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Overview
Surfly software provides universal co-browsing technology, instantly transforming any customer interaction into a seamless, collaborative experience that drives faster issue resolution. While the interface can be confusing for some new users, its exceptional deployment ease and crucial security features, such as element masking, justify its high praise.
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Starting Price
Custom
Surfly Specifications
Live Chat
Omnichannel Support
CRM Integration
Analytics and Reporting
What Is Surfly?
Surfly is a powerful, browser-based collaboration platform designed to enhance digital customer engagement for mid-market and enterprise organizations. It eliminates the friction of traditional screen sharing by allowing agents and users to navigate the web together instantly, tackling complex issues like form completion or technical troubleshooting with zero downloads required. This universal capability accelerates sales cycles and dramatically improves first-call resolution rates, reducing customer frustration and empowering agents to deliver proactive support.
Surfly Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Surfly Integrations
The software supports integration with multiple platforms, such as:
- Salesforce
- Zendesk
- NICE CXOne
- Cisco
Who Is Surfly For?
Surfly is ideal for a range of industries, including:
- Finance
- Insurance
- E-commerce
- Education
Is Surfly Right For You?
Surfly is the ideal software solution if your organization handles complex, regulated digital transactions that demand high security and zero-friction support. Its universal co-browsing and native security masking capabilities meet stringent SOC and ISO 27001 compliance standards, making it perfect for financial services and healthcare. Furthermore, integration with leading contact center platforms ensures rapid agent adoption and fast returns on investment for enterprise CX initiatives, proving its reliability and ease of use.
Still not sure about Surfly? Contact our support team at (661) 384-7070 for further guidance.
Surfly Features
This core capability allows agents to seamlessly co-navigate across the entire web alongside the customer, regardless of the application or website. It requires zero customer installation, transforming complex interactions instantly. This approach significantly speeds up troubleshooting and high-value transaction completion.
To ensure compliance and safeguard customer privacy during remote assistance, Surfly enables agents to instantly mask sensitive input fields and HTML elements. This security measure prevents the agent from viewing confidential data, such as credit card numbers or identification details.
The platform is designed for true collaboration by allowing control over the browsing session to be easily toggled between the customer and the agent. This ensures the customer always maintains ultimate control, fostering trust, and enabling agents to take targeted actions.
Surfly incorporates high-definition video calling directly into the co-browsing session, facilitating face-to-face interaction between the agent and user. This integration provides a crucial personal touch to digital support, improving emotional engagement and creating a more collaborative and personalized customer experience.
Critical for high-stakes processes, Surfly supports legally compliant electronic signatures directly within the co-browsing environment. Agents can guide users through document review, signature creation, and placement in real-time. This feature significantly accelerates client onboarding and policy completion.
