# Best Co-Browsing Software for Small Business *By [Jeffrey Lin](https://research.g2.com/insights/author/jeffrey-lin)* Products classified in the overall Co-Browsing category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Co-Browsing to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Co-Browsing category. In addition to qualifying for inclusion in the Co-Browsing Software category, to qualify for inclusion in the Small Business Co-Browsing Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Category Overview **Total Products under this Category:** 37 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 7,300+ Authentic Reviews - 37+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### Surfly Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel, seamlessly, and support customers as if you are sitting side-by-side. Your customer simply clicks a link, or button, and their co-browsing session instantly begins in their browser window, and you see what they see.  With Surfly there is no software to download and no code to add to your website. Surfly’s technology provides a smooth and fast experience, with no loss of quality, even when co-browsing websites with audio and video.  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’s key features include:  - Document sharing  - Video chat  - Control switching  - Field masking  - Action logs - Behaviour control  - Customisable UI - Security and privacy compliance - Single sign on  [Visit company website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2632&secure%5Bdisplayable_resource_id%5D=2632&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2632&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=30664&secure%5Bresource_id%5D=2632&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fco-browsing%2Fsmall-business&secure%5Btoken%5D=1592caec4426437051379c8ece2889847820ad8be37d691bc15be5f70207b435&secure%5Burl%5D=https%3A%2F%2Fwww.surfly.com%2Ffeatures&secure%5Burl_type%5D=product_website) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [TeamViewer](https://www.g2.com/products/teamviewer/reviews) TeamViewer is a leading provider of remote connectivity software for individuals and businesses of all sizes. Our remote software enables companies across various industries to enhance their efficiency and achieve their business goals by digitally transforming their processes. We offer a selection of bespoke solutions: TeamViewer Tensor, our enterprise remote connectivity solution, enables businesses to connect, manage, and protect computers, mobile devices, and embedded platforms – on site and around the globe. TeamViewer Remote, our remote access and support solution, enables secure access to devices for remote support in small and medium-sized businesses. A free version of TeamViewer Remote is available for personal use. TeamViewer is actively working to shape the digital revolution by innovating in the fields of augmented reality (AR) and the Internet of Things (IoT). Our AR platform, Frontline, brings digital technology onto the shop floor with industrial AR solutions designed to optimize manual processes. Strategic partnerships and software integrations with other industry leaders such as SAP, Google, and Microsoft let us provide our customers with a seamless experience, regardless of their device or operating system. Since TeamViewer was founded in Göppingen, Germany, in 2005, our solutions have been installed on more than 2.5 billion devices worldwide. For more information, visit www.teamviewer.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,734 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Real Time Assistance:** 9.4/10 (Category avg: 8.7/10) - **Data Masking:** 8.9/10 (Category avg: 8.9/10) - **Access Control:** 9.2/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [TeamViewer](https://www.g2.com/sellers/teamviewer) - **Company Website:** https://www.teamviewer.com - **Year Founded:** 2005 - **HQ Location:** Goppingen - **Twitter:** @TeamViewer (48,089 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3479536/ (2,719 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Software Engineer, IT Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 42% Small-Business, 36% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (518 reviews) - Remote Access (428 reviews) - Remote Control (343 reviews) - Easy Access (278 reviews) - Remote Work (277 reviews) **Cons:** - Connection Issues (181 reviews) - Connectivity Issues (147 reviews) - Expensive (138 reviews) - Slow Performance (134 reviews) - Remote Access Issues (122 reviews) ### 2. [Zoho Assist](https://www.g2.com/products/zoho-assist/reviews) Zoho