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How to Use CrankWheel for Beginners (2026)

by | Last updated Oct 16, 2026

Quick Start

This guide covers how to use CrankWheel, feature by feature:

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

This tutorial follows every feature covered in our CrankWheel review, step by step. No vendor fluff, just the clicks that matter.

How to Use CrankWheel

CrankWheel is a browser-based screen sharing tool designed for online meetings.

It’s built for sales and support teams who want low-friction calls.

Your customer just clicks a link and sees your screen.

This guide shows you how to use every major feature, with pro tips.

CrankWheel Tutorial

This how to use CrankWheel tutorial takes you from first sign-up to running polished sales demos.

CrankWheel

Show your screen to any prospect in seconds. Viewers join from a simple link with zero installs. Plans start at $29/month for solo sellers.

Getting Started with CrankWheel

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Watch this quick walkthrough first:

How to Sign Up to CrankWheel and Start Screen Sharing

Now let’s walk through each step.

Step 1: Create Your Account

Go to the CrankWheel website.

Click “Sign Up” and start the free trial.

Fill in your email and create a password.

✓ Checkpoint: Check your inbox for a confirmation email.

Step 2: Install the Chrome Extension

Open the Chrome Web Store and add the CrankWheel extension.

It works on any PC or Mac running Chrome, whatever the operating system.

Pin the extension so it sits next to your address bar.

Here’s what you can do once it’s running:

CrankWheel Top Benefits Image

✓ Checkpoint: The CrankWheel icon shows in your Chrome toolbar.

Step 3: Run a Test Session

Click the extension icon and start a session.

Open the session link on your phone to see the viewer side.

✅ Done: You’re ready to use any feature below.

How to Use CrankWheel HD Streamer

HD Streaming lets you show crisp, readable screens even on slow connections.

Here’s how to use it step by step.

Step 1: Open What You Want to Show

Load your demo, dashboard, or slides in Chrome.

Step 2: Start the Stream

Click the extension and start sharing.

Here’s what this looks like:

CrankWheel HD Streaming Image

✓ Checkpoint: Small text stays sharp on the viewer’s device.

Step 3: Check the Viewer Side

Ask your client if the screen looks clear on their end.

✅ Result: Your viewer sees a clean picture, even on a projector.

💡 Pro Tip: Bump your browser zoom to 110% before sharing. Prospects on mobile can read the screen without pinching.

How to Use CrankWheel Screen Sharing Tool

Screen Sharing lets you share a browser tab, program window, or full screen.

Here’s how to share screen content the right way.

Step 1: Pick What to Share

Click the extension and choose tab, application window, or desktop.

To share a browser tab, hold down the Shift key as you start.

Copy the session link and send it via SMS or email.

Here’s what this looks like:

CrankWheel Screen Sharing Image

✓ Checkpoint: The viewer can join without installation or downloads.

Step 3: Talk Over the Phone

CrankWheel sessions don’t carry sound.

Keep the conversation going on a phone call or IM voice call.

✅ Result: Your customer sees your screen while you talk them through it.

💡 Pro Tip: Share a single tab, not your whole desktop. It protects your privacy and hides stray notifications.

How to Use CrankWheel Post Meeting Redirection

Post Meeting Redirection sends viewers to a page you choose after the session.

Here’s how to use it step by step.

Step 1: Open Your Settings

Sign in to your CrankWheel dashboard and find the redirect settings.

Step 2: Add Your Landing Page

Paste the URL of your pricing page, booking form, or offer.

Here’s what this looks like:

CrankWheel Post Meeting Redirection Image

✓ Checkpoint: The redirect URL is saved in your settings.

Step 3: End a Session and Test

Close a test session and watch where the viewer lands.

✅ Result: Every viewer ends up on your next-step page automatically.

💡 Pro Tip: Point the redirect at a contract or checkout page. Prospects who just said yes can sign right away.

How to Monitor CrankWheel Engagements

Monitor Engagements lets you track viewer attention in real time.

Here’s how to use it step by step.

Step 1: Start a Session

Share your screen as usual and wait for the viewer to join.

