--- title: "Surfboard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Surfboard Software - reviews, pricing plans, popular comparisons to other Board Management products and more." source_url: "https://www.capterra.com/p/10002193/Surfboard/" page_type: "product" language: "en" --- # Surfboard Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Surfboard ## What is Surfboard? Generate efficient, SLA-hitting shift and activity schedules in minutes, powered by integrated forecasting and reporting. Without sacrificing the happiness of your team. ## What is Surfboard used for? [Employee Scheduling](https://www.capterra.com/employee-scheduling-software/)[Customer Service](https://www.capterra.com/customer-service-software/)[Customer Success](https://www.capterra.com/customer-success-software/) Top alternative Featured Overall rating Based on 9 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Surfboard?[Manage this product listing](https://www.g2.com/products/surfboard-surfboard/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Surfboard 4.6 (9) VS. [4.5 (830)](https://www.capterra.com/p/136189/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (9) Ease Of Use 4.1 (973) Value For Money 4.8 (5) Value For Money 4.2 (796) Customer Service 4.9 (8) Customer Service 4.3 (768) ## Surfboard alternatives [4.4 (4,092)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/113540/Bitrix24/) [NiCE CXone](https://www.capterra.com/p/134775/inContact-Call-Center-Software/) [4.2 (581)](https://www.capterra.com/p/134775/inContact-Call-Center-Software/reviews/) Starting price $110.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/134775/inContact-Call-Center-Software/) Highest Rated [Playvox](https://www.capterra.com/p/164542/playvox/) [4.8 (109)](https://www.capterra.com/p/164542/playvox/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/164542/playvox/) ## FAQs about Surfboard Overview ### What company size and specific industries is Surfboard built for? Surfboard is designed for customer support, technical support, customer experience, customer service, and support teams across companies of many sizes. It is not tied to a specific industry, making it a fit for organizations that need a tool for managing support operations in service-focused environments. Features and Usability ### What are the key features of Surfboard? Surfboard offers workforce management features including employee scheduling, automated scheduling, shift swapping, availability management, and intraday management. It also includes time and attendance tools such as clock in/out, timesheet management, overtime calculation, and leave tracking, plus reporting and analytics, role-based permissions, alerts/notifications, and multi-channel communication. Integrations ### Which third-party tools and platforms does Surfboard integrate with? Surfboard integrates with 14 third-party tools and platforms, including Slack, Aircall, CharlieHR, Front, Kustomer, Twilio, Google Calendar, Microsoft Outlook, BambooHR, Gusto, Oyster, Payfit, Personio, and Workday HCM. It also connects with Dixa and Twilio Flex for customer support and communications. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does Surfboard offer? Surfboard provides live online sessions, webinars, documentation, and videos for training. Live online sessions and webinars support guided learning, while documentation and videos give teams written and visual reference materials for self-paced review and setup. Getting Started and Support ### What customer support options does Surfboard offer? Surfboard provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users multiple ways to find answers or contact support, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 10,047 Board Management reviews Capterra data shows that buyers of employee scheduling software rank the following features as their top priorities: - **Timesheet Management** (**51%** of reviewers rated this feature as critical) - **Mobile Access** (**52%**) - **Employee Management** (**42%**) Surfboard supports all three of the features reviewers value most: **Timesheet Management**, **Mobile Access**, and **Employee Management**. Together, these capabilities help businesses track hours accurately, give staff easy access to schedules on the go, and manage workforce information in one place, allowing teams to coordinate shifts more efficiently and keep day-to-day scheduling organized. Schedule Distribution 4.2 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Assign and distribute work schedules to individual employees or teams within an organization Calendar Management 4.6 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Employee Scheduling 4.4 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Assign working shifts or tasks to employees based on their availability Forecasting 4.3 (4) 125.00% of 4 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Vacation/Leave Tracking 4.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Request, track, and manage time off requests and vacation time Alerts/Notifications 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Surfboard 67 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Monitoring: Track and report on everything that happens within the system or network - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agent Interface: Agents can view and manage all customer requests and interactions. