Average Ratings 229 Ratings
Average Ratings 0 Ratings
Description
CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals.
CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists.
CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.
Description
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients.
The Docupace Platform is 100% focused on the financial advice and investment industry. The Platform’s wealth management DNA means our solutions map one-to-one with your specific challenges, that our people know your business and speak your language, and that our products are compliant with SEC and FINRA rules.
Docupace is a dynamic platform that serves as the foundation of our clients’ entire business processing strategy. With distinctive built-in capabilities, deep integrations with third-party tools, and operational flexibility, the Docupace Platform can be used to digitize or automate nearly any process.
Docupace is the largest and most trusted provider of digital back-office solutions for the financial advice and investment industry. Firms of all sizes—including some of the largest in the United States—trust Docupace as the conduit for more than $2 trillion in AUM.
API Access
Has API
Yes
API Access
Has API
No
Integrations
GoHighLevel
Yes
Google Chrome
Yes
HubSpot CRM
Yes
Insites
Yes
Less Annoying CRM
Yes
Microsoft Edge
Yes
Salesforce
Yes
SmartOffice
No
Zapier
Yes
Zoho CRM
Yes
Integrations
GoHighLevel
No
Google Chrome
No
HubSpot CRM
No
Insites
No
Less Annoying CRM
No
Microsoft Edge
No
Salesforce
No
SmartOffice
Yes
Zapier
No
Zoho CRM
No
Pricing Details
$15/month
Free for limited use. Starting price $29/month or $180/year for individuals, $99 for teams.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CrankWheel
Founded
2015
Country
Iceland
Website
crankwheel.com
Vendor Details
Company Name
Docupace
Founded
2002
Country
United States
Website
www.docupace.com
Product Features
Customer Success
Account Alerts
Yes
Account Management
No
Communication Management
No
Customer Engagement
Yes
Customer Lifecycle Management
No
Health Score
No
Onboarding
Yes
Revenue Management
No
Usage Tracking / Analytics
No
Win / Loss Analysis
No
Inside Sales
Auto-Dialing
No
Call List Management
No
Call Recording
Yes
Campaign Management
No
Dashboard
Yes
Data Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
No
Performance Management
Yes
Presentation
3D Objects
No
Animations & Transitions
No
Audio Content
No
Collaboration Tools
Yes
Content Library
No
Customizable Templates
No
Media Library
No
Offline Editing
No
Offline Presenting
No
Screen Sharing
Yes
Search/Filter
Yes
Templates
No
Video Content
Yes
Remote Work
Collaboration
Yes
Credential Management
No
Electronic Signature
Yes
Employee Monitoring
No
Live Chat
No
Meeting Management
No
Project Management
No
Remote Access
Yes
Remote Support
Yes
Screen Sharing
Yes
Softphone
No
Task Management
No
Time Zone Tracking
No
Video Chat
Yes
Web Conferencing
Yes
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
Yes
Predictive Analytics
No
Reporting
Yes
Sales Gamification
Yes
Sales Intelligence
No
Sales Workflow Management
No
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
Yes
Performance Management
No
Presentation Management
Yes
Proposal Management
No
Territory Management
No
Training Management
Yes
Screen Sharing
Annotations / Drawing Tools
No
Desktop / Browser Sharing
Yes
Mobile Screen Sharing
No
Presenter Control Management
Yes
Remote Control
Yes
Screen Capture
Yes
Screen Mirroring
Yes
Screen Recording
Yes
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Virtual Data Room
Anonymity Management
No
Audit Trail
No
Collaboration
Yes
Data Protection
No
Data Storage Management
No
Document Tagging
No
Due Diligence Management
No
Procurement Management
No
Project Management
No
Role-Based Permissions
Yes
Secure Preview
No
