About

Team collaborating
Team at work

We are a team of passionate developers, designers, entrepreneurs (and surfers).

Why We Built Pipeline Surfer

Team collaboration

It started with a spreadsheet. Then another spreadsheet. Then a shared folder full of spreadsheets that nobody could agree on. As our business grew, we knew we needed something more structured—something that would work for a team, not just one person keeping tabs in a tab.


So we tried the CRMs. And we heard the same thing from our sales team every time: this is a time-suck. Salespeople hate data entry. That's not a secret. They see it as busy work that pulls them away from selling—and, honestly, a lot of them suspect it's just management trying to keep tabs on them. We felt that friction every single day.


Then there's the per-seat pricing. The moment your team grows beyond a handful of people, the bill multiplies. Why should the cost to track your own deals scale with how many colleagues you want to involve? It's great for the platforms. It's not so great for their customers. We never liked that model, so Pipeline Surfer doesn't charge per seat—and never will.


We couldn't find anything that struck the right balance: powerful enough to be useful, light enough that people would actually use it. So we built Pipeline Surfer. It's designed to feel like a tool that's genuinely on your side—not another thing on your to-do list. Our users tell us they see it as something that improves their efficiency rather than draining their time and energy. That's exactly what we were going for.

Loved by teams who move fast

Hear how founders, sales leads, and agencies use Pipeline Surfer to close more deals with less friction.

