Pattern

AI Powered

Make Sales & Service a Team Sport

Wingmate is redefining CRM, Pipeline Management & AI for people-driven companies.

Portrait of a man with short dark hair and light skin wearing a blue shirt and dark jacket, set against a dark background.Profile picture of a smiling man with a beard and mustache wearing a blue shirt against a dark background.Profile photo of a man with short dark hair and a trimmed beard, smiling, wearing a light-colored shirt.
1,000+ Companies Worldwide Trust Wingmate
CRM dashboard showing sales funnel stages with business cards and financial details.
Two smartphone screens displaying a lead management app with lead details on the left and a map with lead locations on the right.Sales lead management app on tablet with map, leads list, and details for Jo Malone East location.

Endorsed by Leading Organizations

wingmatapp icon

The best things in life are simple.  Flexible solutions tailored to Sales & Service

Customer
Service
Work Order
Lead

Relationship Management

Built by the service industry. For the service industry

Grow Sales, Retain Clients & Improve Communication.

Customized to you. Pick & choose from our Solutions below:

Icon with orange and pink curved lines representing wireless signal or broadcasting.
Simple CRM & PMP

Our leading platform for Sales and Service Organizations. Your buyer journey (Sales Cycle) and customer journey (Service Cycle) are all under one roof. Customized around your workflows, stages and fields.

Healthcare worker wearing a mask, next to a heart with an EKG line.
Infield Reporting & Frontline Communication

Enable your Frontline Teams to capture new revenue opportunities, upsell / cross-sell within accounts, competitive Intel, customer service, and even Installation, validation & dispatch.

Two overlapping rounded blue squares with horizontal white bars representing text lines.
EasyDOCs

Generate documents in seconds: Quotes, Proposals, Service Agreements, & more. Host your custom templates with e-signature, digital signature and best in class mobility. Including your custom pricing tool & approvals - all built-in. EasyDOCs centralizes all your document needs within Wingmate.

Icon of a person with a magnifying glass on a gradient orange and yellow background.
Rolodex

Powerful data intelligence to deliver accurate, verified contacts right inside our Pipeline Management Platform (PMP). Emails, phone numbers, and social profiles are just seconds away, ready to sync directly with CRM.

Stylized map icon with white map lines and a pink location pin showing a user profile symbol, over a green rounded square background.
Mapping & Territories

Map data, plot territories, analyze route density, add & pin accounts with a visual cartography of your business. Wingmate allows your team a 360° panoramic view of your opportunites, customers, assets or anything you'd like to map.

White megaphone icon on a pink square overlapping an orange square with rounded corners.
Marketing Automation

An automated & custom engagement engine underneath the hood of your CRM. Wingmate triggers personalized outreach the moment a deal moves or a customer hits a milestone.

Starling AI

Starling updates deals, sets reminders, drafts documents, and logs activity across Wingmate CRM automatically, no clicks required.

Run these real-world prompts

What your AI CRM assistant can do - in one sentence.

Sales

"Move the Zylker deal to Proposal Sent and set a follow-up with John for Friday."

Starling auto-updates deals, drafts the proposal in EasyDOCs, schedules the task, and logs everything against the account.

Code snippet showing a task follow-up for deal 'Zylker Corp' at stage 'Proposal Sent' assigned to John.
Service

"Find every open service ticket past due, mark them in progress, and notify the account owners."

Starling sweeps your service cycle, updates statuses, and sends the right message to the right rep - automatically.

Code snippet showing Starling executing service pipeline to scan 7 tickets overdue, notify 4 owners, and complete 12 actions.
In-Field

"New lead — dumpster overflowing at 40 King St, looks like a competitor account. Snapped a photo."

Voice note in, structured lead out. Starling creates the lead, attaches the photo, pins it on the map, and pulls verified contacts from Rolodex.

Code snippet showing starling.execute() with lead and intel details including address, tags, and rewards.
Leadership

"Give me this week's pipeline summary — what's stalled, what's closing, and where the risk is."

Starling analyzes every stage and surfaces the deals, renewals, and reps that need attention like a chief of staff for revenue.

Code output showing Starling execute results with financial, deal, and task status details.

The Wingmate Ecosystem

An à la carte product suite, where you pick & choose what works for your business.

Simple CRM & Pipeline Management

A Leading Pipeline Management Platform & CRM for Sales and Service Organizations.

Our all-in-one platform links your sales and service workflows.

Orange gradient icon with overlapping rounded rectangles and three white vertical bars inside.

