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Surfly
Universal Co-Browsing and Collaboration for Any Platform

Surfly
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Home: https://www.surfly.com

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What is Surfly?

Surfly offers a universal co-browsing solution that allows organizations to instantly add collaborative features to any website, platform, or app without the need for code changes or complex setup. Supporting industries such as insurance, banking, healthcare, and enterprise e-commerce, Surfly improves online sales and service engagements by facilitating live, interactive web sessions between users, customers, or prospects.

With advanced masking, redaction, and compliance standards—including AICPA SOC, ISO/IEC 27001, and HIPAA—Surfly ensures privacy and security while providing high-performance, real-time collaboration. The platform integrates easily with leading CRM and contact center systems, supports white-labeling for brand consistency, and can be deployed on-premise to meet enterprise requirements.

Features

  • Universal Co-Browsing: Real-time collaboration on any website or web app with no code changes required.
  • Advanced Security & Compliance: AICPA SOC compliant, ISO/IEC 27001 certified, and HIPAA compliant for data protection.
  • White-Label Customization: Full branding control, allowing sessions to run on the company's domain.
  • Seamless Integrations: Native connectors for systems like Salesforce, NICE, Cisco, Zendesk, Intercom, and more.
  • Fine-Grained Control: Offers masking and redaction of any web element for enhanced privacy and compliance.
  • Fast Implementation: Set up collaborative features in minutes, accessible through a single click.
  • No Downloads or Installations: Requires no extensions or external software for end users.

Use Cases

  • Remote sales demos with instant co-browsing for clients.
  • Collaborative customer support sessions for complex digital services.
  • Digital onboarding or guided website walkthroughs for new users.
  • Secure handling of sensitive documents in healthcare or financial sectors.
  • Hybrid online/offline retail experiences for e-commerce companies.
  • Insurance agents assisting clients in real-time with policy management.

FAQs

  • What industries commonly use Surfly?
    Surfly is popular in industries such as insurance, banking, healthcare, and enterprise e-commerce for enhancing digital collaboration and customer service.
  • Does Surfly require code changes to implement co-browsing?
    No, Surfly's universal co-browsing technology does not require any code modifications to existing websites or apps.
  • How does Surfly protect sensitive data during sessions?
    Surfly provides fine-tuned masking and redaction capabilities for any web element and ensures session information is never stored, adhering to strict compliance standards.
  • Can Surfly sessions be branded with my company's style?
    Yes, Surfly supports full white-label customization, allowing all collaborative sessions to reflect your company's branding and run on your domain.
  • What compliance certifications does Surfly have?
    Surfly is AICPA SOC compliant, ISO/IEC 27001 certified, and HIPAA compliant, ensuring high standards for information security and privacy.

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