How to Create a Surfe Account Without Connecting a CRM

Surfe now uses your email address to log you in to the web app. You no longer need to log in through your CRM.
 

Log in to Surfe

1. Go to app.surfe.com.
2. Enter the work email address associated with your Surfe account.
3. Check your inbox for a one-time 6-digit verification code.
4. Enter the code to access your account.

You can also select Continue with Google or Continue with Microsoft, using the same email address associated with your Surfe account.

Using a Microsoft 365 work account? Select the email-code option instead. Microsoft sign-in currently supports personal Microsoft accounts only.

Will I still have access to my existing account?

Yes! Surfe recognises your existing account by your email address. You'll find the same workspace, teammates, settings, billing and CRM connection as before.

There's nothing to migrate or reconnect.

Do I need to connect a CRM?

No. You can create your account and access Surfe without connecting a CRM during sign-up. You can connect one later from your settings.

I'm already logged in. Do I need to do anything?

No. You can continue working as usual. The new login process will apply the next time you log out or your session expires.

Switching between workspaces

You can switch between all Surfe workspaces associated with your email address at any time.

1. Click your profile in the top-right corner of Surfe.
2. Open the workspace selector.
3. Select the workspace you want to access.

What about the Chrome extension?

The Chrome extension continues to use your CRM login for now. We'll share an update before the extension moves to the new login process.

I didn't receive my login code

• Check your spam or junk folder.
• Add Surfe's login email address to your contacts.
• If your company filters incoming emails, ask your IT team to allow Surfe's sender domain.
• Wait a minute before requesting another code.

Still having trouble? Contact our Support Team via live chat or support@surfe.com for help.