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Overview
Reviews
Surfly

Surfly 2026: Benefits, Features & Pricing

On this page
  • Overview
  • User Interface
  • Popular Alternatives
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Surfly
Surfly
4.7
(13)

Pricing

Starting at $31.00 per month

About Surfly

Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel as if you are sitting side-by-side. Co-browsing session instantly begins in a browser window using a link or clicking a button. Main features of this platform include screen sharing, multi-person voice and video chat, action logs, single sign-on, file sharing, and collaborative document annotation and editing.

Surfly can also be easily customised to fit any customer experience flow. You can launch co-browsing sessions directly from your website and even customize the flow in such a way that it perfectly matches your website’s look and feel. With our fully documented API, you can quickly integrate Surfly into other chat solutions, CRM systems, and call center platforms.

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Surfly User Interface

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Surfly Pricing and Plans

Starting price: $31.00 per month
Free Trial
Free Version

Basic

$31.00

per user, per month

No plan information available

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    Surfly Features

    • Popular features found in Integration
      API
      Configurable Workflow
      Dashboard
      Data Connectors
      Data Extraction
      Data Import/Export
      Data Management
      Multiple Data Sources
      Reporting/Analytics
      Third-Party Integrations
      Web Services
      Workflow Management
    • More features of Surfly
      Access Controls/Permissions
      Alerts/Notifications
      Annotations
      Audit Trail
      Authentication
      Auto Framing
      Billing & Invoicing
      Brainstorming
      Call Center Management
      Call Recording
      Chat/Messaging
      Collaboration Tools
      Communication Management
      Compliance Management
      Conferencing
      CRM
      Customer Engagement
      Customer History
      Customizable Branding
      Data Security
      Desktop/Browser Sharing
      Document Management
      Electronic Signature
      File Management
      File Sharing
      File Transfer
      HD Audio/Video
      Life & Health
      Live Chat
      Mobile Access
      Mobile Signature Capture
      Multi-Channel Communication
      Multi-Language
      Multi-Participant Screen Sharing
      Multi-Party Signing
      Multiple User Accounts
      On-Demand Recording
      Personalization
      Presentation Streaming
      Presenter Control Management
      Real-Time Chat
      Real-Time Notifications
      Real Time Screen Sharing
      Recording
      Remote Access/Control
      Remote Monitoring & Management
      Role-Based Permissions
      Screen Capture
      Screen Mirroring
      Screen Recording
      Screen Sharing
      Secure Data Storage
      Self Service Portal
      Session Recording
      Session Transfer
      Single Sign On
      SMS Messaging
      SSL Security
      Surveys & Feedback
      Targeted/Locked Screen Sharing
      Team Collaboration
      Troubleshooting
      Two Way Audio & Video
      Two-Way Audio & Video
      User Management
      User Profiles
      Video Call Recording
      Video Chat
      Video Conferencing
      Video Streaming
      Video Support
      Website Integration

    Surfly Integrations

    Intercom
    Intercom
    Drift
    Drift
    Avaya UCaaS
    Avaya UCaaS
    CXone Mpower
    CXone Mpower

    Surfly User Reviews

    Overall Rating

    4.7

    Ratings Breakdown

    5

    69%

    4

    31%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.8

    Value for money

    4.0

    Customer support

    4.6

    Functionality

    4.7

    Shawn's profile
    Shawn K.

    Verified reviewer

    Real Estate

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2018

    Best collaboration tool I've seen!

    5

    Still a huge believer in Surfly's future. Great support and technical capabilities!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Anyone can use it, right away. Very useful for live collaboration on any website. (even in a logged in area) Saves so much time and frustration with communications. Makes online interaction so much more meaningful and actually enjoyable. The future of online for human to human interactions. (the rest will be with AI and bots).
    Cons:
    So many options . Sometimes hard to understand how to integrate with other services in business. White label is somewhat limited.

    Read More

    SK
    Sergey K.

    Verified reviewer

    Insurance

    1001-5000 employees

    Used daily for more than 2 years

    Reviewed October 2023

    Surfly great co browsing product

    5

    Product, customer support, and stability have a decent number of good features. If you enterprise, you can have additional features and a privet cloud for version management.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    We use Surfly as an API and build an in-house workflow for our business units. We managed to cut the sales representative time on call by 40 %. The co-browsing feature also helps us improve customer engagement in the process.
    Cons:
    We don't have local language support (RTL language)

    Reasons for choosing Surfly

    As they have features like video and co-browsing (with REST API)

    Read More

    WE
    Whitney E.

    Verified reviewer

    Real Estate

    201-500 employees

    Used weekly for less than 6 months

    Review source

    Reviewed January 2024

    Something to get use to!

