SurroundR

About

Surroundr – Bring Your CRM to LinkedIn

Modern sales happens on LinkedIn.
Your CRM is where revenue lives.

Surroundr connects both — seamlessly.

Surroundr is your sales companion inside LinkedIn. It allows you to manage CRM actions directly from LinkedIn profiles, helping you simplify prospecting, eliminate manual work, and increase sales velocity.

No tab switching.
No manual copy-paste.
No lost follow-ups.

Just structured selling — where conversations actually start.

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Why Surroundr?

Most sales teams live in two places:

• LinkedIn for prospecting
• CRM for tracking

The constant back-and-forth creates friction:
	•	Contacts don’t get logged
	•	Follow-ups get forgotten
	•	Data entry gets delayed
	•	Team coordination suffers

Surroundr removes that gap.

It brings CRM functionality directly into LinkedIn — so your workflow stays smooth and your pipeline stays clean.

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What You Can Do with Surroundr

Instantly Add LinkedIn Contacts to Your CRM

Capture prospects directly from their LinkedIn profile.

No copying names.
No pasting job titles.
No manual enrichment.

Structured data flows directly into your CRM in seconds.

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Create Tasks & Follow-Ups Without Leaving LinkedIn

Turn profile views into action immediately.

Create:
	•	Follow-up reminders
	•	Tasks
	•	Assignments
	•	Notes

All directly from the LinkedIn interface.

Your CRM stays updated in real time.

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Coordinate Team-Based Prospecting

Surroundr is built around the surround-bound sales methodology.

Modern B2B sales is no longer about one rep sending cold messages.
It’s about coordinated engagement across a team.

Surroundr helps you:
	•	Identify shared connections
	•	Align outreach timing
	•	Increase warm introductions
	•	Maximize touchpoints

Because closing deals is easier when prospects feel surrounded — not spammed.

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Increase Sales Velocity

By reducing administrative friction, Surroundr helps you:

• Move faster
• Capture more opportunities
• Maintain cleaner CRM data
• Improve pipeline accuracy

Less admin. More selling.

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Who Surroundr Is Built For
	•	B2B Sales Professionals
	•	SDRs & Business Developers
	•	Account Executives
	•	Sales Managers
	•	Revenue Teams
	•	CRM users working daily in LinkedIn

If LinkedIn is part of your daily workflow, Surroundr enhances how you work.

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How It Works
	1.	Install Surroundr
	2.	Connect your CRM securely via OAuth
	3.	Start prospecting inside LinkedIn with CRM actions available instantly

That’s it.

No complex setup.
No workflow disruption.

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CRM Integrations

Surroundr integrates with supported CRM systems (including HubSpot and others).

More integrations may be added over time.

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What Surroundr Is Not

Surroundr is not:
	•	A scraping tool
	•	A bulk automation bot
	•	A message blasting system
	•	A spam engine

It does not automate conversations.
It enhances professional selling.

You stay compliant.
You stay personal.
You stay in control.

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Security & Privacy
	•	Secure OAuth authentication
	•	No password storage
	•	Data transmitted securely
	•	Information synced only with your connected CRM

We respect LinkedIn platform policies and focus on professional workflow enhancement.

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Built for Modern Sales Teams

Prospecting today requires:
	•	Speed
	•	Coordination
	•	Clean data
	•	Structured follow-up

Surroundr helps sales teams operate with precision — directly inside LinkedIn.

Bring your CRM to LinkedIn.
Simplify your prospecting flow.
Surround your prospects — and close smarter.