Step 2: Watch the Live Preview

The live preview window gives an animated preview of the viewer’s screen.

Here’s what this looks like:

CrankWheel Monitor Engagements Image

✓ Checkpoint: You can tell if the viewer switched away from your session.

Step 3: Log It in Your CRM

Connect Salesforce so session details save to the contact record.

✅ Result: Every client has a full history of sessions in your CRM.

💡 Pro Tip: If attention drops, ask a direct question. It pulls the viewer back before you lose the deal.

Marketplace Consent Form lets you collect viewer consent before the session opens.

Here’s how to use it step by step.

Step 1: Enable the Form

Go to your account settings and enable the consent form.

Add the wording your compliance team requires.

Here’s what this looks like:

CrankWheel Marketplace Consent Form Image

✓ Checkpoint: Viewers see the form before they see your screen.

Step 3: Test the Viewer Flow

Open a test link and read the form as a viewer would.

✅ Result: You have a consent record for each session.

💡 Pro Tip: Keep consent forms short. Long legal text makes viewers close the tab before joining.

How to Get CrankWheel Instant Demos

Instant Demos lets you start live screen sharing right after a customer inquiry.

Here’s how to use it step by step.

Step 1: Add the Widget

Add the Instant Demos code to your website.

Step 2: Capture the Lead

Visitors fill in their phone number to request a demo.

Here’s what this looks like:

CrankWheel Instant Demos Image

✓ Checkpoint: Your team gets an alert with the lead’s information.

Step 3: Call and Share

Call the lead and start sending your screen within seconds.

✅ Result: Hot leads get a demo while their interest is highest.

💡 Pro Tip: Only switch this on when reps are committed to answering fast. A slow callback wastes the feature.

How to Use CrankWheel Remote Controller

Remote Controller lets viewers take remote control of what you share.

Here’s how to use it step by step.

Step 1: Share Your Screen

Start a normal session with the viewer.

Step 2: Grant Control

Accept the viewer’s request to take control.

Here’s what this looks like:

CrankWheel Remote Controller Image

✓ Checkpoint: The viewer can click and type on your shared screen.

Step 3: Take Control Back

Revoke access once the viewer finishes their task.

✅ Result: Your client tries the product hands-on during the call.

💡 Pro Tip: Use this for remote training and teaching. People learn faster by clicking than by watching.

How to Use CrankWheel Custom Branding Options

Custom Branding Options let you put your own logo on the viewer page.

Here’s how to use it step by step.

Step 1: Open Branding Settings

Find the branding section in your account settings.

Add your logo and set your brand colors.

Here’s what this looks like:

CrankWheel Custom Branding Options Image

✓ Checkpoint: The preview shows your brand, not CrankWheel’s.

Open a test link to confirm the branding on the viewer side.

✅ Result: Every session looks like part of your own service.

💡 Pro Tip: Branded links build trust. Cold prospects are more likely to click a link that matches your company.

How to Use CrankWheel Video Web Conference

Video Web Conferencing lets you add webcam video to your meetings.

Here’s how to use it step by step.

Step 1: Create a Meeting

Create a new meeting from your dashboard.

Step 2: Turn On Your Webcam

Enable your camera and share the meeting link.

Here’s what this looks like:

CrankWheel Video Web Conferencing Image

✓ Checkpoint: Participants join and see your video feed.

Step 3: Record the Session

Record the meeting and get a cloud link to share later.

✅ Result: You have face-to-face meetings plus saved videos to send.

💡 Pro Tip: Need voice for people without good internet? Share dial in numbers from your phone conferencing service.

CrankWheel Pro Tips and Shortcuts

These tips save the most time in day-to-day use.

Keyboard Shortcuts

ActionShortcut
Share a single browser tabHold Shift while starting a share
Open a fresh tab for your demo (Chrome)Ctrl + T (PC) / Cmd + T (Mac)
Reload a frozen viewer page (Chrome)Ctrl + R (PC) / Cmd + R (Mac)
Close the shared tab (Chrome)Ctrl + W (PC) / Cmd + W (Mac)

Hidden Features Most People Miss

  • Any-device viewing: Viewers can join on mobile phones, tablets, or a desktop computer.
  • CRM logging: The Salesforce integration logs session details to each contact automatically.
  • Cloud recordings: Record a session and share the cloud link with teammates who missed it.

