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Trusted by Leading Organizations

A new kind "Easy."  Flexible &  Tailored to Sales & Service

Customer
Service
Work Order
Lead

Relationship Management

Built by the service industry. For the service industry

Powerful Solutions to grow sales, retain clients & improve team communication.

Talk to us today about what interests you...

The Wingmate Ecosystem

A Simple, Ala-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.

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.

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.

Mapping & Territories

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

API Market

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

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.

Concierge Club

White glove support and access to webinars & unlimited training.

Inside Sales Qualification

An invite-only service for our onboarded & thriving software clients, allowing them to tap into our lead qualification support.

See how Wingmate Wow’s

From the world largest organizations to independently owned businesses. Wingmate is Loved by Sales & Service teams. Backed by Proof.

View all Case Studies

Who Benefits from Wingmate?

In-Field Operations Staff

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

Sales & Service Reps

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

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.

Wingmate's Impact

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Improve

In-Field Reporting, Communication &  Revenue

Easy 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 except billing & routing under one roof.

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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. Get in touch to try Wingmate commitment free today.

Why Wingmate?

Features

Wingmate

Monday.com

Pipedrive

Hubspot

Salesforce

Frontline Communication

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Personalized support and training

Unlimited

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Multi-channel pipelines

Unlimited

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AI Document generation and signage

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Reports and Insights

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Supercharge your company

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?