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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.

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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.

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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

Because companies have distinct business wants, it is logical that they steer clear of deciding on an all-encompassing, ideal software solution. Nevertheless, it would be hard to stumble on such an app even among well-known software systems. The logical thing to undertake can be to jot down the varied important factors that call for a careful thought including major features, costing, technical skill capability of staff members, company size, etc. Next, you must perform your research through and through. Browse over these Surfboard evaluations and scrutinize each of the software options in your list more closely. Such well-rounded research ensures you take out unfit apps and subscribe to the system which includes all the benefits your business requires.

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

Companies have diverse wants and requirements and no software solution can be ideal in such a condition. It is useless to try to find an ideal off-the-shelf software system that meets all your business wants. The smart thing to do would be to modify the application for your specific needs, staff member skill levels, budget, and other elements. For these reasons, do not rush and invest in well-publicized popular applications. Though these may be widely used, they may not be the perfect fit for your particular needs. Do your research, investigate each short-listed platform in detail, read a few Surfboard Employee Scheduling Software reviews, call the maker for clarifications, and finally choose the app that presents what you need.

How Much Does Surfboard Cost?

Surfboard Pricing Plans:

Free Trial

Starters

£15/seat/month

Scalers

£25/seat/month

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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 get a Employee Scheduling Software it’s crucial not only to learn how experts evaluate it in their reviews, but also to check whether the real people and enterprises that purchased these solutions are indeed content with the service. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Surfboard reviews across a wide array of social media sites. The data is then displayed in a simple to understand way revealing how many customers had positive and negative experience with Surfboard. With that information at your disposal you should be prepared to make an informed business decision that you won’t regret.

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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
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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.

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