+
+
Visit Website
Visit Website

About

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!

About

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Salespeople and customer service agents who want to transform calls into full sales presentations

Audience

For mid-size and large enterprises

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$15/month
Free for limited use. Starting price $29/month or $180/year for individuals, $99 for teams.
Free Version Supported
Free Trial Supported

Pricing

$40 per user per month
Get a personalized quote after a product tour with a Creatio expert
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.7 / 5
support 4.7 / 5

Reviews/Ratings

Pros from Real Users

Pros

  • Easy to use and very convenient for clients who are elderly and don't use another video conferencing platform.
  • CrankWheel is the easiest the program that I have ever used. Many potential clients that cannot get onto other products have no issues connecting via CrankWheel. Ease of use for presenter and ease for end user is CrankWheel's biggest strength.
  • CrankWheel is a game-changer for agents and brokers. It provides instant screen sharing without downloads, ensuring secure, compliant client interactions. Perfect for meeting new federal requirements, it builds trust, improves communication, and streamlines sales. CrankWheel enhances professionalism, efficiency, and transparency—making it an essential tool for today’s insurance professionals.
  • I love that no software needs to be downloaded on the client side. This makes it super easy for them and less hassle for us.
  • I've been using CrankWheel for almost two years now and I couldn't recommend a better webinar service, They make it super convenient with option to send meeting links via text, email, or copy the link. Options to share screen, window or browser tab. Webcam optional, you can schedule meetings, pause screenshares, chrome extension, and even set it up so that when people join the meeting, they need to provide a confirmation number to get in. I'm a licensed self-employed individual and CrankWheel also has the option to build in consent forms in both English and Spanish for the client to fill out right there. All in all, I get my money's worth every month and never regret my investment. Super satisfied with my experience.
  • CrankWheel is an outstanding platform for real-time sales presentations and instant screen sharing. It’s simple, fast, and doesn’t require any downloads, which makes it perfect for connecting with clients on the go. I love how seamlessly it integrates with my workflow — it lets me show demos or quotes instantly, boosting trust and conversion rates. The interface is clean and intuitive, and the ability to share your screen through just a link or phone number is a game changer. CrankWheel has genuinely made remote selling smoother, faster, and more professional. Highly recommend it for any sales team!
  • - easy to use - easy for clients to use - never lags - great features & high quality resolution!
  • It is easy to learn, share and use. I love it because it gives you a professional presentation of your work to clients and it is different from loom or other sharing screens options. I just love it.
  • Crankwheel is so easy to use, it is quick, simple and easy. My potential clients love it! It helps build trust immediately.
  • Clients see my screen in real time No client experience with virtual platforms needed Easy to use Can be used

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CrankWheel
Founded: 2015
Iceland
crankwheel.com

Company Information

Creatio
Founded: 2014
United States
www.creatio.com/

Alternatives

Alternatives

Regale

Regale

3Sharp
Coevera

Coevera

Pipelinersales Corporation
monday CRM

monday CRM

monday.com

Categories

Co-Browsing Supported
Customer Success Supported
Inside Sales Supported
Presentation Supported
Remote Work Supported
Sales Acceleration Supported
Sales Enablement Supported
Screen Sharing Supported

Categories

AI Agents Supported

Creatio provides AI agents within its AI-native no-code platform, enabling organizations to automate decisions and execute tasks across workflows. These agents understand context, analyze data, and perform actions across CRM and operational processes. AI agents support use cases such as lead qualification, next-best-action recommendations, customer engagement, and service automation. They work across marketing, sales, and service to improve productivity and consistency. Built in Creatio Studio, AI agents can be created using natural language and visual tools without coding. With real-time data access, they help organizations reduce manual effort, accelerate decisions, and deliver personalized, data-driven experiences at scale.

App Design Supported

Creatio provides an AI-native no-code app design platform that enables organizations to build enterprise applications and AI agents using natural language and visual tools. With an intuitive UI designer and pre-built components, teams can create responsive interfaces and user experiences without coding. The platform allows users to define data models, automate workflows, and integrate with external systems, ensuring scalable and connected applications. Built-in analytics and dashboards provide real-time insights, while a composable architecture supports rapid development through reusable components and marketplace extensions. Powered by AI, Creatio can generate apps, processes, and UI elements from natural language prompts, while embedded AI agents automate workflows and decision-making. This enables faster development, flexibility, and continuous innovation across the organization.

