Surfly

Surfly brings co-browsing to websites, platforms and apps, and is aimed at product, sales and service teams that guide customers remotely. Browser-based joining and cloud or on-premise deployment make it flexible; the free tier’s five-session monthly cap limits its usefulness for regular customer volume.

Overview

Surfly creates a shared web session so an agent and customer can work through a page together without installing software or browser plugins. That is a practical fit for support and guided sales conversations where an extra download could interrupt the interaction. The trade-off is that the free plan is better for occasional use than sustained service operations.

Its collaboration set goes beyond co-browsing: screen sharing, video calls, e-signatures, annotations, control switching, masking of fields or page elements, and video recording are supported. Together, these tools suit guided workflows that need more than simply viewing the same page, though teams should weigh plan limits if video chat is central to their sessions.

Key features

Browser sessions and collaboration

Participants can join from desktop, laptop or mobile browsers without a download. Surfly recommends Chrome on Android and Safari on iOS. Native apps are supported through a WebView only, a constraint for teams expecting a broader native-app integration approach. Basic limits video chat to 1,000 minutes per user per month; teams with frequent calls should account for that allowance.

Integration, privacy and deployment

JavaScript and REST APIs, an embed API, webhooks, and integrations with Salesforce, Zendesk, Cisco Finesse, NICE CXone and Amazon Connect give teams routes to connect sessions with existing customer workflows. 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.

Deployment options include public cloud, private cloud and on-premise; on-premise sessions run on the customer’s infrastructure. That choice can suit organizations with infrastructure requirements, while teams preferring a hosted service can use its cloud options.

Pricing

Surfly uses a freemium model, with a free plan and paid-plan pricing on request. The free plan costs nothing and allows five sessions per month. That is enough to assess occasional use, but a low ceiling for a team supporting a steady stream of customers. Paid plans have unlimited sessions, a substantial step up for recurring operations.

The Basic plan limits video chat to 1,000 minutes per user per month, so unlimited sessions do not mean unlimited video time. A free trial lasts 14 days, but access begins with a demo and help from Surfly’s team. The trial and free plan restrict social media sites including Twitter, Facebook, Instagram and YouTube, which matters if those destinations are part of a customer workflow.

Platforms

Surfly supports Android, iOS, Linux, macOS, Windows, web, API and self-hosted environments. Sessions can be joined from desktop, laptop or mobile browsers. For mobile, Surfly recommends Chrome on Android and Safari on iOS; native apps work through a WebView only.

Who it's for

Surfly is suited to product, sales and service teams in fields such as insurance, banking, healthcare and enterprise e-commerce that need to guide people through web-based interactions. Its no-download sessions lower friction for customers, while integrations and deployment choices give organizations options for fitting it into support operations. Teams that need a large free allowance or unrestricted trial access to social sites should look elsewhere.

Pros and cons

Pros: Browser joining without plugins or downloads reduces the steps customers must take to get help.

Pros: Co-browsing is paired with annotations, control switching, masking, e-signatures and video tools for richer guided sessions.

Pros: Public cloud, private cloud and customer-infrastructure on-premise deployment provide meaningful hosting choices.

Cons: Five free sessions per month is too small for many teams’ ongoing support needs.

Cons: Trial access requires a demo and team assistance, rather than immediate self-service access.

Cons: Basic’s 1,000 video-chat minutes per user per month can constrain call-heavy teams, and native apps are supported through WebView only.

Alternatives

Video Customer Support Software is a category starting point for comparing products in this area.

Zoho Assist is worth considering for teams seeking a freemium alternative with a free plan covering one technician and five devices, plus a free trial.

LiveCall may suit teams looking for a free option organized around service URLs and user accounts: its free plan allows one of each.

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

ScreenMeet Remote Support is a paid alternative with a free trial and a Remote Support plan.

XMReality Remote Guidance may fit teams seeking a stated per-user price: its Basic plan is $35 a month with yearly billing, or $42 with monthly billing, for up to five users.

Blitzz Visual Remote Assistance is a paid alternative whose Concierge Professional plan is $175 a month, billed annually, with the first five users included.

Cardina offers a 14-day free trial and a Pro plan at $69 a month, billed monthly or annually per seat.

Median is a freemium alternative with a free-for-life Starter Plan that includes one-click screen share, privacy controls, phone mode and Google SSO.

Verdict

Choose Surfly if your team needs browser-based customer co-browsing with collaboration tools and a choice of hosted or on-premise deployment. Its low-friction sessions and workflow integration options are the central reasons to choose it. Look elsewhere if you need a generous free allowance, immediate self-service trial access, or native-app support beyond WebView.