In-Field Reporting & Frontline Communication

Wingmate is the only tool that incentivizes your frontline service teams, sales, non-sales staff, and affiliates to capture opportunities in seconds.

Spot-it. Submit-it. Profit.

Icon of a construction worker with a yellow hard hat and overalls, next to a red heart with a yellow heartbeat line.

EasyDOCs

EasyDOCs is your go-to upgrade for generating digital documents in seconds, based on your pricing tool, SKUs and approvals. It includes best-in class mobility, digital and E-Signature.

Ditch the decentralized SKUs, Spreadsheets, and Multiple Platforms.

Rolodex

Powerful data aggregation, smart filters, and a credit-based system to deliver accurate, verified contacts right inside your CRM.

Unlock powerful contact intelligence with just one click.

Mapping & Territories

Map data, plot territories, build density, add & pin accounts with a visual cartography of your business.

Stylized map icon with white map lines and a pink location pin showing a user profile symbol, over a green rounded square background.

API Market

Access to 8,000+ integrations, including Gmail and Outlook, with automatic email tracking.

Icon of a small store with a striped awning in front of a blue and purple background square.

Data Uploads & Reporting

Maintain CRM hygiene, import any data & receive automated reports. Stuck in spreadsheets or a bad relationship with another platform. We will take care of you.

White pie chart icon on a pink and purple gradient square with a plus sign in a purple circle.

Concierge Club

White glove support and access to webinars & unlimited training.

White hand holding a serving tray with a cloche on pink and orange gradient background.

Starling AI

Use it to action leads & accounts, determine to-dos & follow-ups, pull custom reports, and do anything you want at a quick command.

Marketing Automation

Send the right message at the right time. Automate emails and texts to prospects and customers based on their journey, triggers, and segments.

White megaphone icon on a pink square overlapping an orange square with rounded corners.

See how Wingmate Wow’s

From the world's largest organizations to small independently owned businesses. Wingmate is loved by Sales & Service teams. Backed by Proof.

View all Case Studies

Who Benefits from Wingmate?

Worker wearing a white hard hat and gray vest using a smartphone in an industrial setting.

In-Field Operations Staff

Earn daily rewards for capturing valuable intel with real-time updates and two-way team communication.

Smiling young man wearing a headset with crossed arms in a bright office environment.

Sales & Service Reps

Ditch the busy work you hate. Capture and manage your prospects & customers from anywhere.

Two businessmen looking at a laptop screen on a glass table in a bright office.

Leadership

Do more with less. Connect your team and give them practical tools they need to dominate the competition.

Integration Into Your Systems

Say goodbye to lost notes and scattered updates. Instantly share and track every insight, right where your team works best.

wingmatapp flow
Glowing circular gradient with warm colors transitioning from orange to red.

Wingmate's Route to Revenue

Image

Improve

In-Field Reporting, Communication &  Revenue

Easy AI Data Capture & Rewards allows you to rally everyone in your business for growth and customer service.

Centralize

Data & Documents

Ditch messy spreadsheets, clunky tech and documents everywhere. Everything including AI document generation & signature under one roof.

Image

Engage

People-First Tech

Overbuilt legacy software systems of 20 years ago are no longer helpful. In fact, they are a headache. We considered User Experience and Adoption when building Wingmate.

Take Flight with Wingmate

Bring teamwork, excitement, and opportunity to your business.

Select what Interests you from the menu below:

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Why Wingmate?

Features

Wingmate

Monday.com

Pipedrive

Hubspot

Salesforce

Infield Communication & Gamification

Pricing IconPricing IconPricing IconPricing IconPricing Icon

Personalized Support and Training

Unlimited

Pricing IconPricing IconPricing IconPricing Icon

Multi-Channel Pipelines

Unlimited

Pricing IconPricing IconPricing IconPricing Icon

Native AI Document Generation & Signage

Pricing IconPricing IconPricing IconPricing IconPricing Icon

Reports and Insights

Pricing IconPricing IconPricing IconPricing IconPricing Icon

Mapping, Territories & Route Density

Pricing IconPricing IconPricing IconPricing IconPricing Icon

Mobile A.I. Lead Capture & Native Data Intelligence

Pricing IconPricing IconPricing IconPricing IconPricing Icon

Wingmate is the Human-Centric CRM

Organize your tasks & renewals, track pipeline, create documents for signature, measure goals, and streamline team communication all in one place.

Funnel View

Frequently Asked Questions

Haven’t found what you’re looking for?Contact us

What is Wingmate
What is a CRM?
What is pipeline management?
How do I choose the right CRM?
Which integrations can I connect with Wingmate?
How does Wingmate work?