Maddy FennessyGrowth Marketing Lead, Metronome“We feel pretty embedded in Surface, especially since we did the PLG stuff there. I would consider Surface to be like a pretty core part of what is running our website, which is a good thing.”
Intelligent Scheduling
Agents are here. But you're still paying for per-seat scheduling.
Qualify, route, and book inbound buyers in one governed workflow without usage caps or per-rep pricing.
Intelligent Scheduling product tour
Explore Intelligent Scheduling.
Resolve the buyer and apply your fit, value, and eligibility rules.
Qualification
Resolve the buyer, then apply your rules
Resolved from vanta.com
Company
Vanta
Segment
B2B SaaS · Compliance
Territory
United States
Rules applied
- Buyer resolvedVanta · B2B SaaS · Compliance
- ICP fit ≥ 70Scored 92
- Company size ≥ 50480 employees
- Eligible to bookUnited States is in a covered territory
ICP fit threshold70
QualifiedRoute to an owner and offer a calendar
Routing and scheduling, together
One system makes the decision and books the meeting.
Replace disconnected qualification, routing, and scheduling tools with one governed inbound path.
Qualification-aware routing
Use buyer context and fit rules to decide who should enter the scheduling path.
Ownership and territory rules
Respect existing owners, territories, round robins, and approved exceptions.
Instant calendar matching
Find the correct rep and an available time without another handoff.
Unlimited bookings
Book meetings without usage caps, overage fees, or per-rep pricing.
Fallbacks that keep leads moving
Send unmatched or unavailable leads into a controlled review path.
CRM write-back
Sync the owner, decision, meeting, and supporting context to your CRM.
Marketers Love It. Sales Feels It.
Read customer storiesMaddy FennessyGrowth Marketing Lead, Metronome
Shubh AgrawalSan Francisco, Valley“If we turned off Surface tomorrow, we'd lose a lot of inbound. We're almost entirely inbound-driven, so Surface is a critical part of how we operate.”
Alexandra DoanSan Francisco, Nextiva“We actually saw that 37% more users on average converted with the new form that they built for us”
Pujun BhatnagarCEO, Kintsugi“We're growing at the speed of light, and Surface is one of the few vendors keeping up with us. I'd pay whatever it takes to solve this problem, and Surface solved it.”
Angela KouChief of Staff, Juicebox“Whenever I had a feature request, the Surface team would update me throughout the process and follow up after launch to make sure everything was working correctly. It really feels like a white-glove experience.”
Ian ChristopherCEO, Galley“We used Typeform in the early days. It was great but you can tell when a company outgrows it. Surface gives us the mechanics we liked from Typeform, but with enterprise-grade control over brand, format, and functionality.”
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