Surfly

Surfly adds real-time co-browsing to websites, platforms, and apps, allowing participants to work together in a shared web session. People join through a browser without installing a plugin or downloading software. Collaboration tools include video calls, e-signatures, annotations, control switching, and masking for fields or page elements. Integrations include Salesforce, Zendesk, Cisco Finesse, NICE CXone, and Amazon Connect, with JavaScript and REST APIs for connecting or extending workflows. Surfly offers public-cloud, private-cloud, and on-premise deployment; on-premise sessions run on the customer's infrastructure. It supports modern browsers on Windows, macOS, and Linux, and recommends Chrome on Android and Safari on iOS. Surfly says it uses TLS 1.3 and SHA-256 encryption in transit and does not store personal or session data on disk. It describes itself as AICPA SOC compliant, ISO/IEC 27001 certified, and HIPAA compliant. The free plan costs nothing and allows five sessions monthly. A 14-day trial starts with a demo and help from Surfly's team; social media sites are restricted on both the free plan and trial.

Surfly combines browser-based co-browsing with communication, annotation, and workflow tools. The free plan is limited to five monthly sessions, and starting the 14-day trial involves a demo and team assistance.

Surfly may suit product, sales, and service teams in insurance, banking, healthcare, and enterprise e-commerce that need browser-based customer collaboration. It also fits organizations seeking private-cloud or on-premise deployment.

Surfly adds shared browsing to websites, platforms, and apps, with tools for guiding customers through a session. It is best suited to product, sales, and service teams that need browser-based customer collaboration. Its no-download joining and deployment choices are compelling, but the free plan’s five-session monthly cap makes it a poor fit for sustained use.

Overview

Surfly lets participants work together in a shared web session without installing plugins or software. That removes a step for customers who need help with a web journey, while giving teams more than a view-only connection: sessions can include screen sharing, video calls, annotations, e-signatures, and control switching.

Masking for fields or page elements is a useful option when a session should not expose everything on a page. The combination makes Surfly a stronger fit for guided service or sales conversations than a basic screen-sharing tool, though teams should check whether its web-centered approach matches their app experience.

Key features

Guided sessions

Participants can join from desktop, laptop, or mobile browsers. Agents can annotate a page, hand over control, and use video or e-signatures as a conversation requires. Video recording is also supported. The limitation for native apps is material: they are supported through a WebView only, rather than as a general native-app experience.

Integration, deployment, and safeguards

JavaScript and REST APIs, an embed API, and webhooks give teams options for connecting sessions to their sites and workflows. Surfly also lists integrations with Salesforce, Zendesk, Cisco Finesse, NICE CXone, and Amazon Connect. Organizations can choose public cloud, private cloud, or on-premise deployment; on-premise sessions run on the customer’s own infrastructure.

Surfly says it uses TLS 1.3 and SHA-256 encryption in transit and does not store personal or session data on disk. It describes itself as AICPA SOC compliant, ISO/IEC 27001 certified, and HIPAA compliant. These claims may matter to teams evaluating security and compliance requirements, but deployment and compliance needs should be assessed against an organization’s own policies.

Pricing

The Free plan costs nothing and allows five sessions per month. That is enough for occasional use or initial evaluation, but a small allowance for a team handling regular customer contacts. Social media sites including Twitter, Facebook, Instagram, and YouTube are restricted on both the free plan and the 14-day trial.

Paid plans have unlimited sessions, but pricing is on request. The Basic plan caps video chat at 1,000 minutes per user per month, a constraint for teams that depend on frequent or lengthy calls. Surfly offers a 14-day free trial, but starting it involves a demo and assistance from its team rather than immediate self-service access.

Platforms

Surfly supports modern browsers on Windows, macOS, and Linux, and recommends Chrome on Android and Safari on iOS. Sessions can be joined from mobile browsers; native apps are supported through a WebView only. The platform list also includes API and self-hosted options, which align with its integration and deployment choices.

Who it's for

Surfly is aimed at product, sales, and service teams, including those in insurance, banking, healthcare, and enterprise e-commerce. It is a sensible choice when those teams need to guide customers through a shared web experience, especially when downloads would add friction or customer-hosted infrastructure is important. Teams needing broad native-app support, or more than a handful of free sessions each month, should look elsewhere or budget for a paid plan.

Pros and cons

Pros

• No-download browser sessions lower the barrier for customers who need help.
• Co-browsing, screen sharing, annotations, control switching, e-signatures, and masking support several kinds of guided interaction.
• Public cloud, private cloud, and on-premise deployment give organizations meaningful hosting choices.
• APIs, webhooks, and named contact-center and CRM integrations support workflow connections.

Cons

• Five monthly sessions on the free plan are too few for many ongoing service teams.
• Paid pricing is custom, so teams cannot compare a stated subscription price before contacting Surfly.
• Trial access requires a demo and team assistance, and the trial restricts several major social sites.
• Native app support is limited to WebView, and Basic-plan video chat has a monthly per-user cap.

Alternatives

Zoho Assist is worth considering when remote support across multiple operating systems matters more than Surfly’s co-browsing emphasis; its free plan includes one technician and five devices, and a paid Remote Support Standard plan is priced at $10 a month, billed Billed a.

LiveCall is another freemium option for teams whose needs fit its free allowance of one service URL and one user account; its Standard plan supports unlimited URLs and accounts, with the monthly fee varying by account count.

Grypp Universal CoBrowse is a paid alternative for teams comparing co-browsing products.

ViiBE is a paid alternative for teams comparing customer-assistance platforms.

Help Lightning Remote Assistance is a paid option with an enterprise license customized for the customer.

TechSee VIA Platform is a paid alternative with pricing and packages tailored to each team’s needs.

Blitzz Visual Remote Assistance may suit teams that want a stated annual-billed entry point: Concierge Professional costs $175 a month, includes five users, and charges $35/mo for each additional user, with three participants per session.

Recursive Labs Visual Engagement Platform is another paid alternative with a free trial.

For a broader comparison, browse Video Customer Support Software.

Verdict

Choose Surfly if your product, sales, or service team needs customers to join a shared web session without downloads, and you value flexible deployment and integrated collaboration tools. The main reasons to look elsewhere are the small free allowance, custom paid pricing, and WebView-only native-app support.