G2 Rating
4.8
Pricing
Contact for pricing
Best For
Financial services, insurance, and compliance-heavy B2B teams that need secure cobrowsing with a link-based session model.
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.
• 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
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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