Ratings and Reviews 1 Rating
Ratings and Reviews 240 Ratings
What is Surfly?
Create engaging and fully compliant digital interactions on your platform without the need for code modifications or extra software installations. Surfly enables numerous AXA agents to speed up their sales by digitally mimicking the in-person selling process within their platform. Agents and customers can work together remotely to choose policies, electronically sign documents, and seamlessly start their first payments. Surfly Co-browsing is not only faster and more secure but also easier to use compared to conventional screen sharing tools like Zoom, Google Meet, or Microsoft Teams. It promotes effective, secure, and compliant two-way collaboration that surpasses what screen sharing can provide. Rather than managing multiple external applications like Zoom and DocuSign, everything can be handled within a single Surfly Session. You are able to upload, review, annotate, and electronically sign any document directly from your website or portal without any interruptions. Moreover, Surfly’s flexible solution functions smoothly without the need for integrations, acting as a virtual layer over your existing platforms to enhance user experience for everyone involved. This all-encompassing method streamlines the sales process and fosters a more unified interaction between agents and customers, ultimately leading to increased satisfaction and efficiency. By harnessing this innovative technology, businesses can ensure a more effective sales strategy that caters to the needs of both agents and clients.
What is CrankWheel?
CrankWheel offers the ability to share your screen during a call, making it simple to create captivating presentations. By sending a link through email or SMS, viewers can access the presentation in any browser on any device. Designed with user-friendliness in mind, CrankWheel is an excellent tool for connecting with customers and facilitating business transactions. The platform is particularly beneficial for professionals such as insurance agents, mortgage advisors, solar consultants, educators, and customer support representatives.
Moreover, integration with websites is straightforward, enabling users to implement a Demo button for instant notifications about viewer engagement. You can even track whether your audience is focused on your content. Our Chrome Extension has empowered more than 50,000 users to effortlessly share their screens with potential clients, regardless of their technical knowledge or the devices they are using. Notably, CrankWheel is compatible with older browsers and less common devices, functioning well even in conditions of poor network connectivity. It seamlessly operates on various platforms, including Mac, Android, iOS, Blackberries, Internet Explorer, and more, ensuring widespread accessibility for users everywhere.
Integrations Supported
Salesforce
AWS Marketplace
Amazon Connect
Intercom
JavaScript
Integrations Supported
Salesforce
GoHighLevel
Google Chrome
HubSpot CRM
Insites
Less Annoying CRM
API Availability
Has API
API Availability
Has API
Pricing Information
$26/per month
Enterprise pricing based on session minute bundles and not agent price
Free Version
Free Trial Offered?
Pricing Information
$15/month
Free for limited use. Starting price $29/month or $180/year for individuals, $99 for teams.
Free Version
Free Trial Offered?
Supported Platforms
SaaS
On-Prem
Supported Platforms
SaaS
Chromebook
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Surfly
Company Location
Netherlands
Company Website
www.surfly.com
Company Facts
Organization Name
CrankWheel
Date Founded
2015
Company Location
Iceland
Company Website
crankwheel.com
Categories and Features
Co-Browsing
Not specified
Remote Desktop
Chat
File Transfer
Record Remote Sessions
User Management
Remote Support
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback
Categories and Features
Co-Browsing
Not specified
Customer Onboarding
Not specified
Customer Success
Account Alerts
Customer Engagement
Onboarding
Inside Sales
Call Recording
Dashboard
Lead Capture
Lead Distribution
Performance Management
Presentation
Collaboration Tools
Screen Sharing
Search/Filter
Video Content
Remote Work
Collaboration
Electronic Signature
Remote Access
Remote Support
Screen Sharing
Video Chat
Web Conferencing
Sales Acceleration
Meeting Scheduler
Reporting
Sales Gamification
Sales Enablement
Collaboration
Contact Management
Lead Management
Meeting Management
Presentation Management
Training Management
Screen Sharing
Desktop / Browser Sharing
Presenter Control Management
Remote Control
Screen Capture
Screen Mirroring
Screen Recording