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Ratings and Reviews 240 Ratings

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ease
features
design
support

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.

Media

Media

Integrations Supported

Salesforce
AWS Marketplace
Amazon Connect
Intercom
JavaScript
NiCE CXone Mpower
Zendesk

Integrations Supported

Salesforce
GoHighLevel
Google Chrome
HubSpot CRM
Insites
Less Annoying CRM
Microsoft Edge
Zapier
Zoho 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

Popular Alternatives

Popular Alternatives

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