CRM

Migrate your Crank CRM data

Browser-based screen-sharing and demo-recording platform for sales teams, with optional CRM modules and a modular pay-for-what-you-use pricing model.

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In its favor

Why people choose Crank CRM

The signal that keeps Crank CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

À-la-carte pricing — buyers pay only for the individual features they need (starting around $7/user/month), avoiding the bundled-tier model that forces small businesses to pay for unused features.

Built for UK and European small businesses by an Oxford-based team founded in 2021, with workflows oriented to small-team customization rather than enterprise complexity.

Tight integration with Google Workspace, Gmail, Google Calendar, and Stripe covers the most common SMB stack without requiring a Zapier subscription.

Xero integration makes Crank CRM a fit for UK SMBs whose accounting already lives in Xero, syncing invoicing and customer records.

Free trial with no credit-card required lets prospects validate the modular pricing before committing.

Per-feature pricing can grow unexpectedly as teams enable more modules, removing the cost predictability of flat per-seat plans.

Limited enterprise-grade features — workflow automation, custom objects, and BI reporting are thinner than at established CRMs like HubSpot or Pipedrive.

Small vendor footprint (Oxford-based, founded 2021) means a thinner partner ecosystem, fewer third-party integrations, and smaller review presence on G2/Capterra.

Marketing automation and email-campaign features are present but lighter than dedicated marketing CRMs, pushing growth-stage marketers toward Mailchimp, ActiveCampaign, or HubSpot.

Reporting and analytics depth is limited compared to established mid-market CRMs, constraining firms that need pipeline forecasting and revenue dashboards.

Reasons to switch

Why people leave Crank CRM

The recurring reasons buyers give for replacing Crank CRM. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Crank CRM fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

Pay-per-feature pricing model starting at $7/user/month.Integrations with Gmail, Google Workspace, Stripe, Google Calendar, Xero, and Evernote Teams.Free trial requires no credit card, lowering evaluation friction.Founded with a small-business focus and UK/European market orientation.Email and chat support included in standard plans.

Weaknesses

Lighter automation and workflow tooling than established mid-market CRMs.Thinner integration ecosystem and partner network as a recent (2021-founded) vendor.Reporting and analytics features are limited compared to HubSpot or Pipedrive.Per-feature pricing can scale unpredictably as modules are added.Small G2/Capterra review presence makes peer validation harder.

Where it works

Small sales teams (under 20 reps) that prioritize quick browser-based demos over complex CRM workflows, especially in SMB segments where technical overhead must stay minimal.Organizations already running Zapier for automation, since the CrankWheel Zapier integration is available on all plans and handles lead capture triggers natively.Teams that need modular pricing with a pay-per-feature model rather than committing to bundled CRM tiers with unused functionality.Sales enablement contexts where demo-session metadata—viewer counts, duration, recording links—must be captured without requiring viewers to install software.Companies on the enterprise plan who also run Salesforce and need a direct CRM integration path, a feature not available on lower plans.

Where it struggles

Organizations that require comprehensive CRM capabilities—pipeline management, deal stages, activity logging, or custom fields—will find the optional CRM modules insufficient for complex sales processes.Mid-market to enterprise teams needing real-time collaboration features like built-in chat, remote control, or whiteboard functionality during demos, none of which CrankWheel provides.Companies that need bulk data export via a documented API endpoint, since CrankWheel lacks this and incremental syncs must rely on session-level endpoints.Teams evaluating screen-sharing tools that must integrate with CRMs other than Salesforce without using Zapier as an intermediary, given limited native integration options.Organizations with strict data residency or compliance requirements that need self-hosted deployment options, as CrankWheel operates as a browser-based cloud-only platform.

Pricing tiers

Crank CRM pricing overview

Crank CRM uses a modular pricing model where customers pick and choose individual features rather than subscribing to fixed tiered plans. This means scoping a migration must account for which specific modules are active, as feature availability directly affects what data exists in the system.

Modular (pay-as-you-use)

Tier 1 of 1

Not publicly listed

What's included

No traditional Basic/Pro/Enterprise tiersCustomers select individual features and modulesFeature scope must be confirmed before migration scopingPricing depends on which add-ons are active

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Pricing is informational. FlitStack AI does not bill on Crank CRM's schedule — see our quote-based pricing →

What gets migrated

Crank CRM object support

Object-by-object support for Crank CRM migrations. Per-pair details surface during scoping.

Organizations

Mapping required

Organizations are stored as part of the screen-sharing session context. We map them to the destination CRM's Account/Company object and preserve any associated session metadata attached to the organization record.

Demo Sessions

Mapping required

Demo sessions are the primary data entity. We extract session start/end timestamps, viewer count, recording availability, and sharing method. Sessions are mapped to a custom destination object or linked as activities to the relevant Contact or Organization.

Usage Logs

Mapping required

The RESTful API exposes usage information per session. We preserve these as historical activity records in the destination CRM, noting whether they represent screen shares, recordings, or email campaign triggers.

Contacts

Mapping required

Contacts are captured during demo sessions or via the screen-sharing viewer flow. We map them to the destination CRM's Contact object and preserve associated demo history as activity records or custom fields.

Owner/User Assignment

Mapping required

Each demo session is tied to an account owner who initiated it. We preserve the owner reference by mapping it to the destination CRM's User or Owner field to maintain attribution trails.

Custom Fields (CRM modules)

Mapping required

Where CRM modules are active, custom fields may exist on Contacts or Organizations. We detect these during the schema audit phase and map them to equivalent custom fields in the destination, applying type conversion as needed.

Pipelines and Stages (if CRM enabled)

Mapping required

This object is optional and only present if the customer has activated CRM modules. We flag it during scoping and migrate it as a custom pipeline object in the destination, mapping stage names and order as configured.

Attachments and Recordings

Mapping required

Demo recordings and any files shared during a session are extracted via the session endpoint and re-uploaded to the destination CRM's attachment or file storage system, linked back to the relevant Contact or Organization record.

Gotchas

What to watch for in Crank CRM migrations

Issues we've hit on past Crank CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

No public bulk export API endpoint

Medium

Modular pricing means data scope is unknown until scoping

Medium

Recording storage is external to the CRM

How a Crank CRM migration works

Four steps, Crank CRM-specific

Connect

API key (self-service dashboard, API tab) into Crank CRM. Scopes limited to read-only on the data we move.

Map

We translate Crank CRM-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Crank CRM quirks before production.

Migrate

Full migration with Crank CRM rate-limit handling. Rollback available throughout.

FAQ

Crank CRM migration FAQ

Answers to the questions buyers ask most during Crank CRM migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your Crank CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.

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Most Crank CRM migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Crank CRM.
Without the rebuild.

Free scoping call with a migration engineer. Tell us about your Crank CRM setup and destination — written quote back within a business day.

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