Every client. Every message.
Every review. One record.
Your contacts aren't just a list — they're the backbone everything else runs on. Every text, review, survey, task, and workflow execution ties back to a single record. When you open a name, you see the whole story.
Contact Ingestion
LiveSarah Jenkins
Added 2m ago
Mike R.
Added 15m ago
Elena V.
Added 1h ago
David T.
Added 3h ago
Stop entering clients by hand
SurfBloom pulls contacts in automatically from the places your clients already interact with you. Someone books through your scheduling tool — they're a contact. A lead fills out your web form — contact.
Someone scans a QR code at your front desk, or your AI chatbot captures a name and number at 11pm — contact. Every entry tracks where they came from so you know which channels are actually bringing people in.
You open SurfBloom in the morning and your new leads are already there, already sourced, already ready for whatever workflow you've built.
CrystalClear.
The record is the source of truth, not someone's memory. Give your entire team absolute clarity on every single relationship.
No more "what happened with this person?"
Open any contact and see everything — every SMS sent, every review they left, every survey response, every task created about them, every workflow that fired for them.
It's all on one timeline, in order, with nothing hiding in another app. Your front desk can pull up a name and know exactly where things stand without asking three people.
New team member starts next week? They open the contact and they're caught up.
James Donovan
+1 (555) 019-8372
"Hi James, your appointment is confirmed for tomorrow at 2 PM."
Review onboarding documents
"Fantastic service, highly recommend!"
Entered New Client Onboarding sequence.
Tom H.
HVACA. Miller
Roof RepairSarah J.
Mike R.
MaintenanceOrganize people the way your business thinks
Every business groups their clients differently. A contractor thinks in job types. A gym thinks in membership tiers. Categories let you label contacts however makes sense for you.
Customizable stages let you track where each person is in your process. New lead, consultation booked, service completed, review requested — define the stages once and move people through them manually or let workflows do it automatically.
Filter your entire contact list by category, stage, or both. Then target campaigns, trigger workflows, or pull reports based on exactly the slice of people you need.