Assist is a cloud-based remote support and unattended access solution designed to help businesses deliver seamless IT support and manage remote devices effortlessly. Whether you're assisting customers in real time or managing unattended endpoints, Zoho Assist offers a fast, secure, and reliable platform that works across devices and operating systems. With zero setup required on the technician's end and a lightweight client for end users, Zoho Assist makes remote troubleshooting simple and efficient, no complicated configurations, no hassle. **Average Rating:** 4.6/5.0 **Total Reviews:** 650 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Real Time Assistance:** 8.8/10 (Category avg: 8.7/10) - **Data Masking:** 8.5/10 (Category avg: 8.9/10) - **Access Control:** 8.9/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,047 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,531 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Reviewer Demographics:** - **Who Uses This:** Owner, IT Manager - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 70% Small-Business, 23% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (143 reviews) - Remote Access (98 reviews) - Remote Support (80 reviews) - Easy Setup (70 reviews) - Reliability (70 reviews) **Cons:** - Remote Access Issues (32 reviews) - Feature Limitations (21 reviews) - Connection Issues (17 reviews) - Not User-Friendly (17 reviews) - Expensive (15 reviews) ### 3. [Channel.me Cobrowsing](https://www.g2.com/products/channel-me-cobrowsing/reviews) Channel.me Cobrowsing is a remote support software designed to enhance customer service and sales interactions by enabling real-time, collaborative web browsing sessions between agents and clients. This tool allows support teams to view and interact with a customer's web browser without requiring any downloads or installations, facilitating immediate assistance and guidance through complex processes. Key Features and Functionality: - Co-Browsing: Agents can navigate web pages alongside customers, assisting with form completion, troubleshooting, and providing step-by-step guidance in real time. - Live Chat Integration: Seamlessly combines co-browsing with live chat, allowing agents to communicate with customers through text while simultaneously viewing their browser activity. - Data Security and Privacy: Implements data masking to protect sensitive information, ensuring that confidential data such as credit card details remain hidden during sessions. - Easy Implementation: Requires the addition of a single script to web pages, enabling quick and straightforward integration without extensive development resources. - Multi-Device Access: Supports co-browsing sessions across various devices, ensuring a consistent experience for users on desktops, tablets, and smartphones. - Analytics and Reporting: Provides insights into agent performance, session metrics, and customer interactions through built-in analytics and reporting tools. Primary Value and Solutions Provided: Channel.me Cobrowsing addresses the challenge of effectively assisting customers during online interactions by offering a visual, interactive support experience. It reduces the need for lengthy explanations over the phone or via email, as agents can directly demonstrate solutions and guide customers through processes. This leads to faster resolution times, increased customer satisfaction, and higher conversion rates by minimizing frustration and abandonment during complex transactions. Additionally, the platform's emphasis on security and privacy ensures that customer data is handled responsibly, fostering trust and compliance with data protection regulations. **Average Rating:** 4.5/5.0 **Total Reviews:** 76 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Real Time Assistance:** 9.0/10 (Category avg: 8.7/10) - **Data Masking:** 8.8/10 (Category avg: 8.9/10) - **Access Control:** 9.2/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Channel.me](https://www.g2.com/sellers/channel-me) - **Year Founded:** 2010 - **HQ Location:** Amsterdam, NL - **LinkedIn® Page:** https://www.linkedin.com/company/channel/ (5 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 56% Small-Business, 37% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (33 reviews) - Screen Sharing (14 reviews) - Security (14 reviews) - Customer Engagement (13 reviews) - Features (11 reviews) **Cons:** - Expensive (6 reviews) - Lagging Issues (6 reviews) - Limited Flexibility (6 reviews) - Slow Performance (6 reviews) - Limited Customization (4 reviews) ### 4. [Glia](https://www.g2.com/products/glia/reviews) Glia is the No. 1 platform for intelligent banking