# Surfly Reviews
**Vendor:** Surfly  
**Category:** [Co-Browsing Software](https://www.g2.com/categories/co-browsing)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 100
## About 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.&amp;nbsp; 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.&amp;nbsp; 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:&amp;nbsp; - Document sharing&amp;nbsp; - Video chat&amp;nbsp; - Control switching&amp;nbsp; - Field masking&amp;nbsp; - Action logs - Behaviour control&amp;nbsp; - Customisable UI - Security and privacy compliance - Single sign on&amp;nbsp;




## Surfly Reviews
  ### 1. The best and easiest co-browsing tool I've found

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dave K. | Web Developer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 23, 2024

**What do you like best about Surfly?**

This co-browsing tool runs directly in the browser, where all other tools needs additional software. This makes it very easy and safe to use. It has and does everything you need and expect from a product like this.

I almost use it everytime when I have to support one of my clients from a distance. Explaining things is one, but just hopping into a Surfly session together makes everything so much smoother and easier. My clients are very impressed by it as well!

**What do you dislike about Surfly?**

Haven't found anything to dislike up untill now.

**What problems is Surfly solving and how is that benefiting you?**

I have to support clients on products I've build from them. Doing this from a distance with Surfly (from home for example) instead of travelling makes this process very easy and smooth. Explaining things on a phone call or video is always possible, but just doing it hands on together is going an extra mile which my clients really appreciate.

  ### 2. The best onboarding experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 18, 2024

**What do you like best about Surfly?**

Surfly is a distingusihed platform, they're a middleware and make our user happy about security while providing a super easy cobrowsing platform. They accomodate our Australian timezone and have even had great meetings with their devs and ours so we know exactly all the things it can do.

**What do you dislike about Surfly?**

Nothing! They've been great. Particularly our Account Executive Ayush

**What problems is Surfly solving and how is that benefiting you?**

We're cobrowsing with our users for onboarding and support.

  ### 3. Collaborative, informative, fast, reliable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Surfly?**

The approach with Surfly is detailed and service orinted. Everything is focused on the User experience and as a client, the responsiveness was fast and reliable which our industry needs.

**What do you dislike about Surfly?**

There are some packages that if amalgamated for value would be a win and we appreciate in this day and age you can't give everything away for nothing

**What problems is Surfly solving and how is that benefiting you?**

Assisting digital and low-digital users with their urgent enquiries when needing a visual aid to offer further support for CX

  ### 4. Surfly is easy to use. A great Product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 12, 2024

**What do you like best about Surfly?**

Good software. Easy to install, easy to use, plenty of documentation online if you want to get more out of it.

**What do you dislike about Surfly?**

maybe more options for the pen color and different drawing options?

**What problems is Surfly solving and how is that benefiting you?**

Speaking to customers on the web

  ### 5. Company with a great Collaboration  Product plus great customer service.

**Rating:** 4.5/5.0 stars

**Reviewed by:** natasha s. | Business Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 11, 2023

**What do you like best about Surfly?**

Customer service has been great.  Their team is on top of all your questions and wants you to be able to get Surfly installed and ready to use quickly. Even afterward, they are there for you, unlike some companies that are nowhere to be found once you have paid for their services.

**What do you dislike about Surfly?**

I wish the fees would be listed in Euro and US currency; it would be easier to quickly know the price. It would be convenient even though it does not take long to figure out.

**What problems is Surfly solving and how is that benefiting you?**

Unfortunately, not everyone we interact with can use video-audio conference services you need to download or update. Surfly has allowed us to email a link for our customers to easily join a video-audio conference and co-browse.

  ### 6. Surfly is an exceptional company that provides an outstanding collaboration tool.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Eric A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2023

**What do you like best about Surfly?**

I was thoroughly impressed with the level of assistance they provided my company with demos and step-by-step instructions on how to use their technology. Their friendly demeanor and shared values made our interactions all the more pleasant, and I have yet to encounter another company that has left such a positive impression. Their product speaks for itself, and we are eager to start using it in the future. I have already recommended their business to my peers in the industry.

**What do you dislike about Surfly?**

Up to this point, I have no grievances with the platform, and neither have any of our end users. Should we encounter any issues, I will provide an update accordingly.

