Surfboard 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Surfboard

4.6

(9)

Pricing

Pricing available upon request

About Surfboard

Surfboard is a scheduling & shift planning software platform for customer support teams.

Forecasting, shift planning, scheduling, one-click integrations and communication.

Surfboard Screenshots

Surfboard Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Starters

Pricing available upon request

Plan includes:

Shift planning
Reporting
Clocking in and out
Time off integrations
Timezone management

Scalers

Pricing available upon request

Plan includes:

Everything in scalers
Intraday scheduling
Slack notifications
Calendar integration
Staffing coverage calculations

Pro

Pricing available upon request

Plan includes:

Everything in scalers
Integrations to ticketing and telephony systems
Forecasting by custom channel
Performance and time-on-task reporting
Dedicated Customer Success Manager
Monthly business review

Confused about pricing? We've got you covered.

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Surfboard Features

Popular features found in Employee Scheduling
Alerts/Notifications
Attendance Management
Calendar Management
Employee Management
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Schedule Distribution
Self Service Portal
Shift Swapping
Timesheet Management
More features of Surfboard
Access Controls/Permissions
Activity Dashboard
Activity Monitoring
Activity Tracking
Agent Interface
Attendance Tracking
Automated Scheduling
Availability Management
Budgeting/Forecasting
Call Center Management
Clock In/Out
Communication Management
Compliance Management
Computer Telephony Integration
Configurable Workflow
Customer Experience Management
Customizable Reports
Customizable Templates
Data Import/Export
Drag & Drop
Employee Database
Employee Onboarding
Employee Scheduling
Employee Time Tracking
Engagement Tracking
Forecasting
Interaction Tracking
Intraday Management
Labor Forecasting
Leave Tracking
Multi-Channel Communication
Multi-Language
Multi-Location
Onboarding
Online Time Clock
Overtime Calculation
Performance Management
Performance Metrics
Productivity Analysis
Real-Time Notifications
Reminders
Reporting & Statistics
Role-Based Permissions
Search/Filter
Sick Leave Tracking
Single Sign On
Skills Tracking
Social Media Integration
Task Management
Third-Party Integrations
Time & Attendance
Time Off Management
Usage Tracking/Analytics
Vacation/Leave Tracking
Workflow Management
Workforce Management

Surfboard Integrations

Slack

Dixa

Microsoft Outlook

Aircall

Personio

CharlieHR

See all 15 integrations

Surfboard User Reviews

Overall Rating

4.6

Ratings Breakdown

56%

44%

Secondary Ratings

Ease of Use

4.2

Value for money

4.8

Customer support

4.9

Functionality

4.0

Have you used Surfboard and would like to share your experience with others?

Shannon L.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 6 months

Reviewed January 2023

Great, reliable product with smooth onboarding experience

Great product, great onboarding, amazing support and a real time saver!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Surfboard is just aesthetically pleasing, my team love the look, and I love the look. It makes identifying your Activities much easier when we can colour-coordinate them. The onboarding experience was smooth and fun, [sensitive content hidden] and the team made sure to tick every box and dot every i to make sure we were running smoothly and anything not going so well was resolved quickly.I love that it does most of the heavy lifting, meaning I can concentrate more on other tasks than having to monotonously schedule each day out, it gives me a lot of time back.

Cons:

The only feature I have run into issues with is the "rescheduling" feature only allows for a full week to be rescheduled instead of 1 day or one person in the team. Although I understand why this is the case, to make sure that all areas of the Q are covered and shared fairly, I think for smaller teams we need more flexibility to change one person's shift without disrupting a full team's rota. I know a new feature may be in the works for this already, just showing again Surfboard attention to client needs.

Gabriela D.

Verified reviewer

Retail

5001-10000 employees

Used daily for less than 12 months

Review source

Reviewed July 2023

Herramienta integral que optimiza las tareas diarias de Servicio de Atención al Cliente

Usando Surfboard he experimentado una notable mejora en la gestión de los centros de atención telefónica. La plataforma ha facilitado el seguimiento de las actividades y me ha permitido tener una visión clara de todas las interacciones con los clientes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ayuda a mejorar la eficiencia, la comunicación y la calidad del servicio al cliente.