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendance Tracking: Track the attendance of specific individuals or groups - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Clock In/Out: Track employees' arrival and departure timings for payroll purposes - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Computer Telephony Integration: Computer-telephony integration is the use of computers to manage telephone calls - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Employee Time Tracking: Track and measure time worked for employees - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Intraday Management: Monitoring current trends & demands to identify and resolve staffing gaps - Labor Forecasting: Predict labor requirements based on past and present data/trends - Leave Tracking: Manage and track employee attendance - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Language: Manage and support multiple languages - Multi-Location: Manage and support multiple locations - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Overtime Calculation: Manage and record overtime hours for hourly employees - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Schedule Distribution: Assign and distribute work schedules to individual employees or teams within an organization - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Shift Swapping: Managing and trading shift details between employees - Sick Leave Tracking: Track and manage sick leave time - Single Sign On: Allow users to access multiple services after entering their login credentials once - Skills Tracking: Track employee skills, competencies, training & qualifications - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Attendance: Track and manage employee's work hours to improve payroll accuracy - Time Off Management: Track and manage employee time-off, vacation, and sick leave requests - Timesheet Management: Track the amount of time spent on a job or task - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Vacation/Leave Tracking: Request, track, and manage time off requests and vacation time - Workflow Management: Create, design and manage workflows for repetitive tasks - Workforce Management: A set of processes to optimize the productivity of its employees --- Get Advice We can help you find the software with the features you need. Features 4.0 (9) 4.0 Based on 9 reviews ## Pricing Value for money 4.8 (5) Starters Contact Vendor for Pricing It includes: - Shift planning - Reporting - Clocking in and out - Time off integrations - Timezone management Scalers Contact Vendor for Pricing It includes: - Everything in scalers - Intraday scheduling - Slack notifications - Calendar integration - Staffing coverage calculations Pro Contact Vendor for Pricing It includes: - Everything in scalers - Integrations to ticketing and telephony systems - Forecasting by custom channel - Performance and time-on-task reporting - Dedicated Customer Success Manager - Monthly business review Value for money 4.8 (5) 4.8 Based on 5 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ BambooHR](https://www.capterra.com/p/110968/BambooHR/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Workday HCM](https://www.capterra.com/p/66908/Workday-HCM/)[ Aircall](https://www.capterra.com/p/184709/Aircall/)[ Personio](https://www.capterra.com/p/158622/Personio/)[ Oyster](https://www.capterra.com/p/229351/Oyster/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (8) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (8) 4.9 Based on 8 reviews ## User reviews Overall rating 4.6 Based on 9 reviews Filter by rating 5(5) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Gabriela D. Servicio de Atención al Cliente Retail ### "Herramienta integral que optimiza las tareas diarias de Servicio de Atención al Cliente" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 July 8, 2023 Usando Surfboard he experimentado una notable mejora en la gestión de los centros de atención telefónica. La plataforma ha facilitado el seguimiento de las actividades y me ha permitido tener una visión clara de todas las interacciones con los clientes. Pros Ayuda a mejorar la eficiencia, la comunicación y la calidad del servicio al cliente. Cons Es posible que algunas funcionalidades o características de Surfboard no se ajusten completamente a sus requisitos, lo que podría requerir adaptaciones o complementos adicionales Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Maja B. Scheduling Executive & Supervisor Retail ### "Surfboard is a Must Have!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 31, 2023 I would definitely recommend Surfboard- the platform and the people behind it are brilliant. Pros Surfboard has revolutionised our way of scheduling. It's easy to use for both admins and users, it offers great features and there are more on the way.The top releases for us are Slack integration for the Team and shift pattern rotation for the admins. Cons It would be great to be able to plan daily activities more than a week ahead but I know this is already in the works! We're also very keen to see reporting on the activities breakdown per surfer per month! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PD Peter D. Customer Operations Lead Telecommunications ### "Surfboard Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 25, 2023 It has made a previous very difficult task of managing a schedule, very easy now. Pros To do date, I have found the using the platform to be very intuitive and very simple to male amendments as required Cons Nothing to date, we have still pretty new but all good to date Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CM caitlin M. Customer Delight Lead Retail ### "User friendly and customised workforce management" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 24, 2023 The team are very available and helpful, there is a lot on the roadmap and the product it always evolving in many ways to our needs. We've been really valued by the team and feedback has been taken onboard. Its been a gamechanger for our team in terms of our daily workflow and intraday management. Pros The product is easy to view and understand by our team and new features and improvements are constantly being made, Cons It still needs some work on the rescheduling function (in the works) to make real time changes more easily. Would be useful to be able to allign with budgeting for the forecasting area. Reasons for choosing Surfboard It was more simplified and easy to go from this from a spreadsheet, other alternatives almost felt too complex. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SL Shannon L. Customer Operations Manager Financial Services ### "Great, reliable product with smooth onboarding experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 24, 2023 Great product, great onboarding, amazing support and a real time saver! Pros Surfboard is just aesthetically pleasing, my team love the look, and I love the look. It makes identifying your Activities much easier when we can colour-coordinate them. The onboarding experience was smooth and fun, \[sensitive content hidden\] and the team made sure to tick every box and dot every i to make sure we were running smoothly and anything not going so well was resolved quickly.I love that it does most of the heavy lifting, meaning I can concentrate more on other tasks than having to monotonously schedule each day out, it gives me a lot of time back. Cons The only feature I have run into issues with is the "rescheduling" feature only allows for a full week to be rescheduled instead of 1 day or one person in the team. Although I understand why this is the case, to make sure that all areas of the Q are covered and shared fairly, I think for smaller teams we need more flexibility to change one person's shift without disrupting a full team's rota. I know a new feature may be in the works for this already, just showing again Surfboard attention to client needs. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RS Rebecca S. Onboarding Specialist Telecommunications ### "A great platform to help with such a disruptive task!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 24, 2023 We now don't need to spend valuable time manually creating schedules, and we also know that each task is well-staffed. Pros The ease of use as both admin and surfer. Both parties can easily access what they need when they need it and the visuals are very user-friendly. Cons The alerts comes through early which can confuse some surfers via Slack integration. The update of the schedule regarding sickness or holidays can take 20-30 mins to update which isn't ideal. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HT Holly T. Customer Operations Team Lead Telecommunications ### "Super easy to pick up" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 January 24, 2023 Pros Super easy to use, easy to navigate and everything is very self-explanatory, love that it takes absences from charlie HR Cons It cannot distinguish the difference between a half day off or a full day. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PT Phoenix T. CX Team Lead Consumer Goods ### "A breath of fresh air" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 24, 2023 Overall I've enjoyed this experience, it's saved managers hours each week and there is a marked improvement in team performance. Over time the tool has learned our habits and requires fewer manual edits over time. Pros The automation of tasking based on prior inbound tickets is a lifesaver. It takes the guesswork out of scheduling peoples' weeks and ensures they're where they need to be for our customers. Slack integration is also amazing, making sure the team are where they need to be and switching tasks on-time. Cons Having to create a calendar and invite a Surfboard email account to track holiday and OOO was a bit clunky but it's become easier over time as updates roll out regularly. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. FW Florie W. Senior CD Associate Retail ### "Surfboard for CD review " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 4/10 January 24, 2023 Surfboard has helped us bring a clearer vision of the team and also activity needs. It has changed the way we spread the team across different channels (phones, chats, emails, etc) and give much more structure to the day. Pros It's visually pleasing and the view of the day is clear. The support team is great and super reactive - they always take our feedback in consideration and work on quick fixes. I've seen so much improvement already since the day when we first used Surfboard to now, so I'm confident it will keep on improving. Cons it's quite tricky to get the algorithm to work exactly as we would love to. Often we see days where activities are not shared evenly between the team, some other activities are missing, etc.It still requires a lot of manual adjustments before we can solely follow the schedule. This is why I would be a bit hesitant to recommend it as it is now, as it is still quite time consuming to get the schedule accurate each day. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/10002193/Surfboard/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.