Automotive CRM Supported

Creatio provides an automotive CRM platform built on its AI-native no-code architecture, enabling automotive companies to manage customer relationships and automate processes across sales, service, and dealer networks. The platform supports the full lifecycle from lead capture and vehicle sales to after-sales service and customer retention. Creatio allows organizations to automate workflows such as lead management, test drive scheduling, dealer coordination, service requests, and customer communication, while maintaining a 360-degree view of customers and vehicles. Integration capabilities support dealer management systems (DMS), marketing tools, and external data sources. At its core are AI agents that analyze customer and vehicle data, recommend next-best actions, prioritize leads, and automate follow-ups and service interactions. With real-time analytics and no-code tools, teams can quickly adapt processes, improve sales and service efficiency.

Creatio provides a business process automation platform powered by Creatio Studio, its AI-native no-code environment for designing and automating workflows. With visual tools, organizations can model, execute, and optimize end-to-end processes without coding. The platform enables teams to build workflows, manage data, and integrate with external systems in a unified environment. Built-in analytics and dashboards provide real-time visibility into performance and efficiency. At its core are AI agents that can generate workflows from natural language, analyze data, recommend next-best actions, and execute tasks across processes. This helps organizations reduce manual effort, adapt quickly, and improve efficiency while accelerating time-to-value.

Creatio provides a business process management platform powered by Creatio Studio, its AI-native no-code environment for designing and automating workflows. With visual tools, organizations can model, execute, and optimize end-to-end processes without coding. The platform enables teams to build workflows, manage data, and integrate with external systems in a unified environment. Built-in analytics and dashboards provide real-time visibility into performance and efficiency. At its core are AI agents that can generate workflows from natural language, analyze data, recommend next-best actions, and execute tasks across processes. This helps organizations reduce manual effort, adapt quickly, and improve efficiency while accelerating time-to-value.

Construction CRM Supported

Creatio provides a construction CRM platform built on its AI-native no-code architecture, enabling construction and engineering companies to manage projects, clients, and sales processes within a single system. The platform supports the full lifecycle from lead generation and bidding to project delivery and post-project service, ensuring seamless coordination across teams and stakeholders. At the core are AI agents that analyze project and customer data, prioritize opportunities, recommend next-best actions, and automate routine workflows such as bid management, document handling, and stakeholder communication. These agents help teams improve decision-making, reduce manual effort, and accelerate project cycles. Creatio enables organizations to streamline processes like pipeline management, contract and document management, partner collaboration, and service requests, while maintaining full visibility through real-time dashboards and analytics.

CRM Supported

Creatio provides an AI CRM platform built on its no-code and agentic AI architecture, enabling organizations to manage customer relationships and automate workflows across marketing, sales, and service. The platform delivers a unified 360-degree view of customers, interactions, and data within a single system. Creatio supports the full customer lifecycle from lead generation and sales pipeline management to service and retention, while enabling seamless omnichannel engagement. With no-code tools, teams can easily customize processes, build applications, and adapt workflows without heavy IT involvement. At its core are AI agents that analyze customer data, recommend next-best actions, and automate tasks across the customer journey. Combined with real-time analytics and dashboards, Creatio helps organizations improve efficiency, enhance customer experience, and drive data-driven growth at scale.

Debt Collection Supported

Creatio provides an AI-native debt collection and recovery solution built on its no-code CRM and workflow automation platform, enabling financial institutions and collection teams to automate and optimize end-to-end debt recovery processes. The platform supports full lifecycle management—from debtor data and segmentation to communication, negotiation, and resolution—within a unified system. With Creatio, organizations can automate key collection activities such as payment reminders, case escalation, and document management, while maintaining a centralized database of debtor profiles, payment history, and communication logs. Multi-channel communication tools (phone, email, messengers, and social channels) enable consistent and efficient engagement with debtors. The platform supports collections as part of broader financial services automation, including delinquency and risk management, and many more.

Demand Generation Supported

Creatio Marketing is an AI-native marketing automation platform built on Creatio’s no-code and agentic AI architecture. It enables organizations to plan, execute, and optimize end-to-end marketing campaigns while managing the full customer journey in a unified system. At its core are AI agents that analyze customer data, segment audiences, personalize content, and recommend next-best actions across channels. These agents can automate campaign execution, lead nurturing, and engagement strategies, helping teams increase conversion rates and improve marketing ROI. The platform supports multi-channel marketing, including email, digital campaigns, and event management, with real-time analytics and performance tracking. Using no-code tools, teams can quickly design workflows, launch campaigns, and adapt strategies, delivering personalized, data-driven experiences at scale.

