Sales Surge
    SALES SURGEAlign•Automate•Accelerate
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    Sales Surge Products

    Software that pushes Pipedrive further

    Alongside our implementations we build our own products. Eleven tools that connect pipelines, data, email and AI, made for B2B teams of 10 to 500 people.

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    The product suite

    Every product started as a problem we kept meeting at clients, with no good solution on the market.

    Our flagships

    Flagship

    Surge Adopt

    Surge Adopt, Guidance, checklists and field checks inside Pipedrive itself.

    Surge Adopt is a browser extension that lays guidance over the Pipedrive interface. New users get a walkthrough on the screen they are actually on. Existing users see which fields are missing on a deal before a colleague has to ask.

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    Flagship

    Surge Reports

    Surge Reports, Cross-object Pipedrive reporting, across every source, in one place.

    Surge Reports is an analytics and reporting layer for Pipedrive. It brings multiple sources together and runs cross-object reports that native Pipedrive reporting cannot, so you get answers across deals, activities, contacts and products in one real time view.

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    Flagship

    Surge Service

    Surge Service, Tickets, SLAs and customer health, right inside Pipedrive.

    Surge Service turns email, web forms and customer portal requests into tickets in Pipedrive, linked to the right person, organisation and deal. It watches every SLA and turns churn risk and expansion signals into concrete follow-up.

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    More tools

    Data quality

    Surge Dedupe

    Surge Dedupe, Find and merge duplicate contacts and companies in Pipedrive.

    Surge Dedupe finds and merges duplicate people and organisations in Pipedrive. You define the detection rules on email, phone and name, merges run in the background, and every action lands in a full audit log.

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    Forms

    Surge Forms

    Surge Forms, Custom forms for partners, shared by link or embedded anywhere.

    Surge Forms lets you build and share custom forms with partners through a unique link or an embed. Turnstile keeps the spam out and Resend handles the email notifications, so every submission reaches the right person.

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    Email at scale

    Surge Reach

    Surge Reach, Personalized email campaigns at volume, connected to Pipedrive.

    Surge Reach sends high volume, personalized email campaigns up to 1,000,000 emails, with Pipedrive contact sync, deliverability tooling, image uploads and signatures. It runs on Amazon SES or Mailgun, whichever fits your setup.

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    Data & migration

    Surge Shift

    Surge Shift, Migrate CRM data safely, into Pipedrive or between environments.

    Surge Shift migrates CRM data safely. Between Pipedrive accounts and environments, and from other CRM systems like HubSpot, Salesforce and Zoho into Pipedrive. You work in migration projects, follow detailed status per step, and validate every connection server side before a single record moves.

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    Lead capture

    Surge Chat

    Surge Chat, An AI chat bubble that turns website visitors into Pipedrive leads.

    Surge Chat is an AI powered chat bubble for your website. It answers visitor questions, captures the lead, and pushes it straight into Pipedrive through the API. Embedding it takes one snippet.

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    Setup automation

    Surge Setup

    Surge Setup, An industry ready Pipedrive setup, generated by a wizard.

    Surge Setup is a wizard that generates an industry specific Pipedrive setup for your business. Pipelines, fields and configuration are proposed based on how your sector actually sells, with an admin panel to manage industry templates and sales packages.

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    AI infrastructure

    Surge Connect

    Surge Connect, Let Claude work with your Pipedrive data, securely.

    The Surge Connect lets Claude AI work with your Pipedrive CRM data through an MCP server. It is multi-tenant and secured with OAuth 2.1, and it brings tools like Instantly into the same flow.

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    Proposals

    Surge Quote

    Surge Quote, From sales call transcript to a polished proposal, in minutes.

    Surge Quote turns a sales call transcript into a polished, AI generated proposal. You refine it prompt based until it says exactly what you mean, then publish it as a shareable public link.

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    Interested in one of these products?

    Tell us briefly what you want to achieve. We will show which product fits, how it connects to your Pipedrive, and what a realistic approach looks like.

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