--- title: "Surfly Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Surfly Software - reviews, pricing plans, popular comparisons to other Integration products and more." source_url: "https://www.capterra.com/p/159520/Surfly/" page_type: "product" language: "en" --- # Surfly Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 17, 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) Surfly ## What is Surfly? Instantly integrate third-party websites and applications within one branded session on your existing web app using Surfly. Our plug-and-play solution will work seamlessly with your existing tech stack, ensuring a high speed to market. ## What is Surfly used for? [Remote Support](https://www.capterra.com/remote-support-software/)[Screen Sharing](https://www.capterra.com/screen-sharing-software/)[Customer Service](https://www.capterra.com/customer-service-software/) Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $31 Per User, Per Month Free trial 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 Surfly?[Manage this product listing](https://www.g2.com/products/surfly/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. ### Surfly 4.7 (13) VS. [### Slack](https://www.capterra.com/p/135003/Slack/) [4.7 (24,209)](https://www.capterra.com/p/135003/Slack/reviews/) Starting Price $31 Per User, Per Month Starting Price $8.75 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (13) Ease Of Use 4.6 (22,764) Value For Money 4.0 (10) Value For Money 4.5 (15,320) Customer Service 4.6 (13) Customer Service 4.4 (13,577) ## Surfly alternatives [Webex Suite](https://www.capterra.com/p/237272/Webex/) [4.4 (7,413)](https://www.capterra.com/p/237272/Webex/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/237272/Webex/) Highest Rated [RemoteHQ](https://www.capterra.com/p/205188/RemoteHQ/) [4.9 (9)](https://www.capterra.com/p/205188/RemoteHQ/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/205188/RemoteHQ/) [Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/) [4.6 (14,682)](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/) [Zoho Meeting](https://www.capterra.com/p/202121/Zoho-Meeting/) [4.6 (949)](https://www.capterra.com/p/202121/Zoho-Meeting/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/202121/Zoho-Meeting/) [View all alternatives](https://www.capterra.com/p/159520/Surfly/alternatives/) ## FAQs about Surfly Overview ### Which roles and teams benefit most from Surfly? Surfly benefits operations managers, support teams, and administrative staff who need to guide users through workflows in real time. Product and delivery leaders use it to streamline collaboration and issue resolution, while technical consultants, engineers, and development heads rely on it for troubleshooting, implementation support, and customer onboarding. Answer based on 13 reviews Overview ### What company size and industries is Surfly built for? Surfly is built for enterprise and small business teams equally, with each representing 38% of reviewers, and it is used most in Insurance at 23%. It also serves Real Estate and Information Technology and Services, each at 15%, alongside banking, fintech, retail, automotive, contact centers, and e-learning. Answer based on 13 reviews Features and Usability ### What are the key features of Surfly? Surfly offers CRM, personalization, troubleshooting, and video chat, plus co-browsing tools such as real-time screen sharing, targeted/locked screen sharing, remote access/control, and presenter control management. It also includes annotations, chat/messaging, document sharing, session recording, access controls/permissions, single sign on, and third-party integrations. Integrations ### Which third-party tools and platforms does Surfly integrate with? Surfly integrates with Avaya UCaaS, Drift, Intercom, and NiCE CXone. These integrations cover communication and customer engagement platforms, giving Surfly connections to telephony, live chat, and contact center workflows. Getting Started and Support ### What training and onboarding options does Surfly offer? Surfly provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online formats support guided instruction, webinars present scheduled group learning, documentation offers written reference material, and videos allow self-paced review of product features and setup steps. Getting Started and Support ### What customer support options does Surfly offer? Surfly provides Email/Help Desk, FAQ/Forum, Knowledge Base, 24/7 Live Rep, and Chat. No reviewer feedback on support is available here, so user experience with response times or helpfulness cannot be summarized from the catalog data. ## Features AI summary Based on 6,446 Integration reviews Not all remote support products cover every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Remote Access/Control** (**61%** of reviewers rated this feature as critical) - **Access Controls/Permissions** (**44%**) - **Unattended Access** (**50%**) Surfly includes **Remote Access/Control** and **Access Controls/Permissions**, giving teams a way to connect with users directly while managing who can view or control sessions. However, it does not offer **Unattended Access**. Instead, it provides other important capabilities that reviewers also value, including **Chat/Messaging** (**48%**), **Real-Time Notifications** (**47%**), and **Screen Sharing** (**46%**). These features help businesses support customers in live sessions, keep communication clear, and resolve issues faster, allowing teams to deliver responsive remote assistance with better oversight. Remote Access/Control 4.8 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Access work applications remotely, for when working away from the office and/or traveling Access Controls/Permissions 