Financial CRM Supported

Creatio provides a Financial Services CRM platform built on its AI-native no-code architecture, designed to automate customer-facing and operational processes for banks, insurance companies, and other financial institutions. The platform unifies customer data, sales, marketing, and service workflows in a single system, enabling organizations to manage the entire customer lifecycle—from onboarding and KYC to relationship management and service delivery. With Creatio, financial organizations can streamline processes such as lead and opportunity management, customer onboarding, loan and policy management, and case handling, while ensuring compliance with regulatory requirements. The platform offers real-time visibility into customer interactions, performance analytics, and personalized engagement across channels.

Health Insurance Supported

Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiences

Healthcare CRM Supported

Creatio provides a healthcare CRM platform built on its AI-native no-code architecture, enabling healthcare organizations to manage patient relationships and automate clinical and operational workflows within a single system. The platform centralizes patient data, interactions, and care processes, supporting improved coordination and personalized engagement across the patient journey. Creatio enables automation of key healthcare workflows such as patient onboarding, appointment management, communication, and care coordination, while maintaining a 360-degree view of patient data and interactions. It supports integration with critical systems like EHRs, billing platforms, and patient portals, ensuring seamless data exchange and compliance with industry regulations, including HIPAA. At the core of the platform are AI agents that analyze patient and operational data, provide predictive insights, recommend next-best actions, and automate routine processes.

Hotel CRM Supported
Inside Sales Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiences

Insurance CRM Supported

Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiences

Lead Management Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Lead Scoring Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Legal CRM Supported
Real Estate CRM Supported

Creatio provides a real estate CRM platform built on its AI-native no-code architecture, enabling companies to manage property listings, client relationships, and transactions in one system. It supports the full lifecycle from lead generation and property matching to deal closure and post-sale service. The platform automates processes such as lead capture, communication, scheduling, and contract management, while maintaining a 360-degree view of clients and interactions. Integrations with MLS and external tools ensure a unified workflow. At its core are AI agents that analyze customer data, recommend properties, prioritize leads, and automate follow-ups. With analytics and no-code tools, teams can quickly adapt processes, improve conversion rates, and deliver personalized, data-driven real estate experiences at scale.

Creatio provides a real estate CRM platform built on its AI-native no-code architecture, enabling companies to manage property listings, client relationships, and transactions in one system. It supports the full lifecycle from lead generation and property matching to deal closure and post-sale service. The platform automates processes such as lead capture, communication, scheduling, and contract management, while maintaining a 360-degree view of clients and interactions. Integrations with MLS and external tools ensure a unified workflow. At its core are AI agents that analyze customer data, recommend properties, prioritize leads, and automate follow-ups. With analytics and no-code tools, teams can quickly adapt processes, improve conversion rates, and deliver personalized, data-driven real estate experiences at scale.

Creatio provides a retail CRM platform built on its AI-native no-code architecture, enabling retailers to manage customer relationships and automate workflows across marketing, sales, and service. The platform supports the full customer lifecycle from acquisition and engagement to purchase and loyalty—within a unified system. Creatio allows retailers to orchestrate omnichannel experiences, manage campaigns, track customer behavior, and personalize offers based on real-time data. It integrates with eCommerce platforms, POS systems, and external data sources, ensuring a 360-degree view of customers across all touchpoints. At its core are AI agents that analyze customer data, predict preferences, recommend next-best actions, and automate engagement across channels. With built-in analytics and no-code tools, retailers can quickly adapt workflows, improve conversion and retention rates, and deliver personalized, data-driven shopping experiences at scale.

Sales Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Sales Acceleration Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Sales Analytics Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Sales Enablement Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Sales Tracking Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Social CRM Supported

Creatio provides an AI-native CRM platform built on its no-code and agentic AI architecture, enabling organizations to manage customer relationships and automate workflows across marketing, sales, and service. The platform delivers a unified 360-degree view of customers, interactions, and data within a single system. Creatio supports the full customer lifecycle from lead generation and sales pipeline management to service and retention, while enabling seamless omnichannel engagement. With no-code tools, teams can easily customize processes, build applications, and adapt workflows without heavy IT involvement. At its core are AI agents that analyze customer data, recommend next-best actions, and automate tasks across the customer journey. Combined with real-time analytics and dashboards, Creatio helps organizations improve efficiency, enhance customer experience, and drive data-driven growth at scale.

