Give sales inboundit wants to work
Flip a rule and watch the same lead pass or fail.
This is the shared inbound definition. Click a lead, then turn rules on and off. Sales and marketing see the same decision.
Scoring agent
Ranked by real fit and intent. Reps work the top first
- 1Maria IlustreVanta · fit 94 · intent 7181
- 2Sam WhitfieldChili Piper · fit 88 · intent 6443
- 3Chloe DuboisQonto · fit 68 · intent 3428
- 4Dee OkaforUnresolved · fit 21 · intent 124
How it works
Surface evaluates every lead against a natural-language ruleset and sends research agents for the real-time evidence behind the decision.
- 01
Define lead quality.
Write the rules in the same language your team already uses.
Fit 01Intent 02Value 03 - 02
Research every lead.
Verify company, role, and use case with source evidence.
Company 01Role 02Use case 03 - 03
Route with context.
Send sales the score, rationale, and recommended next step.
Score 01Evidence 02Owner 03
Then sales sees the same decision, with the evidence attached.
Fit, exclusions, and research land on one record before anyone picks up the lead.
Qualification
Resolve the buyer, then apply your rules
Resolved from vanta.com
Company
Vanta
Segment
B2B SaaS · Compliance
Territory
United States
Rules applied
- Buyer resolvedVanta · B2B SaaS · Compliance
- ICP fit ≥ 70Scored 92
- Company size ≥ 50480 employees
- Eligible to bookUnited States is in a covered territory
The details
FAQ
How does Surface improve lead quality?
Surface unifies first-party behavior, enrichment, fit, intent, and account context before a lead reaches sales, helping teams prioritize real buyers and filter low-quality demand.
Does Surface replace our CRM or marketing automation platform?
No. Surface works alongside systems such as Salesforce and HubSpot, adding shared intelligence and agentic execution without requiring a rip-and-replace migration.
What data does Surface need?
Surface can use first-party website activity, forms, CRM records, campaign engagement, and revenue outcomes. The exact connections depend on the workflow you choose to launch.
How is Surface priced?
Surface is structured around platform scope and usage rather than charging for every teammate. Talk with the team for pricing based on your workflows and volume.
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