interactions, providing an AI workforce purpose-built for the banking industry — and the only one with a zero-hallucination and prompt injection guarantee for customer and member AI. Trusted by over 700 financial institutions, Glia’s ChannelLess® architecture eliminates the friction of traditional support by unifying voice, digital and AI into a single efficient foundation. With 1,000+ pre-built banking goals and seamless human-to-AI handoffs, we help institutions slash operational costs and abandonment rates while accelerating growth in loans and deposits. Our mission is to help build thriving communities, ensuring that every banking interaction — AI or human — builds lasting trust and measurable value. Learn more at glia.com. **Average Rating:** 4.8/5.0 **Total Reviews:** 86 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Real Time Assistance:** 9.7/10 (Category avg: 8.7/10) - **Data Masking:** 9.4/10 (Category avg: 8.9/10) - **Access Control:** 9.3/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Glia](https://www.g2.com/sellers/glia) - **Company Website:** https://www.glia.com/ - **Year Founded:** 2012 - **HQ Location:** New York, New York - **Twitter:** @GliaInc (1,470 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2687116/ (446 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Banking, Financial Services - **Company Size:** 67% Mid-Market, 17% Small-Business #### Pros & Cons **Pros:** - Customer Support (39 reviews) - Ease of Use (38 reviews) - Helpful (38 reviews) - Efficiency (23 reviews) - Features (23 reviews) **Cons:** - Missing Features (14 reviews) - Integration Issues (9 reviews) - Poor Customer Support (8 reviews) - Limited Features (7 reviews) - Reporting Issues (7 reviews) ### 5. [Genesys Cloud CX](https://www.g2.com/products/genesys-cloud-cx/reviews) The Genesys Cloud CX™ platform is trusted by thousands of small, medium and large enterprises and recognized across the globe as an industry-leading cloud call center solution and customer experience (CX) platform. No matter where the customer conversation starts or ends, Genesys Cloud CX transforms your customer experience. It connects insights across teams, tools and interactions so you have the data to address customers problems with ease. Meet your customers anywhere, anytime, on any channel, with a suite of digital channels. Automate Successful Outcomes Simplify how you connect with customers across channels. With smart automation across the entire customer journey, you can use data and insights gained to take the right action at the right time to create the best outcomes. With an all-in-one suite of digital capabilities in Genesys Cloud CX, call center employees and customers can engage in seamless conversations across digital channels like chat, email, text and social media. Enhance the customer experience with bots and predictive artificial intelligence (AI) and route to a human call center agent when customers have more complex needs. Innovate at Scale Give your employees and call center agents the information they need in a tool built to drive engagement, improve customer interactions and boost your team’s performance. Reimagine Experiences that Matter Use Genesys Cloud CX as an all-in-one cloud call center application and easily extend the suite with hundreds of packaged integrations. Take full advantage of the composable customer experience platform with third-party integrations and applications so you can reach customers any moment, on any channel. Genesys is redefining the customer experience with innovative call center software. Our award-winning Genesys Cloud CX deploys in days, is intuitive to use and innovates with upgrades each week. With real-time dashboards, simple management tools and analytics, Genesys Cloud CX provides the insights you need to run your business. And you’ll take your contact center and CX strategy into tomorrow — no matter where your agents are located or which channels they handle. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,446 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Real Time Assistance:** 9.2/10 (Category avg: 8.7/10) - **Data Masking:** 9.4/10 (Category avg: 8.9/10) - **Access Control:** 9.2/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Genesys](https://www.g2.com/sellers/genesys) - **Company Website:** https://www.genesys.com - **Year Founded:** 1990 - **HQ Location:** Menlo Park, CA - **Twitter:** @Genesys (32,228 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/601919/ (8,509 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Case Advocate, Manager - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 46% Mid-Market, 40% Enterprise #### Pros & Cons **Pros:** - Ease of Use (144 reviews) - Features (103 reviews) - Reliability (79 reviews) - Efficiency (74 reviews) - Intuitive (62 reviews) **Cons:** - Limited Features (58 reviews) - Missing Features (55 reviews) - Complexity (44 reviews) - Inadequate Reporting (38 reviews) - Learning Curve (38 reviews) ### 6. [Talisma Chat & Cobrowse](https://www.g2.com/products/talisma-chat-cobrowse/reviews) Talisma Chat & Co-Browse is a dynamic solution designed to facilitate real-time communication between organizations and their website visitors through text dialogue and collaborative browsing. This tool enables agents to interact simultaneously with multiple visitors, providing personalized and immediate attention to enhance the online experience. With seamless access to a unified view of all previous customer interactions across various communication channels, agents can respond swiftly using a comprehensive knowledge base of FAQs, response templates, web links, and documents. Key Features and Functionality: - Proactive Chat: Initiates chat sessions based on predefined visitor behaviors, such as landing on the site or exhibiting specific browsing patterns. This proactive engagement improves customer experience, reduces operational costs, decreases shopping cart abandonment, and boosts conversion rates. - Co-Browsing: Allows agents to view and interact with the visitor's current webpage in real-time, facilitating guided assistance, smoother onboarding, and effective demonstrations without requiring downloads or additional software. - Unified Customer View: Provides agents with single-click access to a consolidated history of all customer interactions across multiple channels, ensuring informed and consistent responses. - Knowledge Base Integration: Equips agents with instant access to a repository of FAQs, response templates, web links, and documents, enabling quick and accurate responses to inquiries. Primary Value and User Solutions: Talisma Chat & Co-Browse addresses the need for efficient and personalized customer engagement in the digital space. By enabling real-time, proactive communication and collaborative browsing, it enhances customer satisfaction, reduces operational costs, and increases conversion rates. The solution empowers agents with comprehensive tools and information, leading to faster issue resolution and a more cohesive customer experience. **Average Rating:** 4.2/5.0 **Total Reviews:** 23 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Real Time Assistance:** 8.1/10 (Category avg: 8.7/10) - **Data Masking:** 8.4/10 (Category avg: 8.9/10) - **Access Control:** 8.7/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Talisma](https://www.g2.com/sellers/talisma) - **Year Founded:** 1999 - **HQ Location:** Bengaluru, India - **Twitter:** @TalismaCustExp (298 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/166248/ (576 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 52% Small-Business, 35% Mid-Market #### Pros & Cons **Pros:** - Chat Communication (8 reviews) - Customer Engagement (7 reviews) - Customer Support (5 reviews) - Ease of Use (5 reviews) - Customization (3 reviews) **Cons:** - Connection Issues (3 reviews) - Complex Setup (2 reviews) - Feature Issues (2 reviews) - Inadequate Security (1 reviews) - Limited Customization (1 reviews) ### 7. [Co-Browsing](https://www.g2.com/products/sariska-co-browsing/reviews) Sariska's Co-Browsing SDK revolutionizes collaborative online browsing, offering seamless integration for businesses. This SDK, proudly presented by Sariska, enables developers to effortlessly incorporate co-browsing capabilities into their applications, allowing users to collaboratively navigate websites or apps in real-time. With this technology, customers can experience a smooth and interactive browsing journey, enhancing support, sales, and customer engagement. Trust Sariska to provide an exceptional co-browsing solution tailored to your unique requirements. **Average Rating:** 4.5/5.0 **Total Reviews:** 50 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 9.2/10) - **Real Time Assistance:** 8.6/10 (Category avg: 8.7/10) - **Data Masking:** 8.2/10 (Category avg: 8.9/10) - **Access Control:** 8.7/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Sariska](https://www.g2.com/sellers/sariska) - **Year Founded:** 2021 - **HQ Location:** Bangalore, Karnataka - **Twitter:** @sariskaio (63 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sariska/about/ (32 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Small-Business, 45% Mid-Market #### Pros & Cons **Pros:** - Customer Support (11 reviews) - Customer