SalesExec

SalesExec

ClickPoint Software
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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

SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not 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

Mortgage Brokers, Travel, Insurance, EDU, B2B, Call Centers

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not 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

$65.00/month/user
The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute.
Free Version Not Supported
Free Trial 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

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

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

Pros & Cons from Real Users

Pros

  • The ClickPoint platform makes lead management simple. It helps to analyze and understand current sales trends happening in the organization. Its lead distribution function gives you the option to share leads with the right team to approach them. Automated and customizable email marketing sections.

Cons

  • I have never faced any major problems using this platform. No cons.

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

ClickPoint Software
Founded: 2007
United States
hubs.ly/H0KDh-70

Alternatives

Alternatives

Regale

Regale

3Sharp
SMSBump

SMSBump

Yotpo
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

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

Call Center Supported
Dashboard Supported
Email Marketing Supported
Inside Sales Supported
IVR Supported
Lead Capture Supported
Lead Management Supported
Lead Nurturing Supported
Mobility Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported
SMS Marketing Supported
Telephony Supported

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 Enablement Features

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

Call Center Features

Blended Call Center Supported
Call Logging Supported
Call Recording Supported
Call Scripting Supported
Campaign Management Supported
Database Not Supported
Escalation Management Not Supported
Inbound Call Center Supported
IVR / Voice Recognition Supported
Manual Dialer Supported
Outbound Call Center Supported
Predictive Dialer Not Supported
Progressive Dialer Supported
Queue Management Supported
Real-time Chat Supported
Reporting/Analytics Supported

Campaign Management Features

Channel Management Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Supported
Visual Analytics Supported
Widgets Supported

Email Marketing Features

A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Not Supported
Dynamic Content Not Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Not Supported
Mailing List Management Not Supported
Mobile Optimized Emails Not Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

IVR Features

Call Center Supported
Call Logging Supported
Call Recording Supported
Call Routing Supported
Multiple Scripts Supported
Phone Key Input Supported
Survey Management Not Supported
Text to Speech Not Supported
Voice Customization Supported
Voice Mail Not Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Not 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

Lead Nurturing Features

A/B Testing Not Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Mobility Features

App Management Supported
Barcode Scanning Supported
Compliance Management Supported
Content Management Supported
Data Collection Supported
Data Management Supported
File Management Supported
Forms Automation Supported
Mobile Messaging Supported
Remote Access Supported
Remote Systems Monitoring Supported

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Not Supported
Mobile Coupons Not Supported
Mobile Keywords Not Supported
Polls / Voting Not Supported
Reporting/Analytics Not Supported
Scheduled Messaging Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Telephony Features

Auto-Dialer Supported
Call Center Management Supported
Call Monitoring Supported
Contact Management Supported
Inbound Reporting Supported
IVR / Voice Recognition Supported
Outbound Reporting Supported
Predictive Dialer Not Supported
Telemarketing Management Supported
Voice & Data Integration Supported
VoIP Supported

Integrations

8x8 Not Supported
Cisco Webex Not Supported
Domo Not Supported
FullContact Not Supported
GoHighLevel Supported
Google Chrome Supported
HubSpot CRM Supported
Insites Supported
Less Annoying CRM Supported
Microsoft Edge Supported
Nextiva Not Supported
RingCentral RingEX Not Supported
Salesforce Supported
Skype Not Supported
Zapier Supported
Zoho CRM Supported

Integrations

8x8 Supported
Cisco Webex Supported
Domo Supported
FullContact Supported
GoHighLevel Not Supported
Google Chrome Not Supported
HubSpot CRM Not Supported
Insites Not Supported
Less Annoying CRM Not Supported
Microsoft Edge Not Supported
Nextiva Supported
RingCentral RingEX Supported
Salesforce Not Supported
Skype Supported
Zapier Not Supported
Zoho CRM Not Supported
Claim SalesExec and update features and information
Claim SalesExec and update features and information