**What problems is Surfly solving and how is that benefiting you?**

Despite being in a remote setting, we have been able to maintain normal operations. Our branding and advertisement brainstorming sessions take place via video call, while our collaboration efforts utilize the co-browsing, drawing, and document annotation features.

  ### 7. Amazingly simple to use and integrate into our platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam Z. | Co-Founder, Financial Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 14, 2023

**What do you like best about Surfly?**

The simplicity of the end-user experience. 
The ease of integrating into our platform.
The support from the moment I reached out through deploying into production
The flexibility of using web-based or embedded into our platform.

**What do you dislike about Surfly?**

So far, there is nothing about the platform that I dislike. We have not had any complaints from any of our end users either. I will update if I find something that we don't like.

**What problems is Surfly solving and how is that benefiting you?**

Surfly has allowed us to allow co-browsing from all levels within our SaaS platform. This platform is used from a support role within our company and will enable users to communicate with their clients.

  ### 8. Co-browsing made simpler

**Rating:** 5.0/5.0 stars

**Reviewed by:** ARUN K. | Senior Software Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 20, 2023

**What do you like best about Surfly?**

I have been using Surfly for nearly a year as the best cobrowsing tool for my work. Surfly has been exceptional in handling the coded pages for my work requirements. I have seen real good progress in my day to day outputs from using surfly. We as a part of the work always wanted co browse with our co-workers and others when required there surfly was much handy partner in serving us the requirement when required.

**What do you dislike about Surfly?**

I liked everything about surfly. there is nothing to dislike about surfly. Thankful to the creators of surfly for making things easier.

**What problems is Surfly solving and how is that benefiting you?**

There is always problem when we intend to share screen and soomeone needs to lead. the Surfly is able to eliminate this issue and while using surfly we are able to share screen for multiple particpiants without any lag.

  ### 9. Surfly are an incredible company!

**Rating:** 5.0/5.0 stars

**Reviewed by:** James F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 14, 2023

**What do you like best about Surfly?**

They could not have been more helpful when helping my company with demo's and walkthroughs of using there tech. I have never interacted with another company that have been so friendly and share the values of that of my own. Obviously there product speaks for itself and I know its something we are looking to start using going forward and have already recommended the business to my friends in the industry.

**What do you dislike about Surfly?**

Honestly nothing as i mentioned before the product is great and so are the people and in my mind thats what makes a company great.

**What problems is Surfly solving and how is that benefiting you?**

For our business its solves the issue off face to face communication without the need of downloading additional software this is great for our business but more importantly our clientell!

  ### 10. Amazing collaboration tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Bas v. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 16, 2023

**What do you like best about Surfly?**

With Surfly we were able to instantly transform our self-service journey into a fully collaborative experience. Fully on-brand without pushing them to another software or app.

**What do you dislike about Surfly?**

Nothing, the platform is very intuitive.

**What problems is Surfly solving and how is that benefiting you?**

Finally we have a centralised solution and we were able to instantly transform our self-service journey into a collaborative experience.

  ### 11. Super easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Fatma M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 23, 2023

**What do you like best about Surfly?**

- The ease of installation 
- We were able to implement the solution in our CRM in 2 days 
- Fulfills all compliance criteria
- Supports third party web apps, example:payment portals

**What do you dislike about Surfly?**

- The support hours could be increased,,

**What problems is Surfly solving and how is that benefiting you?**

Facilitates smooth support to our clients

  ### 12. Streamlines our company interactions immensely

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2023

**What do you like best about Surfly?**

Super simple and easy to set up. There were no issues with getting everyone on board.

**What do you dislike about Surfly?**

It is not a program that everyone is familiar with.

**What problems is Surfly solving and how is that benefiting you?**

Surfly makes it seamless to share my screen with my clients and collegues.

  ### 13. An amazing tool to collaborate with my team and review assets with clients.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Surfly?**

I really like that I can review design assets with my team on our online tool; it helps me give feedback to my team and switch control whenever necessary. Also, Surfly shows content in its full resolution, unlike screen sharing tools. This is a key factor for us as designers.

**What do you dislike about Surfly?**

No issues with the solution so far. I am satisfied with the solution.

