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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 Cardina?

Cardina operates as an engaging customer interaction platform designed to elevate both support and sales exchanges by offering real-time visual assistance right on users' screens without requiring downloads or links for meetings. Utilizing its pioneering co-browsing technology, agents are able to observe, annotate, and in some cases, take control of customers' screens, resulting in faster problem-solving and improved customer satisfaction. The platform seamlessly integrates with existing tools and boasts features like session recording, enhanced security through data masking, and compatibility across multiple devices and web technologies. Endorsed by leading customer experience teams, it has demonstrated a remarkable ability to reduce handle times by up to 41% and boost first-contact resolutions by 47%. Moreover, Cardina offers a variety of flexible pricing structures to suit businesses ranging from startups to large corporations. In summary, Cardina is dedicated to revolutionizing customer interactions into smooth experiences that promote enduring relationships while continuously expanding its offerings to meet diverse customer needs.

Media

Media

Integrations Supported

Intercom
Salesforce
Zendesk
AWS Marketplace
Amazon Connect
JavaScript
NiCE CXone Mpower

Integrations Supported

Intercom
Salesforce
Zendesk
Amazon S3
Genesys Cloud CX
Google Cloud Platform
Microsoft Teams
Sentry
Slack
Twilio

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

$69 per month
Free Trial Offered?

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

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
Online Training
On-Site Training

Company Facts

Organization Name

Surfly

Company Location

Netherlands

Company Website

www.surfly.com

Company Facts

Organization Name

Caldera Labs

Company Location

United States

Company Website

cardina.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

AI Copilots

Not specified

Co-Browsing

Not specified

Customer Engagement

Not specified

Customer Experience

Not specified

Screen Sharing

Not specified

Session Replay

Not specified

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