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What is Surfly?

Create engaging and fully compliant digital interactions on your platform without the need for code modifications or extra software installations. Surfly enables numerous AXA agents to speed up their sales by digitally mimicking the in-person selling process within their platform. Agents and customers can work together remotely to choose policies, electronically sign documents, and seamlessly start their first payments. Surfly Co-browsing is not only faster and more secure but also easier to use compared to conventional screen sharing tools like Zoom, Google Meet, or Microsoft Teams. It promotes effective, secure, and compliant two-way collaboration that surpasses what screen sharing can provide. Rather than managing multiple external applications like Zoom and DocuSign, everything can be handled within a single Surfly Session. You are able to upload, review, annotate, and electronically sign any document directly from your website or portal without any interruptions. Moreover, Surfly’s flexible solution functions smoothly without the need for integrations, acting as a virtual layer over your existing platforms to enhance user experience for everyone involved. This all-encompassing method streamlines the sales process and fosters a more unified interaction between agents and customers, ultimately leading to increased satisfaction and efficiency. By harnessing this innovative technology, businesses can ensure a more effective sales strategy that caters to the needs of both agents and clients.

What is Atera?

Atera is a comprehensive IT management solution that integrates remote monitoring and management (RMM), helpdesk services, and ticketing, all enhanced by Action AIâ„¢ to significantly increase efficiency for organizations of any size. Experience the benefits of Atera with a free trial today!

Media

Media

Integrations Supported

Salesforce
AWS Marketplace
Amazon Connect
Intercom
NiCE CXone Mpower

Integrations Supported

Salesforce
Acronis Cyber Protect Cloud
AnyDesk
Axcient x360Cloud
ChatGPT
Control D
Domotz
IT Glue
Malwarebytes
QuickBooks Online
QuickBooks Online Advanced
ScalePad Lifecycle Manager
Setyl
TeamViewer
ThreatAware
TurboDocx

API Availability

Has API

API Availability

Has API

Pricing Information

$26/per month
Enterprise pricing based on session minute bundles and not agent price
Free Version
Free Trial Offered?

Pricing Information

30-DAY FREE TRIAL
Fixed cost — per technician-based pricing with unlimited endpoints.
Free Trial Offered?

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Surfly

Company Location

Netherlands

Company Website

www.surfly.com

Company Facts

Organization Name

Atera

Date Founded

2011

Company Location

Israel

Company Website

www.atera.com

Categories and Features

Co-Browsing

Not specified

Remote Desktop

Chat
File Transfer
Record Remote Sessions
User Management

Remote Support

File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

Categories and Features

Agentic AI

Not specified

AI IT Agents

Not specified

AI Tools

Not specified

AI-Powered ITSM Tools

Not specified

AIOps

Not specified

Application Performance Monitoring (APM)

Baseline Manager
Diagnostic Tools
Performance Control
Resource Management
Root-Cause Diagnosis
Server Performance
Trace Individual Transactions

DNS Monitoring

Not specified

Endpoint Management

Not specified

Help Desk

Alerts / Escalation
Automated Routing
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Asset Management

Asset Tracking
Compliance Management
Contract/License Management
IT Service Management
Inventory Management

IT Automation

Not specified

IT Documentation

Not specified

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Reporting
Ticket Management

ITSM

Asset Tracking
Change Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Self Service Portal

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Network Discovery

Not specified

Network Mapping

Device Auto Discovery
Hierarchical Mapping
On-Demand Mapping
Reporting/Analytics

Network Monitoring

Bandwidth Monitoring
Baseline Manager
Diagnostic Tools
Real Time Analytics
Resource Management
SLA Monitoring
Server Monitoring
Uptime Monitoring

Network Troubleshooting

Alerts / Escalation
Bandwidth Troubleshooting
Network Monitoring

Patch Management

Alerts/Notifications
Automatic Approval
Automatic Patch Deployment
Automatic Scans
Compliance Management
Custom Patches
Dashboard
Network Wide Management
Patch Prioritization
Patch Testing
Remote Access/Control
Vulnerability Scanning

Professional Services Automation

Billing & Invoicing
Client Portal
Document Management
Proposal Generation
Time & Expense Tracking

Remote Desktop

Chat
Cross-Platform Access
File Transfer
Mobile Device Access
Multi Monitor Support
Record Remote Sessions
Remote Print
Remote Wake
User Management

Remote Support

Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

RMM

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

SaaS Management

Onboarding
Renewal Management
Usage Tracking / Analytics

Secure Remote Access

Not specified

Server Management

CPU Monitoring
Credential Management
Database Servers
Email Monitoring
Event Logs
History Tracking
Patch Management
Scheduling
User Activity Monitoring
Virtual Machine Monitoring

Service Desk

IT Asset Management
Incident Management
Knowledge Base
Mobile Access
Remote Control
SLA Management
Self Service Portal

Shadow IT Discovery

Not specified

SLA Management

Not specified

SNMP Monitoring

Not specified

System Monitoring

Alerts / Notifications
Antivirus Management
Data Backup / Recovery
Device Monitoring
Inventory Management
Patch Management
Policy-based Automation
Remote Monitoring
Reporting / Analytics
Risk Analysis
Server Monitoring
Service Configuration Management

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