Inside Sales Features

Auto-Dialing Not Supported
Call List Management Not Supported
Call Recording Supported
Campaign Management Not Supported
Dashboard Supported
Data Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Not Supported
Performance Management Supported

Sales Acceleration Features

Campaign Management Not Supported
CPQ Not Supported
Dialer Not Supported
Email Sequencing Not Supported
Email Templates Not Supported
Email Tracking Not Supported
List Building Not Supported
Meeting Scheduler Supported
Predictive Analytics Not Supported
Reporting Supported
Sales Gamification Supported
Sales Intelligence Not Supported
Sales Workflow Management Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Not Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Supported
Performance Management Not Supported
Presentation Management Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Supported

Customer Success Features

Account Alerts Supported
Account Management Not Supported
Communication Management Not Supported
Customer Engagement Supported
Customer Lifecycle Management Not Supported
Health Score Not Supported
Onboarding Supported
Revenue Management Not Supported
Usage Tracking / Analytics Not Supported
Win / Loss Analysis Not Supported

Presentation Features

3D Objects Not Supported
Animations & Transitions Not Supported
Audio Content Not Supported
Collaboration Tools Supported
Content Library Not Supported
Customizable Templates Not Supported
Media Library Not Supported
Offline Editing Not Supported
Offline Presenting Not Supported
Screen Sharing Supported
Search/Filter Supported
Templates Not Supported
Video Content Supported

Remote Work Features

Collaboration Supported
Credential Management Not Supported
Electronic Signature Supported
Employee Monitoring Not Supported
Live Chat Not Supported
Meeting Management Not Supported
Project Management Not Supported
Remote Access Supported
Remote Support Supported
Screen Sharing Supported
Softphone Not Supported
Task Management Not Supported
Time Zone Tracking Not Supported
Video Chat Supported
Web Conferencing Supported

Screen Sharing Features

Annotations / Drawing Tools Not Supported
Desktop / Browser Sharing Supported
Mobile Screen Sharing Not Supported
Presenter Control Management Supported
Remote Control Supported
Screen Capture Supported
Screen Mirroring Supported
Screen Recording Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Sales Acceleration Features

Campaign Management Supported
CPQ Supported
Dialer Supported
Email Sequencing Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Supported
Predictive Analytics Supported
Reporting Supported
Sales Gamification Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Supported
Training Management Supported

App Design Features

Change Management Supported
Collaboration Supported
Design Templates Supported
Drag & Drop Supported
Feature Library Supported
Prototyping Supported
Testing Management Supported
Visual Interface Supported

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Showroom Management Supported
Territory Management Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Debt Collection Features

Agency Management Supported
Auto Dialer Supported
Automated Notices Supported
Callback Scheduling Supported
Client Management Supported
Commission Management Supported
Compliance Management Supported
Contact Management Supported
Credit Bureau Reporting Supported
In-House Collections Supported
Payment Plans Supported
Transaction Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Supported

Insurance Claims Management Features

Claims tracking Supported
CRM Supported
Customer portal Supported
Document management Supported
EDI data exchange integrations Supported
Electronic claims Supported
Fraud management Supported
Reporting Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Low-Code Development Features

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

No-Code Development Features

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Supported
Lead Analytics Supported
Pipeline Management Supported
Predictive Forecasting Supported
Predictive Lead Scoring Supported
Sales Intelligence Reporting Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social CRM Features

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Supported
Social Media Monitoring Supported
Task Management Supported

Integrations

HubSpot CRM Supported
Business Card Reader Not Supported
Calltouch Not Supported
FlowUp Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Chrome Supported
Google Contacts Not Supported
Kixie PowerCall & SMS Not Supported
Less Annoying CRM Supported
Mailchimp Not Supported
Microsoft Edge Supported
Microsoft Word Not Supported
Pentaho Not Supported
RNDpoint Not Supported
TCS ADD Not Supported
TCS HOBS Not Supported
TCS Intelligent Urban Exchange Not Supported
Tableau Not Supported
Voyced Not Supported

Integrations

HubSpot CRM Supported
Business Card Reader Supported
Calltouch Supported
FlowUp Supported
Gmail Supported
Google Calendar Supported
Google Chrome Not Supported
Google Contacts Supported
Kixie PowerCall & SMS Supported
Less Annoying CRM Not Supported
Mailchimp Supported
Microsoft Edge Not Supported
Microsoft Word Supported
Pentaho Supported
RNDpoint Supported
TCS ADD Supported
TCS HOBS Supported
TCS Intelligent Urban Exchange Supported
Tableau Supported
Voyced Supported