Surfly Reviews, Pricing, Features & Alternatives in 2026
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.
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.
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.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop struggling with 'blind' support calls and start seeing what your customers see. Surfly gives you the tools to guide users through complex digital journeys with zero friction and total security.
Universal Co-browsing
Interact with any website or web app instantly with your customers without requiring them to download or install anything.
Video & Voice Chat
Communicate face-to-face with built-in video and audio while you navigate pages together to build stronger customer relationships.
Document Interaction
Review PDFs and documents together in real-time and use integrated e-signature tools to close deals faster during a session.
Field Masking
Protect customer privacy by automatically hiding sensitive information like passwords or payment details from the agent's view.
Action Control
Choose exactly what your agents can do, from view-only mode to full interaction control during a collaborative session.
Session Recording
Record your collaborative sessions for quality assurance, training purposes, or to maintain a clear audit trail of interactions.
Integrations
Salesforce
Zendesk
Intercom
Microsoft Dynamics 365
HubSpot
Slack
Genesys
Freshdesk
LiveChat
Talkdesk
Pricing Plans
Surfly offers flexible options depending on whether you are a small team or a large enterprise. You can start with a free trial to test the co-browsing capabilities before committing to a plan. While they offer a standard Pro tier for smaller teams, larger organizations can access custom features and dedicated support through enterprise-grade pricing.
Based on feedback from customer success and sales professionals, here is what you can expect when using Surfly for your digital interactions:
Pros
No downloads required for customers makes joining sessions effortless
Extremely fast performance with minimal lag during co-browsing
Robust security features like field masking protect sensitive data
Easy to integrate into existing websites with a simple snippet
Cons
Pricing can be high for very small teams
Initial setup of advanced masking requires technical knowledge
Mobile browser support can occasionally vary by device
Who Should Use Surfly?
Perfect for mid-market and enterprise teams in finance, insurance, or healthcare who need to guide customers through complex online processes securely.
Best for Company Sizes
small-business
mid-market
enterprise
Popular Industries
finance
insurance
healthcare
Our Verdict
Surfly is a top-tier choice if you need to provide high-touch support without the friction of traditional screen sharing. Its 'no-download' approach is a massive advantage for customer experience, as it removes the technical hurdles that often kill conversion rates during a live call.
While the advanced security configurations might require some help from your dev team, the payoff in customer trust and compliance is significant. Highly recommended for sales and support teams in regulated industries who want to transform digital browsing into a collaborative, human experience.
Ready to Try Surfly?
Start your 14-day free trial today—no credit card required. See why over 0 teams trust Surfly