Shorten the sales cycle and boost conversion by integrating Surfly’s collaborative features directly into your platform. Using these interactive features, you can connect and collaborate with customers via a fully branded digital journey.
FAST, SIMPLE, AND SECURE CO-BROWSING
Upgrade any interaction to a fully collaborative face-to-face session.
Add Surfly’s universal co-browsing and video chat to your platform or site in minutes. Create collaborative and compliant digital journeys without needing to change your applications or install software.
50%
shorter sales cycle
90%
increase in personal cross-selling
78%
higher satisfaction rate
Trusted by leading companies and loved by 200,000+ users worldwide
AXA Insurance used Surfly to sell faster, remotely
Jeremy Ong
CCO & COO,AXA Insurance Singapore
“Financial and insurance advice is a personal discussion. We want our customers to have an experience that is as close to meeting in-person, even when our agents can’t be there physically.
Surfly helped us to do that quickly and at scale.”
Our features add an instant collaboration layer to your site
Co-browsing
Video Chat
Control Switching
E-Signing & File Sharing
Robust API & Integrations
100% Secure & Compliant
Enabling thousands of AXA agents to meet and sign up customers, remotely
When AXA needed to equip thousands of agents with the ability to sign-up new customers remotely, including choosing a policy, signing documents, and making their first payment, they turned to Surfly.
In under two weeks, AXA digitized the face-to-face selling experience. You can do the same.
Why use multiple meeting and collaboration tools, like Zoom and Docusign? It’s clunky, not inviting, and off-brand.
There’s a more elegant and seamless way — adding Surfly to existing branded journeys to do everything on your own site.
Our customers love using Surfly
Urs B.
Product Manager Digital Banking
I like how easy it is to use and get started. Also the control-switching is easy. The user, i.e. a customer, is always in control.
And the performance is great. Many features allow to really collaborate with customers and business partners.
It seems the technical solution is much better than comparable services which rely on sharing screens or pixels.
Unsub H.
Principle Engineer
- So easy & fast implementation. I don’t need to change our website.
- Powerful APIs with good documents, I made a site in a few days using it.
- Secure architecture and functions, I can do masking of personal information.
- No installation, our customers don’t need additional installation.
- Fast performance
Mahendra M.
Senior Solution Sales Consultant
Surfly is a fantastic tool
Surfly is a great tool that simplifies real-time engagement with customers. The simplicity and ease of use make it the best co-browsing solution.
Shamael K.
CX Advisor | SaaS BDM
The logical next step for customer engagement and deeper connection
- Ease of use
- Ease of implementation
- Concrete ROI(sales, advisory, customer satisfaction)
- Ease of auditing
- Deeper visceral connection
Aibek A.
Biz Dev | Industrial IoT | Digital Transformation
Complex technology – made simple and powerful
The concepts of so-called “screen sharing” and “co-browsing” are not new and its relatively straightforward technology, almost all of the modern tools like Zoom, GTM, MS Teams provide such an option. However, all of them miss a single most important component – reliability. I’ve lost count on times when the ongoing product demos with sales prospects have been subject to interruptions due to the incapability of traditional applications to perform consistently.
Surfly’s web sharing technology is not simply a matter of convenience, it is a solution that enables organizations to build a relationship with customers and deliver a truly exceptional sales experience.
Surfly can supercharge any web journey. Yours too.
Remote Collaboration
Enhance CC platforms
Surfly adds industry-leading co-browsing features to CPAAS, UCAAS, or your CC platform and helps you provide best-in-class collaborative functionality for your customers, enriching their digital journeys.
Remote Selling
Shorten the sales cycle and drive conversion rate by personalizing the sales journey with Surfly’s collaborative features. Use Surfly Sessions on your existing platform without needing to change your applications or install software.
Surfly Session: Co-browse all of the web together
You can start a Surfly Co-Browsing session from any page or URL, and then add a new tab in the same session to navigate to other sites with other participants. Our technology doesn’t require any adjustments to your pages or application and works across the entire web out-of-the-box.
Send a secure link, or join users on the fly
Surfly doesn’t require you to gain or give full access to a user’s computer, and there’s no software to download or install. It’s flexible enough to work on the fly as a virtual layer on top of your platform.
You can invite users to join a co-browsing session that is created by your agent. The invite link can be sent via SMS, WhatsApp, or email, directly from the session.
Customers can also request you to join their existing sessions, exactly where they need you. By sharing a 4-digit code, your agents customers start co-browsing on the fly.
Recreate the in-person meeting experience
Co-browse and video chat with people to collaborate just like you’re sitting side-by-side.
Surfly enables you to engage with customers face-to-face at all points in your omnichannel journey leading to better relationships, trust, as well as increased NPS, CSAT, and CES scores.
Sell smarter with just one solution
Why use multiple external tools like Zoom or Docusign when you can just do everything in one Surfly Session? Surfly’s built-in Document Editor & E-signing turns your site into a start-to-sign solution.
Agents and customers can edit and annotate documents, e-sign remotely, and download finished PDFs — all in the same session.
Loving your existing e-sign tool? No problem, Surfly works with it seamlessly, too.
Much more than just screen sharing
A choppy, compressed, passive experience, vs a smooth, active experience in real-time, just watching vs. working together: this is the choice between screen sharing and co-browsing.
