with Pipedrive and your wider technology stack, builds automations and provides training so your team gets value from day one.
Every business is different, so implementation costs depend on your CRM setup, integrations and automation requirements. Motii provides tailored implementation packages designed around your sales process, ensuring you only pay for the services you need.
Yes. One of Surfe's biggest benefits is reducing manual data entry by capturing accurate contact information directly from LinkedIn. Combined with a well-configured CRM, this helps improve data quality, reduce duplicate records and give your sales team greater confidence in the information they're working with.
