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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

List of CrankWheel Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Connells Group Construction and Real Estate 14000 $2.3B United Kingdom CrankWheel CrankWheel Sales Engagement 2020 n/a In 2020, Connells Group implemented CrankWheel as a Sales Engagement application across its UK mortgage services to supplement phone appointments during pandemic lockdowns. The deployment targeted the mortgage advice function and was rolled out to more than 6,000 users, positioning CrankWheel as a core customer engagement channel for mortgage consultants. The implementation focused on app-less screen sharing capability, enabling consultants to initiate real time screen sharing during telephone consultations without requiring customers to install software. CrankWheel was provisioned via a central API based deployment model, which handled user provisioning and session orchestration and supported rapid scale up across the advice teams. Operational coverage centered on Connells Group mortgage consultants and the UK mortgage services organization, with the integration surface limited to the vendor supplied API integration approach. Adoption was driven through explicit KPIs and a coaching program to embed screen sharing into the mortgage advice process, aligning tool usage with existing sales workflows and advisor scripting. Governance emphasized usage metrics and coaching led change, according to the vendor case study, and outcomes included improved customer engagement and an estimated 15 to 20% uplift in sales for consultants who used the tool. CrankWheel remained the named Sales Engagement application supporting remote customer interactions for Connells Group during the stated period.
Salesgenie Professional Services 21 $3M United States CrankWheel CrankWheel Sales Engagement 2016 n/a In 2016, Salesgenie implemented CrankWheel to support sales and customer-success workflows in the United States. CrankWheel, as a Sales Engagement application, has been used since 2016 across roughly 100 sales, onboarding and support users to run Instant Demos and screen-sharing that accelerate inbound lead response, onboarding, and demo conversion. The implementation centers on real-time engagement and screen-sharing capabilities, with CrankWheel providing Instant Demos and live session orchestration to shorten response times for inbound prospects. Configuration emphasis focused on user roles for sales, onboarding and support teams, session initiation workflows for one-click demos, and in-call controls to support guided product walkthroughs and handoffs between reps. Operational scope is nationwide within the United States, covering sales, onboarding and support functions and roughly 100 named users. According to the vendor case study, the CrankWheel deployment handles about 98 percent of inbound requests within the first minute, and governance activities concentrated on embedding instant demo response into lead intake and onboarding processes to standardize demo conversion workflows.
Three Pillar Communities Construction and Real Estate 130 $40M United States CrankWheel CrankWheel Sales Engagement 2023 n/a In 2023, Three Pillar Communities implemented CrankWheel, a Sales Engagement application. The implementation focused on improving sales and leasing outreach workflows, enabling remote prospect demonstrations and streamlined lead qualification for its property operations teams. CrankWheel was configured to support browser based screen sharing, one click demo sessions, and live engagement workflows that are typical of Sales Engagement platforms, aligning session initiation with outbound outreach and inbound inquiry handling. The deployment used a SaaS delivery model and lightweight configuration to match the companys mid market IT footprint and minimize infrastructure overhead. Separately, Three Pillar Communities uses Covercy to manage fundraising, investor portal access and automated distribution payments for its manufactured housing portfolio in the United States. Covercy and press quotes state the platform helped Three Pillar properly manage very large distribution volumes, the customer cites approximately 1,200 quarterly distribution payments, and deliver a streamlined investor portal to improve investor experience and distribution efficiency.
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