Surfly 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

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.

Surfly Screenshots

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

Drift

Avaya UCaaS

CXone Mpower

Surfly User Reviews

Overall Rating

4.7

Ratings Breakdown

69%

31%

Secondary Ratings

Ease of Use

4.8

Value for money

4.0

Customer support

4.6

Functionality

4.7

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!

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Sergey K.

Verified reviewer

Insurance

1001-5000 employees

Used daily for more than 2 years

Reviewed October 2023

Surfly great co browsing product

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

Ease of use

Customer support

Functionality

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)

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

James B.

Verified reviewer

Insurance

1001-5000 employees

Used daily for less than 2 years

Reviewed June 2022

A product for the future

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

Ease of use

Value for money

Customer support

Functionality

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.

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.

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

Ease of use

Value for money

Customer support

Functionality

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.

Jayden N.

Financial Services

501-1000 employees

Used weekly for more than 2 years

Reviewed June 2022

Jayden's review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Jerry L.

Verified reviewer

Insurance

10000+ employees

Used weekly for more than 2 years

Reviewed September 2023

The review from Cathay Life.

Good.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Nicola m.

Verified reviewer

Automotive

10000+ employees

Used weekly for less than 12 months

Reviewed September 2023

Best interface

Smoothness of service, extra functions

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

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!

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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