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Screen Sharing 4.8 (4) 125.00% of 4 reviewers that rated this feature as important or highly important Digitally share screen view with others Desktop/Browser Sharing 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Share screens of either your computer's desktop or your browser tab with another computer Real-Time Chat 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Engage in direct, instant messaging with customers, users, etc. Real Time Screen Sharing 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Share your screen with a third party to enable them to see what changes/actions are being performed as they happen Surfly 76 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Auto Framing: Detect speech to highlight frame subjects - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Brainstorming: Group collaboration to solve ideas in a productive and concentrated manner. - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Call Recording: Record the audio of phone conversations for quality assurance purposes - Chat/Messaging: Communicate using direct chat or messages within the system - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - 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 - Configurable Workflow: Configure existing workflows to meet your organization's needs - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Security: Protect sensitive data for digital privacy - Desktop/Browser Sharing: Share screens of either your computer's desktop or your browser tab with another computer - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - HD Audio/Video: High-definition audio and/or video capabilities - Life & Health: Businesses operating within the life and health insurance sectors - Live Chat: Ability to chat online in real time - Mobile Access: Access software remotely via mobile devices - Mobile Signature Capture: Capture signatures 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-Participant Screen Sharing: Allow several participants to share screens simultaneously - Multi-Party Signing: Share documents with different users to collect multiple signatures - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - On-Demand Recording: Record the audio of phone conversations for quality assurance purposes - Personalization: Adjust communications based on previous interactions or personal preferences - Presentation Streaming: Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet - Presenter Control Management: Allow one presenter to pass control of the screen sharing to another participant - Real Time Screen Sharing: Share your screen with a third party to enable them to see what changes/actions are being performed as they happen - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Recording: Record live video calls to play later - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Remote Monitoring & Management: Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Screen Capture: Save a screenshot of your desktop as an image - Screen Mirroring: Display your computer screen wirelessly on a TV or projector screen for real-time sharing with a large audience - Screen Recording: Record and save a video file of what is happening on a computer screen - Screen Sharing: Digitally share screen view with others - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Session Recording: Record active support and chat sessions for auditing and training - Session Transfer: Transfer a support session to another team member - Single Sign On: Allow users to access multiple services after entering their login credentials once - SMS Messaging: Send messages via SMS - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Targeted/Locked Screen Sharing: Share only a specific tab on your desktop while continuing to work in other tabs without sharing them - Team Collaboration: Allow multiple team members to edit and work on the same document - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Troubleshooting: Take actions to troubleshoot issues for networks, devices, etc. - Two Way Audio & Video: Presenter can see and hear participants and vice versa. - Two-Way Audio & Video: Presenter can see and hear participants and vice versa - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - User Profiles: Profiles of users providing basic information - Video Call Recording: Record and playback video calls - Video Chat: Chat with your counterparts over the video in real time - Video Conferencing: Connect with meeting participants remotely over video - Video Streaming: Allows users to view videos without downloading media files - Video Support: Supports various video file formats - Website Integration: Seamlessly integrates with 3rd party websites - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (13) 4.7 Based on 13 reviews ## Pricing Value for money 4.0 (10) Free Trial Basic $31.00 Per User,Per Month Value for money 4.0 (10) 4.0 Based on 10 reviews ## Integrations [ NiCE CXone](https://www.capterra.com/p/134775/inContact-Call-Center-Software/)[ Drift](https://www.capterra.com/p/227417/Drift/)[ Avaya UCaaS](https://www.capterra.com/p/1174/CRM-Central/) 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 4.6 (13) 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 4.6 (13) 4.6 Based on 13 reviews ## User reviews Overall rating 4.7 Based on 13 reviews Filter by rating 5(9) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent FK Franco K. CPO Cosmetics ### "Next level sales tool" 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 19, 2024 Pros \- easy integration - good set of functionalities - easy configurable Cons \- can't tell at the moment, but pricing is quite high but tool gives high value 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. WE Whitney E. Administrative Assistant Real Estate ### "Something to get use to!" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 January 16, 2024 Pros At first I wasn't a big fan of trying something new, like Surfly. However, I am pleasantly surprised by how user friendly and simple Surfly is to use. I really like how seamless it is to screen share and collaborate with co-workers through the program. Cons What I like the least about Surfly is how confusing the interface is. I would like something simple to be able to ensure everyone is able to log in and view the meeting and what is being shared. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SK Sergey K. Project manager and System analyst Insurance ### "Surfly great co browsing product" 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 8/10 October 12, 2023 Product, customer support, and stability have a decent number of good features. If you enterprise, you can have additional features and a privet cloud for version management. Pros We use Surfly as an API and build an in-house workflow for our business units. We managed to cut the sales representative time on call by 40 %. The co-browsing feature also helps us improve customer engagement in the process. Cons We don't have local language support (RTL language) Alternatives considered [Upscope](https://www.capterra.com/p/167722/Upscope/) [TeamViewer ONE](https://www.capterra.com/p/194565/TeamViewer/) Reasons for choosing Surfly As they have features like video and co-browsing (with REST API) 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. NS Nishu S. PO Information Technology and Services ### "Great for collaborative work " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 19, 2023 Pros Ease of use and quick onboarding process Cons User guides would be helpful for first time users. 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. JL Jerry L. Manager Insurance ### "The review from Cathay Life." 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 9/10 September 12, 2023 Good. Pros Easy to use for Client and Agent. Also, it's easy to adjust the setting via dashboard. Cons Not available with Google Cloud or Local Server. Reasons for choosing Surfly Pricing and Quality. 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. TB Tim B. Principal Consultant Staffing and Recruiting ### "Super Fly Surfly" 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 September 5, 2023 I haven't had a huge amount of experience using the solution but it worked great as a co-browsing, screen sharing virtual meeting room in the handful of times I did - easy to use and more personable experience than the likes of Zoom/teams. Pros I haven't had a huge amount of experience using the solution but it worked great as a co-browsing, screen sharing virtual meeting room in the handful of times I did - easy to use and more personable experience than the likes of Zoom/teams. Cons Nothing springs to mind :) I got everything I needed from it but I didn't explore it in full 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. NM Nicola M. automation engineer Automotive ### "Best interface" 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 7/10 September 4, 2023 Smoothness of service, extra functions Pros Interface, speed, support. Overall it was valuable product which delivered approriately my needs Cons Graphic can be improved but the most important is the function 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. JB James B. Business Support Manager Insurance ### "A product for the future" 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 10/10 June 28, 2022 Surfly have been a joy to work with, the system has been reliable and is easy to use and as a team they take feedback seriously actioning any system errors and development ideas. Pros The Screen sharing, ease of use and privacy features are the obvious stand outs but also what made Surfly such a success within our business was the ease of implementation along with the dedicated support offered by the Surfly team. Cons depending on your needs for the system we have found that the biggest limiting factor has been its inability to view Applications, it is a feature that is becoming increasingly important as more of our systems move from web based on application based browsing. 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. JN Jayden N. Specialist Financial Services ### "Jayden's review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 June 28, 2022 Pros Signatures are much smoother compared to other remote platforms. Cons Setup remote session 5-10 minutes before the appointment time. Best if it can reschedule in advance. 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. VS Vivaan S. Technical head Mechanical or Industrial Engineering ### "Great tool to teach customers and new sales associates regarding certain technical techniques. " 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 8/10 June 17, 2022 The pandemic made it difficult to visit the sites where our ropes are used and teach the correct splicing methods as well as provide information on how to make them last longer. With Surfly this is no longer an issue. Even now we are siving money not having to visit the customes so often. Pros We primarily use this to train new customers and new sales associates the correct splicing techniques for our ropes. Really easy to deploy with new customers and makes it easier to teach without having to visit. Cons Quite happy with this tool. No real complaints. Plan to start usage in our sister organization too. 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/159520/Surfly/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.