    4

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    At first I wasn't a big fan of trying something new, like Surfly. However, I am pleasantly surprised by how user friendly and simple Surfly is to use. I really like how seamless it is to screen share and collaborate with co-workers through the program.
    Cons:
    What I like the least about Surfly is how confusing the interface is. I would like something simple to be able to ensure everyone is able to log in and view the meeting and what is being shared.

    Read More

    JB
    James B.

    Verified reviewer

    Insurance

    1001-5000 employees

    Used daily for less than 2 years

    Reviewed June 2022

    A product for the future

    5

    Surfly have been a joy to work with, the system has been reliable and is easy to use and as a team they take feedback seriously actioning any system errors and development ideas.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The Screen sharing, ease of use and privacy features are the obvious stand outs but also what made Surfly such a success within our business was the ease of implementation along with the dedicated support offered by the Surfly team.
    Cons:
    depending on your needs for the system we have found that the biggest limiting factor has been its inability to view Applications, it is a feature that is becoming increasingly important as more of our systems move from web based on application based browsing.

    Reasons for switching to Surfly

    inability to add privacy filters, audit logs and user controls which meant user data was not always secure / hidden when it needed to be, this was especially important when taking our advisers through key processes.

    Read More

    VS
    Vivaan S.

    Verified reviewer

    Mechanical or Industrial Engineering

    51-200 employees

    Used weekly for less than 12 months

    Reviewed June 2022

    Great tool to teach customers and new sales associates regarding certain technical techniques.

    5

    The pandemic made it difficult to visit the sites where our ropes are used and teach the correct splicing methods as well as provide information on how to make them last longer. With Surfly this is no longer an issue. Even now we are siving money not having to visit the customes so often.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    4
    Customer support
    5
    Functionality
    icon
    Pros:
    We primarily use this to train new customers and new sales associates the correct splicing techniques for our ropes. Really easy to deploy with new customers and makes it easier to teach without having to visit.
    Cons:
    Quite happy with this tool. No real complaints. Plan to start usage in our sister organization too.

    Read More

    JN
    Jayden N.

    Financial Services

    501-1000 employees

    Used weekly for more than 2 years

    Reviewed June 2022

    Jayden's review

    4

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Signatures are much smoother compared to other remote platforms.
    Cons:
    Setup remote session 5-10 minutes before the appointment time. Best if it can reschedule in advance.

    Read More

    JL
    Jerry L.

    Verified reviewer

    Insurance

    10000+ employees

    Used weekly for more than 2 years

    Reviewed September 2023

    The review from Cathay Life.

    5

    Good.

    Ratings Breakdown

    5
    Ease of use
    3
    Value for money
    4
    Customer support
    5
    Functionality
    icon
    Pros:
    Easy to use for Client and Agent. Also, it's easy to adjust the setting via dashboard.
    Cons:
    Not available with Google Cloud or Local Server.

    Reasons for choosing Surfly

    Pricing and Quality.

    Read More

    Nm
    Nicola m.

    Verified reviewer

    Automotive

    10000+ employees

    Used weekly for less than 12 months

    Reviewed September 2023

    Best interface

    5

    Smoothness of service, extra functions

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Interface, speed, support. Overall it was valuable product which delivered approriately my needs
    Cons:
    Graphic can be improved but the most important is the function

    Read More

    Aaron's profile
    Aaron D.

    Verified reviewer

    Internet

    2-10 employees

    Used monthly for more than 2 years

    Review source

    Reviewed December 2020

    Surfly is the ultimate chat and customer support tool!

    5

    As a web developer, I have a several clients that use and love Surfly. It's a great product!

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Surfly takes just a few minutes to sign up for and install onto your website and then the magic starts. You can then start chatting with site visitors, do a screen share to see how they are interacting with your site, and even take control, if they give you permission. Surfly sets it up so you can easily offer direct customer support on your site.
    Cons:
    They used to be cheaper but they've raised their prices. It's still worth it but still is a little spendy.

    Read More

    PK
    Prashanth K.

    Verified reviewer

    Information Technology and Services

    501-1000 employees

    Used weekly for less than 2 years

    Review source

    Reviewed March 2022

    Surfly Co-browsing

    4

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Surfly comes with an easy to use Cobrowse and Video functionality to support Customer Engagement and Customer service sectors. This will give an additional tier to get closer to Customer excellence. Surfly presales and after sales support is amazing. Surfly is always available to support their partners and customers.
    Cons:
    Surfly should look at providing a node in GCC and India cloud to avoid any data regulations.

    Read More

    Showing 1 - 10 of 13 Reviews

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