Our co-browsing technology streams events, not pixels, and doesn’t require much bandwidth to deliver smooth, seamless experiences that truly feel like sitting side-by-side.
Zoom
Microsoft Teams
Google Meet
Cisco WebEx
No installation or extension
Full collaborative functionality
All participants can interact & collaborate in the same session
Fine-grained control switching
High quality
Start sessions from your own web application or domain
Edit, annotate, and sign documents in one session
Can be integrated in web apps
Fully brandable
Urs B.
Product Manager Digital Banking
Easy to use – super fast!
I like how easy it is to use and get started. Also the control-switching is easy. The user, i.e. a customer, is always in control.
And the performance is great. Many features allow to really collaborate with customers and business partners.
It seems the technical solution is much better than comparable services which rely on sharing screens or pixels.
Aibek A.
Biz Dev | Industrial IoT | Digital Transformation
Complex technology – made simple and powerful
The concepts of so-called “screen sharing” and “co-browsing” are not new and its relatively straightforward technology, almost all of the modern tools like Zoom, GTM, MS Teams provide such an option. However, all of them miss a single most important component – reliability. I’ve lost count on times when the ongoing product demos with sales prospects have been subject to interruptions due to the incapability of traditional applications to perform consistently.
Surfly’s web sharing technology is not simply a matter of convenience, it is a solution that enables organizations to build a relationship with customers and deliver a truly exceptional sales experience.
What if my web journeys span across third-party sites, which I have no control over?
Almost all other co-browsing solutions require you to place code on all pages you want to navigate. So if parts of your journeys take place outside of the “pre-coded” pages (e.g. an external payment portal that you can’t control), then traditional co-browsing doesn’t allow to you to guide customers from start to finish.
But Surfly is different — our technology doesn’t require any adjustments to your pages or application. We offer co-browsing that simply works across the entire web, and does so out-of-the-box.
See how Surfly stacks up against other remote collaboration tools
Embedded co-browsing
Screen Sharing (& WebRTC)
Remote Browser
No website changes required
Universal (iFrame & 3rd-party content)
Fast performance
Fine-grained control switching
High quality
No installation or extension
Can be integrated in web apps
Restricted only to the web
Privacy and security at the core
With screen sharing you share everything, whether you want or not. But with Surfly all interactions happen in a “walled garden” of your browser tab, not the full desktop. Customers and agents can trust that whatever they have on their computers stays private.
Surfly’s technology also allows you to mask sensitive data (like credit card and account numbers) that customers may need to fill in; agents have no access to any private customer information. Ever.
Within a Surfly Session, all data flows through our servers through secure SHA-256 SSL encrypted connections. No Surfly Session data is ever stored.
Surfly employs TLS 1.3 transport security, 256bit SSL encryption, full audit logs, and sensitive data masking to ensure all your interactions stay secure and compliant. We are HIPAA, GDPR, ISO 27001, AICPA SOC, and PCI DSS compliant.
Surfly is certified by leading compliance protocols and authorities
Discover more Surfly features
Audit logs
Keep a log of each co-browsing session and monitor user activity to meet security and compliance standards. Data that is hidden from the users via field masking also won’t show in the logs.
File sharing
Upload offline files to view, edit, and sign together. Share them securely as if you are sitting next to each other. We follow the XFDF Digital Signature Standard to ensure a compliant flow.
Field masking
Easily hide sensitive customer data in form fields to ensure their privacy and your compliance. Just add an HTML tag to the form field and it’s done.
Website or app integrations
Integrate Surfly into your existing web journeys. Organize real-time collaborative sessions straight from your own website or web application. No longer will you need to rely on external applications such as Zoom or Teams.
Rebranding, white-label
Update the Surfly interface to align with your brand guidelines, or opt for a white-label solution and add co-browsing as an invisible layer to your product.
Session continuation
Transfer existing authenticated sessions to a Surfly co-browsing session securely, without loss of data or progress. We enable fully collaborative sessions, even on highly secured areas of your website.
Any questions?
Do you have questions about our plans or pricing? Contact us via live chat or email us at sales@surfly.com.
-
No, you do not need a credit card to start your trial. We want to make it as easy for you as possible to explore the full possibilities of our technology.
-
Yes! Since Surfly is effectively interaction middleware powered by our advanced proxy, it can be easily added to your current technology without having to change the applicantions code.
-
Co-browsing is browser-based, meaning that you only share the browser instead of sharing your entire screen (which is the case with screen sharing).
Both technologies come with their own approaches. Co-browsing solutions like Surfly use a Javascript approach, which means that the HTML, Javascript, and CSS of a website are synchronized between users. This allows you to extend the online experience to multiple users, and therefore add a multi-user experience on your website.
Screen-sharing solutions are pixel-based, the drawback of this approach being that screen updates are slow and of low quality. Most screen-sharing tools require external software to be installed by users. This makes it unsuitable for most web situations, as people are often unwilling to install extra software that circumvents the browser’s security measures.
-
While Surfly does not store customer and session data, we allow our customers to do so. For many of our customers in highly regulated industries (Insurance, Banking, etc.) keeping detailed audit logs is required for compliance reasons, so Surfly allows them to store detailed audit logs of all sessions.
