CleverTap vs Surfly

Detailed side-by-side comparison to help you choose the right solution for your team

Updated Mar 2026 8 min read

CleverTap

CleverTap is an all-in-one customer engagement platform that helps you personalize user experiences through real-time behavioral analytics, automated multi-channel messaging, and AI-driven lifecycle optimization to increase retention.

0.0 (0 reviews)
Starting at --
Free Trial 14 days
VS

Surfly

Surfly provides a universal co-browsing and collaboration platform that allows you to interact with customers in real-time on any website or application without requiring downloads or installations.

0.0 (0 reviews)
Starting at --
Free Trial 30 days

Quick Comparison

Feature Monday.com Asana
Starting Price $8/user/mo $10.99/user/mo
Free Plan ✓ Yes (2 seats) ✓ Yes (15 users)
Free Trial 14 days 30 days
Deployment Cloud-based Cloud-based
Mobile Apps ✓ iOS, Android ✓ iOS, Android
Integrations 200+ 100+
Gantt Charts ✓ Timeline view ✓ Timeline view
Automation ✓ Advanced ✓ Basic
Best For Visual teams, automation Task-focused teams

Overview

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CleverTap

<p>CleverTap helps you solve the challenge of user retention by connecting your customer data with automated engagement tools. You can track how users interact with your app or website in real-time and use those insights to trigger personalized messages across push notifications, email, SMS, and in-app messages. This allows you to move away from generic blasts and instead send the right message at the moment your user is most likely to convert.</p> <p>The platform is built for growth-focused teams in industries like fintech, ecommerce, and entertainment who need to scale their personalization efforts. You can build complex user journeys visually, experiment with A/B testing, and use AI to predict which users are at risk of churning. By centralizing your analytics and messaging, you eliminate data silos and create a more consistent experience for your customers across every digital touchpoint.</p>

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Surfly

<p>Surfly is a high-performance collaboration platform designed to help you provide instant, visual support to your customers. Unlike traditional screen sharing, its proxy-based co-browsing technology lets you jump onto any website or web app with a customer to navigate together in real-time. You can highlight elements, fill out forms, and even sign documents digitally without asking your customers to download software or install browser extensions.</p> <p>The platform is built with a security-first approach, allowing you to mask sensitive data like credit card numbers while you assist. It is ideal for financial services, insurance, and retail companies that need to bridge the gap between digital self-service and human interaction. You can easily integrate it into your existing tech stack to improve first-contact resolution and boost your conversion rates.</p>

Pricing Comparison

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CleverTap Pricing

Free
$0
  • Up to 2 seats
  • Unlimited boards
  • 200+ templates
A

Surfly Pricing

Free
$0
  • Up to 15 users
  • Unlimited tasks
  • List & Board views

Pros & Cons

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CleverTap

Pros

  • Highly visual and intuitive
  • Powerful automation
  • 200+ integrations
  • Great mobile apps

Cons

  • Can get expensive for larger teams
  • Free plan limited to 2 users
  • Learning curve for advanced features
A

Surfly

Pros

  • Excellent task dependencies
  • Free plan supports 15 users
  • Strong reporting features
  • Great for enterprise teams

Cons

  • Higher starting price
  • Less visual than Monday.com
  • Fewer integrations

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