Best Co-Browsing Software for Salesforce

Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!

Give your customer messaging experience a human touch. Increase customer satisfaction using a live chat. Beyond chat software, Crisp simplifies your customer support by unifying all the channels of your customer relationship. Your customers benefit from an incredible shared inbox experience. Respond to your website visitors from one solution and reduce your costs thanks to our live chat app! Statistics show that website visitors who receive assistance through a chat are more likely to make a purchase. With our free chat solution, you can send automated messages that create a proactive customer service which converts visitors into opportunities. Think CRM software is about contact management? Think again. Crisp CRM has much more to offer than a simple CRM software. Crisp comes with dedicated features that will help small businesses to automates repetitive tasks to let them close more deals. Get more hot leads straight into your pipeline.

Comm100 is a global provider of omnichannel communication software for education, government and commercial organizations of all sizes. With Comm100, organizations provide the optimal balance of human-bot engagement through configurable live chat, AI-powered bots and automation, and secure messaging – all from within one integrated platform. With more than 15,000 customers worldwide over 14 years of experience, Comm100 is helping organizations such as IBM, Stanford University, HomeTrust Bank, Rackspace, Colgate, and Canadian Blood Services.

Companies with a strong omnichannel experience retain 89% of customers. Strike up real-time conversations where your customers are to provide a positive customer journey for an improved experience, brand perception and retention rate. A staggering 99% of customers will remain loyal when their concerns are resolved on the first attempt. Empower your agents with a Unified Agent Workspace and productive tools to deliver a customer experience like never before. Customers’ intent is visible to an agent while they are still typing. List of predetermined responses to common queries that save agent’s significant time. Add notes to the on-going conversation for future reference. Classify conversation for further reference with multiple tags and wrap up quickly with wrap-up calls. Leave no customer unattended. Continue generating leads while your agents are online or away. Maximize conversion with customer’s past interaction details on a single screen.

Realtime customer support. Your customer’s expectations are changing - exceed them with the power of co-browse and live chat. Empower your agents to resolve complex customer support issues in real time. Reach out in one touch and in real time to boost rates of conversion, on web or mobile app. Our intelligent bots help your team answer common questions instantly. Deliver faster, more personalized support with the power of co-browse and live chat. Acquire’s simple, yet powerful tools encourage customer engagement and success across the board.

Upscope provides the perfect tools for teams who need to communicate tricky topics online or over the phone. Like screen-sharing (but better). HelloScreen is the perfect customer experience tool for teams who need to communicate complexity online or over the phone. HelloScreen has been specifically built to modernize your CX function and take it to new heights. Advanced user management, SAML2.0 SO, granular access control, advanced reporting and audit log. HelloScreen slots seamlessly into your existing tech-stack, integrating with a number of the best live chat providers.

Cardina is a customer engagement platform designed to enhance support and sales interactions by enabling real-time visual guidance on customers' screens without requiring downloads or meeting links. Its co-browsing technology allows agents to see, draw on, and control customers' screens, facilitating faster issue resolution and improved customer satisfaction. Cardina integrates seamlessly with existing tools, offering features like session recording, data masking for security, and compatibility across various devices and web technologies. The platform is trusted by leading customer experience teams and has been shown to reduce handle times by up to 41% and boost first-contact resolutions by 47%. Cardina offers flexible pricing plans to cater to businesses of all sizes, from startups to enterprises.

Win more customers and create better support experiences with live video chat, screen takeover, and user monitoring, directly on your website. Gain insight into your customer's buying process. Get notified when your customers enter high-value pages. Go live and video chat with customers anytime. Understand how your customers found your site. Make your customers purchasing process personally, starting with their first click. ServiceBell integrates with Intercom to enable rich interactivity with video chat and screen takeover. ServiceBell integrates with Calendly so your customers can easily schedule a call with your team. ServiceBell integrates with Clearbit Reveal to alert you when high-value prospects are on your website. Request a demo today to see how ServiceBell can help empower organizations of all sizes to build better relationships with their customers. ServiceBell works on every website, regardless of framework or language.

Cobrowse.io is a cutting-edge co-browsing platform designed to enhance customer support by allowing agents to interact directly with customers' web or mobile experiences in real time. By sharing live screens, agents can guide customers through complex processes, troubleshoot issues, and answer questions with high precision. The platform supports seamless integration with other customer service tools and offers privacy features, such as automatic redaction, to ensure data security. Cobrowse.io’s solution boosts agent efficiency, reduces resolution time, and improves customer satisfaction by creating more personalized, effective interactions.

Create collaborative and fully compliant digital journeys on your platform without changing a single line of code or installing software. Surfly helps thousands of AXA agents sell faster by digitally recreating the in-person sales experience on their platform. Agents and customers collaborate remotely to choose a policy, e-sign documents, and make their first payment. Surfly Co-browsing is faster, safer, and easier to use than screen sharing tools like Zoom, Google Meet, or Microsoft Teams. It enables active, secure, and compliant two-way collaboration that can never be replicated with screen sharing. Why use multiple external tools like Zoom and Docusign when you can just do everything in one Surfly Session? Upload, review, annotate, and e-sign any document without ever leaving your own website or portal. Surfly’s solution is flexible enough to work on the fly without any integrations as a virtual layer on top of your existing platforms.

Companies and organizations have invested heavily digitalizing services for their customers, making it easier to access info, products and self-services. It’s used all the time and from all devises. Yet, when a customer want’s to interact or is in need of assistance, they are often forced out of their digital context into a traditional channel like phone or email. The opportunity to help the customer ‘at the moment of need’ in a digital context is then lost and money invested in digital transformation is wasted. As a company you never have to miss any opportunity to sell or serve your digital customers. No matter if your goal is on-line sales, customer support, lead generation or complex support processes; with Vergic Engage you can master the digital customer journey. Any company or organisation, no matter vertical, can define some sort of customer journey. The Vergic Engage Platform will orchestrate that journey while keeping the customer in a digital context.

Wouldn’t it be great if an agent was able to chat or talk to your customer on the phone as the customer was browsing your website? The agent could then help the digital customer shop, resolve problems, fill an online form, or perform other transactions. Cobrowsing software is a business’ answer to exactly that need. The unique cobrowse software enables your customer service and contact center agents to offer, in the most human way possible, the digital support online customers need. It allows agents to provide high-value, collaborative, realtime support. By offering assistance exactly at the time of need, your business can convert website visitors, customers and prospects, into profitable, long-term customers. Allows phone and chat agents to provide a richer, multimedia experience by conducting a simultaneous cobrowse session. Enables the agent and the customer to fill out forms together, field by field, even highlighting specific areas of a form or web page for clarity.