CrankWheel Common Mistakes to Avoid

Mistake #1: Sharing Your Entire Desktop

❌ Wrong: Sharing your full screen with email and chats open.

✅ Right: Share one tab or app window to keep private information hidden.

Mistake #2: Expecting Sound in the Session

❌ Wrong: Waiting for the viewer to hear you through the screen share.

✅ Right: Call the viewer first, then start screen sharing alongside the call.

Mistake #3: Leaving Sessions Idle

❌ Wrong: Stepping away mid-demo and leaving the session untouched.

✅ Right: Sessions pause after 15 minutes of inactivity. Stay active or resume quickly.

CrankWheel Troubleshooting

Problem: The Extension Stops Working

Cause: Extension issues show up in Chrome version 100 or higher, sometimes even after rebooting.

Fix: Remove the extension, install it again, and restart Chrome.

Problem: Full Screen Sharing Is Blocked on Mac

Cause: macOS Catalina may block full screen sharing for Chrome.

Fix: Open System Preferences, then Security & Privacy, and allow Chrome under Screen Recording.

Problem: Sharing Won’t Start at All

Cause: Your Chrome is older than version 78.0.3904.87.

Fix: Update Chrome from its settings menu and relaunch the browser.

📌 Note: If none of these fix your issue, contact CrankWheel support.

What is CrankWheel?

CrankWheel is screen sharing software that lets customers see your screen from one link.

Think of it like showing your laptop across the desk, but over the phone.

Watch this quick overview:

Screen Share Anywhere with CrankWheel

Sales and support teams use it in cases where installs kill the deal.

Teams working in different languages still see the exact same screen.

It includes these key features:

  • HD Streaming: Show sharp, readable screens to every viewer
  • Screen Sharing: Share a browser tab, app window, or full screen
  • Post Meeting Redirection: Send viewers to a landing page when the session ends
  • Monitor Engagements: See if your viewer is actually paying attention
  • Marketplace Consent Form: Collect viewer consent before the session starts
  • Instant Demos: Start a live demo seconds after a lead asks
  • Remote Controller: Let viewers click and type on your shared screen
  • Custom Branding Options: Put your logo and colors on the viewer page
  • Video Web Conferencing: Add webcam video and meetings on top of screen sharing

For a full review, read our CrankWheel review.

CrankWheel What is Image

CrankWheel Pricing

Here’s what CrankWheel costs in 2026:

PlanPriceBest For
Solo$29/monthSingle sellers and consultants
Team$99/monthSmall sales and support teams
EnterpriseCustomLarge orgs needing CRM sync and security reviews

Free trial: Yes — test it free before you pick a plan.

Money-back guarantee: Check CrankWheel’s terms before you buy.

CrankWheel Pricing Image

💰 Best Value: Solo — $29 a month covers everything one rep needs.

CrankWheel vs Alternatives

How does CrankWheel compare? Here’s the competitive landscape:

Watch this comparison:

Top 5 Best FREE SCREEN RECORDING Software

Here’s how the top tools line up:

ToolBest ForPriceRating
CrankWheelLive sales demos$29/month⭐ 3.9
LoomAsync video messages$15/month⭐ 4.5
StreamYardLive streaming$35.99/mo⭐ 4.4
CamtasiaTutorial editing$179.88⭐ 4.4
SnagitScreenshots and quick clips$39.00/year⭐ 4.3
WistiaVideo hosting and marketing$19/month⭐ 4.3
NottaMeeting transcription$8.17/month⭐ 4.1
ScreenPalEducation recording$2.25/month⭐ 4.0

Quick picks:

  • Best overall: Loom — top-rated and simple for recorded walkthroughs
  • Best budget: ScreenPal — plans start at $2.25/month
  • Best for beginners: Snagit — capture and share in a few clicks
  • Best for live sales calls: CrankWheel — viewers join instantly with no install