Sarah Mitchell
Sarah Mitchell
Founder at Brightpath
Pipeline Surfer completely changed how we track deals. We set it up in minutes and immediately knew which opportunities needed attention.
Alex Chen
Alex Chen
Sales Lead at Novalink
It's the first sales tool that doesn't feel like overhead. I open it in the morning, see my follow-ups, and I'm off.
Marcus Johnson
Marcus Johnson
Head of Partnerships at ScaleUp Co
We tried three CRMs before this. They were all overkill. Pipeline Surfer gives us the pipeline view and follow-ups without the bloat.
Emily Davis
Emily Davis
Agency Owner at Craft & Scale
No seat fees meant my whole team could collaborate from day one. We stopped losing deals to forgotten follow-ups overnight.
Ben Parker
Ben Parker
Sales Manager at Radius Growth
The board view is so intuitive my team adopted it without any training. Drag a deal, add a follow-up, done. That's how it should work.
Sarah Mitchell
Sarah Mitchell
Founder at Brightpath
Pipeline Surfer completely changed how we track deals. We set it up in minutes and immediately knew which opportunities needed attention.
Alex Chen
Alex Chen
Sales Lead at Novalink
It's the first sales tool that doesn't feel like overhead. I open it in the morning, see my follow-ups, and I'm off.
Marcus Johnson
Marcus Johnson
Head of Partnerships at ScaleUp Co
We tried three CRMs before this. They were all overkill. Pipeline Surfer gives us the pipeline view and follow-ups without the bloat.
Emily Davis
Emily Davis
Agency Owner at Craft & Scale
No seat fees meant my whole team could collaborate from day one. We stopped losing deals to forgotten follow-ups overnight.
Ben Parker
Ben Parker
Sales Manager at Radius Growth
The board view is so intuitive my team adopted it without any training. Drag a deal, add a follow-up, done. That's how it should work.
Sarah Mitchell
Sarah Mitchell
Founder at Brightpath
Pipeline Surfer completely changed how we track deals. We set it up in minutes and immediately knew which opportunities needed attention.
Alex Chen
Alex Chen
Sales Lead at Novalink
It's the first sales tool that doesn't feel like overhead. I open it in the morning, see my follow-ups, and I'm off.
Marcus Johnson
Marcus Johnson
Head of Partnerships at ScaleUp Co
We tried three CRMs before this. They were all overkill. Pipeline Surfer gives us the pipeline view and follow-ups without the bloat.
Emily Davis
Emily Davis
Agency Owner at Craft & Scale
No seat fees meant my whole team could collaborate from day one. We stopped losing deals to forgotten follow-ups overnight.
Ben Parker
Ben Parker
Sales Manager at Radius Growth
The board view is so intuitive my team adopted it without any training. Drag a deal, add a follow-up, done. That's how it should work.
Sarah Mitchell
Sarah Mitchell
Founder at Brightpath
Pipeline Surfer completely changed how we track deals. We set it up in minutes and immediately knew which opportunities needed attention.
Alex Chen
Alex Chen
Sales Lead at Novalink
It's the first sales tool that doesn't feel like overhead. I open it in the morning, see my follow-ups, and I'm off.
Marcus Johnson
Marcus Johnson
Head of Partnerships at ScaleUp Co
We tried three CRMs before this. They were all overkill. Pipeline Surfer gives us the pipeline view and follow-ups without the bloat.
Emily Davis
Emily Davis
Agency Owner at Craft & Scale
No seat fees meant my whole team could collaborate from day one. We stopped losing deals to forgotten follow-ups overnight.
Ben Parker
Ben Parker
Sales Manager at Radius Growth
The board view is so intuitive my team adopted it without any training. Drag a deal, add a follow-up, done. That's how it should work.
Samantha Lee
Samantha Lee
Fundraising Lead at Seedstage
I use tags to separate VC outreach from angel investors. One pipeline, two completely different views. It's exactly what I needed.
David Kim
David Kim
VP Sales at Openform
We imported 3,000 contacts from a CSV in about five minutes. The field mapping just worked. Saved us a week of manual entry.
Rachel Green
Rachel Green
Operations Director at LaunchPad
Before Pipeline Surfer, our sales process lived in spreadsheets and sticky notes. Now every deal has a clear owner, a next step, and a deadline.
Mike Torres
Mike Torres
Startup Founder at Relaybase
I signed up, imported my LinkedIn contacts, and closed a deal the same afternoon. Pipeline Surfer just gets out of the way.
Samantha Lee
Samantha Lee
Fundraising Lead at Seedstage
I use tags to separate VC outreach from angel investors. One pipeline, two completely different views. It's exactly what I needed.
David Kim
David Kim
VP Sales at Openform
We imported 3,000 contacts from a CSV in about five minutes. The field mapping just worked. Saved us a week of manual entry.
Rachel Green
Rachel Green
Operations Director at LaunchPad
Before Pipeline Surfer, our sales process lived in spreadsheets and sticky notes. Now every deal has a clear owner, a next step, and a deadline.
Mike Torres
Mike Torres
Startup Founder at Relaybase
I signed up, imported my LinkedIn contacts, and closed a deal the same afternoon. Pipeline Surfer just gets out of the way.
Samantha Lee
Samantha Lee
Fundraising Lead at Seedstage
I use tags to separate VC outreach from angel investors. One pipeline, two completely different views. It's exactly what I needed.
David Kim
David Kim
VP Sales at Openform
We imported 3,000 contacts from a CSV in about five minutes. The field mapping just worked. Saved us a week of manual entry.
Rachel Green
Rachel Green
Operations Director at LaunchPad
Before Pipeline Surfer, our sales process lived in spreadsheets and sticky notes. Now every deal has a clear owner, a next step, and a deadline.
Mike Torres
Mike Torres
Startup Founder at Relaybase
I signed up, imported my LinkedIn contacts, and closed a deal the same afternoon. Pipeline Surfer just gets out of the way.
Samantha Lee
Samantha Lee
Fundraising Lead at Seedstage
I use tags to separate VC outreach from angel investors. One pipeline, two completely different views. It's exactly what I needed.
David Kim
David Kim
VP Sales at Openform
We imported 3,000 contacts from a CSV in about five minutes. The field mapping just worked. Saved us a week of manual entry.
Rachel Green
Rachel Green
Operations Director at LaunchPad
Before Pipeline Surfer, our sales process lived in spreadsheets and sticky notes. Now every deal has a clear owner, a next step, and a deadline.
Mike Torres
Mike Torres
Startup Founder at Relaybase
I signed up, imported my LinkedIn contacts, and closed a deal the same afternoon. Pipeline Surfer just gets out of the way.