Qualify, research, and route
Intelligent routing that adapts in real time
How it works
Surface moves qualified buyers from response to meeting.
- 01
Capture and qualify.
Combine form data, buyer activity, and real-time research.
Response01Context02Decision03 - 02
Route the buyer.
Apply ownership, territory, capacity, and qualification rules.
Territory01Owner02Capacity03 - 03
Book and sync.
Show the right calendar and write every detail back to CRM.
Calendar01Meeting02CRM03
The details
Frequently asked questions
What signals can Surface use to route a lead?
Surface can evaluate form responses, enrichment, lead scores, account research, CRM ownership, territory, intent, and other criteria as the lead arrives. It then applies your routing rules using the full buyer and account context.
How does Surface help qualified buyers book instantly?
Once a buyer qualifies, Surface sends them directly to the appropriate scheduling path based on ownership and your routing criteria. The buyer can book without waiting for a separate manual handoff.
Does Surface replace HubSpot or Salesforce?
No. Surface works alongside your CRM and marketing automation systems. It adds real-time qualification, research, routing, and scheduling while preserving the systems your team already uses as its source of record.
How easy is Surface routing to build and maintain?
Describe the routing logic you need, test it clearly, and update it without rebuilding a maze of branches every time your go-to-market motion changes.
Does Surface use seat-based pricing for routed reps?
No. Route to one rep or one thousand. Surface scales with the work processed, not the number of salespeople who can receive a lead.
How does Surface make real-time routing decisions?
Surface adapts every route and scheduling path using lead scores, deep account research, CRM ownership, intent, territory, or any other criteria you choose.
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