CrankWheel Reviews & Product Details

I use Crankwheel multiple times a day. I sell health insurance and Crankwheel makes my phone meetings SO much easier because I can share the prospects quote and benefits with them, sllowing them to see what I'm telling them. I think that helps them digest what they are going to possibly be paying for much better than only hearing what I tell them and having to make a decision based on that alone. It's super easy to implement and I've never had any issues with prospects finding it to be too complicated to click on the text link I send, so that's a definitel plus. I haven't integrated it yet, but I just found out I can integrate with Hubspot and that gets a thumbs up from me. Review collected by and hosted on G2.com.

I haven't found anything I don't like yet. Review collected by and hosted on G2.com.

CrankWheel is an exceptional screen-sharing tool designed primarily for sales teams, insurance agents, and customer support professionals who need a fast and seamless way to share their screens with clients. Unlike traditional screen-sharing software, CrankWheel requires no downloads or installations for viewers, making it an excellent choice for engaging with prospects in real time without technical barriers.

Best Use Cases

Insurance agents & financial advisors – Great for walking clients through applications and policy details. Review collected by and hosted on G2.com.

No Full Video Conferencing – While it excels at screen sharing, CrankWheel is not a full video conferencing solution (though it does offer audio call integration). Review collected by and hosted on G2.com.

I like the different options available to be able to screenshare with client. I also like the new option to have client sign forms on Crankwheel. I think it is a smooth transition from the time the client logs on to the moment they see the program window. Review collected by and hosted on G2.com.

It's not necessarily a crankwheel issue but I sometimes forget to click on the auto-connect button & so the client will get the screen with the number, at which point I remember. I think it would be nice for that button to be automatic & we click it off when we need. Review collected by and hosted on G2.com.

the ease of engaging the end user via their phone number/sms. they can be tech or platform clueless and it will just appear for them! The interface is also quite self explanatory Review collected by and hosted on G2.com.

there are 3 icons to the left of webcam. it would be good if their function appeared when hovering over them. Review collected by and hosted on G2.com.

As an Insurance agent, this tool has been an essential part of my business. It is so important for building trust and visual sharing. IT is easy to utilize for myself and for my clients. Even my elder clients love this tools ease of use. I use it for many of my appointments. Review collected by and hosted on G2.com.

So far I have nothing I dislike about this tool! Review collected by and hosted on G2.com.

It allows me to do a screenshare to show clients policies, very user friendly for myself and the client. it has a consent form which helps with cms compliance for writing marketplace plans, the consumer easily completes it and the form is then emailed to both myself and the client. customer support also responds quickly. Review collected by and hosted on G2.com.

I haven't had any downsides to this platform Review collected by and hosted on G2.com.

I love how easy crankwheel is to use! We as a company adpated to crankwheel and it allows us to present a personal aspect of our business directly to the customers Review collected by and hosted on G2.com.

There is nothing I would change , Crank wheel has everything all in one Review collected by and hosted on G2.com.

I love that I can send my screen to clients who aren't even computer literate. Review collected by and hosted on G2.com.

I don't like the 2 step verification. Also wish the screen would fit into the window they see Review collected by and hosted on G2.com.

I love the fact that the viewer doesn't have to sign in or download anything. It's also a great feature being able to tell if the person is still watching or not. It works great when presenting and needing to ensure they are still tuned in. Review collected by and hosted on G2.com.

I don't have anything I dislike about it, honestly. Review collected by and hosted on G2.com.

I appreciate how convenient it is to use on your browser. I like that it's super simple to send the link to the other end of the screen. I also appreciate the ability to have a free service to see how Crankwheel works! Review collected by and hosted on G2.com.

Having to pay after a certain amount of meetings. Sometimes it acts up but rarely. Review collected by and hosted on G2.com.