**What problems is Surfly solving and how is that benefiting you?**

We have been able to work normally even while being remote. We brainstorm about branding/advertisements using the video call feature and collaborate using the co-browsing, drawing, and document annotation features.

  ### 14. Web Session Sharing and Knowledge Transfer using Surfly in my Organization

**Rating:** 3.5/5.0 stars

**Reviewed by:** Mounika C. | Cloud Engineer, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** February 03, 2022

**What do you like best about Surfly?**

Surfly is best when it comes to remote access, session takeover, and team collaboration platform. It has a user-friendly interface that establishes quick connectivity and session restoration in case of page failover. Handling our private sessions is safe, and it offers compatibility to various devices for joining the session.

**What do you dislike about Surfly?**

Since its web-based session management platform, slight connectivity issues can impose significant session timeout. Few of our AWS platform webpages are not accessible, and its interface is slow at times.

**What problems is Surfly solving and how is that benefiting you?**

We schedule our Session Sharing and Knowledge Transfer process through Superfly for our Team members and new joiners. Its support features are superb and offer an ideal solution for our requirements to organize a group collaboration activity. Through the common link provided by Surfly, we can invite our organization's associates to gather in an intuitive platform that is both appealing and compatible with many devices. Annotations are easy, and the Host can grant control to other members during their input sharing and feedback timeline. We can also share our supporting files with our attendees in a secure manner, thanks to its brilliant offline file-sharing features.

  ### 15. Not a great UI or feature.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Rounika J. | Senior Enterprise Sales Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 11, 2022

**What do you like best about Surfly?**

Confidential information masking gives us a great amount of assurance in terms of security.

**What do you dislike about Surfly?**

They don't support contextual assistance through live chat or role-based access control

**What problems is Surfly solving and how is that benefiting you?**

Easing the form filling journey-assistance. Saves lot of time and reduces the iterations.

  ### 16. have good design in tshirt

**Rating:** 5.0/5.0 stars

**Reviewed by:** Roberto S. | Enginner, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 12, 2022

**What do you like best about Surfly?**

minimalism concept in the website make easier to see information

**What do you dislike about Surfly?**

Yhe format of prices look like thousand on behalf of a couple of dollars

**What problems is Surfly solving and how is that benefiting you?**

I just surft to traditional t-shirt and have good options

  ### 17. Enhancing Customer Experience Through Surfly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael T. | Managing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 14, 2021

**What do you like best about Surfly?**

The easy with which one can get started and navigate on Surfly is amazing, and the outcomes are great. This is an excellent tool for improving customer experience.

**What do you dislike about Surfly?**

Nothing seems missing from the product at this stage. I am yet to find what I don't like that is not useful in the target market. This is a great tool to enhance customer experience.

**Recommendations to others considering Surfly:**

Depending on your industry, you may use Surfly for many uses such as the following:

1.	On boarding clients, including completing and signing documents such as loan agreements, insurance applications, sales and purchase agreements etc.
2.	Addressing customer queries at branch networks without the customer having to visit a branch
3.	Addressing customer queries through call centre operations
4.	Advising clients on product features during a sales process, including in retail sales and high value products like motor vehicle sales
5.	For insurance companies, engaging clients at claims stage for faster processing
6.    For banks, engaging clients for faster query resolution on loans, transactional accounts etc
7.	Many other applications in various indistries that require client contact/engagement and building trust as you may see appropriate to enhance client experience.

**What problems is Surfly solving and how is that benefiting you?**

Enhancing customer experience in sales and client servicing, and ultimately improving and sustaining revenue through increased sales success and customer retention. The Surfly customer engagement tool has capacity to imporve customer lifetime value through client satisfaction, which is an important metric in measuring business performance. The ability and flexibility of the Surfly customer engagement tool to apply in many user cases in multiple industries is excpetional.

  ### 18. Easy-to-use co-browsing tool directly running in the browser

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marcus K. | Member of the Liquidity Management Working Group, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

Co-browsing tool which runs directly in the browser - no additional software needs to be implemented, neither on the agent's nor on the customer's side
Easy-to-use
Reduced to what is really necessary
Combination of screen sharing, drawing while sharing, video chat, chat and document exchange
Out of the box usage - it's a complete product
Easy configuration options, like customisation of UI or switching on/off optional features like video chat or handing of the control

**What do you dislike about Surfly?**

There is nothing to dislike about Surfly's co-browsing.