Engagement (9 reviews) - Efficiency (9 reviews) - Real-Time Monitoring (9 reviews) - Sharing (9 reviews) **Cons:** - Inadequate Security (9 reviews) - Connection Issues (8 reviews) - Poor Connectivity (6 reviews) - Slow Internet Speed (6 reviews) - Lagging Issues (3 reviews) ### 8. [LogMeIn Rescue](https://www.g2.com/products/logmein-rescue/reviews) LogMeIn Rescue offers simple yet powerful, enterprise-grade remote support for a frictionless world. With robust remote support features, advanced security capabilities, and ample customization options, Rescue is built to serve teams of all sizes, from small help desks to the world's largest support organizations, and everyone in between. Rescue helps you provide technical support to your employees, your customers, or both, with a solution that is fast, reliable, flexible, and easy to use. **Average Rating:** 4.6/5.0 **Total Reviews:** 189 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Real Time Assistance:** 9.2/10 (Category avg: 8.7/10) - **Data Masking:** 8.3/10 (Category avg: 8.9/10) - **Access Control:** 9.4/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [GoTo](https://www.g2.com/sellers/goto-e9cfa0d5-5de0-41fa-9bc6-a0e0ce54cb86) - **Company Website:** https://www.goto.com - **Year Founded:** 2003 - **HQ Location:** Boston, MA - **Twitter:** @goto (41,278 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/37788/ (1,011 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 37% Mid-Market, 35% Small-Business #### Pros & Cons **Pros:** - Ease of Use (5 reviews) - Remote Access (5 reviews) - Remote Support (5 reviews) - Remote Control (4 reviews) - Customer Support (3 reviews) **Cons:** - Expensive (3 reviews) - Feature Limitations (2 reviews) - Limited Features (2 reviews) - Ticketing Issues (2 reviews) - Admin (1 reviews) ### 9. [Surfly](https://www.g2.com/products/surfly/reviews) Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel, seamlessly, and support customers as if you are sitting side-by-side. Your customer simply clicks a link, or button, and their co-browsing session instantly begins in their browser window, and you see what they see.  With Surfly there is no software to download and no code to add to your website. Surfly’s technology provides a smooth and fast experience, with no loss of quality, even when co-browsing websites with audio and video.  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’s key features include:  - Document sharing  - Video chat  - Control switching  - Field masking  - Action logs - Behaviour control  - Customisable UI - Security and privacy compliance - Single sign on  **Average Rating:** 4.8/5.0 **Total Reviews:** 90 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Real Time Assistance:** 9.1/10 (Category avg: 8.7/10) - **Data Masking:** 9.7/10 (Category avg: 8.9/10) - **Access Control:** 9.3/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Surfly](https://www.g2.com/sellers/surfly) - **Year Founded:** 2012 - **HQ Location:** Amsterdam, Netherlands - **Twitter:** @Surfly (904 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1943587/ (29 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 44% Small-Business, 34% Mid-Market ### 10. [Upscope](https://www.g2.com/products/upscope/reviews) Who is Upscope Co-browsing for? Who is it not for? Upscope buyers include payroll & HR, financial services, insurance, CRMs, legal software, logistics, healthcare and a wide range of SaaS companies. They use Upscope to support and onboard less tech savvy customers through their interfaces or to sell financial products to customers by co-browsing with them on the phone or desktop. Customers include Calendly, JG Wentworth, Square, Figure, Freedom Financial, Delta Dental and software providers for the biggest banks in the world, along with small and medium sized SaaS companies. Who is it not for? It's not for companies where there is a simple interface and technically advanced users, they don't need it and won't use it much and inevitably cancel their subscription. Start a trial with Upscope and we'll tell if you need it and how to get setup to prove it works for you, before you make any commitment. **Average Rating:** 4.7/5.0 **Total Reviews:** 114 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Real Time Assistance:** 9.4/10 (Category avg: 8.7/10) - **Data Masking:** 9.3/10 (Category avg: 8.9/10) - **Access Control:** 9.6/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Upscope](https://www.g2.com/sellers/upscope) - **Year Founded:** 2017 - **HQ Location:** London, GB - **Twitter:** @upscope_io - **LinkedIn® Page:** https://www.linkedin.com/company/11054548/ (13 