MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Surfboard Review

Surfboard
Our score: 8.0 User satisfaction: 93%

What is Surfboard?

Surfboard is a platform for cooperative shift planning and scheduling for teams providing customer service. It has a weekly shift planner that lets you see when your surfers (agents) are working, enabling you to plan their shifts in conjunction with your rules and rotations. In addition, it intelligently combines forecasts, team settings, and shift scheduling to schedule fair daily activities and shifts automatically.

It features the Daily Activities tool, a one-stop outlet for organizing the tasks your team is working on, including calls, emails, live chat, projects, and administrative duties. You can also integrate their Google calendar to view their breaks and vacation time. Additionally, you can design unique shift schedules, including rotations, to suit the requirements and working preferences of each of your surfers.

Surfboard also works on a “set it and forget it” basis. Set aside time for service and non-service duties to ensure your team has enough time for administration, training, or development. You may use advanced filtering to arrange your tickets to represent your customer channels or the structure of your team.

Show More

Overview of Surfboard Benefits

Detailed Forecasting

Surfboard analyzes your past ticket data to forecast traffic and determine how many surfers you’ll need twelve weeks from now. Forecasts for both tickets and employees are produced automatically; no manual procedures or spreadsheets are needed. You can get hour-by-hour predictions for all of your channels or ticket types. For forecast-powered scheduling, you can also set distinct service goals for each ticket category. Additionally, Surfboard integrates with your current platforms for customer care, preserving how you currently manage tickets.

Automated Shift Planning

To help make sure that your team is aware of their exact schedule, Surfboard allocates shifts eight weeks in advance. Shift planning is also fully customizable, allowing you to create shift patterns and rotations that cater to all of your team’s demands and preferred working conditions. The platform also applies fairness principles to generate more equitable schedules that will please your team. Surfers can view their shifts whether they are at work or on the go by accessing Surfboard on any device.

Smart Activity Scheduling

Every surfer has a daily activity schedule provided by Surfboard, so you know the right surfers are doing the right things at the right times. By rotating surfers across various duties throughout the day, Surfboard creates timetables to make sure you’re on track to meet your service goals while also attempting to lessen weariness. Activities, breaks, meals, and other schedule elements can be changed to accommodate for last-minute changes and make sure everything gets accomplished. Your staff can see precisely what they should be focusing on throughout the day in the surfer view, as well as what their teammates are up to.

Show More

Overview of Surfboard Features

  • Intelligent Scheduling
  • Detailed Forecasting
  • Fast Shift Planning
  • Third-party Integration
  • Shared Schedules
  • Ticket Forecast Management
  • Automated Schedule
  • Daily Activities

What Problems Will Surfboard Solve?

Customer support teams will often guess their demand when forecasting. With Surfboard, we use historical ticket data to predict inflow, providing clarity for support teams who should be working at what time to ensure they deliver a great customer experience.

When using spreadsheets to organize shift planning and scheduling, customer support teams often have to spend hours and hours pouring over spreadsheets, only for them to break or be totally overcomplicated. With Surfboard, support managers can set shift patterns and schedules in one place, using an intuitive, clear, easy-to-use interface. The bottom line here is that this results in happier managers, teams, and customers.

When companies are growing quickly, it can be challenging to scale the support team. Surfboard allows support teams to scale quickly while they grow without the need to employ traditional workforce management software with an exhaustive list of features.

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies

Surfboard Position In Our Categories

Bearing in mind companies have distinct business wants, it is practical they avoid deciding on a one-size-fits-all, ”best” software system. Just the same, it is troublesome to come across such application even among recognizable software systems. The right thing to do would be to shortlist the different essential functions that necessitate scrutiny such as critical features, price plans, skill capability of staff members, company size, etc. After which, you must follow through your product research comprehensively. Have a look at some Surfboard analyses and look into the other software programs in your list more closely. Such well-rounded product investigation ensures you steer clear of poorly fit applications and choose the one which meets all the aspects your company requires to be successful.

Position of Surfboard in our main categories:

TOP 500

Surfboard is one of the top 500 Collaboration Software products

TOP 200

Surfboard is one of the 200 Customer Support Software products

TOP 100

Surfboard is one of the top 100 Employee Scheduling Software products

Since each company has specific business requirements, it is sensible for them to desist from looking for a one-size-fits-all ideal software application. Needless to say, it would be futile to try to find such a platform even among widely used software solutions. The smart thing to do would be to jot down the various essential elements that need consideration such as required features, finances, skill levels of employees, company size etc. Then, you should do your groundwork thoroughly. Read some Surfboard Employee Scheduling Software reviews and investigate each of the other apps in your shortlist in detail. Such exhaustive groundwork can make certain you reject ill-fitting platforms and choose the solution that presents all the aspects you require for business success.

How Much Does Surfboard Cost?

Surfboard Pricing Plans:

Free Trial

Starters

£15/seat/month

Scalers

£25/seat/month

Show More

What are Surfboard pricing details?

Surfboard Pricing Plans:

Free Trial

Starters

£15/seat/month

Scalers

£25/seat/month

Surfboard offers two enterprise pricing plans so teams of varying sizes can find something closer to their needs without paying for unnecessary features.

Starters – £15 monthly per seat

  • Automatically schedule shifts 8 weeks in advance
  • Automatically schedule intraday activities
  • Configure activities to match the way your team works
  • Share schedules with surfers across mobile and desktop

Scalers – £25 monthly per seat

  • All features in Starters +
  • Intelligently scheduled activities to meet forecasted volume
  • View, customize, and adjust ticket forecasts

User Satisfaction

Positive Social Media Mentions 8
Negative Social Media Mentions 0

We realize that when you choose to purchase a Employee Scheduling Software it’s important not only to learn how experts rank it in their reviews, but also to find out if the real clients and companies that use these solutions are indeed content with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Surfboard reviews across a wide range of social media sites. The data is then featured in a simple to digest format indicating how many users had positive and negative experience with Surfboard. With that information at hand you will be equipped to make an informed purchasing decision that you won’t regret.

Video

Technical details

Devices Supported

  • Web-based

Deployment

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Surfboard?

Surfboard integrates with a variety of tools like calendars and HR systems. It can seamlessly connect with the following, and more:

  • Intercom
  • Zendesk
  • Dixa
  • Front
  • Twilio
  • Aircall
  • Kustomer
  • Slack
Note

Surfboard
is waiting for
your first review.

Arrow

Write your own review of this product

ADD A REVIEW

More reviews from 0 actual users:

women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

Share
Tweet
Share