**Recommendations to others considering Surfly:**

If you're searching for a co-browsing tool to share the browser window's content, you find it at Surfly. If you're searching for a support tool to share all applications and windows of the client's machine, Surfly is not the right choice - Surfly focuses on data privacy. Thus, only the relevant content gets shared.

**What problems is Surfly solving and how is that benefiting you?**

Far better communication with customers. Speeding up the support. Co-browsing integrated into the platform.

  ### 19. Surfly is a super easy way to quickly collaborate on the web, without any hassle

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2021

**What do you like best about Surfly?**

-Ease of use: there's no need to set anything up, it just works right after you sign up!
-Freedom: what I love is that co-browsing with Surfly isn't restricted to certain pages. My colleagues and I enjoy collaborating anywhere and everywhere on the web
-Visual: the fact that you can easily switch between video and the webpage you're viewing, but also that you can highlight anything on the page in real time while talking about it
-Probably my favorite feature is the ability to pass control to other people on the session

**What do you dislike about Surfly?**

Haven't discovered anything during my usage

**Recommendations to others considering Surfly:**

Just go ahead and try it out if you aren't fully sure! It's super easy and would only take a few minutes

**What problems is Surfly solving and how is that benefiting you?**

Actively collaborating with colleagues on the web in a quick and easy way. Without the hassle of setting anything up as well as in a much smoother way than screen sharing. We often experienced lag and low-resolution issues while trying to achieve the same thing with Zoom or Google Meet.

  ### 20. Amazing new digital experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 08, 2021

**What do you like best about Surfly?**

The ability to co-browse, particularly in the post-Covid world, is a game changer; usually this entails downloading some software onto your computer, and struggling with tech issues. For Surfly, it's as simple as just sharing a link - which not only is faster and less cumbersome, it also means I can collaborate with others who might be less technically savvy. Surfly makes remote work even more achievable and efficient.

**What do you dislike about Surfly?**

Free trial is great, but you need to use it frequently enough to make the price tag make sense.

**What problems is Surfly solving and how is that benefiting you?**

Quick collaboration with screen share and document sharing without constant technical hiccups or download needs.

  ### 21. Such a powerful tool to collaborate remotely

**Rating:** 5.0/5.0 stars

**Reviewed by:** Akshay C. | Senior Design Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** August 15, 2021

**What do you like best about Surfly?**

You can start with zero implementation effort. Working with clients, presenting my user stories to clients, and understanding their real-time feedback is extremely easy. It beats anything else. Editing, Highlighting, Signature, Floating video, control transfer are all beautiful features that work as they should. The clients can join without any installation and from any of their devices. With the meeting functionality I can set up my presentations in advance too. :)

**What do you dislike about Surfly?**

I can not point to anything I dislike at this stage.

**What problems is Surfly solving and how is that benefiting you?**

- I can have a virtual whiteboard presentation/discussion experience remotely, even better. 
- There is no installation/plugins required. You are just browsing the internet so anyone can join conveniently.

  ### 22. Good tool to collaborate effectively with project members

**Rating:** 5.0/5.0 stars

**Reviewed by:** anamika s. | Student Researcher, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 30, 2021

**What do you like best about Surfly?**

I like that it works directly on the browser without any downloads needed.

**What do you dislike about Surfly?**

Not much to dislike, it suits my purpose perfectly

**Recommendations to others considering Surfly:**

Good tool to collaborate effectively with project members

**What problems is Surfly solving and how is that benefiting you?**

Internal collaboration and communication

  ### 23. Easy to use - super fast!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Urs B. | Juror PWM WealthTech Awards, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 04, 2021

**What do you like best about Surfly?**

I like how easy it is to use and get started. Also the control-switching is easy. The user, i.e. a customer, is always in control. 
And the performance is great. Many features allow to really collaborate with customers and business partners.
It seems the technical solution is much better than comparable services which rely on sharing screens or pixels.