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Customer Success Associate - **Top Industries:** Financial Services, Computer Software - **Company Size:** 43% Small-Business, 36% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (3 reviews) - Customer Engagement (2 reviews) - Chat Communication (1 reviews) - Communication (1 reviews) - Connectivity (1 reviews) **Cons:** - Access Issues (1 reviews) - Connectivity Issues (1 reviews) - Difficult Setup (1 reviews) - Email Management (1 reviews) - Expensive (1 reviews) ### 11. [Eltropy](https://www.g2.com/products/eltropy/reviews) Eltropy is a comprehensive digital communications platform designed specifically for community financial institutions (CFIs) such as credit unions and community banks. By integrating various communication channels—including text messaging, secure chat, video banking, and voice—into a unified interface, Eltropy enables CFIs to engage with their members securely and efficiently. The platform leverages artificial intelligence to automate routine tasks, enhance member interactions, and streamline operations, all while ensuring compliance with industry regulations. Key Features and Functionality: - Omni-Channel Communication: Provides a single platform for text, chat, video, and voice interactions, allowing seamless member engagement across preferred channels. - AI-Powered Automation: Automates routine tasks such as payment reminders and member inquiries, improving efficiency and reducing operational costs. - Integrated Ecosystem: Connects with core banking systems, customer relationship management (CRM) tools, loan origination systems (LOS), and other essential applications to create a cohesive communication environment. - Secure and Compliant: Ensures enterprise-grade security and adherence to regulatory standards, safeguarding member data and communications. - Video Verify: Enhances fraud prevention by combining remote video, real-time government ID verification, and knowledge-based authentication to securely authenticate member identities. - Co-Browsing: Allows agents to guide members through online processes in real-time, improving user experience and reducing confusion. - Appointment and Lobby Management: Enables members to schedule appointments and manage branch visits, optimizing in-person interactions and reducing wait times. Primary Value and Solutions Provided: Eltropy addresses the critical need for CFIs to modernize and personalize member communications in an increasingly digital landscape. By offering a unified platform that integrates multiple communication channels with AI-driven automation, Eltropy helps financial institutions: - Enhance Member Engagement: Facilitates timely and personalized interactions, strengthening member relationships and satisfaction. - Improve Operational Efficiency: Automates routine tasks and streamlines workflows, allowing staff to focus on more complex member needs. - Reduce Delinquency Rates: Utilizes proactive communication strategies and automated reminders to encourage timely payments and reduce loan defaults. - Prevent Fraud: Implements advanced verification tools like Video Verify to securely authenticate member identities, mitigating the risk of fraudulent activities. By consolidating communication tools into a single, secure, and compliant platform, Eltropy empowers CFIs to deliver exceptional member experiences while achieving operational excellence. **Average Rating:** 4.4/5.0 **Total Reviews:** 51 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Real Time Assistance:** 8.3/10 (Category avg: 8.7/10) - **Data Masking:** 8.0/10 (Category avg: 8.9/10) - **Access Control:** 8.5/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Eltropy](https://www.g2.com/sellers/eltropy) - **Year Founded:** 2013 - **HQ Location:** Santa Clara, US - **Twitter:** @eltropy_inc (1,128 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/eltropy (263 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 45% Mid-Market, 41% Small-Business #### Pros & Cons **Pros:** - Ease of Use (22 reviews) - Customer Support (19 reviews) - Features (16 reviews) - Efficiency (14 reviews) - Helpful (11 reviews) **Cons:** - Learning Curve (10 reviews) - Steep Learning Curve (10 reviews) - Integration Issues (7 reviews) - Limited Customization (7 reviews) - Training Difficulty (6 reviews) ## Parent Category [Customer Service Software](https://www.g2.com/categories/customer-service) ## Related Categories - [Live Chat Software](https://www.g2.com/categories/live-chat) - [Remote Support Software](https://www.g2.com/categories/remote-support) - [Screen Sharing Software](https://www.g2.com/categories/screen-sharing)