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.
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.
Quick Comparison
| Feature | CleverTap | Surfly |
|---|---|---|
| Website | clevertap.com | surfly.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $75/month | $19/month |
| FREE Trial | ✓ 30 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2013 | 2012 |
| Headquarters | Mountain View, USA | Amsterdam, Netherlands |
Overview
CleverTap
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.
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.
Surfly
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.
Overview
CleverTap Features
- Real-Time Analytics Track user behavior as it happens so you can understand exactly how people navigate your app and where they drop off.
- Omnichannel Messaging Reach your users wherever they are by coordinating messages across push notifications, email, SMS, WhatsApp, and in-app banners.
- Visual Journey Builder Design automated customer lifecycles with a drag-and-drop interface to guide users from onboarding to their first purchase.
- AI-Powered Segments Group your users automatically based on their likelihood to churn or convert using built-in machine learning models.
- Dynamic Personalization Insert user names, past purchases, or local weather data into your messages to make every interaction feel one-on-one.
- A/B and Multivariate Testing Test different message copies, images, and delivery times to discover what truly resonates with your specific audience.
Surfly Features
- 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.
Pricing Comparison
CleverTap Pricing
- Up to 5,000 Monthly Active Users
- Real-time user insights
- Push, email, and in-app messaging
- Basic segmentation
- A/B testing tools
- Standard technical support
- Everything in Essentials, plus:
- Advanced lifecycle optimizer
- AI-driven intent based segments
- WhatsApp and SMS integrations
- Custom data priority
- Dedicated account management
Surfly Pricing
- 1 Host seat
- Unlimited co-browsing sessions
- Video and audio chat
- Document sharing
- Basic customization
- Standard support
- Everything in Pro, plus:
- Advanced field masking
- Custom branding and UI
- API access
- Single Sign-On (SSO)
- Audit logs and reporting
Pros & Cons
CleverTap
Pros
- Excellent real-time data processing for immediate action
- Highly granular segmentation capabilities for precise targeting
- Comprehensive omnichannel support within a single dashboard
- Strong visual journey builder simplifies complex automations
Cons
- Initial technical integration requires significant developer resources
- Steep learning curve for advanced analytics features
- Pricing can scale quickly as user base grows
- Documentation can be dense for non-technical users
Surfly
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