Surfboard WFM is a workforce management software designed specifically for customer support teams. It helps businesses optimize their support operations by using data to forecast demand, automate employee scheduling, and track performance in real-time. Surfboard integrates with existing communication and CRM platforms to provide a centralized view of team activity and customer interactions. The software aims to improve agent productivity and satisfaction while reducing operational costs and ensuring service level agreements are met. Surfboard is now part of Dialpad, a larger customer intelligence and communications platform.
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Who is Surfboard WFM best for
Surfboard WFM, now part of Dialpad, helps customer support teams optimize operations with data-driven workforce management. Users praise Surfboard’s automated scheduling and seamless integrations with tools like Slack. However, some users have reported occasional bugs and slow performance. It's best for small to medium businesses, particularly in e-commerce and software/IT.
Best for small to medium-sized businesses.
Ideal for customer support teams in e-commerce and software/IT.
Surfboard WFM features
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Supported
Surfboard WFM automates scheduling and likely automates related tasks such as sending reminders.
Supported
Surfboard offers performance analytics and scheduling tools to improve agent performance.
Supported
Surfboard WFM facilitates data-driven decisions with real-time insights into performance, schedules, and resource allocation.
Qualities
We evaluate the sentiment that users express about non-functional aspects of the
software
Value and Pricing Transparency
Strongly positive
+1
Customer Service
Strongly positive
+0.94
Ease of Use
Strongly positive
+0.92
Reliability and Performance
Rather positive
+0.5
Ease of Implementation
Strongly positive
+1
Scalability
Strongly positive
+1
Surfboard WFM reviews
We've summarised 88 Surfboard WFM reviews (Surfboard WFM G2 reviews) and
summarised the main points below.
Pros of Surfboard WFM
User-friendly and intuitive interface, praised for its ease of use.
Automated scheduling features save significant time and effort.
Excellent customer support, known for responsiveness and helpfulness.
Flexible and customizable to accommodate various team structures and workflows.
Integrates seamlessly with popular tools like Slack and Google Calendar.
Cons of Surfboard WFM
Occasional bugs and glitches can disrupt workflows.
Manual adjustments are sometimes needed for uneven task distribution.
Some integrations, like Salesforce, have limited feature parity.
The platform can be slow or laggy at times, especially during peak usage.
Surfboard WFM pricing
The commentary is based on 5 reviews from Surfboard WFM G2 reviews.
Reviewers praise Surfboard WFM's competitive pricing and cost-effectiveness, highlighting its value compared to alternatives like Playvox and Tymeshift. They appreciate the transparent pricing model and feel it provides significant value for its cost by streamlining workforce management, ultimately saving time and resources.
Better for broader HR needs beyond workforce management. Has broader industry applicability. Is growing faster. A popular Surfboard WFM competitor and alternative.
Better for optimizing staffing across in-house and outsourced teams. Caters to a wider range of industries including Healthcare, Wellness & Pharma, Finance, Banking & Insurance, Retail, Consumer Goods, Manufacturing, Software, IT & Telecommunications, Non-profit & Government and Professional Services. Has publicly available user ratings. Is growing faster in terms of website traffic and employee count. Users appreciate easy scheduling, helpful notifications, real-time monitoring, and Zendesk integration.
Better for scheduling simple meetings and appointments. Less suited for complex workforce management needs of customer support teams. Not designed for real-time operational visibility or shift management. Primarily for individual and small team scheduling, not workforce management.
What is Surfboard WFM and what does Surfboard WFM do?
What is Surfboard WFM and what does Surfboard WFM do?
Surfboard WFM is a workforce management software designed for customer support teams. It uses data to forecast demand, automate scheduling, and track real-time performance. Surfboard integrates with communication and CRM platforms to improve agent productivity and ensure service level agreements are met.
How does Surfboard WFM integrate with other tools?
How does Surfboard WFM integrate with other tools?
Surfboard WFM integrates with communication and CRM platforms for a centralized view of team activity and customer interactions. It also integrates with popular tools like Slack and Google Calendar, streamlining workflows and enhancing communication.
What the main competitors of Surfboard WFM?
What the main competitors of Surfboard WFM?
Alternatives to Surfboard WFM include Assembled, a workforce management platform specializing in support teams, and BambooHR, an HR platform for SMBs. Other competitors are Rippling, ClickUp, Flowla and HiBob.
Is Surfboard WFM legit?
Is Surfboard WFM legit?
Yes, Surfboard WFM is a legitimate workforce management software now owned by Dialpad. It's known for its user-friendly interface and automated scheduling, though some users mention occasional bugs. It appears safe and suitable for small to medium-sized businesses seeking streamlined customer support operations.
How much does Surfboard WFM cost?
How much does Surfboard WFM cost?
I'm sorry, but pricing information for Surfboard WFM is not available. Contact Surfboard WFM directly to discuss product pricing and determine if the workforce management software is worth it for your needs.
Is Surfboard WFM customer service good?
Is Surfboard WFM customer service good?
Surfboard WFM's customer service receives overwhelmingly positive feedback. Users praise the support team's responsiveness, helpfulness, and willingness to go the extra mile. They are lauded for providing prompt assistance, valuable best practices, and accommodating feature requests. While occasional delays have been noted, the overall sentiment points towards a highly satisfactory customer service experience.
Reviewed by
MK
Michal Kaczor
CEO at Gralio
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.