**What do you dislike about Surfly?**

Nothing to mention here, but being Switzerland-based it would be cool to have Surfly-as-a-Service in Switzerland.

**What problems is Surfly solving and how is that benefiting you?**

Co-browsing, sharing documents and working on them together with partners and customers.
Implementing Surfly with customers, in a hosted or on-premise environment.

  ### 24. High quality experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Silvia S. | PhD candidate -research associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 27, 2021

**What do you like best about Surfly?**

The experience is so smooth and simple! We were using another screen-sharing solution that was a bit laggy but Surfly is very high quality. No downloads and away you go. I use Surfly to collaborate with my colleagues in our AI startup and one of the things that I like best is that we can switch control between each other and work together on our applications with many users on at one go.

**What do you dislike about Surfly?**

There's not much that I don't like!  Whenever I do encounter a small issue, the team is always quick to reply and support me.

**Recommendations to others considering Surfly:**

very easy to integrate and fast response

**What problems is Surfly solving and how is that benefiting you?**

We are using Surfly to work together and collaborate with my colleagues. Working remotely is the norm nowadays and we cant always be in the office together. If we have a joint project or document to write up, I just send the link to my colleagues and we jump into an immersive session. We have managed to improve the way we work together, allowing us to build relationships but also be more efficient - in a fun way.

  ### 25. Simple to use, extending customer service personalization

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

Simple to use while enabling agents to connect with and support clients.

**What do you dislike about Surfly?**

Need to educate customers on the reason to use, how this truly helps simplify an interaction, as some clients do not see the value in it, until they try it, then they understand.

**What problems is Surfly solving and how is that benefiting you?**

Clients who have not been able to complete an interaction online move to another channel to engage with an agent, and once they do this, they are more likely to escalate to an agent interaction in the future.  By showing the client how to navigate or use the systems, the client is enabled to self-service going forward, raising customer satisfaction and lowering future costs of customer service.

  ### 26. Happy to use Surfly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melike S. | Substitute Physiotherapist, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Surfly?**

As a health professional and language teacher, Surfly is an amazingly easy collaboration tool for me to engage with students in real-time. When covid made it almost impossible for me to be interacting with patients/students while "writing" on the same document or "paper" like normal, Surfly made it easy with the video-chat and real-time document sharing, without any downloading

**What do you dislike about Surfly?**

For now I haven't encountered any difficulties using Surfly

**What problems is Surfly solving and how is that benefiting you?**

Screen sharing

  ### 27. Make it easier for customers to work with web information

**Rating:** 5.0/5.0 stars

**Reviewed by:** Collins A. | Principal, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

Ease of implementation combined with broad functionality while in contact with customers

**What do you dislike about Surfly?**

Not anything, although getting customer support employees to change anything is always a challenge

**Recommendations to others considering Surfly:**

Talk to other users. Work to be creative in how it may be used in your business.

**What problems is Surfly solving and how is that benefiting you?**

In my role, I do not have direct problems. I am recommending Surfly to companies that have a significant amount of complex customer contact.

  ### 28. Helpful for complex transactions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 12, 2021

**What do you like best about Surfly?**

It is very easy to start a co-browsing session so that we can immediately see where a customer is having issues and solve them quickly. Not needing to download any software is also a key benefit given our strict IT security rules.

**What do you dislike about Surfly?**

We haven't found anything yet that we dislike.

**What problems is Surfly solving and how is that benefiting you?**

Completing complex application forms. It has helped us get to the core of the problem, saving time for agents.

  ### 29. This makes screensharing so much more interactive!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

I've been using Zoom and Skype to do occasional product walkthroughs and find them to be unsatisfying at best. Surfly allows me to visually highlight what I want my team member/prospect/customer to focus on, making the experience more engaging.

**What do you dislike about Surfly?**

I haven't used it enough to give a fully informed opinion, but I wish I could have more drawing tools :D

**What problems is Surfly solving and how is that benefiting you?**

As I mentioned above?

  ### 30. The ability to collaborate in real time. Seeing what the customers are working with.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rahul G. | Assistant General Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

Ease of starting sessions,
Ability to assist clients by guiding them or doing things for them,
Ability to white-label the solution.