Cons:

Es posible que algunas funcionalidades o características de Surfboard no se ajusten completamente a sus requisitos, lo que podría requerir adaptaciones o complementos adicionales

Florie W.

Verified reviewer

Retail

201-500 employees

Used daily for less than 6 months

Reviewed January 2023

Surfboard for CD review

Surfboard has helped us bring a clearer vision of the team and also activity needs. It has changed the way we spread the team across different channels (phones, chats, emails, etc) and give much more structure to the day.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

It's visually pleasing and the view of the day is clear. The support team is great and super reactive - they always take our feedback in consideration and work on quick fixes. I've seen so much improvement already since the day when we first used Surfboard to now, so I'm confident it will keep on improving.

Cons:

it's quite tricky to get the algorithm to work exactly as we would love to. Often we see days where activities are not shared evenly between the team, some other activities are missing, etc.It still requires a lot of manual adjustments before we can solely follow the schedule. This is why I would be a bit hesitant to recommend it as it is now, as it is still quite time consuming to get the schedule accurate each day.

caitlin m.

Verified reviewer

Retail

51-200 employees

Used daily for less than 2 years

Reviewed January 2023

User friendly and customised workforce management

The team are very available and helpful, there is a lot on the roadmap and the product it always evolving in many ways to our needs. We've been really valued by the team and feedback has been taken onboard. Its been a gamechanger for our team in terms of our daily workflow and intraday management.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product is easy to view and understand by our team and new features and improvements are constantly being made,

Cons:

It still needs some work on the rescheduling function (in the works) to make real time changes more easily. Would be useful to be able to allign with budgeting for the forecasting area.

Reasons for choosing Surfboard

It was more simplified and easy to go from this from a spreadsheet, other alternatives almost felt too complex.

Phoenix T.

Verified reviewer

Consumer Goods

51-200 employees

Used daily for less than 6 months

Reviewed January 2023

A breath of fresh air

Overall I've enjoyed this experience, it's saved managers hours each week and there is a marked improvement in team performance. Over time the tool has learned our habits and requires fewer manual edits over time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The automation of tasking based on prior inbound tickets is a lifesaver. It takes the guesswork out of scheduling peoples' weeks and ensures they're where they need to be for our customers. Slack integration is also amazing, making sure the team are where they need to be and switching tasks on-time.

Cons:

Having to create a calendar and invite a Surfboard email account to track holiday and OOO was a bit clunky but it's become easier over time as updates roll out regularly.

Rebecca S.

Verified reviewer

Telecommunications

51-200 employees

Used daily for less than 6 months

Reviewed January 2023

A great platform to help with such a disruptive task!

We now don't need to spend valuable time manually creating schedules, and we also know that each task is well-staffed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of use as both admin and surfer. Both parties can easily access what they need when they need it and the visuals are very user-friendly.

Cons:

The alerts comes through early which can confuse some surfers via Slack integration. The update of the schedule regarding sickness or holidays can take 20-30 mins to update which isn't ideal.

Maja B.

Verified reviewer

Retail

51-200 employees

Used daily for less than 12 months

Reviewed January 2023

Surfboard is a Must Have!

I would definitely recommend Surfboard- the platform and the people behind it are brilliant.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Surfboard has revolutionised our way of scheduling. It's easy to use for both admins and users, it offers great features and there are more on the way.The top releases for us are Slack integration for the Team and shift pattern rotation for the admins.

Cons:

It would be great to be able to plan daily activities more than a week ahead but I know this is already in the works! We're also very keen to see reporting on the activities breakdown per surfer per month!

Peter D.

Verified reviewer

Telecommunications

51-200 employees

Used daily for less than 6 months

Reviewed January 2023

Surfboard Review