Screen Sharing for Sales and Support

Conduyt Screen Share lets a rep see a customer’s screen during a call, straight from the contact record. The customer opens a link in their browser and picks what to share. The rep watches, points, and draws on what they see, and the customer gets a small picture-in-picture of the rep’s view with every mark on it. Nobody installs anything to join a meeting, and nobody leaves the CRM.

It is built for the moment every rep and every support agent knows: “Click the blue button.” “Which blue button?” Instead of describing the screen, they circle the button.

One tool for sales calls and tech support

On sales calls, a rep can walk a prospect through an application, a portal, or a form while the deal is still warm, without asking them to book a separate meeting.

On support calls, an agent can see exactly what the customer sees: the error message, the setting that is switched off, the button they cannot find. The agent marks the spot, the customer clicks it, and the fix happens on the call instead of in a long email thread. Because the session lands on the contact’s timeline, the next person who helps that customer can see that a guided session already happened.

How a screen share works

1. Start it from the lead. The rep opens a share from inside Conduyt, on the contact they are working.
2. Send the invite. Copy the link to email it, or send the code by text message. Texting goes out from the rep’s Conduyt number once that number is set up.
3. The customer shares. They open the link in a browser and choose what to share, the same way they would share a screen in Slack.
4. The rep guides. The rep sees the customer’s screen and marks it up. The customer sees those marks in a small picture-in-picture window on their side.
5. End and log. When the call is done the session ends, and it lands on the contact’s timeline with a record of how much the rep pointed and drew.

Point, draw, and stamp on the customer’s screen

The marking tools are built for telling someone where to click, not for drawing pictures.

• Pointer. A live pointer that follows the rep’s mouse on the customer’s view.
• Pen. Freehand ink for circling or underlining. Strokes fade after a few seconds, so the screen does not fill up with old scribbles.
• Text. Short labels of up to 40 characters, like “click here” or “page 2”.
• Stamps. A check, an arrow, a cross, a circle, and a square. Click to drop one, or drag to size it.
• Undo and Clear. Take back the last mark, or wipe the screen in one click.

The rep keeps working the lead

The rep’s view of the customer’s screen pops out into its own window. That keeps the shared screen visible while the rep stays inside the contact record, updating notes, moving the deal, or pulling up the next step. The customer does not have to do anything extra on their side: their picture-in-picture appears on its own.

View only, on purpose

Conduyt Screen Share does not let the rep take control of the customer’s computer. The rep can see and mark, and the customer does the clicking. That was a deliberate choice: remote control tools leave a standing risk that an agent keeps access to a customer’s machine after the call is over. With a view-only share, the customer is in charge of their own screen the whole time and can stop sharing whenever they want.

Screen sharing versus co-browsing

Co-browsing tools usually let an agent see, and often control, a customer’s session on the company’s own website. That works when the problem lives on your site. In sales and onboarding calls the problem is often somewhere else: a bank portal, an email inbox, a document, a form from another company. A screen share shows whatever the customer chooses to share, so the rep can guide them through any of it. If you need an agent to click through your website on a customer’s behalf, a co-browsing product is the better fit. If you need a rep to show a customer exactly where to click, anywhere on their screen, this is built for that.

What the customer needs

• A desktop or laptop browser. Google Chrome gives the best experience.
• iPhone and iPad browsers cannot share a screen, so a customer on one of those will need a computer for the session.
• No Conduyt account. The customer joins from the link or code the rep sends.

Pricing

Screen Share is a per-seat add-on at $20 per seat per month. Admins choose which team members get a seat. It works alongside the rest of Conduyt’s flat-rate pricing, which does not charge per user for the core CRM.

Frequently asked questions

Does the customer have to install anything?

No. The customer opens the link or enters the code in their browser and chooses what to share. They do not need a Conduyt account.

Can the rep control the customer’s computer?

No. Screen Share is view only. The rep can point, draw, add text, and drop stamps on the customer’s screen, but every click is the customer’s own.

Does it work on a phone?

iPhone and iPad browsers cannot share a screen. Customers should join from a desktop or laptop browser, and Google Chrome gives the best experience.

How does the customer get the invite?

The rep can copy a link to send by email, or send a code by text message from their Conduyt number once that number is set up.

Is the session recorded on the contact?

The session is logged on the contact’s timeline, including how much the rep pointed and drew. That gives managers a simple view of which calls used guided help.

How much does it cost?

Screen Share is an add-on at $20 per seat per month, and admins decide which team members get a seat.

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