**What do you dislike about Surfly?**

There is nothing to complain about as of now.

**What problems is Surfly solving and how is that benefiting you?**

Surfly has allowed us to provide excellent customer service. The time an agent needs to guide the customer has reduced, and the efficiency and client satisfaction have increased significantly.

  ### 31. Surfly is a very powerful collaboration tool for Sales, Service & Support teams

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sanjay M. | Sales Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

The ease of use, plug n play, no complex integrations required. One can start using in quick time.

**What do you dislike about Surfly?**

Didn't find anything that posed an issue

**What problems is Surfly solving and how is that benefiting you?**

I am helping few Insurance customers by enabling their sales, contact center & services teams to provide great experience to their existing and new customers. The onboarding time has reduced by 50%

  ### 32. Great additional service to our company!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2020

**What do you like best about Surfly?**

It is so easy!  No one has to download anything for us to connect and the steps needing to make the connection is simple. It has great features that make it easy to show multiple websites and even be able to show documents loaded in my computer. To be able to swap control of the cursor back and forth is also great, so the end user can feel a part of their own enrollment.

**What do you dislike about Surfly?**

The Surfly team is working with me on how passwords won't get saved within a session.

**What problems is Surfly solving and how is that benefiting you?**

We typically would assist people face to face so without being able to do that within our current world situation, Surfly has been a bridge to build a better personal connection with clients over technology. When educating people on their needs, this assists for them to not only hear, but also see the options the clients have selected. Clients complete our sessions and feel they are better educated on what they personally selected for them and their family.

  ### 33. A plug and play solution to add enhancements to your own platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

It enhances our existing experience on our own platform since we can video chat while collaborating with our team. The best part is that we don’t have to download or integrate anything; it just works on top of our existing platform.

**What do you dislike about Surfly?**

I am completely satisfied with this solution

**What problems is Surfly solving and how is that benefiting you?**

We missed video calling on our platform, so we took a Surfly trial and were satisfied with it instantly. It works without having to make any technical changes on our end, so we could implement it in our team without involving multiple decision makers.

  ### 34. Cobrowse with Surfly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

Easy or integration, robust feature set.

**What do you dislike about Surfly?**

API Documentation is not as easy to navigate as I would like.  As a result, I sometimes need to open tickets with support.   The support line is very responsive.

**What problems is Surfly solving and how is that benefiting you?**

Cobrowse - allowing contact center agents to view customer web pages to enhance customer service.

  ### 35. Great tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2021

**What do you like best about Surfly?**

Surfly is very easy to set up and integrate to our web service. Great support from their side. Clients appreciate an opportunity to have a live contact with a possibility of shared control over the web page.

**What do you dislike about Surfly?**

There are some minor issues with Safari optimisation

**What problems is Surfly solving and how is that benefiting you?**

Providing support to clients.

  ### 36. A pleasure from day one

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christian H. | Product Portfolio Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 26, 2021

**What do you like best about Surfly?**

Surfly convinced us from day one and since then, we didn't get disappointed in this valuable and friendly partnership. The software of Surfly is a great addition to the OneDealer-portfolio and makes us, and more importantly - our customers, very happy.

**What do you dislike about Surfly?**

The worst part of the whole partnership was COVID-19, because this prevented us from seeing the Surfly team in real life and not just via web sessions.

**What problems is Surfly solving and how is that benefiting you?**

Surfly enhaces our portfolio with the perfect solution, to provide a seamless and digital interaction between the automotive-dealership/importer/OEM with their end-customer. In times of the digital era (independent of time and location) and especially social distancing, the software of Surfly provides the possibility, to still be close to the end-customer.

  ### 37. A much more interactive way of conversing online, would recommend.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Surfly?**

Easy to use, especially for the customer. Purely browser-based software is the way to go here.

**What do you dislike about Surfly?**

Turning on the camera is a bit of a hassle. Maybe the agent should have the option of requesting the camera to be turned on?

**What problems is Surfly solving and how is that benefiting you?**

Remote instruction

  ### 38. Surfly - wondersulf and simple ditial emgagement tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Len P. | Principal, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2021

**What do you like best about Surfly?**

Simplicity of connecting with an online prospect.  Ability to visit 3rd party sites and return in the same session.

