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Average Ratings 0 Ratings

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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 

Screenshots View All

Screenshots View All

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 
Zoom Sheets No 
Zoom Slides No 
Zoom Whiteboard No 
Zoom Workplace 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 
Zoom Sheets Yes 
Zoom Slides Yes 
Zoom Whiteboard Yes 
Zoom Workplace 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 

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