🎯 CrankWheel Alternatives

Looking for CrankWheel alternatives? Here are the top options:

  • ⚡ Tella: Record polished screen videos with clean layouts in minutes.
  • 🧠 Guidde: Uses AI to turn your clicks into step-by-step how-to videos.
  • 🚀 Streamyard: Browser-based live streaming studio for webinars and shows.
  • 💰 ScreenPal: Cheap screen recording, great for teachers and students.
  • 📊 Notta: Transcribes and summarizes your meetings automatically.
  • 🎨 Wondershare: A suite of creative apps, including DemoCreator for screen recording.
  • 👶 Snagit: Easy screenshots and short screen clips for quick explanations.
  • 🔧 EaseUs: RecExperts records screen, webcam, and audio together.
  • 🎯 Movavi: Simple screen recorder paired with a friendly video editor.
  • 🌟 Loom: Record your screen and face, then share a link instantly.
  • ⭐ ScreenFlow: A favorite screen recorder and editor for Mac users.
  • 🏢 Camtasia: Full-featured recorder and editor for professional training videos.
  • 💼 Wistia: Hosts business videos with lead capture and viewer analytics.

For the full list, see our CrankWheel alternatives guide.

⚔️ CrankWheel Compared

Here’s how CrankWheel stacks up against each competitor:

  • CrankWheel vs Tella: Tella wins for recorded videos. CrankWheel wins for live calls.
  • CrankWheel vs Guidde: Guidde builds training docs. CrankWheel handles real-time demos.
  • CrankWheel vs Streamyard: Streamyard suits public broadcasts. CrankWheel suits one-on-one sales.
  • CrankWheel vs ScreenPal: ScreenPal is far cheaper. CrankWheel adds remote control and live viewing.
  • CrankWheel vs Notta: Different jobs. Notta transcribes calls; CrankWheel shares your screen.
  • CrankWheel vs Wondershare: Wondershare is for editing. CrankWheel is for live presenting.
  • CrankWheel vs Snagit: Snagit captures. CrankWheel streams live to a viewer.
  • CrankWheel vs EaseUs: EaseUs records locally. CrankWheel needs no viewer install at all.
  • CrankWheel vs Movavi: Movavi wins for editing. CrankWheel wins for live demos.
  • CrankWheel vs Loom: Loom wins async. CrankWheel wins when the prospect is on the phone now.
  • CrankWheel vs ScreenFlow: ScreenFlow is Mac-only editing. CrankWheel works anywhere Chrome runs.
  • CrankWheel vs Camtasia: Camtasia makes courses. CrankWheel runs live remote training.
  • CrankWheel vs Wistia: Wistia hosts videos. CrankWheel shows your screen live.

Start Using CrankWheel Now

You learned how to use every major CrankWheel feature:

  • ✅ HD Streaming
  • ✅ Screen Sharing
  • ✅ Post Meeting Redirection
  • ✅ Monitor Engagements
  • ✅ Marketplace Consent Form
  • ✅ Instant Demos
  • ✅ Remote Controller
  • ✅ Custom Branding Options
  • ✅ Video Web Conferencing

Next step: Pick one feature and try it now.

Most people start with Screen Sharing.

It takes less than 5 minutes.

Frequently Asked Questions

Is CrankWheel legit?

Yes. CrankWheel is a real screen sharing product used by sales and support teams. It offers Salesforce integration and consent forms for security-minded users.

How much does CrankWheel cost?

CrankWheel has three plans. Solo is $29/month, Team is $99/month, and Enterprise uses custom pricing. You can start with a free trial.

What is a CrankWheel used for?

It’s used for live sales demos, customer support, and remote training. You share your screen while talking to a client on the phone.

What is a CrankWheel?

CrankWheel is a browser-based screen sharing tool. You run it as a Chrome extension. Viewers open a link and watch without installing anything.

How does crank work?

You start a session from the extension and send a link by SMS or email. The viewer clicks it and sees your screen in their browser.

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