**What do you dislike about Surfly?**

Having to put a piece of code and simple chan get onto a customer's website to place a click to call/connect button.  Whilst this is simple to do, it does discourage users that have locked down environments.  It's also reasonable expensive in comparision to other toolsets

**What problems is Surfly solving and how is that benefiting you?**

Retaining a prospect in a conversation whilst in a digital asset (website/chat/SMS) so that the transaction, whether a sale or customer service experience can conclude and this creates a great deal of trust when engagement directly with customers is often disintermediated by auto-responses, bots, etc.

  ### 39. Secret Weapon Against COVID-19

**Rating:** 5.0/5.0 stars

**Reviewed by:** Unsub H. | Principal Engineer (수석), Enterprise (> 1000 emp.)

**Reviewed Date:** March 25, 2021

**What do you like best about Surfly?**

Technical point of view
- So easy & fast implementation. I don't need change our website.
- Powerful APIs with good documents, I made a site in a few days using it. 
- Secure architecture and functions, I can do masking of personal information.
- No installation, our customer don't need additional installation.
- Fast performance

**What do you dislike about Surfly?**

They don't have cloud region in the Korea.

**What problems is Surfly solving and how is that benefiting you?**

Business point of view
The covid-19 pandemic, now is the time to go back to the basics of customer experience.
Good customer experience is ways to maintain good customer relationships.
Exactly the SURFLY helps our sales and support team, providing good experience to our customers.

  ### 40. Cobrowsing done right, feature rich & flexible hosting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 18, 2021

**What do you like best about Surfly?**

Regular security/feature updates, incredible customer service and ease of use.

**What do you dislike about Surfly?**

Nothing to dislike, I really cant think of any downsides.

**Recommendations to others considering Surfly:**

No brainer, nearest competion doesnt come close!

**What problems is Surfly solving and how is that benefiting you?**

API behefits for application intregations is fantastic.  Giving customers audit information directly.

  ### 41. Zoom on Steroids

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

The co-browsing collaboration tool allows for better efficiency and workflow

**What do you dislike about Surfly?**

I have no dislikes, although it would really kick ass if the price was just under zooms price.

**What problems is Surfly solving and how is that benefiting you?**

I can work better with my team, we all work remotely.

  ### 42. Simplified Customer Experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2021

**What do you like best about Surfly?**

The ease of use. Quick and easy deployment with the plug and play gives hardly any overload. 
It has the potential to improve customer experience multi-fold within the click of a few buttons.
A very good tool for sales as well as customer service associates to connect easily with customers

**What do you dislike about Surfly?**

Should soon try to diversify and expand to other industry verticals as well.

**What problems is Surfly solving and how is that benefiting you?**

Not modifying any existing systems to gain added capabilities

  ### 43. Fantastic technology

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kellie M. | Business Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

Ease of use, such a powerful tool for customer experience, really does  help organisation's to enhance their customers’ journey in a fast, human and intuitive way

**What do you dislike about Surfly?**

Yet to find something i particular dislike

**What problems is Surfly solving and how is that benefiting you?**

Improving customer experience with co-browsing

  ### 44. The best solution for supporting customers with complex web journeys

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** August 15, 2021

**What do you like best about Surfly?**

There is no lag or loss of quality. You can customize it easily. There are ample amount of options to keep the security and compliance department happy. 

The support department and clients love the quality of support provided.

**What do you dislike about Surfly?**

Only good experience and no complaints so far.

**What problems is Surfly solving and how is that benefiting you?**

We can guide clients through our complex web journeys very quickly and easily. The time to resolve support calls has been reduced significantly, and client satisfaction is excellent.

  ### 45. Easy to use and quick to set up

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

The ease of use and that pages load quickly. Also, the wide variety of features available.

