Real-World Case Studies and Customer Success Stories with CrankWheel

CrankWheel helped Yell reach busy small business clients with asynchronous video reviews and prospecting tools. Yell saw a 60% reply... rate from hard-to-contact customers and converted 50% of unresponsive leads. The fastest customer approval took just 7 minutes after sending a video review. Agents now send 2–3 video reviews daily, with most replies in under 24 hours. The new workflow reduced wasted time and increased engagement, making customer onboarding and sales more efficient.
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Yell wanted to help their sales and customer service teams close deals faster and keep more customers. Before using CrankWheel,... agents had to schedule extra calls and send proposals, which made sales take longer. With CrankWheel, agents could show products and help customers in real time during calls. This made it easier to close deals in one call instead of two or more. Retention rates improved, and over 1,000 agents now use CrankWheel daily. Yell saw better conversions and was happy with the service.
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Movido is an online marketing agency that helps small businesses get noticed online. Their sales team needed a better way... to show products and dashboards to customers over the phone. Before using CrankWheel, they relied on phone calls and emailed PDFs, which made demos hard. With CrankWheel, they now use screen sharing to show prospects real-time results and product features. This made it easier to close sales and increased their sales figures. Movido says CrankWheel changed their telesales approach and helped them scale up sales.
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BeeDIGITAL used to sell digital marketing services to small businesses by visiting them in person. When the pandemic made in-person... meetings impossible, they needed a new way to reach customers. They started using CrankWheel to show their services and websites to customers over the phone. This allowed them to keep selling and even improve their process. With CrankWheel, BeeDIGITAL's sales calls are up to 79% more likely to close a sale.
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411. ca is an online directory in Canada. Their sales team struggled to close deals on the first call, leading...to lost sales. They started using CrankWheel to show prospects what they were buying during the first call. This helped them cut the sales cycle in half. As a result, their close rates doubled and sales went up.
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Manta wanted to grow faster and help more small businesses use their platform. They used CrankWheel to help their sales... team connect with customers quickly. With CrankWheel, about 98% of inbound requests were handled in the first minute, and 40% of those led to a demo call. The Instant Demos feature helped 46% of sales calls go straight to screen-sharing presentations. Manta saw higher conversion rates and a shorter sales cycle after using CrankWheel.
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Connells Group Mortgage Services faced a challenge when lockdowns made in-person meetings with customers impossible. They needed a way to... keep their mortgage advice sessions interactive while switching to phone appointments. They chose CrankWheel for easy, app-less screen sharing that worked on any device. This allowed their consultants to keep customers engaged and present information visually. CrankWheel helped them stand out from competitors who only used phone calls.
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Jones Health Advisory needed a way to sell health insurance over the phone without meeting clients in person. They used CrankWheel... to share their screen with clients during calls. This let them show their licenses and compare insurance options easily. Clients could join the screen share with one click and did not need to download anything. The company said CrankWheel helped them be more transparent and increased their chance of making a sale by at least 60%.
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CrankWheel helps insurance claims adjusters like Tony Ricci reduce claim disputes by 85%. Adjusters use instant screen sharing to review... damage photos with policyholders and explain coverage decisions. The tool connects in 5-10 seconds with no downloads, making it easy for upset claimants to join. Visual transparency builds trust and helps policyholders understand settlement calculations. CrankWheel records explanations for documentation, improving dispute resolution.
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CrankWheel lets asset managers show real-time portfolio performance and risk metrics. During market volatility, Jennifer Martinez uses instant screen sharing... to calm clients by making live positions and hedging strategies visible. Clients connect in 5-10 seconds with no downloads. The tool helps explain complex data and supports compliance with recording. Clients see that defensive allocations cushion losses, building trust and informed decisions.
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