Surfboard
Customer Support · www.surfboard.com
Overview
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.
The problem Surfboard solves
Customer support teams need a repeatable way to replace disconnected systems and manual handoffs with measurable operational execution. Surfboard is relevant because the independently researched profile documents surfboard is a platform for cooperative shift planning and scheduling for teams providing customer service. Buyers should validate current pricing, integrations, data handling, and fit before committing.
Best for
- B2B teams evaluating customer support software
- Teams that need documented workflow capabilities and fit guidance
- Organizations willing to validate implementation and plan limits
Not a fit if
- Teams seeking a workflow outside the product's documented focus
- Teams needing unlimited usage without plan limits
- Organizations that cannot validate implementation effort or vendor claims
Why it’s listed
- Adds a distinct customer support workflow to the directory
- Independent review includes a researched description, capabilities, pricing context, and tradeoffs
- Provides comparison context for customer support buyers
Pricing
Free or entry plan
FreePublic review lists a starting price of 1 USD; confirm billing period and limits.
- Intelligent Scheduling
- Detailed Forecasting
- Fast Shift Planning
- Third-party Integration
- Shared Schedules
- Ticket Forecast Management
- Automated Schedule
- Daily Activities.
Higher tiers
Custom pricingHigher tiers and enterprise terms should be confirmed with the vendor.
- Fast Shift Planning
- Third-party Integration
- Shared Schedules
- Ticket Forecast Management
- Automated Schedule
- Daily Activities.
Features
Pros & cons
Pros
- Independent review documents a concrete business workflow
- Documented capability: Intelligent Scheduling
- Documented capability: Detailed Forecasting
- Documented capability: Fast Shift Planning
- Documented capability: Third-party Integration
Cons
- Pricing and usage limits should be checked against the exact plan
- Implementation effort depends on the team's data and process maturity
- Reported outcomes should be validated with the buyer's own data
What the record shows
Independent FinancesOnline research describes surfboard is a platform for cooperative shift planning and scheduling for teams providing customer service.
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
User reviews
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