**What do you dislike about Surfly?**

There can be more variety in personalizing the settings

**What problems is Surfly solving and how is that benefiting you?**

Browsing together with clients or colleagues, better communication

  ### 46. Effective co-browsing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicola M. | OT Automation Manufacturing Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2021

**What do you like best about Surfly?**

shared pages, shared clicking, absence of sharing desktop

**What do you dislike about Surfly?**

Security can always be improved in such software

**What problems is Surfly solving and how is that benefiting you?**

I had the chance to be guided through navigation of a website

  ### 47. Improve Your Customer Relationships

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** March 25, 2021

**What do you like best about Surfly?**

There are lots of co-browsing capabilities available today, especially as Covid has forced us all to be remote.  Surfly is different.  It enables a business to work directly with its customer rather than passing the control back and forth.  Through its capabilities, businesses can not only train their own staff better, but, provide more personalized customer service by being able to go onto the screen with the customer and point out key messages, correct erroneous input, etc.

**What do you dislike about Surfly?**

They are still a young company and so do not have the scale yet to work with all the opportunities out there

**Recommendations to others considering Surfly:**

Already wrote this

**What problems is Surfly solving and how is that benefiting you?**

The ability for Bank customers to have a more personalized experience with their Customer Service Officer.  Leaves the customer feeling much better about the Bank and that they matter as a customer

  ### 48. I tried out several co-browsing solutions and Surfly by far has been the easiest to integrate

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Maritime | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Surfly?**

The user-friendly surface and UXUI design

**What do you dislike about Surfly?**

It will be very nice if it could support more languages so that more local agencies could use it smoothly

**What problems is Surfly solving and how is that benefiting you?**

I tried out several co-browsing solutions and Surfly, by far has been the easiest to integrate and with responsive support. It took us only about two man-hours to go live!

  ### 49. Simple, fast and convenient.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 15, 2021

**What do you like best about Surfly?**

It is very easy to get started with Surfly and it is a powerful collaboration tool as well.

**What do you dislike about Surfly?**

I feel experience on mobile could be better.

**What problems is Surfly solving and how is that benefiting you?**

We were able to work remotely on presentations with my team members and it was a swift experience for the team to come onboard and collaborate.

  ### 50. Very easy and user journey is very simple

**Rating:** 4.5/5.0 stars

**Reviewed by:** sushant b. | Senior Manager-Program and Project Management, Enterprise (> 1000 emp.)

**Reviewed Date:** March 29, 2021

**What do you like best about Surfly?**

Helps in doing remote sales. Document sharing is good

**What do you dislike about Surfly?**

Should have been app based so that the user don't repeat login

**Recommendations to others considering Surfly:**

Its a very easy and effective co browsing tool.

**What problems is Surfly solving and how is that benefiting you?**

Face to face sales due to Covid. It's helping us to do remote sales


## Surfly Discussions
  - [What is Surfly used for?](https://www.g2.com/discussions/what-is-surfly-used-for) - 1 comment, 1 upvote

- [View Surfly pricing details and edition comparison](https://www.g2.com/products/surfly/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+01%3A54%3A53+-0500&secure%5Bsession_id%5D=d23c3ba7-26e0-4261-a43e-524ab9137ee9&secure%5Btoken%5D=429637fb8fdd0f76a45111fa0857cec99397304f46a3732b669d27e902471f5b&format=llm_user)

## Surfly Features
**Communication**
- Instant Messaging

**Presenter Tools**
- Live Preview
- Remote Control
- Switch Presenter

**Administration**
- Screen Sharing
- File Sharing
- Session Recording
- Multi - Session Handling
- Multi-Monitor Support

**Administration**
- Access Control
- Web Page Navigation
- Real Time Assistance

**Agentic AI - AWS Marketplace**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration

**Content Management**
- File Sharing
- Document Collaboration

**Conferencing Options**
- Group Live Chat
- Audio Conferencing
- Video Conferencing

**Security**
- Data Security
- Data Masking

**Productivity Tools**
- Search
- Mobile
- Multi-Language Support

**Application Tools**
- Password Protection
- Recording
- In-Browser Application

**Communication **
- Text Chat
- VoIP
- Video Conference Call
- Screen Annotations

**Administration**
- User, Role, and Access Management
- Performance and Reliability

**Security**
- Data Encryption
- Compliance

**Agentic AI - Screen Sharing**
- Decision Making

**Device Support**
- Mobile Device Access
- Multi-Platform Support
- Cross-Platform

**Performance**
- Reporting

## Top Surfly Alternatives
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