Surfly

Surfly is a browser-based co-browsing platform for product, sales, and service teams that guide customers through websites and apps. Its strongest case is low-friction collaboration with flexible deployment; the five-session monthly free-plan cap makes it a limited ongoing option.

Overview

Surfly adds a shared web session to websites, platforms, and apps, so participants can work through a customer journey together without installing software or browser plugins. That makes it well suited to support and sales conversations where an extra download could slow the interaction.

Beyond co-browsing, it includes screen sharing, video calls, e-signatures, annotations, control switching, masking, and video recording. This breadth supports guided assistance and handoffs, while masking can keep selected fields or page elements out of view. The free plan's five sessions per month, however, is a small allowance for teams handling regular customer volume.

Key features

Shared sessions and collaboration

Customers can join from desktop, laptop, or mobile browsers without a download. Agents can annotate, switch control, and use video calls or e-signatures during a session. Video chat on the Basic plan is capped at 1,000 minutes per user each month, so teams relying heavily on calls should account for that allowance. Native apps are supported through a WebView only; organizations expecting broader native-app support should weigh that constraint.

Integration, security, and deployment

JavaScript and REST APIs, an embed API, and webhooks give developers ways to connect Surfly to existing sites and workflows. It lists integrations with Salesforce, Zendesk, Cisco Finesse, NICE CXone, and Amazon Connect, a useful fit for teams already using those customer-service systems.

Surfly offers public cloud, private cloud, and on-premise deployment, with on-premise sessions running on the customer's infrastructure. It says it uses TLS 1.3 and SHA-256 encryption in transit and does not store personal or session data on disk. It describes itself as AICPA SOC compliant, ISO/IEC 27001 certified, and HIPAA compliant—credentials and deployment choices that may suit organizations with specific security or compliance needs.

Pricing

The Free plan costs nothing and allows five sessions per month. It gives individuals or teams a way to try co-browsing without a subscription, but the low session cap makes it unsuitable as a dependable high-volume service. Paid plans have unlimited sessions, though pricing is custom pricing.

Surfly also offers a free trial described as 14 days. Starting it involves a demo and assistance from Surfly's team rather than immediate self-service access. Social media sites including Twitter, Facebook, Instagram, and YouTube are restricted on both the free plan and trial. Paid Basic users should also factor in the 1,000-minute-per-user monthly video chat limit.

Platforms

Surfly is available across web, Android, iOS, Linux, macOS, and Windows, as well as through an API and self-hosted deployment. Sessions work in modern browsers on Windows, macOS, and Linux; Surfly recommends Chrome on Android and Safari on iOS. Mobile browser participation is supported, while native apps require a WebView.

Who it's for

Surfly is aimed at product, sales, and service teams, including those in insurance, banking, healthcare, and enterprise e-commerce. It is a particularly strong fit for teams that need to guide customers through web journeys, integrate sessions into existing service workflows, or run sessions on their own infrastructure. It is less compelling for occasional users who need more than five free sessions monthly or teams seeking unrestricted native-app support.

Pros and cons

• Pro: Browser joining without downloads reduces setup friction for customers and agents.
• Pro: Co-browsing is paired with annotations, control switching, masking, video calls, e-signatures, and recording, supporting more than passive viewing.
• Pro: Public cloud, private cloud, and on-premise deployment provide options for different infrastructure requirements.
• Con: Five sessions per month on the free plan is restrictive for teams handling routine support or sales volume.
• Con: The trial requires a demo and team assistance, making evaluation less immediate than a self-serve signup.
• Con: Native-app support is limited to WebView, and Basic-plan video chat has a monthly per-user cap.

Alternatives

Zoho Assist is worth considering when remote support across desktop and mobile platforms is the priority: its free plan includes one technician and five devices, while a paid Remote Support Standard plan is priced at $10 a month.

LiveCall may suit teams centered on service URLs and user accounts; its free plan covers one of each, while its Standard monthly fee varies by the number of accounts.

Cardina offers a 14-day free trial without a credit card and a per-seat Pro plan at $69 a month, making it an option for readers comparing seat-based pricing.

Median has a free-for-life starter plan with one-click screen sharing, privacy controls, phone mode, and Google SSO, though several visual collaboration tools are excluded from that tier.

Help Lightning Remote Assistance is another paid remote-assistance option.

SightCall Remote Visual Support is another paid option for visual support across mobile and desktop platforms.

SupportScreen is a paid alternative available on web, Windows, macOS, and Linux.

Blitzz Visual Remote Assistance may fit teams looking for a paid visual remote-assistance product with an annual plan at $175 a month for the first five users, additional users at $35/mo, and three participants per session.

Browse the Video Customer Support Software category for more options.

Verdict

Surfly is a strong choice for customer-facing teams that need browser-based co-browsing, collaboration controls, and deployment flexibility without asking customers to install software. Its chief drawbacks are the narrow free allowance, guided trial process, and WebView-only native-app support; teams with heavy session needs should compare custom pricing and limits before committing.