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Description
Build interactive and fully compliant digital experiences on your platform without altering any code or installing additional software. Surfly empowers countless AXA agents to accelerate their sales by digitally simulating the face-to-face selling process within their platform. Both agents and customers can collaborate from a distance to select policies, electronically sign documents, and initiate their first payment seamlessly. Surfly Co-browsing is not only quicker and more secure but also simpler to navigate compared to traditional screen sharing applications like Zoom, Google Meet, or Microsoft Teams. It facilitates effective, secure, and compliant two-way collaboration that screen sharing cannot match. Instead of juggling various external tools like Zoom and Docusign, you can manage everything in a single Surfly Session. You can upload, review, annotate, and e-sign any document directly from your website or portal without interruption. Furthermore, Surfly’s adaptable solution operates effortlessly without requiring integrations, serving as a virtual layer over your existing platforms, ensuring an enhanced user experience for all parties involved. This comprehensive approach simplifies the sales process and provides a more cohesive interaction for agents and customers alike.
Description
Zoom Canvas is an AI-powered collaborative document platform designed to help organizations create content, manage projects, and organize team knowledge. The software provides a flexible workspace for building documents, interactive tables, internal wikis, project trackers, and shared information hubs. Its ZoomMate AI assistant can generate document drafts, summarize meeting conversations, rewrite text, translate content, and extract action items from existing information. Users can create documents from meeting summaries and connect agendas, notes, and follow-up tasks within the same workspace. Real-time collaboration features include simultaneous editing, comments, mentions, reactions, and customizable viewing and editing permissions. Zoom Canvas provides templates and drag-and-drop content blocks for adding tables, charts, images, checklists, and embedded multimedia. Its project management capabilities include Kanban boards, calendar views, timelines, task assignments, and structured data tables with filtering and sorting. The platform also supports publishing documents to the web and organizing resources for internal teams or external collaborators. Integration with Zoom Meetings, Zoom Chat, and Zoom Whiteboard allows users to collaborate on documents during meetings and continue working on shared information afterward.
API Access
Has API
Yes
API Access
Has API
No
Integrations
AWS Marketplace
Yes
Amazon Connect
Yes
Intercom
Yes
JavaScript
Yes
Microsoft Outlook
No
NiCE CXone Mpower
Yes
Salesforce
Yes
Zendesk
Yes
Zoom
No
Zoom Paper
No
Integrations
AWS Marketplace
No
Amazon Connect
No
Intercom
No
JavaScript
No
Microsoft Outlook
Yes
NiCE CXone Mpower
No
Salesforce
No
Zendesk
No
Zoom
Yes
Zoom Paper
Yes
Pricing Details
$26/per month
Enterprise pricing based on session minute bundles and not agent price
Free Trial
Yes
Free Version
Yes
Pricing Details
$8.55 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Surfly
Country
Netherlands
Website
www.surfly.com
Vendor Details
Company Name
Zoom Communications
Founded
2011
Country
United States
Website
www.zoom.com/en/products/collaborative-docs/
Product Features
Remote Desktop
Chat
Yes
Cross-Platform Access
No
File Transfer
Yes
Group View
No
Mobile Device Access
No
Multi Monitor Support
No
Record Remote Sessions
Yes
Remote Print
No
Remote Wake
No
User Management
Yes
Remote Support
Diagnostic Tools
No
File Transfer
Yes
Live Chat
Yes
Real-time Chat
Yes
Remote Control
Yes
Screen Sharing
Yes
Session Recording
Yes
Session Transfer
Yes
Surveys & Feedback
Yes
Product Features
Document Collaboration
Access Control / Permissions
No
Autosave
No
Chat / Messaging
No
Cloud Storage
No
Comments / Annotations
No
Edit / Change Tracking
No
Electronic Signature
No
Multiple File Formats
No
Pre-made Templates
No
Search
No
User Tagging
No
Version Control
No
Workflow / Approval Process
No