Surfly reviewed
One of the 10 tools in our Sales Engagement Platforms list. Here’s what Surfly does, its key features, pricing and who it’s best for — plus an honest take from the Captiwate team.
What Surfly does
Surfly is a secure cobrowsing platform with universal browsing capability — allowing agents and customers to share any web session via a link, with strong compliance credentials for regulated industries.
Key features
Link-based cobrowsing sessions requiring no downloads or plugins
Universal cobrowsing — works across third-party sites and content
Annotation, laser pointer, and field highlighting tools
GDPR and PCI DSS compliance with field masking
Integrations with Salesforce, Zendesk, and major CCaaS platforms
Captiwate's take
Surfly is one of the most established cobrowsing vendors and particularly strong in regulated industries. The link-based session initiation — where participants join via a URL rather than having the agent initiate — means customers can request a session themselves, which is a useful pattern for inbound support. The UI has received criticism for not being the most intuitive, but the compliance credentials and integration depth are hard to match.
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